Citi Bearish On Dr Reddy's; CLSA Positive On HAL, Says Company Has Strongest Pipeline Of Orders
Citi’s research team issued a bearish stance on Dr Reddy’s Laboratories, citing concerns that the company’s generic version of semaglutide may not capture significant market share. In contrast, CLSA upgraded Hindustan Aeronautics Limited (HAL) to a preferred pick, highlighting its strongest pipeline of orders and a 14‑year backlog that underpins future earnings. The divergent analyst views reflect differing sector dynamics, with pharma facing intense competition in GLP‑1 drugs while aerospace benefits from long‑term government contracts. These insights were shared by Sudarshan Kumar on CNBC‑TV18’s brokerage call segment.
IRFC OFS Opens For Subscription Today | Disbursements Will Be Higher Than Guidance, Says Company
India Railway Finance Corporation (IRFC) launched its Offer For Sale (OFS) today, inviting investors to subscribe to newly issued shares. Chairman and MD Manoj Kumar Dubey projected that sanctions for FY26 could reach between Rs 80,000 crore and Rs 90,000 crore, well above prior...
IT Bottom Still Far? Gautam Shah’s Big Warning On IT Stocks, Nifty Stuck & PSU Banks Rally | ET Now
Gautam Shah, founder of Goldilocks Global, warned that the Nifty IT index could slide further, potentially reaching the 28,400‑26,000 range. He attributes the pressure to AI‑driven disruption and a broad valuation reset across Indian IT firms. Conversely, Shah sees substantial...
Market Opening LIVE | Nifty Opens Above 25,500, Sensex Up 500 Points; Lupin, HG Infra In Focus
Indian equities opened on a strong note as the Nifty crossed the 25,500 mark and the Sensex added roughly 500 points. The rally followed a tech‑driven surge on Wall Street that lifted Asian markets. CNBC‑TV18 highlighted Lupin and HG Infra...
UK Tightens Borders, Asian Stocks Hit Records as Singapore Debates Surplus
The Business Times podcast covered a string of cross‑regional developments, from the United Kingdom’s new electronic travel‑authorization requirement to President Donald Trump’s 10% global tariff rollout, while also highlighting inflation pressures in Australia, record highs in Asian equity markets and...
HIMS Earnings Rollercoaster and the Options Volatility Sweat
Hims & Hers (HIMS) posted a Q4 earnings beat but warned of softer forward guidance and heightened GLP‑1 regulatory scrutiny, sending the stock down to $13.75 in early Tuesday trade. A sharp mid‑day rally lifted the price to $15.46, rescuing...
Amb. Kang Emphasizes 'Friendly Atmosphere' With U.S. on Tariff Agreements Amid Recent Uncertainties
South Korean Ambassador to the United States Kang Kyung‑wha said Seoul will work with Washington to keep trade talks in a friendly atmosphere while closely monitoring new U.S. tariff measures. She addressed the Supreme Court ruling that struck down reciprocal...
Meta-AMD Deal Makes Sense for Meta but Less so for AMD, Says Clockwise Capital's Jams Cakmak
The discussion centered on Meta’s recent agreement with AMD to secure AI‑chip capacity in exchange for a minority equity stake. Clockwise Capital’s chief investment officer, James Cakmak, framed the deal as a strategic move for Meta, allowing the social‑media giant...
Rick Rieder: Market Will Have a Pretty Good Year but Not in a Straight Line
BlackRock’s senior portfolio manager Rick Rieder told a Miami conference that the U.S. equity market is poised for a “pretty good year,” but the path will be uneven. He linked the outlook to upcoming fiscal policy, Federal Reserve actions, and...
Warner Bros. Discovery: Paramount Increased Offer to $31 per Share in Cash
Warner Bros. Discovery’s board has signaled that Paramount Global’s revised proposal – a $31‑per‑share cash offer – is now considered a superior bid, positioning Paramount as the frontrunner in the contested acquisition. The move follows a brief period in which...
Europe’s Discovery of India
Europe and India have entered a markedly upbeat phase, highlighted by the long‑awaited EU‑India Free Trade Agreement. The partnership is expanding beyond rhetoric into concrete cooperation on security, technology, and migration. Garima Mohan of the German Marshall Fund explains the...
