Explore 3 Stock Ideas & Industry Insights Download Free Report

News

OpenAI-Microsoft Deal Reset: AGI Clause Scrapped, Amazon and Google Get Their Shot

The revised OpenAI Microsoft deal announced this week marks the most significant reshaping yet of the most consequential commercial alliance in artificial intelligence. Under the new terms, OpenAI is free to sell its technology more widely and to host its models on rival cloud …

Nitish Kishor | 28 April 2026

Rivian's $403M CEO Pay Deal: Bold Bet or Governance Red Flag?

The Rivian CEO pay deal awarded to founder RJ Scaringe has thrust corporate governance andShareholderaccountability back into the centre of the global electric-vehicle debate. According to a regulatory filing on 27 April, Scaringe earned roughly US$403mn for the 2025 financial year — an amount …

Nitish Kishor | 28 April 2026

Indonesia Aluminium Boom: Is a Nickel-Style Oversupply Crisis Coming?

The rapid scaling of Indonesia aluminium capacity, led by Chinese-funded smelters and underpinned by a 2023 ban on bauxite exports, is reshaping the global metals market and reviving fears of a repeat of the nickel oversupply that depressed prices in recent years. The Indonesian …

Nitish Kishor | 28 April 2026

US Sector Momentum: The Defensive Rollover and the Empty Middle

TheTrading sessionon April 27, 2026, revealed a highly polarized and structurally fragile USEquitymarket. The momentum landscape showed a sudden, aggressive unwind of last week's short-lived defensive safety trade, as institutionalCapitalviolently rejectedYieldproxies.

Robert Luong | 27 April 2026

US Sector Performance Analysis: Financials Lead the Charge as Defensives Face Aggressive Liquidation

The USEquitymarket session on April 27, 2026, showcased a definitiveReversalof last week's erratic trading patterns. The massive, short-lived flight to safety that previously vaultedYieldproxies and defensive sectors to the top of the board was violently unwound today. Instead, institutionalCapitalpivoted sharply toward the banking sector …

Robert Luong | 27 April 2026

Bitcoin Reclaims USD 78,000: Ceasefire Relief and ETF Flows Revive Risk Appetite

BitcoinRegains Momentum at a Sensitive Macro Moment

Nitish Kishor | 27 April 2026