📈 Stocks & Economy🇮🇳 India
AI Rally Now Drives Global Stock Markets More Than Oil Shocks Do
MarketWatch·Monday, 13 July 2026
As earnings season kicks off, analysts say AI investment has become the central force behind the stock market rally, outweighing even the impact of rising oil prices. Separately, US earnings estimates for the second quarter have risen unusually heading into results, driven by the energy and tech sectors.
Why It Matters
Indian IT companies and investors in global tech stocks are directly exposed to how AI spending holds up among the world's biggest companies this earnings season.
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