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Finance & MarketsTODAY'S PULSE

Global markets show resilience with U.S. assets attracting foreign investment, while tech giants reshape AI landscape and emerging sectors like memory chips and nuclear energy gain strategic importance.

UPDATED TODAY24 sources

Key Points

1

Micron is positioned to become more profitable than all U.S. companies except Nvidia and Google, driven by astronomical prices Big Tech companies are paying for AI memory components, signaling a dramatic turnaround in its financial performance.

2

Google has imposed limits on Meta's access to its Gemini AI models after Meta requested more computing capacity than Google could provide, reflecting intensifying competition and resource constraints in the AI sector.

3

Constellation Energy and Walmart announced a long-term nuclear power purchase agreement, highlighting growing corporate interest in nuclear energy as a clean power solution for meeting AI and data center demands.

4

The Federal Reserve has introduced new rules for stablecoins with Circle potentially emerging as the biggest winner, signaling regulatory clarification in the cryptocurrency market.

5

Foreign investors continue pouring money into U.S. assets despite trade skepticism, and the dollar remains the undisputed global reserve currency, proving market naysayers wrong.

6

Sindh Chief Minister defended a Rs3.652 trillion budget for 2026-27 with record legislative endorsement and a Rs720 billion development plan, demonstrating provincial fiscal management in Pakistan.

7

Pakistan's Deputy Prime Minister Ishaq Dar held discussions with Saudi Foreign Minister on continuing work under the Islamabad MoU, focusing on economic and diplomatic cooperation.

8

The Pakistan Telecommunication Authority launched a public awareness campaign to block mobile SIMs registered on invalid, cancelled, or expired identity cards, tightening regulatory compliance.

9

Jefferies reported earnings before major banks, with Wall Street closely watching the results as an indicator of broader financial sector performance.

10

Multiple analyst downgrades and upgrades emerged, including TD Cowen cutting price targets on HCA Healthcare while Danaher was identified as a top non-tech stock to buy by analysts.

SOURCES24 articles · 3 outlets
brecorder.com8 articles
marketwatch.com8 articles
finance.yahoo.com8 articles