MSCI puts Polycab India removal on hold

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• Cash is king as investors draw new battle lines in AI spending boom

  Financial market participants are heavily prioritizing liquidity as the race to fund artificial intelligence infrastructure intensifies across the corporate landscape. Capital allocators are closely scrutinizing balance sheets to determine which firms can sustain massive capital expenditure programs. This division is setting up clear competitive separations among major industry players moving forward.

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• Cash is king as investors draw new battle lines in AI spending boom

  Technology giants are facing sharp market divergences as Wall Street demands proof that artificial intelligence investments can pay for themselves. Firms with robust free cash flow like Microsoft and Oracle are winning shareholder confidence amid heavy infrastructure buildouts. Conversely, enterprises burning substantial cash while core revenues slow down are experiencing severe stock pullbacks.

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• Indian shares set for positive start after Fed holds rates steady; elevated oil weighs

  Domestic equities face a delicate balancing act as persistent global energy supply risks counter the Federal Reserve's neutral monetary policy stance. Elevated crude futures continue to pressure local benchmarks amid worries over inflation and currency depreciation, despite recent net purchases by foreign institutional investors. Meanwhile, a mixed slate of domestic quarterly corporate earnings is set to drive stock-specific action across individual sectors.

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