FED:Budget measures could cut house prices by 10 per cent Changes to negative gearing and capital gains tax concessions could cause the biggest housing downturn in 40 years, in a boost for first home buyers. AAP · May 21
OpenAI IPO coming soon? ChatGPT-maker likely to confidentially file draft papers for world’s biggest-ever IPO tomorrow Sam Altman-led OpenAI is reportedly preparing to confidentially file draft papers for its IPO as early as Friday, according to CNBC, in what could become one of the biggest public listings ever. The ChatGPT-maker, valued at over $850 billion by private investors, is said to be working with Goldman Sachs… The Economic Times · May 21
Jubilant Foodworks shares crash 8% after Domino's India operator's Q4 results. What spooked investors? Jubilant Foodworks shares dropped significantly after its fourth-quarter results. The Domino's India operator reported a profit rise but faced headwinds. Brokerages have reduced their target prices for the stock. Concerns include rising costs and slower growth. The company mentioned temporary LPG supply issues impacting operations. Analysts expect near-term pressure on… The Economic Times · May 21
Jefferies, other top brokers raise Lenskart targets after Q4 results; here's why Lenskart Solutions shares surged after the eyewear retailer reported a strong Q4FY26 performance, with revenue from operations rising nearly 46% YoY to Rs 2,516 crore. The upbeat earnings prompted bullish brokerage views and target price upgrades, pushing the stock to a near one-month high of Rs 517 on the NSE.… The Economic Times · May 21
BSE vs MCX: Which stock are you betting on? Jefferies, Morgan Stanley, others have their say Amidst market volatility, Indian stock exchanges BSE and MCX have seen significant rallies, driven by increased trading activity. Both reported strong Q4 earnings. While Jefferies and ICICI Securities remain cautious on BSE, citing stagnant market share, brokerages like HDFC Securities and Morgan Stanley are more optimistic about MCX, highlighting its… The Economic Times · May 21
OpenAI IPO filing could come before SpaceX goes public: Will Sam Altman beat Elon Musk and Anthropic in the biggest AI and space market race of 2026? Complete details on Wall Street’s largest IPO wave OpenAI IPO: Wall Street is entering its biggest IPO wave since 2022. OpenAI, SpaceX, Anthropic, Shein, and Kunlunxin could together raise nearly $200 billion. OpenAI may file for its IPO before SpaceX goes public. That changes the entire AI market race. Investors are now watching Sam Altman, Elon Musk, and… The Economic Times · May 20
OpenAI To Confidentially File For IPO As Soon As This Week: Report OpenAI is set to confidentially file for an IPO as soon as this week, according to a new report. International Business Times · May 20
LRCX Overweight: How Lam Research Is Poised to Outperform the $149B WFE Market Morgan Stanley has upgraded Lam Research to Overweight rating following a wafer fabrication equipment industry raise. Barchart · May 20
OpenAI aiming for speedy IPO, source says, as market awaits SpaceX filing The ChatGPT maker is working with bankers at firms, including Goldman Sachs and Morgan Stanley, on a draft IPO prospectus that it plans to file confidentially with regulators soon, possibly as early as Friday, the report said. The Economic Times · May 20
Big update in JPMorgan sex harassment case: Lorna Hajdini files defamation lawsuit against Chirayu Rana A bitter legal battle at JPMorgan Chase has taken another dramatic turn after executive Lorna Hajdini filed a defamation lawsuit against former banker Chirayu Rana, accusing him of making up false claims that she treated him as her “sex slave”. The Times of India · May 20
Oil Price Today (May 20): Crude oil dips for second day as Trump says Iran war could end ‘very quickly’. Is the worst behind? Oil prices dipped for a second day as President Trump suggested a swift end to the Iran conflict. However, market caution persists due to ongoing peace negotiation uncertainties and Middle East supply disruptions. Experts warn prices will remain elevated due to potential renewed strikes and slow supply recovery. The Economic Times · May 20
Oil Price Today (May 19): Crude oil retreats from $110 as Trump delays planned strike on Iran. Where are prices headed? Oil prices dipped Tuesday after President Trump delayed a planned military strike on Iran, following appeals from Middle Eastern leaders. This de-escalation eased immediate concerns over global crude supply disruptions. Analysts warn that a prolonged closure of the Strait of Hormuz could still impact markets significantly. The Economic Times · May 19
Fortune · May 18 AI is eating the market and Wall Street strategists have bubble brain as they debate: are we in 1997 or 1999? Are markets partying like it's 1999, or a few years before that?
The Economic Times · May 18 India poised for strong growth revival despite global risks: Morgan Stanley Morgan Stanley sees India's economy entering a new growth phase. Strong domestic demand and policy support are expected to boost corporate earnings. Indian equities are set for a strong year. Investments in key sectors will strengthen growth momentum. India's role in global GDP growth is increasing.
The Economic Times · May 18 Tata Steel shares crack 4% after Q4 results. Here's why JPMorgan downgraded the stock Tata Steel's shares dipped despite a 147% surge in Q4 FY26 net profit to Rs 2,965 crore. Analysts are divided, with JPMorgan downgrading to 'Neutral' citing regulatory headwinds in the Netherlands and project delays, while Morgan Stanley maintains 'Overweight' on strong domestic and UK performance.
The Economic Times · May 18 Oil Price Today (May 18): Crude oil above $110 again as Iran war tensions deepen. Where is liquid gold headed? Oil prices climbed on Monday. Hopes for peace with Iran dimmed after an attack on a UAE nuclear plant. President Trump is reviewing military actions. Drone attacks on the UAE and Saudi Arabia increased fears of wider conflict. The Strait of Hormuz remains a key concern for global oil and…
Barchart · May 17 Tesla’s $250 Million Germany Bet Is Interesting. It’s Spending More Before It Has the Payoff. Tesla’s Germany battery expansion strengthens its Europe strategy, but rising spending is making the TSLA stock bull case harder to justify.
Barchart · May 16 Ford’s EV Pivot Was Disastrous. Now It’s Trying to Compete with Tesla on Energy Storage. Ford, which failed to meet its ambitious EV targets, is now betting on the energy storage business. Can the company compete with Tesla there?
The Economic Times · May 16 Amazon vs Walmart: Great American race begins for $1 trillion annual sales. How will this benefit customers in rural U.S? Amazon last year invested $4 billion to bring same-day or next-day deliveries to 4,000 smaller cities, towns and rural communities.
The Independent UK · May 16 Battle of the shopping giants as Walmart and Amazon race to speed up deliveries to rural America Walmart and Amazon are racing to speed up order deliveries in small, rural areas of the USA
The Economic Times · May 16 Crude oil surges 8% in a week to near $110 as Iran war tensions simmer again. Where are prices headed? Oil prices surged this week as U.S. President Trump and Iran's foreign minister exchanged remarks, dampening hopes for a near-term agreement on ship attacks around the Strait of Hormuz. Brent crude futures rose 7.84% and WTI gained 10.48% amid uncertainty over the fragile ceasefire and the potential for prolonged disruptions…
Barchart · May 15 Salesforce Received a New $72 Million Contract From the U.S. Air Force. It’s Exciting, But Not a Game-Changer for CRM Stock. Salesforce's government win adds credibility to its AI push, yet CRM stock still hinges on whether enterprise demand accelerates.
Barchart · May 15 GitLab Stock Crashes After AI Job Cuts Trigger Major Analyst Downgrade GTLB stock fell following a workforce reduction announcement and analyst downgrade.