tirtha092

[Groww @_groww]

How much do Banks spend on Pen & Paper?

(Costs for FY25)

[CNBC-TV18 @CNBCTV18News]

"What took 500 people, working 15-hour days for 2.5 years, I was able to recreate in under an hour."
Vishal Sikka shares the moment AI fundamentally changed how he thinks about work, productivity, & the future of industries.
#VoicesFromTheValley
@ShereenBhan @VianaiSystems

[ESPN UK @ESPNUK]

"Right now he is not useful!"

Should Cristiano Ronaldo be benched in Portugal's next game? 🇵🇹

[Gurjot Ahluwalia @gurjota]

One of the most outrageous market predictions on TV which even left Anuj stunned!

"Nifty can rise to 35,000 in the next 12-15 months

HDFC Bank is trading at 1.7x price to book, a lesson for me also after 25 years that anything is possible in the market.

FIIs have been selling Indian banks and taking the AI trade.

SpaceX listing may mark top of US bull market.

And I believe Banks and IT will lead the rally"

[Rapid Response 47 @RapidResponse47]

“I’m the boss.” 🤣

— @POTUS arrives for a working session at the G7 summit in France

[The Kobeissi Letter @KobeissiLetter]

The AI revolution needs more funding:

Net equity issuances are estimated to rise to ~$200 billion in 2026 and surge +500% YoY in 2027, to ~$1.2 trillion, according to JP Morgan.

This includes IPOs, secondary offerings, and other share sales after accounting for buybacks.

Combined, this would be the largest 2-year period of net stock issuance since at least the late 1990s.

This marks a sharp reversal from ~$12 trillion of shares repurchased in the previous 20 years, shrinking the available stock supply consistently each year.

The surge is being driven by SpaceX's, $SPCX, $85.7 billion IPO, the largest in history, alongside upcoming mega IPOs from OpenAI and Anthropic.

At the same time, Alphabet, $GOOGL, Meta, $META, and Oracle, $ORCL, are expected to raise hundreds of billions in secondary share offerings to fund their AI spending plans.

We are about to witness a historic wave of US equity issuance.

[Brad Kaellner @bkaellner]

Here are 4 of the best investors capitalizing on the singularity

If you are an active stock picker in the AI space, get to know these businesses

They all have recent writeups on Value Investors Club

[Peter Mallouk @PeterMallouk]

The SpaceX IPO was the hottest deal in history.
Now comes the hard part.
The median major IPO of the last 15 years was down 31% after one year and fell 53% from its first closing price at some point along the way.

[Ishan Tanna 🇮🇳 @IshanTanna1]

One stock having concentration in entire country's market cap

[Nasdaq @Nasdaq]

Mission: @SpaceX.
Objective: Make life multiplanetary.
Exchange: @NasdaqExchange.
Status: Initial Public Offering. $SPCX

[NDTV Profit @NDTVProfitIndia]

Elon Musk’s opening remarks ahead of SpaceX listing on Nasdaq.

Watch live on https://t.co/jaD9SVkUoF

[CNBC-TV18 @CNBCTV18News]

🇮🇳⚡ 20-Year Tax Holiday To Turbocharge India's Data Centre Boom

India is already among the most cost-competitive data-centre markets in Asia.

Exclude China & Taiwan, and India stands out as a natural destination for global data-centre investments.

🤔 So, does India really need tax breaks to attract data-centre investments?

Or are these incentives less about winning new investments and more about providing long-term certainty—encouraging companies to scale up their commitments and invest faster?

#DataCentres #IndiaGrowthStory #AIInfrastructure #DigitalIndia #InvestmentBoom #TechInfrastructure #DigitalEconomy #DataCentreBoom #cnbctv18digital

@ShereenBhan | @_prashantnair | @iyer_sriram | @hormaz_fatakia | @nimeshscnbc

[News18 @CNNnews18]

EAM S Jaishankar said India began purchasing Russian oil in 2022 due to its affordability and availability, adding that the move was made at the request of the United States to help stabilise global oil prices.

“At that time, the US specifically asked India to buy Russian oil to stabilise the oil market,” he said, while responding to questions about India's position on the Russia-Ukraine war and criticism over its continued oil imports from Russia.

#SJaishankar #RussiaUkraineWar #RussianOil #IndiaRussia #EnergySecurity #IndiaNews #Geopolitics #Finland #OilMarket #WorldNews

[Adarsh Hegde @adarshahgd]

"No European country has been attacked with Indian Weapons... So Keep that in Mind"...!!!

I think Europe was not expecting that answer from Minister @DrSJaishankar 👏

[Evan @StockMKTNewz]

🇺🇸 President Trump just announced we have reached a settlement to end the war with Iran 🇮🇷 subject to finalization of documents

[Erik Brynjolfsson @erikbryn]

Today, the Stanford @DigEconLab launches the AI Economic Indicators, a new platform for tracking how AI is reshaping work, productivity, adoption, and the economy.

1/6

[Hedge Fund Alpha @Hedgefundalpha]

1/ Most investors think the AI trade is still about $NVDA and hyperscalers.

Citrini Research disagrees.

They think the next winners are hiding further down the stack. 🧵

[Reuters @Reuters]

SK Hynix plans to list its shares in the US as soon as August, said two sources familiar with the matter, as the South Korean memory chipmaker seeks to capitalise on strong appetite for AI-linked stocks and broaden its investor base https://t.co/ne4XYDTjjr

[CNBC-TV18 @CNBCTV18News]

#DataCenter Parternship | #Reliance Partners With #Meta

- To set up AI data center in Jamnagar
- Agreement for a 168 MW AI-enabled data center
- Meta contracts solar and wind across five Indian states

@R_Dhanrajani #CNBCTV18Market #MarkZuckerberg #MukeshAmbani #AI