Newsletter
Chip king marches ahead, Nuclear coming to the seas, and Ads to hit ChatGPT.
🗓️ Morning, folks and Happy Fridayyyy! ☀️
This one’s for you space geeks. 🤓
NASA is set to lift off its Nancy Grace Roman Space Telescope in a new $4 billion observatory. This is designed to give scientists a much wider view of space.
Think of Hubble as a powerful zoom lens that studies smaller patches of the sky, just like that, Roman is built to capture huge areas at once. Its field of view is at least 100 times larger than Hubble’s.
1:00 AM · Aug 25, 2026 · 256K Views
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That wider view could help solve some of the universe’s biggest mysteries, including dark matter and dark energy, while also hunting for exoplanets smaller than Mars.
By studying millions of galaxies, distant supernovae and how light bends, Roman could reveal how the universe is built, expanding and evolving.
Perhaps the day isn’t far when we finally crack the universe’s ultimate mystery, the black hole.
Roman may be headed for the stars, but Dalal Street certainly wasn’t.
Not-so-good Thursday for the markets. The Nifty and Sensex ended lower amid mixed global cues and selling in heavyweight stocks across sectors.
Metals, banking and FMCG emerged as the top losers, while pharma showed some resilience. Broader markets remained muted, with both midcap and smallcap indices ending flat to lower.
💡Spotlight: Your email drafts will be generated after ads 💔
OpenAI is bringing ads to ChatGPT in India.
Logged-in adults using the Free and Go plans will start seeing clearly marked sponsored products or services alongside their responses. Paid plans like Plus and Pro will remain ad-free. More than 50 brands are expected to start advertising this week.
Why India matters: India is ChatGPT’s second-largest market, with over 100 million weekly users.
That makes it a huge market for advertisers, and a big revenue opportunity for OpenAI. As people increasingly use ChatGPT to research products, compare options and make decisions, OpenAI can place ads right in those moments.
The move also comes as the company looks to grow revenue ahead of a potential IPO.
Let’s hit it! 💪🏻
1 Big Thing: Nvidia shines in Q2 💸
Nvidia reported better-than-expected second-quarter results and issued revenue guidance that topped street estimates.
By the numbers:
- Revenue: $96.2 billion vs $92.17 billion, up 106% from a year ago
- Earnings per share: $2.22 adjusted vs $2.10 expected
- Data center revenue: $89.0 billion, up 18% QoQ and 117% YoY
Earnings per share (EPS) shows how much profit a company earns for each share. Higher or growing EPS can signal stronger profitability and help investors compare companies and value stocks.
The deets: Nvidia sits at the centre of the AI world and has grown phenomenally on the back of the AI boom.
The chipmaker forecast a 70% jump in revenue next fiscal year, pointing to continued demand for AI computing, even as shortages of memory components threaten to constrain how quickly it can expand.
While the company is on a strong run, competition is also growing, with Advanced Micro Devices, Google and others stepping up.
Stock action: strong earnings haven’t necessarily meant a happy stock. Nvidia shares have fallen in the session following earnings for four straight quarters.
The India impact: a stronger Nvidia outlook could pull investor money back towards AI infrastructure stocks.
Meanwhile, analysts see limited upside for Indian IT stocks as high US interest rates, heavy tech spending, rising debt and intense competition continue to weigh on valuations.
The company was also in focus for another reason.
It is reportedly in talks to acquire Hugging Face for $12.9 billion, potentially giving the chip giant control of one of the world’s biggest open-source AI platforms.
2. Why did HDFC Bank shares fall? 🔻
HDFC Bank shares fell over 2% and was a key drag on the benchmarks as the stock slipped to a four-year low.
This comes after reports of a US lawsuit against the bank and two senior executives, accusing them of misleading investors and failing to disclose governance issues.
The lawsuit was filed on behalf of investors who bought HDFC Bank securities between July 2023 and May 2026.
