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Micron Technology (NASDAQ: MU) : The Last American Memory Chipmaker Winning the AI Arms Race

There are moments in history when a single industry quietly becomes the backbone of everything else — and most people only realise it after the fact. The steam engine did it in the 1800s. Oil did it in the 1900s. Today, in the 2020s, …

Nitish Kishor | 21 April 2026

US futures point higher as ceasefire hopes lift sentiment

The moves come afterWall Streetclosed marginally lower on Monday, when diplomatic friction over Iran negotiations sapped the momentum from a prolonged rally. The S&P 500 slipped 16.92 points, or 0.24 per cent, to 7,109.14 — ending a five-session winning run — while theNasdaqComposite shed …

Team Kalkine | 21 April 2026

Can Artificial Intelligence Do What Central Banks Cannot on Inflation?

A quiet but consequential debate is reshaping how institutional investors and policymakers think about the inflation outlook. The proposition is straightforward: if artificial intelligence delivers even a fraction of the efficiency gains now being reported by major corporations, the macroeconomic consequences could rival the …

Nitish Kishor | 21 April 2026

UnitedHealth (NYSE:UNH) Beats Estimates as Medical Cost Discipline Stabilises Margins

UnitedHealth Group (NYSE:UNH) on Tuesday posted first-quarter 2026 earnings that topped analyst estimates and raised its full-year profit outlook, as the company demonstrated improved control over medical costs and continued to execute on a broad operational restructuring plan. UNH shares rose 6.76% in pre-market …

Nitish Kishor | 21 April 2026

US-China Rivalry Enters Critical Phase as Trump-Xi Summit Approaches

With fewer than four weeks remaining before Air Force One touches down in Beijing, the May 14-15 summit between President Donald Trump and President Xi Jinping has crystallised into the most consequential bilateral meeting in nearly a decade. The visit was originally scheduled for …

Nitish Kishor | 21 April 2026

Iran War, US Midterm Elections, and Markets: A Politically Amplified Macro Cycle

The United States is fighting two battles simultaneously. One is kinetic, waged over the skies of Iran and the waters of the Strait of Hormuz. The other is political, contested across 435 congressional districts and 35 Senate seats that will be decided in November …

Nitish Kishor | 21 April 2026

US Debt Trajectory and Systemic Risk: What Markets Are Not Pricing In

Fiscal discipline has never been the defining feature of modern US governance. Yet the pace at which America's debt burden has expanded in recent years is moving beyond the realm of manageable concern into territory that seasoned economists describe as structurally unsustainable.

Nitish Kishor | 21 April 2026

US Retail Sales Surge 1.7% in March: Fuel Prices or Genuine Consumer Strength?

March 2026 delivered a headline retail sales figure that, on the surface, appeared to signal robust consumer momentum The 1.7% month-over-month advance, reported by the U.S. Census Bureau on April 21, 2026, a release originally scheduled for April 16, 2026, surpassed market expectations of …

Nitish Kishor | 21 April 2026

Behind Marvell's Rally: Google, Nvidia, and the Custom Chip Cycle

Marvell Technology (NASDAQ:MRVL) surged nearly 6% after reports of a new Google AI chip partnership. Analysing what the custom silicon shift means for Broadcom (NASDAQ:AVGO), Nvidia (NASDAQ:NVDA), and AI infrastructure capital allocation.Key HighlightsReports indicate Google is in discussions with Marvell Technology to develop two …

Nitish Kishor | 21 April 2026
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