Synopsis: As artificial intelligence drives an unprecedented surge in electricity demand, the idea of building solar-powered data centres in space is gaining attention. Backed by major tech players, orbital computing promises relief from Earth’s energy and cooling...
Synopsis: As fresh global tensions rise and uncertainty spreads across financial markets, Dalal Street finds itself facing another geopolitical test. History shows that wars and cross-border conflicts have repeatedly triggered sharp reactions in the Sensex. But how...
Synopsis: VA Tech Wabag is targeting 15 to 20 percent CAGR supported by a strong order book, rising international presence, stable margins and a net cash balance sheet. With disciplined execution, expansion into new sectors and steady project pipeline, the company...
Synopsis: Black Box is a global digital infrastructure solutions provider benefiting from strong demand in data centres and connectivity. While revenue growth has been modest due to execution delays and supply constraints, profitability and margins have improved. With...
Synopsis: India’s auto sector shows early signs of a cyclical recovery in 2026, driven by GST-led affordability, strong SUV demand, improving entry-level volumes and aggressive capacity expansion. While demand momentum is broad-based, global risks, commodity pressures...
Synopsis: Blue Star is preparing for Summer 2026 by tightening inventory, improving supply chain resilience, and taking pricing actions to offset structural cost pressures. While FY26 demand remained uneven, modest RAC recovery, steady B2B enquiries, and margin...
Synopsis: NVIDIA’s latest results offer important signals about the strength of the AI boom. While growth remains powerful and demand appears intact, deeper details around spending, supply and financial structures raise bigger questions. The numbers suggest momentum...
Synopsis: The Supreme Court’s decision to strike down Trump-era tariffs could trigger up to USD 175 billion in refunds, largely benefiting companies rather than consumers. Since firms had already passed most tariff costs into prices, refunds may boost cash flows and...
Synopsis: India is entering a massive new phase of digital infrastructure growth as companies quietly plan gigawatt-scale data centre campuses to meet surging AI, cloud and data demand. This build-out could reshape the country’s tech backbone and trigger a long...
Synopsis: Could shipping markets hold the earliest clues to the next market downturn? This article explores how freight futures and the Baltic Dry Index act as real economy signals, why they sometimes move before stocks, and how Indian investors can track global trade...
