Rahul Kumar

CRWV, NBIS, IREN Stocks Jump Overnight On Nvidia’s Blowout Q2 — But Palo Alto CEO Predicts Neocloud Price Crash Is Coming

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Nvidia is offering minimum revenue guarantees to help neoclouds secure financing, while gaining a share of rental revenue. Nvidia’s neocloud-inclusive ACIE revenue soared 138% to $40 billion, while partner capacity is expected to reach eight gigawatts in 2026. Palo Alto CEO Nikesh Arora warned that neocloud valuations could collapse once supply and demand normalize. Nvidia … Read more

Nvidia Brushes Off ‘Circular Financing’ Fears After Massive Sales Beat: ‘We See It Differently’

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Nvidia argued that AI labs are growing faster than their balance sheets can support, making access to compute the key constraint. Nvidia has committed nearly $50 billion to frontier AI labs, and bets on strong returns and limited risk. Nvidia reported record Q2 sales and a 70% fiscal 2028 revenue growth forecast, triggering an overnight … Read more

Why Are ENPH, FSLR, ARRY, SEDG Stocks Rising Overnight?

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On Wednesday, U.S. President Donald Trump signed an emergency order to ban the American purchase or installation of certain foreign, bulk-power system electrical equipment, and associated software. The order cited potential cybersecurity risks and domestic supply chain concerns.  It covers equipment including transformers, generators, grid-connected inverters, battery storage systems, circuit breakers and industrial control systems.  … Read more

ANF Stock Is On Fire After ‘Strong Q2’ — Why Jefferies Still Sees 18% More Upside

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Abercrombie & Fitch’s blowout second-quarter earnings were supported by improving sales, margins, buybacks, and growth. Jefferies raised Abercrombie & Fitch’s price target to $175 while maintaining a ‘Buy’ rating. The firm highlighted Abercrombie’s stronger full-price sales, improving August trends, and new growth opportunities.  Abercrombie CEO Fran Horowitz said Q2 results exceeded the benefit from tariff … Read more

YSRCP to contest all seats in Andhra Pradesh local body elections

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YSRCP chief YS Jagan Mohan Reddy chaired a high-level meeting, resolving to contest every seat in the upcoming Andhra Pradesh local body elections. The party aims for a complete victory, focusing on grassroots mobilization and fighting for every post. The Yuvajana Sramika Rythu Congress Party (YSRCP) has resolved to field candidates in every single constituency … Read more

WB BJP appoints Sukanta Majumdar, Rahul Sinha for civic poll prep

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The West Bengal BJP has made key organisational appointments for the 2026 Municipal Corporation elections. Union Minister Sukanta Majumdar is the in-charge for Kolkata, while Rajya Sabha MP Rahul Sinha will oversee preparations in Howrah. The West Bengal BJP has made organisational appointments for the upcoming 2026 Municipal Corporation elections in Kolkata and Howrah, naming … Read more

Onam 2026: Leaders call for unity, equality transcending divides

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Leaders across the political spectrum, including President Murmu, PM Modi, and Kerala CM VD Satheesan, extended Onam greetings, calling for unity, equality, and prosperity and celebrating Kerala’s rich cultural heritage. Leaders across the political spectrum extended greetings to people on the occasion of Onam on Wednesday, with Keralam Chief Minister VD Satheesan calling for transcending … Read more

DMK hits back at TVK, accuses party of disturbing communal harmony

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DMK leader Syed Hafeez hit back at the TVK, accusing the party of disturbing communal harmony after its MLAs alleged a minority community was labelled ‘terrorists’ during past DMK regimes. The parties also clashed over the Parandur airport project. DMK leader Syed Hafeez hit back at the TVK, accusing the party of disturbing communal harmony, … Read more

Can KEEL Stock Reverse 4 Weeks In The Red? Retail Eyes AI Deal Announcement Soon As Shares Climb

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Keel Infrastructure stock has had a streak of red weeks recently, but a new deal could help reverse the trend. CEO Ben Gagnon reiterated confidence that Keel had multiple tenants interested in its three sites in the latest earnings call.  Gagnon also said once Keel had further advanced permitting across all three sites, it would … Read more