The AI investment cycle is slowly entering a new phase where excitement around models and demos is now defined by balance sheets and capex plans. And the amounts are extraordinary. Some say this might be the largest capex boom in history.And there’s one specific company that has been dominating discussions…

Varun Beverages reported a strong set of quarterly results, with festive-season demand in India and steady overseas growth helping lift margins and profitability. The performance was driven by higher sales volumes, lower borrowing costs, and additional income from currency movements and interest, underscoring the benefits of scale for one of…

UK grocery inflation slowed again in late January, offering tentative relief to households still grappling with elevated living costs. New figures from Worldpanel by Numerator show grocery price inflation eased to 4.0% in the four weeks to January 25, the lowest level since April last year.The data provides an early…

The German DAX Index rebounded on Tuesday, rising by 1.10%, and nearing its all-time high of €25,500. It has jumped by 35% from its lowest level in April last year. This article looks at some of the key catalysts or news that will move German stocks.DAX Index to react to…

US spot Bitcoin exchange-traded funds recorded $561.9 million in net inflows on Monday, snapping a four-day run of outflows and marking their strongest single-day intake since mid-January. The reversal in flows came despite continued volatility in Bitcoin prices, underscoring a growing divergence between short-term price action and institutional allocation behaviour.Bitcoin…

Palantir Technologies reported stronger-than-expected fourth-quarter results on Monday, sending its shares sharply higher in premarket trading as investors reacted to accelerating growth in both government and commercial demand for its artificial intelligence-driven software.In premarket trading on Tuesday, Palantir shares rose about 11% after the company beat Wall Street expectations on…

French authorities have stepped up scrutiny of Elon Musk’s social media platform X after police raided its Paris offices and prosecutors broadened a long-running criminal investigation. What began as a probe into alleged algorithm abuse and data practices has now expanded to include complaints linked to the platform’s artificial intelligence…

Indian markets have cheered the end of the impasse over the US–India bilateral trade agreement, with some analysts hoping that the breakthrough could encourage foreign investors to return to Indian equities.For much of the past year, foreign institutional investors (FIIs) have remained on the sidelines, weighed down by geopolitical uncertainty,…

Merck closed the fourth quarter with earnings and revenue ahead of Wall Street estimates, supported by strong demand for its blockbuster cancer drug Keytruda and accelerating sales from newer medicines. The performance, however, was tempered by guidance for 2026 that landed below expectations, reflecting the growing impact of patent expirations…