What’s the issue: the complaint alleges that HDFC Bank recorded certain payments to the Maharashtra State Road Development Corporation as marketing expenses, when they were actually meant to compensate the agency for receiving lower interest on its deposits.
HDFC Bank has rejected the allegations, calling them ‘without merit,’ and said it will strongly defend itself.
3. Temple says ‘Namaste, London’ 💸
Deepinder Goyal’s healthtech startup, Temple, has acquired Longevous, an evidence-based longevity medicine practice based in London.
What is Temple: it is a device designed to continuously measure blood flow in the brain in real time. The small gold- or silver-coloured sensor is worn near the temple and tracks cerebral blood flow, a key indicator of neurological health and ageing.
What does this mean: the deal aims to bring Longevous’ clinical expertise and research experience to work alongside Temple’s in-house science team as the company prepares for launch.11:59 AM · Aug 21, 2026 · 386K Views254 Replies · 219 Reposts · 3.27K Likes
Big theme: global wearable device shipments totalled 145.7 million units in Q1 2026, up 4.3% YoY, according to IDC’s Worldwide Wearable Device Tracker.
4. Part of an elite league 🚢
India has joined 25 countries in an IAEA-led initiative to explore the safe and peaceful use of nuclear power at sea called ATLAS. (Atomic Technologies Licensed for Applications at Sea)
It brings together the nuclear and maritime industries to study how Small Modular Reactors (SMRs) could power commercial ships and provide electricity to coastal and remote areas.
Why is this interesting: these ships could operate for long periods without frequent refuelling. Floating nuclear plants could also supply electricity and heat to islands, coastal communities and offshore industries. The opportunity is sizeable as around 80% of global trade moves by sea.
Why does India want in: India is targeting 100 GW of nuclear capacity by 2047 and at least five indigenous SMRs by 2033.
The government has also put money behind that ambition. The Union Budget 2025-26 allocated ₹20,000 crore for the design, development and deployment of SMRs.
5. Stocks that kept us interested 🚀
What went up ⬆️
🚀 Apollo Tyres ended in the green after a 3.37% stake, or 2.1 crore shares worth around ₹930 crore, changed hands in a block deal.
📈 Skipper rose nearly 2% after securing ₹1,305 crore in domestic and international transmission and distribution orders, including North American projects.
⚡️BHEL gained 5% as analysts flagged a revival in power-sector orders and improved execution, pushing the stock closer to record highs.
💪🏻 Adani Enterprises rose over 1.5% after Motilal Oswal initiated coverage with a Buy rating and ₹3,880 target.
What went down ⬇️
📉 Hindalco slipped nearly 3%, emerging as the biggest Nifty loser, as weakness in global metal prices weighed on the stock.
👎🏻 Juniper Green Energy tumbled close to 5% despite Q1 revenue rising 81% and EBITDA jumping 89% on higher operational capacity.
📉 Tata Power fell over 3% to a seven-month low after a Singapore court dismissed its appeal against a $490 million arbitration award.
What else are we snackin’ 🍿
🌶️ IPO approval: Pushp Brand received SEBI approval for its IPO, which will be a pure OFS of up to 74.45 lakh shares by promoters and existing investors.
🚀 Level up: Hero MotoCorp will invest ₹1,758 crore in Ather Energy, increasing its stake in the electric scooter maker to 32.8%.
🐶 Pet food: Wipro Consumer Care entered India’s pet food market with Snuggles, launching dry dog food across three variants for different breeds and life stages.
💸 Settlement, done: Meta will pay up to $18 billion and restrict teen usage of Facebook and Instagram to settle US child addiction claims.
And that’s a wrap. Pour yourself an extra one this weekend. 🥂
We’ll be back like clockwork on Monday!
Hit that 💚 if you liked this issue.
Disclaimer: This newsletter is for informational and research purposes only. Nothing here should be considered financial, investment, legal, or professional advice.
