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- Growth is not the same as Prosperity - Daily Excelsior
The article argues that economic growth does not automatically translate into prosperity. India's real GDP grew 7.8% in April–June 2026, but the author stresses that growth measures activity, while prosperity depends on whether that activity produces sustainable returns. Rising freight, energy and input costs can absorb much of the gains, and stock-market performance does not directly reflect the real economy. The piece also highlights cash-flow and receivables problems for MSMEs, and notes that per capita income in Jammu & Kashmir is below the national average, according to the J&K Economic Survey 2025-26.
- Global slump : Why corporate capex in India is unlikely to rise just yet
The author concludes that weak corporate capex is not unique to India and does not expect a strong pick-up in India's corporate capex over the next few years. India's corporate capex has held at 14-15% of GDP over the past decade, its lowest level in almost two decades, though it is not low compared with most major economies, where China leads at 26%. India's total investment-to-GDP ratio averaged 33% in recent years, second only to China's 40%, with household capex offsetting a corporate share that has fallen to about 45%. Excluding China, global corporate capex has been stagnant at about 14% of GDP for two decades even as global profits rose from 6% to 9.6% of GDP. India's corporate debt fell from 70% of GDP in 2011-12 to 48% in 2023-24 before rising back toward 50%, a deleveraging pattern the author says is common internationally, while US corporate debt hit a decade low of 48.7% of GDP in Q2 2026.
- The changing template of global growth and what it means for India
The article argues global growth is increasingly concentrated: in 2026 just 32 economies contributed over 95% of world growth, down from 58 in 2025, with China alone accounting for 28%. Global growth is estimated at a resilient 3.1% in 2026 despite two ongoing wars and the greatest oil supply shock since the 1970s, as the AI investment boom has offset the hit from higher oil prices. AI participation has become the key differentiator, with the US and China leading in AI innovation and investment, while smaller economies such as Taiwan benefit as hardware suppliers. India has sustained strong growth despite being a net energy importer and lacking a strong AI narrative, but the article says this momentum cannot be taken for granted and points to two domestic vulnerabilities to address.
- Dalal Street Week Ahead: Jio IPO, Q2 earnings, China GDP, oil prices, PMI flash numbers among 10 key factors to watch
- Indian Economy : Navigating Between Growth Optimism and Persistent Challenges
The article argues that India's economy is caught between strong macro indicators and mounting pressures. GDP grew 7.8% in Q1 FY27, GST collections rose 14.7% year on year in September 2026 to Rs 2.04 lakh crore, and UPI transactions reached 2,407 crore. However, the monsoon is 12.6% below its long-period average, CPI inflation rose to 5.54% in September from 4.82% in August, and India's crude purchase cost reportedly touched $110 per barrel. The Sensex has fallen about 11.89% over 12 months, FIIs sold over Rs 3.04 lakh crore in equities through October 2026, and per capita income is around $2,800. The author questions whether the boom is reaching ordinary households.
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- Newegg Now Offers NVIDIA RTX Spark Laptops in the U.S. and Canada
Newegg announced that NVIDIA RTX Spark laptops are now available to order in the U.S. and Canada via Newegg.com and Newegg.ca, starting with the MSI Prestige N16 Flip AI+ priced from $3,299 USD. RTX Spark combines NVIDIA AI, RTX graphics and unified memory in one Windows PC, designed to run larger AI models locally and handle creative work, development and gaming. Creators get accelerated 3D rendering and AV1 encoding, while gamers get ray tracing, DLSS and Reflex in supported games. Purchases are limited to one unit per customer, and Newegg says it will add more systems as partners bring them to market.
