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AI Pulse Feb 20, 2026

Tech and Retail Shifts: How AI Spending and Budget Rivals Are Redefining Industries

The retail and tech landscapes are undergoing significant transformations, with budget retailers like Primark facing pressure from online rivals Shein and Temu, while big tech companies are shifting their focus from stock buybacks to AI investments, leading to a surprising winning strategy for underweight tech stocks.

AI Pulse Feb 2, 2026

India Unveils Budget to Counter US Tariffs and Manage Record Borrowing Plan

India's government has released a spending plan aimed at shielding the economy from US tariffs, while also preparing to sell a record amount of debt, which is expected to put pressure on the bond market. The budget includes support for exporters and strategic sectors, but traders are bracing for potential losses on Monday. The plan's impact on the economy and bond market will be closely watched.

AI Pulse Feb 18, 2026

Global Finance Update: Budgets, Business Shifts, and Bond Markets

From Illinois' proposed budget to Nestlé's potential ice cream business reduction and Ivory Coast's eurobond success, we examine the latest developments in global finance. Illinois Governor JB Pritzker's $56 billion budget proposal faces federal funding uncertainty, while Nestlé weighs its ice cream business exposure. Meanwhile, African nations like Ivory Coast tap into favorable bond markets.

AI Pulse Feb 18, 2026

Global Markets See Mixed Signals as Bitcoin Bets Increase and California Budgets Suffer

Despite a downturn in the cryptocurrency market, Abu Dhabi's Mubadala Investment Co. has increased its Bitcoin bets, while Wingstop shares jump on better-than-expected sales and profit. Meanwhile, California school and city budgets are being squeezed by decades-old abuse payouts, and Rio Tinto has raised its stake in a Canadian miner to boost lithium output.