Oracle’s shares jumped over 40% due to optimistic AI projections, elevating Larry Ellison to the top of global wealth rankings. In parallel, Klarna’s CEO Sebastian Siemiatkowski discussed the company’s future as its shares began trading publicly following a heavily oversubscribed IPO. At the Primary Summit, Bloomberg’s Caroline Hyde engaged with investors exploring trends in AI, technology, and sports investing, highlighting broader market enthusiasm and strategic shifts in high-growth sectors.
about Oracle AI Surge & Klarna IPO: Markets React to Tech News
TECH
AI Job Squeeze: Grads Struggle in Tech & Finance
Artificial intelligence is disrupting the job market, making it increasingly difficult for recent college graduates to secure entry-level positions in competitive sectors like tech and finance. Economists attribute this trend to accelerated AI adoption and a post-pandemic hiring cooldown, pushing graduate unemployment above the national average. While financial experts like Centerview Partners’ Blair Effron acknowledge AI’s long-term productivity gains, they warn of sharp short-term employment shocks as industries adapt. The shift underscores the need for graduates to upskill and for policymakers to address workforce transitions.
about AI Job Squeeze: Grads Struggle in Tech & FinanceGoldman Sachs Sees Bullish Momentum in Small-Cap Stocks
Goldman Sachs managing director Greg Tuorto has identified small-cap stocks as an under-the-radar equity group showing bullish momentum. In a CNBC interview, Tuorto pointed to attractive valuations, a favorable economic environment, and potential Fed rate cuts as key drivers. He also highlighted sectors like tech, semiconductors, and aerospace as poised for growth, with increased IPO activity expected in the space sector. Consumer activity remains a leading force in the stock market’s uptrend, but Tuorto anticipates a broader sector rotation.
about Goldman Sachs Sees Bullish Momentum in Small-Cap StocksJPMorgan Turns Bearish on Tech, Restaurant Stocks Amid Record Highs
JPMorgan Chase analysts are turning bearish on major tech and restaurant stocks, citing overvaluation risks as the S&P 500 hits record highs. Tesla (TSLA) faces criticism for its ‘sky-high valuation’ and potential earnings decline due to reduced EV subsidies. Rivian (RIVN) is also flagged for balance sheet challenges amid subsidy cuts and tariffs. Circle (CRCL), Snapchat (SNAP), and Bumble (BMBL) are highlighted as overvalued, with Snapchat struggling with ad spending volatility and Bumble facing a tough dating app market. Other stocks like Cheesecake Factory (CAKE), Intel (INTC), and Shake Shack (SHAK) are also seen as correction candidates. The S&P 500 closed at a record 6,286 points, raising concerns about market sustainability.
about JPMorgan Turns Bearish on Tech, Restaurant Stocks Amid Record HighsCiti Exec Warns of Stock Rally Risks Amid Uncertainty
In a CNBC interview, Citigroup’s Kate Moore cautions that the stock market rally lacks fundamental support, as earnings expectations decline amid ongoing economic uncertainty. While she acknowledges the optimism around potential tariff rollbacks by the Trump administration, Moore advises investors to focus on high-quality, consistent earners rather than chasing overpriced sectors like Tech and AI. Though she doesn’t recommend selling Tech or AI positions, she warns against adding new investments at current valuations, given their widespread ownership and stretched pricing.
about Citi Exec Warns of Stock Rally Risks Amid UncertaintyCoreWeave Buys Core Scientific for $9B to Boost AI
CoreWeave’s $9 billion acquisition of Core Scientific marks a strategic move to strengthen its AI capabilities. The deal, discussed by Bloomberg’s Liana Baker on ‘Bloomberg Tech,’ highlights the growing convergence of AI and infrastructure investments. This acquisition positions CoreWeave to leverage Core Scientific’s resources for AI-driven growth, signaling a major shift in the tech and financial landscape.
about CoreWeave Buys Core Scientific for $9B to Boost AIMarket Crash: Sensex and Nifty Plunge Amid US Growth Concerns
On Black Monday, the Sensex plummeted over 800 points, closing at an intraday low of 74,493.97, while the Nifty fell to 22,548.35, both down 1.08%. The market was impacted by weak global cues, concerns over US growth, and tariff threats from President Trump, alongside persistent selling by foreign institutional investors. All major sectoral indices declined, with financial and IT stocks suffering significant losses, while the Nifty Pharma index was the sole gainer.
about Market Crash: Sensex and Nifty Plunge Amid US Growth ConcernsIndian Stock Market Plummets Amid Global Economic Concerns and FII Outflows
Indian equity benchmarks faced significant declines, with BSE Sensex dropping over 800 points and Nifty50 falling below 22,600, marking the fifth consecutive session of losses. This downturn is attributed to global market weakness, declining US consumer confidence, and ongoing foreign investment outflows, as investors remain cautious ahead of key inflation data and Federal Reserve discussions. The total market value of BSE-listed firms decreased by Rs 5.07 lakh crore, reflecting widespread sectoral declines, particularly in IT and financial services.
about Indian Stock Market Plummets Amid Global Economic Concerns and FII OutflowsStock Market Updates January 26 2025 IDFC First Bank Q3 Results
IDFC First Bank reported a Q3 net profit of ₹339 crore, down 53% YoY, despite a 14% YoY increase in net interest income and stable asset quality. Experts are evaluating stock options, with recommendations for ICICI Bank, Ultratech Cement, and stocks under ₹100, as market dynamics remain influenced by upcoming events like Budget 2025 and US Fed policy.
about Stock Market Updates January 26 2025 IDFC First Bank Q3 Results