TD Cowen sees healthcare headline risk as Democrats control Congress

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• The AI trade has been ‘sold to death’ but Goldman strategist highlights silver lining from Democratic sweep

  Corporate leaders could soon accelerate their capital expenditures into compute capacity following a potential clean sweep by Democrats. Such an electoral outcome may incentivize executives to lock in investments under existing conditions rather than face regulatory uncertainty down the road. This strategy would effectively shield enterprise expansion plans from the prospective risks of altered federal rules in 2029.

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• How Indian Metals & Ferro Alloys shares performed post Q2; profit up 51%, ₹5 dividend; what drove performance?

  Strong operational expansion in the ferro alloys segment bolstered profitability and supported a new interim payout for shareholders. However, the producer faced notable quarter-on-quarter momentum loss as operating margins contracted from peak levels seen earlier in the fiscal year. The market rebound provides brief relief in what has otherwise been a challenging calendar year marked by double-digit share price declines.

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• Stock Market Rally: Bulls to stay? Nifty, Sensex gain 5.5% in 5 sessions; Can the momentum sustain? Key levels to watch

  Domestic equities logged their longest winning streak in nearly five months, buoyed by strong local participation, robust corporate earnings, and softening crude oil prices. Foreign institutional investors added further impetus by injecting around ₹7,200 crore into domestic shares since the start of November. However, ongoing geopolitical tensions and the outcome of the US midterm elections pose near-term external risks to the upward trajectory.

  6 min read