Author: Kanhaiya Suthar

On May 21, 2026, mitigate against a global tech supply chain disaster as the nearly 47,000 (40%) Samsung Electronics workforce in South Korea are step away from an 18-day strike. This wasn’t a localized labor dispute, but rather a direct threat to the global AI infrastructure. Samsung holds 36% of the global DRAM market and is the global leader in high-bandwidth memory (HBM). A strike would have bottlenecked the AI hardware boom, but thanks to an 11th-hour radical settlement we now know as the era of stock-peace, this will not happen. Here is how Samsung’s deal changes employee pay for…

At first glance the latest quarter’s earnings for ITC Limited are downright disastrous. A stark 74% fall in standalone net profit for Q4FY26 is the kind of headline number that will cling to news feeds, make investors nervous and prompt speculation that there are deeper, structural weaknesses at play. The company’s standalone net profit for Q4FY26 was a mere ₹5,113 crore, versus ₹19,562 crore for the same period last year. It seems to be one of the biggest earnings collapse among the country’s big conglomerates this season. But numbers, which are often the closest thing to truth in corporate finance,…

The number is almost too large to process: $58.3 billion. Not dealt in annual revenue. Not an experiment with a decade-lived investment fund. A single quarter’s profit from a single company, Nvidia, powered by the charged global rush to rule artificial intelligence. For months, we have since been buried under breathless rhetoric from the endlessly excited about AI re-decoding human society. Much of it sounded like marketing copy pretending to be prophetic. But nontheless, profit margins this huge have made it impossible to miss in all of it. Women of this magnitude are not marketing; they are proof. They are…

For many years, India’s Eurasian grand strategy depended on one key assumption: that Russia, even in all its idiosyncratic guile and barbarity, was ultimately autonomous. That Russia was not just a defence partner but a continental counterbalance to preemption by China. That assumption is starting to crack. Sanctions imposed by Western powers serve to isolate Russia’s economy, but they also are tightening the Kremlin’s financial flexibility. This is turning Moscow’s pivot to Beijing from tactical diplomacy to structural dependency, for better or worse. The consequences for New Delhi are staggering. A Russia bound to Beijing economically erodes New Delhi’s strategic…

New Delhi: Earlier this week, the national capital and its neighboring areas will be subjected to one of the most severe summer spells yet as temperatures are expected to scald to 46C in the coming days. The Indian Meteorological Department (IMD) has rolled out an “Orange Alert” for the national capital and surrounding areas, telling the people to stay alert. The warning comes amid North India being besieged by a severe heatwave and taking daily life, health facilities and cities to a danger level. An Orange Alert means, according the IMD’s warning system, a very high risk to the human…

During times of economic anxiety, what consumers do changes in a brutally simple way. They forego their discretionary spending. They abandon premium brands and gravitate toward businesses that offer the promise of dependability, affordability and convenience. Most of the time, that shift leads to only one destination: Walmart. Last year, as tariffs on global trade rattled the economy, inflation grew more severe and retailers across the United States stuttered, Walmart did something far more extraordinary than simple resistance. It widened the gap between itself and almost every other major retailer. The contrast is stark. Where Target posted falling sales and…

MUMBAI:  Zee Entertainment Enterprises posted a consolidated net loss of 1.02 billion rupees ($10.57 million) for January-March quarter from a 1.88 billion rupee profit for the same quarter of the previous year. The loss underscores the untold cost of legacy switch to digital. Zee will struggle to recover from the loss at a crucial time for the media behemoth. It controls some of the biggest legacy outlets, like ZeeTV, ZeeCinema, and Zee Movies, as well as a blockbuster streaming service, Zee5. Revenue fell 5.4%, but a closer look reveals that the drama is structural – it’s the switch to digital…

Everyday, some million people walk into a shop named Starbucks. They can smell the roasted coffee and hear the milk steaming and grab their favourite morning drink. For most of us, they seem a happy, successful place to birth a happy, successful business. And behind the closed doors of their big corporate offices, something is going badly wrong. The biggest coffee chain in the world has a huge storm churning against it. And it’s going to leave a lot of everyday workers in the cold. To the chopping block A few days ago, the top brass at Starbucks made the…

The entire tech world spent three years getting carried away with AI algorithms and software breakthroughs. It’s only now, in 2026, that the mask has finally come off. The war for artificial intelligence is no longer a software race; it’s an ugly, cash-intensive battle for infrastructure, raw electricity and custom silicon. This is most dramatically illustrated by the cinematic announcement that Wall Street kingmaker Blackstone and search titan Google are teaming up. These two industry giants are creating a distinct, US-based joint venture that is solely dedicated to data center capacity and compute-as-a-service. With an initial $5 billion equity commitment…

Mumbai: When the Brihanmumbai Municipal Corporation (BMC) triggers a 10% water cut across Mumbai, it’s not just a seasonal nuisance. It’s a flashing red light for India’s urban planning scheme. Beginning today, the nation’s financial capital will be subjected to daily water rationing. Reservoirs at a perilously low 23.52% of total annual storage have forced the administration to ration water to extend existing supply to mid-August. This precautionary measure is largely driven by meteorologists predicting erratic monsoon onset due to residual El Niño weather. But Mumbai is not the only victim. India’s cities are collectively drying up. In this editorial,…