Global stock markets began the week on a positive note as signs emerged that the United States Congress is close to finalising a government funding deal. The development sparked optimism among investors who hope that an end to the prolonged budget standoff will restore stability to the US economy and unlock delayed federal spending. The US dollar firmed up while major indices like the S&P 500 and Dow Jones showed moderate gains, reflecting renewed risk appetite.
However, the technology sector experienced notable turbulence after SoftBank Group sold its entire stake in chipmaker Nvidia. The move triggered a brief sell-off in tech stocks, with Nvidia’s shares sliding over 3%. Market analysts believe this signals a period of “valuation reset” for over-hyped AI and semiconductor companies that have seen rapid price growth in 2025. Investors are shifting focus from growth projections to sustainable profitability, marking a crucial turning point in the tech cycle.
Asian markets mirrored this mixed sentiment. Japan’s TOPIX index rose slightly on hopes of continued export demand, while Chinese and Korean indices traded flat as investors weighed weak trade data against the global recovery narrative.
Indian Markets Rally on Positive Global Cues and Domestic Momentum
Back home, Indian equity markets opened strong and maintained upward momentum throughout the day. The Sensex jumped over 600 points while the Nifty50 crossed the 25,850 mark, led primarily by IT and financial stocks. Indian tech giants saw a surge in buying interest following reports highlighting growing demand for skilled professionals in the US, strengthening the outlook for outsourcing firms.
Among major corporate developments, Tata Motors’ commercial vehicle division made its market debut after the recent demerger, generating solid investor enthusiasm. Broader market sentiment also remained positive, with midcap and small-cap indices gaining nearly 0.5%, indicating healthy market breadth and retail investor confidence.
Market experts suggest this momentum could continue as India remains aligned with global trends in digital transformation, manufacturing expansion, and infrastructure growth.
Corporate and Strategic Highlights
In the corporate world, several companies announced quarterly earnings schedules and new strategic initiatives. Notably, emerging tech firms are investing heavily in advanced displays, AI integration, and defense-grade technologies, signaling confidence in next-generation innovation. The aviation and logistics sectors also saw strategic acquisitions aimed at expanding revenue streams and profitability in the upcoming quarters.
Outlook
Overall, today’s business landscape reflects a balance between optimism and caution. While the US fiscal breakthrough and India’s robust market activity provide tailwinds, the global technology shake-up reminds investors to focus on sustainable execution and fundamentals.
As markets evolve, the next few weeks will likely be dominated by themes of AI valuation adjustment, global fiscal stability, and India’s continued leadership in tech-driven growth.
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