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L&T (NSE: LT) has a record Rs 7.4tn order book. The Iran war is the catch
L&T's order book hit a record ₹7.4 trillion, but 40% sits in the Middle East. The 2026 West Asia war turns its biggest strength into its near-term risk.
May 27, 2026
KKR’s CIRCOR Aerospace exit gives Parker Hannifin another high-margin defense and aviation asset
Parker Hannifin’s $2.55B CIRCOR Aerospace deal deepens its defense and aviation systems play. Read why margins matter.
May 27, 2026
Why Euronext’s Deutsche Boerse merger denial exposes Europe’s market infrastructure dilemma
Euronext says no to Deutsche Boerse for now. See why Europe’s exchange consolidation problem remains unresolved.
May 27, 2026
Why Firefly Aerospace’s 12 million-share offering matters for its long-term space and defense expansion
Firefly Aerospace’s 12 million-share offering could reshape its defense and space expansion strategy. Find out what investors are watching next.
May 26, 2026
How Rocket Lab Corporation’s Mars-proven robotics capabilities could reshape its long-term space strategy
Rocket Lab Corporation’s Motiv acquisition expands its Mars robotics and orbital infrastructure ambitions. Find out what this means for space markets.
May 26, 2026
Momentus (NASDAQ: MNTS) jumps 65% as space play turns story into revenue
Momentus killed its going-concern warning and grew revenue 9x. The harder question is whether a 65% squeeze is buying the turnaround or the top.
May 26, 2026
Can Vodafone Idea’s Rs35,000cr funding push turn #IDEA into India’s telecom comeback stock?
Vodafone Idea’s ₹35,000 crore funding push could revive #IDEA, but lenders, capex timing and subscriber churn will decide the real comeback.
May 26, 2026
NRW Holdings (ASX: NWH) rides a record A$7bn order book as mining services demand stays hot
NRW Holdings has a record $7 billion of contracted work and keeps upgrading guidance. The only argument left is whether the price has run ahead of the cycle.
May 26, 2026
Can Warner Bros. Discovery’s $10bn loan package calm debt concerns before the Paramount merger?
Warner Bros. Discovery’s $10B loan package exposes the debt test behind the Paramount merger. Read why media consolidation is getting harder.
May 26, 2026
Bajaj Finance (NSE: BAJFINANCE) is 17% off its high after a record profit. The catch is the valuation
Bajaj Finance posted a record Q4 profit, yet the stock sits 17% below its high. The standoff is between 22% growth and a premium nobody wants to pay up for.
May 26, 2026