Meta just had its best week since early 2024 — stock up 15% on AI cloud ambitions (Meta Compute), custom Iris chips, and Muse models.
Earnings July 29 is the next trigger.
#META#METAAI #Zuck
Alphabet joins the Dow Jones today, the index finally catches up with the 21st century.
Nasdaq's -4.6% this week, INR at ₹94.4/$. Double pain for Indian investors.
But if GOOG dips on index rebalancing, that's the buy.
#GOOG#DowJones#Nasdaq
Warsh's Fed is signaling rate hikes, not cuts. BofA calls 3 hikes in 2026 as US inflation hits 4.2%, a 3-year high.
Nasdaq dropped 2.2% yesterday. For Indian investors in US equities, this rate reset changes everything.
#Powell#FedRateHike#Nasdaq
New Fed Chair Warsh holds rates at 3.50–3.75% — bias turns neutral, not dovish.
Rate cuts pushed further out.
Nasdaq already -1.15%, INR at 95/$.
US equities may stay range-bound. Know what you're buying into.
#KevinWarsh#FOMC#Nasdaq
Nasdaq -4.18% Friday, worst since April 2025!
Hot May jobs (172K vs 88K expected) nuked rate-cut hopes; Fed hike odds hit 70%. NVDA -6%, Micron -13%, $1T wiped from chip stocks. For Indian investors in US markets: volatility is the price of entry.
#Nasdaq#FedRateHike#NVDA
US-Iran war fears just wiped 619 pts off the Dow. S&P -0.7%, oil near $97, INR sliding to 95.5. Every dollar in US markets is now worth more back home. Volatility is the entry fee.
#Iran#Nasdaq#USStocks
Jensen Huang just called Marvell the 'next trillion-dollar company' — MRVL surged 33% in a single day.
S&P 500 hit a fresh record at 7,610.
The AI chip trade is rewriting US market caps in real time.
Indian investors: this is the wave to understand. #MRVL#Nvidia#AIStocks
S&P 500 slipped from record highs as US-Iran peace talks hit turbulence — oil spiked, AI optimism faded.
For Indian investors: record valuations meet geopolitical risk. Stay invested but know what you hold. USD/INR at 95.34.
#SP500#Iran#StockMarket
Nvidia +6%, Oracle +10%, S&P 500 at a record. RTX Spark unveiled at Computex.
The AI infrastructure cycle isn't slowing, it's accelerating.
Every rupee sitting in FDs is missing this.
#NVDA#Computex2026#AIStocks
Nvidia just entered the PC chip war. Jensen Huang unveiled RTX Spark at #Computex2026: NVDA's first-ever laptop processor, co-built with Microsoft. Stock +4.8% today, Intel/AMD sliding. This is a new revenue ocean for the chip giant. Worth watching.
#NVDA#RTXSpark
Nasdaq closed May +8%, S&P 500 at record 7,580.
AI earnings doing the heavy lifting — Snowflake +36%, Dell +33%. With USD/INR at 95, Indian investors got a dual tailwind: market gains + currency gains.
June starts bullish.
#Nasdaq#AI#USStocks
Micron: $1 trillion market cap. +19% in a single day. AI memory chips are sold out through 2026.
UBS target: $1,625. This isn't hype, it's structural.
Indian investors, US AI infrastructure stocks are wide open to you.
#MU#AIChips#Nasdaq
Dow at record 50,579. S&P 500 just wrapped its 8th straight winning week, longest since 2023.
Yields cooling, US-Iran talks easing oil fears. US markets are in rally mode. For Indian investors watching from the sidelines: the cost of waiting is rising.
#SP500#DowJones#Iran
US 30-yr Treasury at 5.2%, highest since 2007. S&P 500 down 3 straight days.
The 'Big Beautiful Bill' piles trillions onto $39T in debt. Bond markets are revolting.
For Indian investors in US stocks: yields > equities right now.
#BigBeautifulBill#BondVigilantes#USDebt
Nvidia posted $81.6B revenue (+85% YoY), crushed estimates, stock still fell. Market wanted the ceiling on guidance; got the floor.
Classic sell-the-news at AI scale. Indian investors: NVDA may offer a better entry soon.
#NVDA#FinTwit#Nasdaq
INR just hit an all-time low of 96.35/USD, down 12% in a year.
If you're in US stocks, that dollar gain is worth 12% more in rupees. Currency is doing half the work.
Your home currency is the risk. USD assets are the hedge.
#USDINR#RupeeSlide#InvestGlobally
Nasdaq hit a fresh ATH. Nvidia jumped 4.4% as US OKs H200 sales to Alibaba & Tencent.
Cerebras debuted +68% in 2026's biggest IPO.
AI chips are the new oil and Indian investors can own this wave right now.
#NVDA#Cerebras#Nasdaq
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