RDDT, FTNT, CLBT & PLTR to Lead "Rip-Your-Face-Off" Software Rally?
The discussion centers on Lloyd Financial Group’s view that the software sector, after a roughly 35% decline, is poised for a sharp rebound, contrasting with the muted performance of the so‑called “mag‑seven” mega‑caps. Lloyd explains that his firm has been...
Mad Money 02/24/26 | Audio Only
Jim Kramer opened today’s Mad Money by dismissing the buzzword “halo” – heavy‑asset, low‑obsolescence stocks – as a misnomer for what investors really crave: tangible businesses they can understand. He argued that the market’s current rotation away from once‑loved software...
NEW Mastercard World Legend: Visa Infinite Competitor | Bilt Palladium, Citi Strata Elite
The video introduces Mastercard’s newest premium tier, World Legend, which debuted in mid‑2025 on the City Strata Elite and the newly built Palladium cards. Positioned as the network’s flagship offering, the tier targets high‑spending consumers and promises a suite of...
AMD's $100B META Deal Shows "Two Worlds" In Training & Inferencing
AMD has inked a roughly $100 billion agreement with Meta Platforms to deliver up to 6 gigawatts of GPU capacity for the social‑media giant’s AI initiatives. The deal expands Meta’s hardware mix beyond Nvidia, giving it access to AMD’s data‑center GPUs for...
Knowing when to Pump the Brakes (Day Trading)
The video tackles the psychological and operational pitfalls that day traders face when a hot market cools, emphasizing the need to know when to “pump the brakes” after a loss. The speaker describes a typical pattern: a lucrative streak generates large...
Uncertainty Is Good for Your Portfolio
The speaker argues that market uncertainty and volatility often create the best buying opportunities, while calm, predictable periods tend to be the worst times to be invested. Historical episodes of complacency—when investors felt certain about earnings and the economy—preceded poor...
Tuesday's Final Takeaways: WBD Bidding War Continues & Consumer Confidence Improves
Paramount Skydance (PSKY) escalated its pursuit of Warner Bros. Discovery (WBD) with a fresh, higher‑valued proposal, intensifying the ongoing bidding war. The new offer, roughly $20 billion, puts pressure on WBD’s board and could reshape the U.S. media landscape if accepted....
GOOGL Ready to Run | Support and Divergence Confirm It
Google’s shares have bounced off the 100‑day simple moving average, confirming a key support level. Technical analysis highlighted bullish divergence and a true‑low signal with a 9‑out‑of‑10 success rate, prompting a re‑entry into a 330/335 call spread. The trade targets...
Nvidia Turning Back Into Cash Machine
The video examines Nvidia's business model and recent financial turnaround, highlighting how its design‑only approach yields a 70% gross margin and positions the company as a “cash machine” after a heavy R&D‑driven dip. By outsourcing fab work to TSMC, Nvidia can...
Expert: Justice Thomas IEEPA Dissent Points to Expanded Presidential Power
In a recent CFR interview, trade expert Jennifer Hillman highlighted Justice Samuel Thomas's dissent on the International Emergency Economic Powers Act (IEEPA). Thomas argued for a markedly broader scope of executive authority under the statute. Hillman described the dissent as...
Today on Taking Stock | Markets Gain as Software Rebounds From Monday's Selloff.
The Taking Stock broadcast highlighted a market rally on Tuesday, February 24, as equity indices closed higher despite recent volatility. Software shares recovered from Monday’s sell‑off, buoyed by a narrative that AI firms like Anthropic are positioning themselves as partners...
CIFR Earnings Add to Data Center Bull Run #shorts
Cipher Mining (CIFR) reported earnings that fell short of analysts' expectations, but CEO George Tsilis downplayed the miss, stressing the company’s strategic positioning in AI‑driven data centers. The firm highlighted its growing partnerships with hyperscale operators and the potential to...
QCOM Key Levels & Options Trends Following Upgrades
Qualcomm (QCOM) has lagged in 2026 but received analyst upgrades on Tuesday, suggesting a potential rebound. Rick Ducat highlighted key chart levels that could act as support, positioning the stock for a bounce. While the technical outlook appears favorable, options activity...
