Birla Is Back At Vodafone Idea : Is This The Beginning Of Vi's Real Comeback? | Markets Today #214

📌 In this episode of Markets Today, we decode 3 big stories — the government's ₹18,100 crore credit guarantee scheme for MSMEs and airlines and whether it solves the problem or just buys time, Kumar Mangalam Birla returning as Vodafone Idea's non-executive chairman and what it signals for Vi's survival story, and Samsung crossing $1 trillion market cap — and why it tells us AI has moved from software to hardware. #1 💰 Government's ₹18,100 Crore MSME Lifeline ECLGS 5.0 unlocks ₹2.55 lakh crore in additional credit. Airlines get a special ₹5,000 crore carve-out. 100% government guarantee for MSMEs, 90% for large companies. But is this a solution — or just a bridge? #2 📡 Birla Returns To Vodafone Idea He stepped down in 2021 when survival looked uncertain. Now he's back as non-executive chairman. $5 billion capex plan, ₹25,000 crore fundraise, government as shareholder. Is Vi's real comeback finally beginning? #3 🤖 Samsung's $1 Trillion AI Signal 48x profit jump in semiconductors. Memory chips are AI's backbone. Samsung joins TSMC as Asia's only $1 trillion companies. The AI story has moved from software to hardware — and these chip makers are capturing all the value. Global Macro Explainers on Upstox Global : https://youtube.com/@UpstoxGlobal?si=V2indNkQ-7c17aLI #vodafoneidea #vi #birla #kumarmangalambirla #samsung #samsungstock #aichips #memoryChips #eclgs #msme #airlines #creditguarantee #indianstockmarket #marketstoday #upstox #telecom #jio #airtel #semiconductor #aiinvesting