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Custom AI Chips Challenge Nvidia's Dominance in Model Training

A shift in compute procurement strategy

Nitika (Guest) | 14 April 2026

IEA Slashes Oil Demand Forecast as Iran Supply Disruption Spreads

A Structural Break in the Global Oil Outlook

Nitish Kishor | 14 April 2026

Defense Spending Boom: Short-Term Stimulus or Long-Term Fiscal Risk?

A Structural Shift, Not a Cyclical Spike

Nitish Kishor | 14 April 2026

Pre-Market Movers: Earnings, AI Deals, and Airline M&A Reshape Early Sentiment

Banking Sector Leads Early Earnings Season With Mixed Signals

Nitish Kishor | 14 April 2026

Goldman Sachs Posts Near-Record Profit as Iran War, AI Cyber Threat and Anthropic's Mythos Rattle Wall Street's Outlook

Goldman Sachs (NYSE: GS)delivered one of its finest quarters on record on Monday, posting a 19 per cent jump in first-quarter profit that briefly obscured a more complicated picture: a war in Iran threatening to freeze the dealmaking boom that Wall Street had spent …

Nitish Kishor | 13 April 2026

What Bank Charts Are Signaling Ahead of Earnings: JPMorgan, Citi, Wells Fargo in Focus

The banking sector is exhibiting a powerful synchronized shift in market structure. Across the "Big Three," technical indicators suggest a move away from uncertainty toward a confirmed or emerging bullish regime.

Nitish Kishor | 13 April 2026