How and When John Carter Trades Earnings 📈 #Shorts
John Carter will host a live trading session on February 25 at 6 PM CT, focusing on identifying high‑probability squeeze setups around earnings releases. The short‑form video invites traders to watch his real‑time scan, learn the criteria he uses to select...
This Doomsday Article Is Causing Investor Panic
The video dissects a recent wave of investor panic sparked by a viral substack article from Citrony Research, the world’s top‑selling financial newsletter. The piece, titled “2028 Global Intelligence Crisis,” landed on the front page of the Wall Street Journal...
Autonomous Ukraine: We Are in a New Era of Warfare
Ukraine's ongoing war is accelerating a shift toward autonomous, low‑cost drone warfare, turning the battlefield into a fluid, swarming environment. Millions of inexpensive UAVs now conduct strike, surveillance, and electronic tasks, eroding the concept of a fixed front line. Experts...
Home Prices Collapsing in New Orleans. Is It a Good Time to Buy?
New Orleans is experiencing a silent housing crash, with median home values dropping more than 20% over the past three years. Prices in many neighborhoods have slipped below pre‑pandemic levels, and some properties have seen cuts of $200,000, exemplified by...
Spot Divergence Before the Market Turns 📉📈
The video walks viewers through “regular divergence” on the Relative Strength Index (RSI) and shows how it differs from hidden divergence, positioning it as a bearish, counter‑trend cue. The presenter demonstrates that when price falls while the RSI fails to make...
Two Sides to "SaaS-Pocalypse:" AI Threat V. Cybersecurity, Mag 7 Giants
Ali Mogharabi frames the so‑called “SaaS‑pocalypse” as a two‑sided debate. On one hand, rapid AI‑driven product launches are reshaping growth expectations for SaaS firms, prompting a broad market sell‑off. On the other, he argues that cybersecurity names such as CrowdStrike...
The EVERYTHING (EXCEPT SPX) APOCALYPSE
SpotGamma founder Brent Kochuba hosted a live session titled “The EVERYTHING (EXCEPT SPX) APOCALYPSE,” highlighting the severe decline in software and AI stocks. He examined how heightened volatility is reflected in options flow, especially in zero‑day‑to‑expiration contracts. The discussion showcased...
FedEx Sues for Refund of Trump Tariffs, Days After Supreme Court Ruling
FedEx has filed a lawsuit seeking a refund of duties imposed under the Trump administration’s tariff regime, marking the first major U.S. corporation to act after the Supreme Court’s recent decision that companies can pursue such refunds. The carrier is asking...
Here's the Committee's Discretionary Playbook
Portfolio managers debated a renewed bounce in consumer discretionary after a better-than-expected consumer confidence print and surprising comps at Home Depot, noting strength in home-improvement names, travel and leisure stocks. Yet several panelists warned the sector’s rally masks uneven internals:...
2026 Will Favor U.S. Equities, Says Wells Fargo's Paul Christopher
Paul Christopher, head of global market strategy at Wells Fargo, told Bloomberg’s "The Exchange" that 2026 will be a banner year for U.S. equities. He cited steady corporate earnings, a Federal Reserve likely to keep rates moderate, and a resilient...
U.S. Markets Edition - 24-Feb-26
CNBC’s U.S. Markets Edition compiles the most impactful interviews and insights from its U.S. programming into a concise nightly briefing. The service is designed for audiences outside the United States, specifically Europe and India, to keep them abreast of overnight...
Head & Shoulders + Bull Flag at the SAME Level?! 🔥 High-Probability Forex Trade Breakdown
Kill Stokes opens the video by highlighting a rare confluence: a classic head‑and‑shoulders formation and a bullish flag completing at the exact same price level, offering traders a single, high‑probability entry point. He frames the setup on a 15‑minute chart,...
The Big 3: MSFT, CAT, RIVN
Aquiles Larrea, Jr. highlights three stocks—Microsoft (MSFT), Caterpillar (CAT) and Rivian (RIVN)—as potential rebound plays amid macro‑level headwinds and a recent software sell‑off. He sees Microsoft’s recent pullback as a buying chance, Caterpillar’s long‑term exposure to AI‑enabled equipment as a...
