Market Pulse: PSU banks and capital goods ripped higher after Dipan Mehta noted valuation gaps closing, while legacy IT drifted as Sandip Agarwal’s concerns on multiples hit stocks.
Key Movers: Silverline Technologies secured an ₹80 crore injection from Trueledger, and eyes are on Infosys’s AI pivot after mixed takeaways from the latest analyst notes.
Macro & Politics: The CFTC chair signaled final approval for a crypto market-structure bill, and Indonesia tightened export controls on nickel amid US–China feedstock rivalry.
What’s Next: Watch for the CFTC’s formal nod on digital-asset rules and fresh updates on EV-critical minerals from Southeast Asia.
📈 Breaking Financial News
Silverline Technologies board approves ₹80 crore infusion by Trueledger Technologies FZE
The proposed transaction implies an indicative post-money valuation of approximately ₹400 crore, based on forward-looking business projections and planned growth initiatives, particularly in the AI segment.
IIT Madras Global to establish Applied AI Innovation Centre at Dubai CommerCity
The Centre will host a portfolio of six applied AI startups with a combined valuation of approximately US$118 million and projected revenues of US$281 million over the next five years.
PSU banks and capex stocks leading market gains: Dipan Mehta
Indian markets show strong performance in PSU banks, capital goods, and infrastructure. Dipan Mehta highlights PSU banks closing valuation gaps with private peers. Capital goods firms benefit from robust order books and capex cycles. FMCG stocks face caution …
PSU banks still attractive despite rally; metals in secular upcycle, says Sudip Bandyopadhyay
Public sector banks remain attractive for investors even after recent gains. A significant valuation gap persists with private lenders, suggesting further narrowing. Metals are in a strong long-term upcycle driven by global trends. Volatility in commodities i…
Infosys’ AI push reassures on business strength, but valuation worries linger, says Sandip Agarwal
Indian IT firms' robust business models, honed over decades, are well-equipped to navigate AI disruption, according to analyst Sandip Agarwal. While valuations remain a concern, the sector's ability to reskill and adapt to client needs, coupled with significa…
See what he's targeting here...
See what he’s targeting here...
🔍 Market Analysis & Insights
US stock market | Blackstone-backed Liftoff Mobile refiles US IPO hours after pulling plan
Blackstone-backed Liftoff Mobile filed confidentially for an initial public offering in the U.S. on Tuesday, hours after withdrawing an earlier plan, as a recent rout in software stocks makes investors increasingly wary of new listings.
CFTC Chair Says Crypto Market Structure Bill Nears Final Approval
With the end of the month approaching and negotiations still ongoing, the long-debated crypto market structure legislation known as the CLARITY Act is facing a critical moment in Washington. The bill, which aims to establish clear rules for digital asset mar…
Shreyash Devalkar reveals where smart money is headed as AI rattles markets and IT stocks reel
Indian IT stocks face an AI-driven reset, with growth expectations recalibrated. Fund managers see opportunity in banking and financials, citing recovering credit growth and a bottoming NPA cycle. Automobiles, especially commercial vehicles, also show early r…
West Ham wanted €15m Liverpool star in January and may return in summer
Chiesa’s Liverpool Struggle Raises Summer Exit TalkFederico Chiesa’s Liverpool chapter has yet to find rhythm, and according to reporting credited to Calciomercato, patience on all sides is beginn...
Bitcoin Didn’t ‘Fail’ Digital Gold: Markets Misread The Thesis, Galaxy’s Thorn Says
Galaxy Digital head of research Alex Thorn is pushing back on a growing critique that Bitcoin has “failed” its digital gold promise, arguing that the label was always about BTC’s monetary properties, not a guarantee it would trade like bullion in every macro …
The Elon Musk “Mystery Metal” That Could Break China's Grip Trump called America's rare-ea
quietly engineered by Elon Musk... could end that crisis forever. And one tiny company is sitting at the center of it all. Musk is expected to make an announcement any day now. See more about this secret project here.
💰 Investment Opportunities
Ola’s 63% IPO crash isn’t the whole story, as 9 have fared worse; 100+ stocks are wealth destroyers
Despite the steep 63% post-IPO crash in Ola Electric Mobility, it isn’t the worst performer. Over 115 NSE-listed IPOs from 2025–26 now trade below issue price, with several SME listings plunging 70–80%. The broad-based correction underscores deep wealth erosi…
PGA Tour financial reports reveal much about Tour's present, future | EXCLUSIVE
Recent accounting of the PGA Tour's core business reveals a fascinating peek into the financials of the game's biggest league.
Indonesia tightens control on nickel as the US and China scramble for critical minerals
Indonesia is tightening state control over its globally important nickel industry after years of betting that the metal would anchor a homegrown electric-vehicle industry
Indonesia tightens control on nickel as the US and China scramble for critical minerals
Indonesia is tightening state control over its globally important nickel industry after years of betting that the metal would anchor a homegrown electric-vehicle industry
Indonesia tightens control on nickel as the US and China scramble for critical minerals
Indonesia is tightening state control over its globally important nickel industry after years of betting that the metal would anchor a homegrown electric-vehicle industry
Wall St Legend: AGI Arrives Q1 2026. The Power Grab Started Months Ago.
While retail buys Nvidia at all-time highs, institutions position into something else. Why? AI needs POWER. Louis Navellier, who spent 46 yrs Wall St. and called Nvidia at $1, reveals that his grading system shows where the money is REALLY flowing. Companies you've never heard of. Stocks the media never covers. Before Stage 3 begins...
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Past performance does not guarantee future results. Always conduct your own research before making investment decisions.
Unfiltered Market Commentary
What everyone’s missing is how the coming crypto framework could reshape flows far beyond Bitcoin. CFTC Chair Says Crypto Market Structure Bill Nears Final Approval (Bitcoinist) hints at a unified regime for futures, spots and options—yet most traders still treat digital assets like kid-stock toys. Regulators want seriousness; if you’re not institutional-grade ready, you’ll get left behind, and that’s a huge oversight.
Connect the AI frenzy with the nickel chokehold story and you see a single thesis: industrial transformation. Shreyash Devalkar reveals where smart money is headed as AI rattles markets and IT stocks reel (The Times of India) and Indonesia tightens control on nickel as the US and China scramble for critical minerals (Abcnews.com) aren’t separate—both drive the cost curve for data centers and EV batteries. Miss that, and your portfolio is playing checkers while the market is playing 4D chess.
Action time: position into hyperscaler partnerships and critical-mineral plays before the herd shows up. Avoid bloated IT multiples even if they glitter; the real money will flow where compute and metal converge. This isn’t a drill—align your allocations or watch the next wave roll over you.