Snapshots That Wow!

No fire left in this power!

“US is not out of arms as yet -- but it's running low on the right ones.

There's cause for concern - especially for air defense interceptors and long-range standoff missiles.

US has likely fired over half its PAC-3 MSE stockpile. A single interceptor can take 2+ years to build. Dwindling air defenses means less protection for US forces and to allies, and accepting risk that more missiles will get through.”

Source: Bloomberg Economics

When the (animal) spirits are high!

“India”s bank credit growth has accelerated to the 17-18% YoY range, the highest growth in more than a decade.

The strongest area of growth is in corporate lending which is now running at 20% YoY.

This compares with 17% YoY growth for loans to the agriculture sector and 16% YoY for retail loans.”

Source: Jefferies

Shaking it up with the Sheikh!

“U.S. imports of Saudi crude oil fall to zero for the first time since 1985.”

Source: US EIA

Is the epidemic ending?

“Number of Individual traders trading Equity F&O fell 19% in FY26 from 9.8 million to 7.9 million

Lowest in last 3 financial years”

Source: Bloomberg

When the numbers justify the name of the company!

$SPCX reported Q2 2026 earnings earlier this month, its first as a public company.

Revenue rose 92% to $7.8 billion, with $100+ billion ARR expected by December.

Elon Musk moved up the target date to achieve a trillion dollar in revenue.

Source: Quartr App

Kanoon ke lambe haath, now enhance by AI

“As of June, Codex generated 64% of combined Codex and ChatGPT output tokens among enterprise customers, suggesting that agents are enabling a shift toward more substantive, delegated work.

Since February, weekly active enterprise Codex users grew 108× in legal, 41× in sales, 41× in recruiting, and 26× in marketing, compared with 5× in engineering.”

Source: Open AI