The Ukraine War, Drones, and Starlink || Peter Zeihan
Peter Zeihan’s video examines the rapid militarization of Elon Musk’s Starlink satellite network in the Ukraine war. He explains that roughly three‑quarters of recent Ukrainian casualties stem from first‑person‑controlled drones, and Russian forces have begun mounting portable Starlink terminals...
HD Builds Stronger Earnings, Sets Bar for LOW Report
Home Depot reported earnings that beat expectations, highlighting resilience amid persistent inflation and a soft housing market. The retailer’s sales growth was driven by strong DIY demand and effective cost‑control measures. Analyst Jaime Katz used the results to set the...
Daily Trader: NVDA Investment Portfolio #shorts
Kevin Hincks of Schwab Network reviews Nvidia’s (NVDA) upcoming earnings, which are poised to be the quarter’s largest report. He dissects Nvidia’s portfolio, emphasizing AI‑driven chips, data‑center revenue, and the broader Mag 7 ecosystem. The analysis highlights how subsidiaries and partners...
UAD 3.6: The Next Evolution in Appraisal Data – What Lenders Need to Know Now
The webinar hosted by Allison Lefor focused on UAD 3.6, the next‑generation appraisal data standard that GSEs will require later this year. Guests Michelle Golden and Scott Rutder explained how the change is more than a compliance checkbox—it’s an opportunity for...
AMD CEO Lisa Su: We Want to Place Bets on Who Will Be AI Winners Going Forward
AMD announced an expanded partnership with Meta that will supply six gigawatts of AI compute power and grant Meta an equity stake of 160 million AMD shares. The agreement, spanning multiple hardware generations over the next five years, is positioned as...
Sen. Warren: Fed Chair Nominee Kevin Warsh Is a 'Sock Puppet'
Senator Elizabeth Warren used a Senate hearing to denounce President‑Trump’s Fed chair nominee, former governor Kevin Warsh, branding him a “sock puppet” who would toe the line for the president rather than act independently. Warren highlighted Warsh’s long‑standing reputation as an...
Stop Panic Selling — Do This Instead
In volatile markets, Raie outlines three defensive stock strategies to protect capital. He highlights consumer staples (XLP) and utilities (XLU) as historically resilient sectors, and points to aerospace & defense (ITA) gaining from current geopolitical risk. The video also advises...
Canadian Export Markets Move to Center Stage
Canadian business, academic and political leaders are confronting an unprecedented central role in global geopolitics and geoeconomics, especially as economic warfare intensifies. Edward Fishman highlighted the rising importance of Canada’s energy exports during a Calgary speaking engagement. He outlined how...
Wall Street Expert Discusses How Investors Should Approach Early Week Volatility
Achilles Lara of Laora Wealth Management told NYC Live that investors should watch consumer confidence, inflation-driven affordability pressures and corporate earnings—especially in tech and AI—after markets slipped early in the week. He flagged a widening sentiment gap between high- and...
Earnings Guru Sets Scene Ahead of Upcoming Nvidia Report
Wall Street Horizon’s Christine Short said renewed tariff risks after President Trump invoked Section 122 — raising the prospect of up to 15% global levies — are forcing companies to reassess pricing and supply chains even as earnings season unfolds....
Easterly CEO Darrell Crate Q4 Earnings Show ‘Continued Ability to Execute’
Easterly Government Properties reported another quarter of steady execution, posting 3% core FFO growth and marking the third consecutive year of similar compounding gains, outpacing the broader office sector’s roughly 1% growth. CEO Darrell Crate highlighted recent deliveries including a...
Fed's Goolsbee on Inflation Risk, Tariffs and Powell
Chicago Fed President Austan Goolsbee told a reporter that inflation, not the labor market, is now the Fed’s chief concern as the economy heads into 2024. He noted that while the job market remains steady, warning signs in recent CPI reports...
Live In The Markets With TG Watkins 2/24
Simpler Trading promoted its Live Trading Room, inviting traders to join daily sessions where professional traders share real‑time market analysis and trade ideas across options, stocks, and futures. The invitation includes links to the platform and social channels, emphasizing community...