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India's one-of-a-kind podcast bringing global markets into sharp focus, every week, under 10 minutes. We decode international financial developments for Indian investors, connecting Wall Street movements to Asian markets and beyond. We cut through the financial noise to bring you only what truly impacts global markets. No technical jargon or unnecessary details—just clear, concise analysis of the week's most significant financial stories. Our expert insights help you understand market movements and business developments that matter for your investment decisions.
35 Episodes
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On Vested Shorts: It is a week that shows how real demand is shifting global markets. AI infrastructure is expanding fast. Supply chains are entering a new pricing cycle. Consumers are upgrading when innovation feels meaningful. And domestic demand in emerging economies is becoming a major force.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Nvidia reports 57 billion dollars in revenue and raises its forecast to 65 billion dollars as AI demand keeps rising. Klarna’s revenue grows 26 percent with U.S. volumes up 43 percent as it reshapes itself beyond buy now pay later. Walmart lifts its full-year outlook after strong e-commerce gains and steady growth across income groups.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: SoftBank reports a 19 billion dollar gain from its AI investments, Robinhood’s profit rises 271 percent with crypto activity surging, Disney adds millions of new streaming users, and Berkshire builds a record cash pile as insurance earnings jump. Four stories that show how patience, discipline, and strong fundamentals shaped this week in global markets.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: U.S. holiday sales cross $1T for the first time, Nomura’s top tech fund says the AI boom is far from a bubble, Washington declares silver a “critical” metal, and startups in the U.S. raise billions while staying private.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Meta raises $60B through creative financing to fund AI data centers, Amazon’s cloud hits fastest growth since 2022, Apple forecasts strong holiday sales, and Adobe pivots as AI competition heats up.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Tesla ends its slump with ₹3.7 lakh crore in cash but falling profits. 85% of S&P 500 companies beat expectations, the best season in four years. Wall Street banks lend nearly $300 billion to private credit funds. And Standard Chartered says Bitcoin may briefly dip below $100,000 before aiming for $200,000.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Apple wins exclusive Formula 1 rights as its services engine revs up. Walmart partners with OpenAI to power AI-driven shopping. Coca-Cola plans a $1 billion IPO for its Indian bottler. And Coinbase launches a crypto platform for businesses.
On Vested Shorts: Tesla’s China shipments tick up 2.8% as EV demand steadies. DoorDash rolls out 2,000 autonomous delivery robots. S&P Global bridges Wall Street and blockchain with a new 50-asset hybrid crypto index.
On Vested Shorts: OpenAI becomes the world’s most valuable startup at $500B. Chipmakers add $200B in value on AI demand. Venture capital hits a record, with more than half of global funding going into AI. And Robinhood makes a bold bet on tokenized finance and prediction markets.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Nvidia adds $320B in value after investing $5B in Intel and pledging $100B to OpenAI. Instagram crosses 3B monthly users as Meta bets on Reels and messaging, with new tests rolling out in India. Germany’s auto industry faces painful restructuring with Bosch cutting 13k jobs and VW scaling back EV plants. And Coinbase CEO Brian Armstrong says Bitcoin could hit $1M by 2030 — if policymakers resist bank lobbying.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: A Dogecoin ETF debuts on Wall Street, giving investors exposure to a $42B meme coin. Google shares surge 50% in 6 months while Gemini AI rolls into Chrome. Apple pushes iPhone ASPs up 4% in FY26 forecasts, but stock remains down 4% YTD. And SoftBank delays its OpenAI Japan joint venture to November, highlighting execution risks in Son’s AI empire.We have also dug into three stories on the blog: what really mattered at Apple’s Awe Event, why smart money sees Broadcom as the next Nvidia, and whether Lululemon’s 54% stock slide is a chance or a trap. With that , your weekend reading is sorted 🙂Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Tesla shifts focus to humanoid robots even as profits are set to fall 30%. Apple’s Watch gains FDA approval for hypertension detection, targeting 1.3B patients worldwide. SK Hynix hits $170B with its HBM4 chip breakthrough, while Alibaba climbs 80% YTD on AI expansion. Infosys turns to a $2B buyback after a 20% stock slide. And BlackRock explores tokenized ETFs following $55B in crypto ETF inflows.We have also dug into three stories on the blog: what really mattered at Apple’s Awe Event, why smart money sees Broadcom as the next Nvidia, and whether Lululemon’s 54% stock slide is a chance or a trap. With that , your weekend reading is sorted 🙂Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Apple posts record sales of nearly $9B in India, cementing the country’s role as both a growth market and supply hub. Figma’s stock falls 14% after its first earnings report since IPO. Broadcom secures a $10B custom chip deal with OpenAI, sending shares higher in a year they are already up 45%. And PayPal brings crypto payments mainstream with its new “Pay with Crypto” feature.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results.
On Vested Shorts: Nvidia shares a softer forecast but analysts still see 12% upside. Alibaba launches a new AI chip as China works to cut reliance on U.S. technology. Google Cloud builds its Universal Ledger blockchain to handle payments and settlements. PepsiCo lifts its stake in Celsius to 11% with a $585M deal, handing distribution power to its fast-growing energy drink partner.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: OpenAI sets up in New Delhi, signaling India’s growing AI importance. Zoom stock rallies 10% as enterprise demand and AI tools lift results. Walmart posts a rare profit miss but e-commerce sales jump 25%, keeping shares up nearly 30% YTD. State Street joins JPMorgan to issue debt on blockchain, moving tokenization into practice.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Washington considers a $7.9B stake in Intel. Venture Global sinks 46% YTD as the year’s worst IPO. Tencent gains momentum with 16% upside. Ethereum emerges as Wall Street’s stablecoin bet.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisionsImage credits: Gagadget.com
This week on Vested Shorts, we dive into four big moves shaping global markets. OpenAI rolls out GPT-5 to nearly 700 million weekly users, accelerating the AI adoption curve. Uber rallies 46% YTD as delivery, subscriptions, and autonomy drive growth beyond rideshare. Ripple spends $200M to secure a stronghold in the $279B stablecoin market under new U.S. rules. And Instacart posts record order growth, borrowing a playbook that Blinkit and Zepto watchers will recognise. Data, depth, and the bigger picture—packed into one episode.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
Figma’s 250% IPO gain & Apple posts massive numbers in this quarterOn Vested Shorts: Figma’s IPO takes off with a 250% gain. Samsung Fold 7 sales soar 50%. Apple reports $94B in revenue. Bitcoin cools off, down 3% for the week.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
On Vested Shorts: Walmart beats Amazon at its own Prime Day game. A billion dollars worth of banned Nvidia chips slip into China. Block joins the S&P 500 and adds Bitcoin to checkout machines. And Google’s AI budget? It is now 85x India’s.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
This week on Vested Shorts: Nvidia crosses $4 trillion, but some say the rally looks stretched. Bitcoin breaks $118,000 as ETFs draw in more money. OpenAI partners with Shopify, Netflix leans on Squid Game again, and BlackRock’s crypto bet hits $14 billion.Plus, we spotlight rising AI players like Perplexity and Lovable, and why Indian mutual funds are going all-in despite a market dip.Disclaimer: This content is for educational purposes only and is based on sources like Financial Times and Bloomberg. It’s not investment advice or a recommendation to buy or sell any securities. Markets are unpredictable, and past performance doesn’t guarantee future results. Please do your own research before making any investment decisions
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