Everything changed for the oil, AI and bond trades over the past month
The market expects oil to keep rising, but treasury yields have declined, a warning traders and investors may be more worried about an AI crash than inflation.
Live financial reporting from established publishers, organized by market, company, sector, and region.
The market expects oil to keep rising, but treasury yields have declined, a warning traders and investors may be more worried about an AI crash than inflation.
Live, attributed financial reporting from established publishers.
AI agents from startups including Dazzle, Duckbill and Wajo still rely on human workers for calls and other real-world tasks when software falls short.
ICICI Prudential MF's S Naren warns investors against chasing assets after spectacular rallies, highlighting how silver's 216% surge drew record ETF inflows before a 27% correction. At the ET Wealth Expo, he explained why genuine asset allocation means buying unpopular assets and why gold still deserves a place in portfolios.
Nifty could extend its recovery towards 23,500 if it decisively breaks above the 23,150–23,200 resistance zone, says SBI Securities' Sudeep Shah. He also shares his outlook on IT, midcap and smallcap indices, sector trends and six stocks, including TVS Motor, Coforge and ICICI Bank, ahead of Diwali.
Brent crude rose 13.6% in October to settle at a six-month high of $117.64 a barrel, as fears of fresh US strikes on Iran and threats to shipping through the Strait of Hormuz fuelled supply concerns. Analysts warn of further volatility, with Goldman Sachs flagging a possible rise to $120.
Meta has been given a negative outlook by S&P Global Ratings due to the company's hefty capital expenditures and concerns about free cash flow.