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2028 Intelligence Crisis, Trump BIG Warning, COBAL Anhropic AI Panic in IT Sector, Nifty 50, Waaree Wall Street just erased billions in hours. IBM lost $40 billion in market value — not because of weak earnings, but because an AI model claimed it can modernize decades-old COBOL systems. At the same time, President Trump introduced a new 15% global tariff after the Supreme Court struck down his earlier trade policy. Gold surged. IT stocks fell. FIIs dumped Indian technology shares to four-year lows. Is this just market noise… or are we witnessing a structural reset? In this video, we decode the AI deflation fear, tariff uncertainty, FII selling in Indian IT, the rupee’s silent pressure, private credit stress, and the global 2028 intelligence debate. We break down what’s panic, what’s rotation, and what truly matters for investors. This is not about hype. It’s about understanding whether AI is compressing revenue models faster than companies can adapt — and whether global trade volatility is adding fuel to the fire. Watch till the end to understand what smart money is tracking next. 📊 Research & Data-Based Breakdown: No stock tips, no recommendations — only structured insights based on news, fundamentals, valuations, and sector trends. 📌 Stay connected for more educational market content! 🔔 Subscribe and turn on notifications to never miss an update. ⚠️ Disclaimer: Please read the full disclaimer. If you agree to this, then only proceed to watch the video. By accessing or watching this video, you fully agree and accept this disclaimer. This channel does NOT provide any investment advice, stock recommendations, buy/sell/hold suggestions, financial planning guidance, or portfolio management advice. All content is strictly for educational, informational, and entertainment purposes only. I am NOT a SEBI-registered investment advisor, and nothing in this video should be interpreted as an offer, solicitation, or recommendation to buy or sell any financial product, stock, derivative, or mutual fund. Do NOT take any financial decision solely based on this video, and always consult a qualified SEBI-registered financial advisor before making investment decisions. Financial information used in this content — including results, ratios, price data, forecasts, valuation tables, charts, market news, and company analysis — may come from publicly available platforms such as stock exchanges, SEBI filings, company presentations, Moneycontrol, Reuters, Bloomberg, broker reports, and other sources. While efforts are made to ensure accuracy, the data may be approximate, outdated, revised, incomplete, or subject to interpretation. The creator does NOT guarantee accuracy, completeness, usefulness, or reliability of any information presented. Investing in equities, mutual funds, or derivatives involves significant market risks, including loss of principal, volatility, liquidity risks, market crashes, macroeconomic uncertainty, and leverage risks. Options trading is highly risky and can result in rapid and substantial losses. Past performance does NOT guarantee future results, and nothing in this video should be interpreted as guaranteed profits, sure-shot strategies, fixed/assured returns, or low-risk/high-return opportunities. The creator does NOT hold responsibility for any financial loss, damage, or consequences arising from actions taken by viewers. Viewers are fully responsible for their own trades, investments, decisions, profits, and losses. The creator is not liable for errors, omissions, misinterpretations, misunderstandings, injury, or damages of any kind. If external links are provided, they are NOT endorsements, and we are not responsible for the content on external websites or resources. This channel may or may not hold positions in stocks mentioned, but any discussion of stocks or financial products is purely for educational illustration. No stock or product discussed is part of a paid promotion unless explicitly disclosed. Affiliate links, if present, do not influence the opinions or analysis in this content. This channel does NOT promote or encourage illegal financial activities such as insider trading, pump-and-dump schemes, market manipulation, fake tips, unregistered advisory, or guaranteed-return schemes. Copyright Notice: Reproduction of this content — including video, script, analysis, or graphics — without written permission from the creator is strictly prohibited. Action may be taken against unauthorized usage. All rights reserved © Trading Marathon తెలుగు. YouTube Compliance: This channel follows YouTube Community Guidelines and Indian financial regulations. Any accidental violations are unintentional. This video exists solely to explain concepts, teach financial literacy, decode market news, and simplify complex financial topics — NOT to influence investment decisions.