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BIZARRE: 2 - You Need To See This

Non-AI Nifty suddenly beating Nasdaq, South Korea & Taiwan bourses: Is the global tech trade finally reversing?

India's Nifty is surprisingly outperforming global tech giants like Nasdaq, South Korea, and Taiwan, marking a potential reversal in the AI-driven market trend. Foreign investors are shifting away from Korean chipmakers, while India's domestic growth drivers offer a more stable outlook. This shift, fueled by concerns over AI 'malinvestment' and…

The Economic Times

The AI boom won't burst all at once. It will pop in 'rolling bubbles': Macquarie

Macquarie expects the AI investment boom to unwind through a series of "rolling bubbles" rather than a single crash, as different segments of the AI ecosystem heat up and cool down over time. Global AI investment has surged to about $850 billion in 2026, far exceeding historical technology booms.

The Economic Times

The bond market knows something about the $39 trillion national debt that Washington doesn’t

A more hawkish Fed could be bad news for the record debt. The bond market decided to ignore it.

Fortune

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XPeng Is Getting Serious About Physical AI as Its CEO Takes Over the Robotics Division

XPeng is set to mass-produce its humanoid robots under the leadership of its CEO.

Barchart

Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 others

As rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational reset. The brokerage initiated coverage on JSW Energy with an ‘Outperform’ rating and a Rs 720 target, while assigning ‘Neutral’ ratings to Adani Power and Adani Energy Solutions. NTPC emerged as…

The Economic Times

Shares creep lower as BHP rebounds, Iran worries remain

A resumption of attacks between the US and Iran have put upward pressure on oil prices, dampening risk sentiment as investors weigh an extended energy shock.

AAP

Big bank changes RBA rate call as cost pressures ease

Slowing economic activity and softer price growth could convince the Reserve Bank to keep rates on hold, with inflation pressures weaker than initially feared.

AAP

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Macquarie initiates 'Underperform' rating on Meesho, sees 25% downside. Here's why

Macquarie has initiated coverage on Meesho with an ‘Underperform’ rating and a target price of Rs 125, implying nearly 25% downside. The brokerage believes declining average order values and modest per-order economics could limit profitability, despite strong user growth, improving engagement metrics, and the company’s focus on free cash flow.

The Economic Times

Investors flee to safety as business confidence wanes

The ASX has closed lower after weakening risk sentiment prompted a flight to safety and as large caps in multiple sectors sold off.

AAP

Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages say

Vodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. While some see potential catalysts like government support and promoter infusion, many highlight significant challenges. Key concerns include securing crucial bank funding for capex and regaining market share. Investors…

The Economic Times

New Era Energy & Digital Q1 Earnings Call Highlights

New Era Energy & Digital (NASDAQ:NUAI) used its fiscal first-quarter 2026 earnings call to emphasize that investors should focus less on legacy natural gas and helium results and more on the company’s Texas Critical Data Centers project, known as TCDC. Chairman and CEO Will Gray said the compan

MarketBeat

ABC ombudsman declares Laura Tingle’s Israel analysis ‘duly impartial’ as complaints campaigns gain traction

And veteran Nine journalist Laurie Oakes delivers a masterclass in political reporting at Old Parliament House

The Guardian - AU

Fermi Q1 Earnings Call Highlights

Fermi (NASDAQ:FRMI) executives used the company’s first-quarter 2026 earnings call to outline a reset of its leadership structure, reaffirm the commercial rationale for its Project Matador power campus and detail a 90-day operating plan centered on signing a binding tenant agreement. Chairman Mariu

MarketBeat

Investment bank Macquarie posts second-highest profit

Macquarie Group has beaten expectations with a $4.8 billion annual profit, half of which the investment bank will return to shareholders.

AAP

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Bored Panda

Olympic Sensation Raygun Faces Major Setback As She Loses Cushy University Job

The blow comes 1.5 years after Rachael “Raygun” Gunn retired from professional breaking, following online bullying over her 2024 Olympics performance.

The Guardian - AU

Row over Harry and Meghan’s ‘leaked’ Australian itinerary leaves tabloids stranded at the baggage carousel

Daily Mail takes down story after reporting ‘under-wraps details’ about the Duke and Duchess of Sussex’s trip to Australia. Plus: Adam Hegarty finds fans

Barchart

Macquarie Is Pounding the Table on CoreWeave Stock with a New ‘Outperform’ Rating. Should You Buy Here?

Macquarie upgraded CoreWeave, citing its new deals, including an agreement with Anthropic.

Fortune

Macquarie bets impact investing can fill an Asian financial access gap left by microfinance and commercial banks

Macquarie wants to help women entrepreneurs across Asia get loans with a new AUD 1 million impact investment fund with NGO Good Return.

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The Guardian - UK

High charges, poor service: NCP hits the skids as drivers change habits

Britons are likely to have little loyalty to the car park operator as it goes into administration with a £305m debt burden

Barchart

Cathie Wood Is Buying PAYP Stock After the PayPay IPO. Should You?

After a noteworthy IPO debut, PayPay just got a major vote of confidence from Cathie Wood. Is the stock a buy today?

The Guardian - UK

Car park firm NCP falls into administration, putting nearly 700 jobs at risk

PwC called in as administrators after company runs out of cash, leaving it unable to pay landlords and creditors

The Guardian - UK

Who are the key figures in the sewage crisis, and where are they now?

With anger stoked by Channel 4’s drama Dirty Business, we look at what has happened to some of the main players

Fortune

Trump may claim the war is 'complete,' but Wall Street expects the Fed to stay hawkish on its effect long after the conflict has ended

Even if the war winds down around month-end, that's still enough time "to cause psychic damage to investors, consumers, and adversely affect economic data for the April release cycle in May," Macquarie economists warned.

Fortune

Don’t hold your breath for a Fed rate cut anytime soon. In fact, a hike could be in the cards

“Underpinning this is our belief that the labor market is improving, and that unemployment will decline ahead on a trend basis,” wrote Macquarie economists.

Fortune

Greenland deal doesn’t solve ‘mutual alienation’ between America and its allies, warns economists, and it puts the USD under threat

“That’s not a good place to be if you want to preserve the USD’s reserve-currency status. That status was built on the premise of U.S. leadership and protection,” Macquarie strategists say.

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