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Why did Cerebras Systems stock fall despite higher 2026 guidance?Cerebras shares fell 12%-14% despite 70%+ Q2 revenue growth and raised 2026 guidance. Investors focused on a $450.5 million net loss, decli...- Mutual funds raise IT exposure to 6.6% in July after record low. Is sentiment towards tech improving?In July, mutual funds increased their allocation to the IT sector to 6.6 per cent, marking a positive shift after an extended period of min...
- Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex raceBig Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 billion in Q2 agai...
- LG Electronics shares jump 5% after robust Q1 earnings. What are Jefferies, other brokerages saying?In the first quarter of FY27, LG Electronics India showcased impressive profit growth alongside significant operational revenue increases f...
- ETMarkets Smart Talk | Nifty50 can hit 28,615 if crude cools, FIIs return: Rajesh Palviya on wealth creationHe believes the second half could increasingly become an earnings-driven market, even as global macro risks remain in the background.
- Earnings growth to play larger role in determining portfolio returns than valuation re-rating: Nilesh ShahEarnings growth is likely to play a larger role in determining portfolio returns than valuation re-rating in the near term, as valuations o...
- India Inc revenues jump 22% in June quarter, ICRA saysCorporate India began fiscal year twenty twenty-seven with strong revenue growth. Aggregate revenues for listed companies rose twenty-two p...
- Q1 earnings show resilience as demand, cost headwinds prove less severe than expected: ICRAICRA said India Inc’s Q1 FY27 earnings began on a stronger-than-expected note, with revenue growth accelerating to 22%. Despite margin pres...
- Global Market: Singtel Q1 profit beats estimates on strong Optus, regional contributionsSingtel reported a better-than-expected Q1 FY27 underlying net profit, driven by Optus, regional associates including Bharti Airtel and AIS...
- Lenskart Solutions shares jump 7% after Q1 results; Jefferies, Goldman Sachs, 3 others raise target priceLenskart Share Price: Lenskart shares rose after Q1 FY27 profit surged 182% YoY to Rs 228 crore, while revenue grew 34% and EBITDA jumped 6...
- ETMarkets Smart Talk | Maturing AI trade could redirect global capital towards diversified growth markets like India: Ritesh TaksaliTaksali points out that FPIs invested around ₹20,000 crore in Indian equities in July, followed by another ₹12,921 crore in the first week ...
- Vedanta, Vedanta Aluminium post strong Q1 gains as metal prices lift earningsAfter their demerger, Vedanta and Vedanta Aluminium Metal have reported robust financial outcomes for the first quarter, primarily due to r...
- FMCG’s FII nightmare! $5.2 billion selloff in 12 straight months. Are stocks set for a rebound?Over the past year, foreign investors have unloaded $5.2 billion worth of FMCG stocks, largely due to the challenges stemming from inflated...
- ETMarkets Smart Talk | India is ‘pricey’, not expensive: Mark Zuckerberg’s Harvard classmate Vikas Pershad on investingPershad, who has been investing in Indian equities for nearly three decades, believes investors need to look beyond short-term market noise...
- Nifty price-to-book valuation hits pre-Covid level. Why the index is still not cheapNifty's price-to-book ratio has dipped below three for the first time in years, highlighting a significant shift. Despite this, earnings re...
- Indian equities could hit new highs next year: Aditya Birla MFAditya Birla Sun Life Mutual Fund is optimistic about Indian equities potentially hitting new peaks shortly. This positive outlook is bolst...
- Europe's hot stock markets catch global investors' eyeEurope's stock market is experiencing a robust rally, attracting significant investor interest. Strong earnings growth and improving econom...
- Global stock markets: Japan on top with 29% returns, India lags other major markets in 2026 so farWelcome to TrendMap, your quick guide to investment performance. This edition tracks 10 years of global equity returns. Currency fluctuatio...
- Titan sees positive momentum in July; on track to beat FY30 growth targets: MDTitan Company reported strong revenue growth for the June quarter. The company is on track to meet its improvement targets this fiscal year...
- Global Market: European bluechip earnings set for strongest growth since 2022 as energy sector powers profitsEuropean blue-chip companies are gearing up for their most promising quarterly earnings growth in the last three years, with the energy sec...
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