Author: Aruna Kaim

IREN shares jumped as much as 16% on Monday following the announcement of $2.8 billion in new multi-year AI cloud services contracts and an upgraded year-end 2026 revenue target. The Nasdaq-listed company, formerly known primarily for bitcoin mining, continues to gain significant traction as an AI infrastructure provider. Signed contracts now back roughly 85% of IREN’s revised annualized run-rate revenue target. The company’s expanding customer base features high-profile tech and AI entities, including Microsoft, Nvidia, Perplexity, Figure AI, and Together AI. The agreements cover both bare metal infrastructure and managed cloud services, boasting a weighted average duration of about four…

Americans applied for new credit at the highest rate in nearly five years this past June, according to the Federal Reserve Bank of New York’s latest Survey of Consumer Expectations Credit Access Survey. The overall application rate for all credit types reached its highest level since October 2021. While overall credit demand climbed, specific categories showed mixed movement compared to February 2026. The likelihood of consumers applying for new credit cards, auto loans, higher credit card limits, or mortgage refinancing eased slightly. In contrast, demand for new mortgages saw a slight uptick. The data also highlighted ongoing financial strain for…

SBI Cards & Payment Services is flashing early signs of a trend reversal following a steep, vertical sell-off that wiped over 30% off its value from the October 2025 highs. After establishing a firm floor above the 550 mark in June, the NBFC stock faced immediate resistance at its 50-day moving average (DMA). However, a subsequent successful retest of this key moving average in July indicates that buyers are aggressively defending lower levels and attempting to shift the near-term momentum. With technical indicators signaling a positive structural shift, market experts suggest that the stock presents a compelling setup for high-risk,…

Geopolitical tensions in the Gulf and a sharp unwinding of the artificial intelligence trade in the US are driving a fresh wave of market volatility. With Iran targeting Saudi Arabia and Kuwait, escalating conflict is placing immediate upward pressure on crude oil prices, reinforcing a short-term bearish bias across global markets. For investors with a one- to two-year horizon, this turbulence offers a strategic entry point. While nervous markets focus on immediate shocks, long-term value rests on resilient business models, strong management, and proven operational execution. Investors who can look past near-term fluctuations will find compelling opportunities in these six…

The Indian benchmark Nifty 50 index is experiencing a wave of macro-driven volatility as global geopolitical tensions and elevated crude prices test near-term resistance levels. In this environment, institutional capital is actively rotating away from high-beta, speculative counters and flowing into large-cap defensive equities that feature both strong structural support and clean balance sheets. Using institutional data from Refinitiv’s Stock Reports Plus and consensus estimates from the Institutional Brokers’ Estimate System (IBES), analysts have flagged high-conviction large-caps that continue to score exceptionally well across five fundamental pillars: Earnings Momentum, Fundamental Strength, Relative Valuation, Risk Mitigation, and Price Momentum. The Resilient…

The Indian stock market is facing a familiar test of resilience. Domestically, companies are deep in the Q1 FY27 corporate earnings season, where the street is strictly punishing omissions and rewarding structural beats. Globally, macro pressures are mounting: a reignited geopolitical conflict between the US and Iran has pushed Brent crude oil prices past the $90-a-barrel mark, stoking fresh inflation worries and fueling fears of margin compression for sectors reliant on imported raw materials. When macroeconomic tailwinds shift into volatile headwinds, taking a blanket approach to index investing loses its edge. The market transitions into a highly stock-specific arena. Rather…

Samsung is heading to London on July 22, 2026, for its biggest launch event of the year. This year’s Galaxy Unpacked is set to debut a brand-new foldable form factor, crease-reducing display technology, and heavily upgraded AI wearables. Here is the definitive breakdown of what to expect based on the latest official teasers and major retail leaks. 1. The Foldable Family Expands (and Rebrands) The headline story of Unpacked 2026 is a major shakeup to the Galaxy Z Fold lineup, shifting to a three-tier strategy to directly counter upcoming competitor hardware. Galaxy Z Fold 8 (The “Wide”): Samsung is introducing…

Apple has quietly rolled out price increases for Apple Music and Apple One subscriptions in India, joining a global wave of adjustments. According to Apple, the music tier hikes are driven by rising licensing fees. The revised pricing structure affects both new and existing subscribers across the board: Apple Music New Rates Tier Old Price New Price Increase Student ₹59 ₹69 ₹10 Individual ₹119 ₹139 ₹20 Family ₹179 ₹229 ₹50 Apple One New Rates Individual Plan: ₹195 (up from ₹175) Family Plan: ₹365 (unchanged) This update follows recent price bumps for select Apple hardware in India, including Macs, iPads, and…

For professionals and frequent travelers seeking peak productivity without being tethered to an outlet, premium thin-and-light laptops powered by Intel’s energy-efficient processors offer the ideal solution. If you are torn between the top premium battery-life champions, here is a detailed side-by-side comparison of the two leading flagship options: Feature Samsung Galaxy Book6 Pro ASUS Zenbook S14 Best For Maximum battery life and ecosystem integration Flagship ultraportable design with touchscreen versatility Processor Intel Core Ultra 7 (Series 3) Intel Core Ultra 7 (Series 3) Display 14-inch WQXGA+ Dynamic AMOLED 2X, 120Hz 14-inch 3K Lumina OLED Touchscreen, 120Hz Battery Life Up to…

Google’s worst-kept secret is laid bare once again. Weeks before the official August 12 Made by Google event, a massive wave of leaks—including a premature Amazon listing spotted by 9to5Google—has revealed the full color palette, pricing, and hardware specs for the upcoming Pixel 11 lineup. From design overhauls to internal upgrades, here is everything expected from Google’s next flagships. A Fresh Palette of Colors Accidental Amazon placeholders have given us an early look at the color options across the four expected models: the Pixel 11, Pixel 11 Pro, Pixel 11 Pro XL, and Pixel 11 Pro Fold. Pixel 11: Midnight,…