by Nikhil Kumar | Jun 29, 2025 | Investment Analysis
Market Breadth Expands as Rally Broadens: Spotlight on JPMorgan Chase On June 28, 2025, the S&P 500 and Nasdaq both closed at record highs, but the real narrative is a significant rotation in market momentum. Capital is shifting from...
by Nikhil Kumar | Jun 29, 2025 | Investment Analysis
Calm in the Gulf: A Catalyst for Oil and Aramco On June 24, a ceasefire between Israel and Iran, brokered by the United States, brought immediate relief to global markets. Most Gulf indices responded with a sharp rise—Saudi Arabia’s benchmark climbed 2.1%, Dubai...
by Nikhil Kumar | Jun 29, 2025 | Investment Analysis
Why CATL’s HK IPO Matters When Contemporary Amperex Technology Co. (CATL) listed in Hong Kong in May, it didn’t just break records—it rewrote the narrative about where global capital flows. Raising approximately US $4.6 billion, CATL’s secondary listing was the...
by Nikhil Kumar | Jun 29, 2025 | Investment Analysis
BIS Warns of Global Economic Risks: What It Means for Caterpillar Inc. (CAT) On June 28th, the Bank for International Settlements (BIS) issued a rare and sobering global warning: the world economy has reached a “pivotal moment.” Trade fragmentation, debt burdens,...
by Nikhil Kumar | Jun 29, 2025 | Investment Analysis
Tech Still Rules — But Something Changed in June June 2025 was supposed to be just another chapter in the AI mega-rally story. Nvidia (NASDAQ: NVDA) crossed a $3.9 trillion market cap. Microsoft (NASDAQ: MSFT) reached new highs. And Apple (NASDAQ: AAPL) staged a quiet...
