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Cerebras IPO Tests Investor Appetite for AI Chip Infrastructure at Scale

Cerebras Systems, founded in 2016 and headquartered in Sunnyvale, California, priced its initial public offering on May 13, 2026, at USD 185 per share for 30 million Class A shares. Shares began trading on the Nasdaq Global Select Market the following day, May 14, …

Nitish Kishor | 14 May 2026

Nvidia Price Target Raised to $320: Why BofA Sees a $1.7 Trillion AI Data Centre Market by 2030

Bank of America has raised its price target on Nvidia to $320 from $300, reaffirming a Buy rating in a note that materially upgrades the firm's long-term outlook on the AI data centre market. The revision is not merely a routine price target nudge …

Nitish Kishor | 13 May 2026

Dow Falls, NASDAQ Rises: PPI Shock, Oil Crisis and China Summit

Wednesday, May 13, 2026 will be remembered as one of the most data-dense, headline-saturated trading sessions of the year — a day whenWall Streetwas simultaneously processing a historic inflation shock, a once-in-a-decade presidential summit in Beijing, a looming Federal ReserveLeadershiptransition, and an oil market …

Nitish Kishor | 13 May 2026

KKR's GMR Solutions IPO: Discounted Exit Tests Private Equity Valuation Discipline

KKR's (NYSE:KKR) emergency medical services platform, GMR Solutions, priced its U.S. initial public offering at $15 per share on Tuesday, raising $478.7 million after selling approximately 31.9 million shares. The final pricing came in sharply below the company's initial target range of $22 to …

Nitish Kishor | 13 May 2026

Trump Heads to Beijing with America's Top CEOs for Xi Summit

The message is deliberate. This is not just politics. American bigBusinessis in the room — and it wants a deal.

Nitish Kishor | 13 May 2026

Netflix's USD 135 Billion Content Strategy Is Reshaping the Global Economy

Netflix has deployed over USD 135 billion into film and television content over the past decade. That figure, disclosed by co-CEO Ted Sarandos in a blog post titled "The Netflix Effect," is not a projection or a target. It is a cumulative record of …

Nitish Kishor | 12 May 2026

Why Stock Splits Are Surging in 2026 and How to Read the Signal Correctly

Within six weeks in the spring of 2026, U.S. markets witnessed an unusual clustering of split announcements across structurally unrelated industries. Booking Holdings (Nasdaq: BKNG) completed a 25-for-1 split on April 6, reducing its share price from approximately $4,117 to around $170. Five Vanguard …

Nitish Kishor | 12 May 2026

Tariffs, Cattle, and War: April CPI Exposes a Multi-Front Inflation Regime

April 2026 CPI hit 3.8% year-on-year, the fastest pace in nearly three years. Beyond the Iran war energy shock,Inflationis accelerating across food, housing, goods, and services. Here is what the data really shows.Key HighlightsApril CPI rose 3.8% year-on-year, the fastest annualised pace in nearly …

Nitish Kishor | 12 May 2026

US CPI Inflation Surges to 3.8% — A Three-Year High That Changes Everything for the Fed, Markets and the American Consumer

The numbers thatWall Streethad been quietly dreading arrived on Tuesday morning with the bluntness of a blunt instrument. USConsumer Price IndexInflationrose to 3.8% in the latest reading — its highest level since May 2023 — sending Nasdaq 100 futures down more than 1% and …

Nitish Kishor | 12 May 2026
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