India Morning Newsletter, July 23

TradingKey - Robinhood Markets, Inc. (NASDAQ: HOOD) has also demonstrated its fast-moving abilities when retail trading, crypto, and the market are aligned. In 2025, Robinhood reported record revenues of $4.5 billion, record diluted EPS of $2.05, and record net deposits of $68 billion with over 4.2

Palantir reports Q1 2026 earnings May 4 after close. Consensus: $1.54B revenue, $0.28 EPS. Polymarket 96% beat odds. Triangle breakout targets $153–$165. Buy or wait?

TradingKey - All eyes are on the VOO stock price as investors contemplate whether broad-market stability or tech-heavy growth provides a better path to 2026.

TradingKey - An athleisure company, Lululemon Athletica（LULU）, has built a very successful niche in the fashionable athletic wear category. 

TradingKey - NVentures, the venture capital arm of NVIDIA (NVDA), has invested $50 million in Swedish legal AI startup Legora, marking NVIDIA’s first direct investment in the legal tech sector. Legora announced the completion of a $600 million Series D funding round on the same day. Of the total, $550 million was completed in March, while the $50 million extension was co-led by NVentures and Atlassian, with participation from Adams Street Partners, Airtree, and Barclays. The company has raised a cumulative $866 million since its founding in 2023, bringing Legora’s valuation to $5.6 billion.