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Sanjay Mehrotra

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Global Markets & Equities 05 Oct 2026, 02:01 PM IST

Micron’s 500% Surge Raises the Hardest Question in AI Semiconductors: Is There Still Time to Buy?

Micron Technology’s extraordinary 12-month rally has turned the memory-chip maker into one of the market’s most closely watched AI beneficiaries, but it has also raised a familiar question for investors: has the move already run too far? Fresh commentary around an extended AI build-out, tightening RAM supply and firmer pricing suggests the cycle may still have room to run, even after a dramatic advance. Yet the stock’s valuation, volatility and dependence on memory pricing mean the next leg higher may be less about momentum and more about execution.

By RDU Global Wire5 min read
Global Markets & Equities10h ago

Micron Heads Into Earnings With Memory Shortage Still in Its Favor as Wall Street Watches for Buybacks and Demand Durability

Micron enters its fiscal fourth-quarter earnings with strong momentum, as tight supply in DRAM and high-bandwidth memory continues to support pricing and profits. But investors are likely to focus less on the expected beat and more on how long the shortage can last, whether demand can hold as supply improves, and when capital returns may accelerate.

4 min readRead →
India Entertainment & Culture04 Oct 2026, 09:59 PM IST

Sigma Review: Sundeep Kishan Carries Jason Sanjay’s Debut, But the Heist Drama Plays It Too Safe

Jason Sanjay’s debut feature "Sigma" arrives with the promise of a fresh voice in commercial Tamil cinema, pairing Sundeep Kishan and Faria Abdullah in a heist-action drama built around ambition, risk and style. The film has flashes of intrigue and a capable lead performance, but its cautious writing and familiar beats keep it from becoming the breakout launch it wants to be.

5 min readRead →
Banking, Fintech & Insurance03 Oct 2026, 02:57 PM IST

RBI Governor Sanjay Malhotra Warns of Rising Financial Risks as West Asia Tensions Add Inflation Pressure

Reserve Bank of India Governor Sanjay Malhotra has cautioned that financial vulnerabilities can emerge abruptly and take years to unwind, urging policymakers and markets to avoid complacency amid a more uncertain global backdrop. Speaking at the Kautilya Economic Conclave, he said geopolitical shocks, including the conflict in West Asia, are complicating inflation and financial stability assessments.

5 min readRead →
Banking, Fintech & Insurance05 Oct 2026, 03:41 AM IST

RBI Chief Warns of Rising Financial Risks as West Asia Tensions Add to Inflation Pressure

Reserve Bank of India Governor Sanjay Malhotra has warned against complacency in assessing financial stability, saying banking stress can emerge abruptly and take years to unwind. Speaking at the Kautilya Economic Conclave, he said geopolitical shocks, including the conflict in West Asia, are complicating inflation and risk outlooks, reinforcing the need for vigilant regulation and supervision.

5 min readRead →
Banking, Fintech & Insurance04 Oct 2026, 10:24 PM IST

RBI Governor Warns Resilience Is No Shield Against Future Financial Shocks

Reserve Bank of India Governor Sanjay Malhotra has cautioned that the current strength of the financial system should not be mistaken for permanent immunity from stress. Speaking amid rising concern over external and systemic risks, he said today’s resilience may not hold if new exogenous shocks gather force. His remarks underscore the central bank’s growing focus on preparedness, buffers and vigilance rather than complacency.

5 min readRead →
Banking, Fintech & Insurance04 Oct 2026, 03:47 AM IST

RBI Governor Warns Resilience Is No Shield Against Future Financial Shocks

Reserve Bank of India Governor Sanjay Malhotra has cautioned that the current resilience of the financial system should not be mistaken for immunity against future stress. Speaking against a backdrop of rising external and systemic risks, he said exogenous shocks are becoming more frequent and more difficult to predict. His remarks underscore a broader regulatory message: stability today does not eliminate the need for vigilance, buffers and preparedness tomorrow.

5 min readRead →

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