- Meta’s capital-raising plans expose a major weakness in the AI boom
Meta (NASDAQ:META) shares fell 7% on Thursday despite strong earnings, after the company unveiled plans to issue a new class of non-voting Class C stock. In its filing, a special committee cited an increasingly challenging environment for raising capital, pointing to recent and anticipated large raises by Alphabet, SpaceX, Anthropic and OpenAI to fund similar AI growth. Meta said it currently has sufficient capital for its needs but wants more financing flexibility going forward, with the new shares available as early as the end of 2026. The article notes Meta raised its 2026 capital expenditure forecast to $135–145 billion, while third-quarter revenue grew 26% to $64.6 billion and capex reached $34.91 billion, pushing free cash flow negative.
- The AI Bottleneck Takes Many Forms. These 7 Stocks Will Benefit.
AI growth is hitting bottlenecks in chips, memory, power, connectivity and cooling, and the Nasdaq-100 Technology Sector Index fell more than 5% in the past week. The article highlights seven companies tackling these constraints. Nvidia still faces GPU supply limits as it ramps Blackwell and Vera Rubin, while Micron, a high-bandwidth memory maker, reported fiscal fourth-quarter 2026 revenue of $54.23 billion versus $11.32 billion a year earlier. Lumentum guided to revenue of $1.225 billion to $1.275 billion for the next quarter, Coherent's data center and communications segment hit $1.615 billion, and GE Vernova reported $24.2 billion in orders. Bloom Energy's Oracle deal covers up to 2.8 gigawatts of on-site fuel cell capacity, and Vertiv supplies cooling systems, though expanding production remains a challenge.
- Same Playbook, Different Silicon: Broadcom Holds the Throne, Marvell Plays the AMD Challenger.
Broadcom and Marvell both beat AI estimates and raised guidance, but Broadcom operates at much larger scale, with AI semiconductor revenue of $16.70 billion, up 221% year over year and 56% of total revenue. Custom XPUs supplied 73% of its AI revenue, while gross margin slipped to 75% and operating margin reached 67.9%. Marvell reported $2.74 billion in revenue, up 36.5%, with data center sales at 79% of the total, and its Google deal includes a warrant for up to 7% of its shares. Broadcom guided to Q4 revenue of about $34.8 billion and AI revenue of about $21.7 billion, while Marvell guided to $3.15 billion and plans about $1 billion in supplier prepayments. Marvell is up 163.4% year to date, while Broadcom is down 6.09%.
- Arm’s Ready-Made Blueprints: The Blueprint Attack on Marvell’s Challenger Crown
Arm reported fiscal first-quarter revenue of $1.29 billion, up 22%, and says AGI CPU demand now exceeds $2 billion, though locked-in supply covers only the initial $1 billion. Marvell posted record revenue of $2.739 billion, up 37%, with data center sales at 79% of the total. The article argues Arm's ready-made compute subsystems and AGI CPU could let hyperscalers skip some custom design work that Marvell sells, and Arm may accept thinner margins, with first-generation AGI CPU gross margin expected in the high 30% range, maybe low 40s, versus Marvell's 58.9% non-GAAP gross margin. Marvell's non-GAAP operating margin rose to 36.6% from 34.8%, while Arm trades at about 248 times earnings. Over the past month, Arm fell 36.94% and Marvell lost 14.8%.
- Alphabet Solves the AI Infrastructure Bottlenecks Competitors Can’t Buy with Debt
The author argues Alphabet (NASDAQ:GOOGL) has an edge by owning its TPU chips, power, private fiber networks and multimodal training data, while rivals must rent them. Google Cloud revenue in Q2 2026 rose 82% to $24.77 billion, and operating income climbed 30.38% to $40.77 billion. The article cites a trailing P/E of 14, debt-to-equity of 0.14, and a 5% quarterly dividend increase to $0.22, and compares these with higher P/E ratios at Microsoft and Amazon. Risks noted include Q2 capital expenditures of $44.92 billion, which pushed free cash flow to -$5.86 billion, long-term debt rising to $98.2 billion, and $49.6 billion raised in equity. After the stock fell 7.16% over the week to $324.22, the author says they bought more shares.
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