India Morning Newsletter, April 8

TradingKey - The increasing adoption of artificial intelligence, a shift in China's economy, and tighter valuation metrics are part of the ongoing discussion around Apple stock, which remains at the heart of this discussion. 

TradingKey - Intel (INTC) will report its Q1 results after the market close on April 23 (ET). As of mid-April, the consensus analyst estimate for Q1 revenue is approximately $12.32 billion, a year-over-year decline of about 2.75%, with earnings per share (EPS) projected at roughly $0.01.

TradingKey - Gold prices have recently maintained high-level volatility amid fluctuating US-Iran tensions. While sustained high oil prices have significantly raised US inflation expectations, thereby lowering the probability of Federal Reserve interest rate cuts, the continuous accumulation of gold by global central banks still supports the long-term bullish thesis for the metal.

TradingKey - The report for Q1 2026 results from Tesla (TSLA) is due on Wednesday, April 22, at the end of the market. After two months of pretty continuous drops, investors are now asking if the TSLA earnings report will provide any insight into the company's margin, growth rate, and overall AI roa

TradingKey - Months after withdrawing its previous listing application, AI chipmaker Cerebras Systems has refiled for an IPO, submitting an application to list on the Nasdaq under the ticker symbol "CBRS" on Friday ET. According to Bloomberg, Cerebras had already filed for an IPO confidentially as e