May 15, 2026

Analysts

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Donald Trump: As Trump arrives in China, officials and CEOs are ‘guided by’ what analysts say is longstanding assumption inside US government: Anything brought into China, which includes phones, laptops or even hotel Wi-Fi connections, should be treated as … |

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US President Donald Trump arrived in China with hundreds of aides, security personnel and officials and CEOs that included Elon Musk, Jensen Huang among others. According to a report by Foxnews, many members of the American delegations entered China under what officials describe a ‘digital lockdown’. The report said several officials traveling with Trump left…

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Six years after ‘public breakup’, Apple goes back to Intel due to what analysts say is a ‘supply chain problem’

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Apple has reached a preliminary agreement with Intel to manufacture some chips for its devices—a deal that would end years of estrangement between the two companies and mark one of the more consequential shifts in the semiconductor industry in recent memory, the Wall Street Journal reported.The two companies have been in intensive talks for over…

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Dario Amodei: Anthropic CEO Dario Amodei just jokingly ‘admitted’ the problem about the $800 billion company that many analysts have been saying |

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Anthropic CEO Dario Amodei has now jokingly acknowledged that his company’s explosive growth may be ‘too hard to handle’. According to a report by Business Insider, speaking at the Code with Claude developer conference in San Francisco along with co-founder Daniela Amodei, he revealed that Anthropic witnessed 80x year-over-year growth in revenue and usage in…

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Crude beyond $120: Oil prices touch four-year peak, here’s what analysts are saying

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Oil prices soared to a four-year peak on Thursday before retreating, as fears over the intensifying US-Iran war rattled global energy markets and fueled concerns over disruption in the Strait of Hormuz. Brent crude, the global oil benchmark, briefly climbed to $126.41 a barrel overnight, its highest level in four years, before easing back to…

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Market watch this week: State poll verdicts, oil prices and Q4 earnings to steer stock market mood, analysts say

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Stock markets are heading into a crucial week, with investors likely to keep a close watch on state election results, crude oil prices and the ongoing Middle East conflict. Vote counting for assembly elections in West Bengal, Tamil Nadu, Kerala, Assam and Puducherry will begin on Monday, May 4, and analysts believe the results could…

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Middle East conflict drags on: Is Iran’s economy approaching breaking point? What analysts are saying

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Weeks of conflict have worsened Iran’s economic pressures, deepening strain on its financial system even as the Islamic Republic continues to function under a standoff in the Gulf following a truce and ongoing maritime restrictions.The situation has left Iran in a stalemate with the United States and Israel, with ceasefire talks stalled while key Gulf…

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Gold and silver outlook: Where are precious metals headed this week? Analysts answer

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Precious metals gold and silver are likely to remain under pressure in the holiday-shortened trading week as investor sentiments will be driven by a mix of geopolitical developments, central bank decisions, and key macroeconomic data, analysts said. Market participants are closely tracking the progress of peace talks between the United States and Iran, with analysts…

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Apple names John Ternus as next CEO: Why what CEO Tim Cook told employees in memo that ‘now is the right time to exit’ has analysts asking questions

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Apple has named John Ternus as its next chief executive, ending Tim Cook’s 15-year run at the top of the world’s most valuable consumer technology company. Ternus takes over on September 1, with Cook shifting into the role of executive chairman. the keys to John Ternus. The hardware engineering chief, who has spent 25 years…

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Akshaya Tritiya trend: Digital gold gains alongside jewellery buying; analysts see shift in investor choices

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Flexible and transparent gold investment options such as digital gold and ETFs are expected to gain traction alongside traditional jewellery buying this Akshaya Tritiya, reflecting changing investor preferences, analysts said.Akshaya Tritiya, considered an auspicious day for gold purchases, will be celebrated on Sunday. Analysts said participation is evolving, with more investors exploring financial products linked…

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Jensen Huang on Google, Meta, Anthropic and other companies making AI chips that analysts say should scare Nvidia: What everyone is not understanding is… |

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Jensen Huang pushed back hard on the idea that Google’s TPUs, Meta’s MTIA chips, Anthropic’s multi-gigawatt compute deal, Amazon’s Trainium4, and OpenAI’s custom Broadcom silicon spell the beginning of the end for Nvidia. Speaking on the Dwarkesh Podcast, the Nvidia CEO called Anthropic’s TPU pivot a one-off, defended CUDA’s staying power, and conceded one early…

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