Geosphere Capitals Arvind Sanger Cautious Optimism on India as Earnings Revival Eyed Microsoft Anthropic in Talks Over Custom AI Chip Deal Following 5 Billion Investment Prediction Markets Signal Rising Probability of Fed Rate Hike by July 2027 SafeHaven Currencies Yen and Franc Rally Amid DeepSeek AI Sector Disruption Subramanian Swamy Calls for Immediate Ban on Cement Imports from Pakistan Citing Security Risks Amazon and GE Vernova Highlighted as Potential Buy Candidates in Strong Market Shell Capital Return Strategy Reemerges as Key Investor Focus