daily digest
Rates and AI capex remain the gating variables for whether stock-level wins stick July 23, 2026
Rising bond yields keep testing risk appetite even as AI spending broadens demand beyond GPUs into second‑order suppliers.
Ticker research
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daily digest
Catalyst-driven healthcare: stock-specific readouts now decide near-term leadership June 28, 2026
A Medicare coverage shift for obesity drugs makes clinical and reimbursement calendars the immediate market lever for healthcare names.
daily digest
European heatwave and rising power demand are turning grid strain into an earnings‑visible supplier story while rates remain the macro gatekeeper June 24, 2026
Heat-driven power stress is creating order‑book clarity for grid suppliers even as macro rates continue to control cross‑market risk appetite.
Asthi Research is general market commentary, not personalized investment advice. Public digests cite source coverage and become more useful when signed-in investors map themes back to their own holdings.