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Indian markets reacted to global cues as US stocks tumbled, led by tech giants like Nvidia, following a robust jobs report dampening interest rate cut hopes. Rising oil prices, fueled by Middle East tensions, also contributed to investor caution. Asian markets mirrored the downturn, with South Korea's Kospi seeing a significant drop.

Indian markets opened mixed on Thursday. US stocks saw a mixed start as AI shares pulled back, but falling oil prices boosted investor mood. The S&P 500 edged up, while the nasdaq dipped. The Dow Jones Industrial Average showed strong gains. Easing oil prices, driven by hopes of a Strait of Hormuz reopening, provided support.

US stocks continued their record-setting rally, driven by strong earnings and AI optimism, pushing major indices higher. Despite inflation and geopolitical concerns, investor sentiment was buoyed by hopes of a US-Iran ceasefire extension, easing energy market pressures. Technology stocks, particularly Dell, led the gains as markets closed the week on a positive note.

Wall Street neared record highs as falling crude oil prices eased inflation concerns, boosting investor sentiment. Major indices saw gains, with technology and retail stocks performing well. However, oil and gas companies faced pressure, while Treasury yields declined amid reduced inflation worries.

Opposition is mounting against SpaceX's proposed IPO due to concerns over Elon Musk's significant control and the company's governance structure. Major pension funds and U.S. public investment officials have raised red flags, warning of weakened transparency and limited shareholder protections. The American Federation of Teachers has also urged the SEC to scrutinize SpaceX's framework before its public trading.

Dalal Street witnessed a significant downturn as crude oil prices surged due to West Asia tensions, leading to a 508-point drop in the Sensex. Foreign funds continued their selling spree, with outflows exceeding Rs 2.5 lakh crore this year. Investors are now awaiting the RBI's policy meeting and focusing on stock-specific opportunities amid a range-bound market.

Indian markets saw a mixed trend. Wall Street's record rally paused on Tuesday. Alphabet's shares dropped significantly after the Google parent announced plans to raise capital for its artificial intelligence investments. Other tech companies like Hewlett Packard Enterprise and Broadcom saw gains. Oil prices eased slightly. Bond markets remained stable ahead of US labor data.

US stocks saw a slight dip on Wednesday. Rising oil prices and tensions with Iran impacted the market. However, Wall Street stayed close to record levels. Investors are hopeful about the Strait of Hormuz reopening. Strong corporate earnings also provided support. Macy's and GameStop reported positive results. Palo Alto Networks saw a decline despite a profit beat.

Indian markets shrugged off rising oil prices due to US-Iran tensions, as tech giants like Nvidia propelled stocks near record highs. Strong corporate earnings, particularly from Science Applications International Corp., also bolstered investor confidence. Despite concerns about market concentration, the tech surge continues to drive Wall Street's optimism.

Elon Musk's close friend, Antonio Gracias, who once lent $1 million to a struggling Tesla, stands to gain billions from SpaceX's upcoming IPO. Gracias's firm, Valor Equity Partners, holds a significant stake, potentially worth over $90 billion. However, recent equipment lease deals between SpaceX and Valor, involving AI infrastructure, have raised corporate governance concerns and scrutiny over related-party transactions.

Indian markets remained steady near record highs despite rising oil prices due to Iran tensions. Strong corporate earnings, particularly from Dollar Tree and Kohl's, bolstered investor confidence. While some companies faced headwinds from higher fuel costs, others like Snowflake saw significant gains driven by AI growth. Inflation data showed a slight acceleration, impacting Treasury yields.

SpaceX is preparing for a historic IPO, aiming for a $1.75-$2 trillion valuation and seeking to raise $75 billion by June 2026. Despite significant revenue growth from Starlink, the company reported substantial losses in 2025 and Q1 2026, largely due to heavy investments in its new AI unit following the xAI acquisition.

Wall Street surged Tuesday, buoyed by optimistic Iran conflict talks and robust tech stock performance. Easing bond yields further supported the rally, pushing major indices near record highs. United Airlines and Carnival saw gains as oil prices stabilized. Micron Technology was a standout performer, driven by AI optimism.

Anthropic and OpenAI have fired another salvo, launching their own services companies. While some believe this will force software firms to become more differentiated, others price these stocks at zero earnings growth

US stocks advanced on Friday, nearing all-time highs as easing bond market pressure boosted investor sentiment. Strong retail and tech earnings, with companies like Ross Stores and Zoom exceeding expectations, fueled the gains. Global markets also saw positive movement, with Japan's Nikkei reaching a record.

US stock indexes traded mixed as easing Treasury yields and lower oil prices calmed investor concerns following last week's bond selloff. The Dow Jones Industrial Average saw gains, while the S&P 500 edged up and the nasdaq Composite slipped. Investors are now closely watching upcoming corporate earnings, with Nvidia and Walmart set to report.

A new wave of tech IPOs is poised to create a generation of employee millionaires, mirroring past Silicon Valley booms. Companies like SpaceX, OpenAI, and Stripe are preparing for public listings, with valuations in the billions, offering significant payouts to their equity-rich staff.

SAP CEO Christian Klein has pushed back against the "SaaSpocalypse" narrative gripping software stocks, telling Sapphire 2026 attendees that AI agents are useless without a system of record underneath them. "AI agents don't work without a brain. The brain is SAP," Klein said. He argued ERP systems hold the 7.5 million data fields and process context agents need to function, and revealed two-thirds of SAP's cloud revenue is already non-seat-based.

SpaceX is aggressively seeking top engineering and physics talent for its new SpaceXAI division, with Elon Musk personally reviewing applications. This recruitment drive follows SpaceX's filing for a massive IPO, revealing ambitious plans in AI infrastructure and orbital computing.

Indian markets mirrored global trends as US stocks dipped, pressured by rising oil prices and Treasury yields, despite Nvidia's stellar earnings. While AI enthusiasm cooled, a resilient US economy and strong export data from Japan offered some bright spots. However, concerns over geopolitical tensions and inflation persisted, impacting investor sentiment.

Cognizant is pioneering new pricing models based on tokenisation. This shift moves away from traditional human-led services towards digital labour and AI-driven operations. The company is introducing AI-enabled rate cards that account for varying levels of machine involvement. This approach aims to align pricing with business outcomes and unlock significant savings for clients.

US stocks edged higher, nearing record highs as easing bond market pressure and strong corporate earnings bolstered investor sentiment. Treasury yields slightly retreated, offering relief from rising borrowing costs. Oil prices also declined, though gasoline prices continued to climb. Investor focus now shifts to Nvidia's upcoming earnings report.

Asian equities traded mixed as the AI and tech rally cooled, with Hong Kong's Hang Seng inching up while Shenzhen and Shanghai fell. Wall Street also saw a softer mood, with the S&P 500 retreating from a record high and chipmakers leading declines. Oil prices remained elevated due to ongoing disruptions in the Strait of Hormuz.

Elon Musk's compensation deal with SpaceX reportedly links his pay to colonizing Mars, potentially worth trillions. This structure aims to ensure his long-term leadership and focus on making humanity multi-planetary, rather than short-term financial gains. Musk confirmed the necessity of this approach, emphasizing the mission's immense value and difficulty.

The Sensex tumbled over 1,000 points to slip below the 74,300 mark, while the Nifty 50 dropped more than 300 points to trade under 23,350. The steep decline erased nearly Rs 7 lakh crore from the total market capitalisation of BSE-listed companies, reducing it to around Rs 454 lakh crore.