Global AI trade hit-Nasdaq fall as Anthropic releases new AI tool-Mag 7 stocks/Data services/Infosys+Wipro ADR fall in trade+ US trade rotation away from tech stocks to non-tech stock—ALL PRIVATE CREDIT TANK DUE TO THEIR EXPOSURE IN THESE STOCKS-HIT WAS TAKEN IN TECH AND SEMI-CONDUCTOR SPACE US futures become steady+Asia Market open red but Korea’s AI trade continues-Dollar Index remains stable at 97+German Bond Yields start rising Threat of SaaS models being questioned due to AI agents-might have negative bearing on Indian IT stocks in the initial trade Bitcoin falls lowest level since-November 2024-Lowest since Trump’s victory Rebound seen in gold/silver price rising between 6-7% Brent Crude jumps more than 2% on rising tensions between US-Iran+US crude oil inventories drop most since August 2023 Nifty, Nifty Bank closes very strong-Rupee had best intra-day gain since 2018 and strenghened for 4th day-but global sentiments may keep the market in a range+Strong commentary from Piyush Goyal on US-India Trade RBI MPC meet starts from today (status quo expected)-comments on borrowing plan will be important FII sentiment is back—FII buying in cash highest in 3 months and FII shorts at 83% vs 88% (Lowest In Feb Series) IT stocks likely to be volatile-Strong technical setup for Adani Group stocks

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