US stocks may have more room to rally as earnings, AI spending support marketStrong corporate earnings, sustained AI infrastructure spending and easing valuation concerns have strengthened confidence in the US stock ...
06 Aug, 2026, 10.53 AM IST
How LIC minted Rs 21,000 crore in mark-to-market gains by betting against AI panic in 3 top IT stocksLIC gained over Rs 21,000 crore from three top software exporters. This paper profit materialized within thirty-five days after a contraria...
06 Aug, 2026, 08.34 AM IST
Nifty Smallcap 250 hits 52-week high as Ola Electric, other stocks rally up to 7%. What lies ahead?Broader markets rallied on Wednesday, with the Nifty Smallcap 250 gaining nearly 1% to hit a fresh 52-week high, supported by strong smallc...
05 Aug, 2026, 01.21 PM IST
QSR stocks near turning point as risk-reward turns favorable, says Motilal OswalThe Indian quick-service restaurant (QSR) sector is entering a favourable phase after a challenging period, according to Motilal Oswal Fina...
05 Aug, 2026, 12.53 PM IST
Manipal Health shares list at 11% premium to beat GMP estimates. What should allotted investors do?Manipal Health Enterprises shares debuted at an 11% premium over the IPO price, beating grey market expectations. Brokerages remain constru...
05 Aug, 2026, 11.28 AM IST
A crash coming? Ray Dalio warns AI rally looks like 1929 and 2000 bubblesBridgewater founder Ray Dalio warned the AI-driven market rally displays bubble-like traits seen before the 1929 crash and dot-com bust. He...
04 Aug, 2026, 07.10 PM IST
Anthropic, OpenAI listings a reality check for AI: Rocketship’s Venky HarinarayanPublic listings of Anthropic and OpenAI will test the AI ecosystem. Markets are judging AI winners and losers early, impacting sectors and ...
04 Aug, 2026, 10.46 AM IST
GE Shipping shares rally 9% as Q1 net profit surges 160% YoY, revenue up 67%GE Shipping shares rallied sharply on Tuesday after the company reported a 160% year-on-year jump in Q1FY27 net profit and a 67% rise in re...
04 Aug, 2026, 10.45 AM IST
If the earnings don't come through, markets will struggle: Paul WilsonIndian stock valuations are lower, but earnings have disappointed, limiting re-rating potential. Global capital's return to India is not ye...
04 Aug, 2026, 10.14 AM IST
FIIs build a new Banking XI without the usual heavyweights. Will the big banks return?Foreign investors reduced stakes in large banks during the June quarter. They simultaneously increased holdings in several mid-sized and sm...
04 Aug, 2026, 09.24 AM IST
Promoter ownership climbs to two-year high despite persistent FII sellingIndian promoters significantly boosted their company ownership, reaching a two-year peak. Foreign institutional investors reduced their sta...
04 Aug, 2026, 08.58 AM IST
Defence stocks rally on strong order books and rising exports: Are they still worth buying?Order books, exports and government spending driving the sector, but valuations are no longer cheap. Nuvama argues that the industry is now...
03 Aug, 2026, 11.31 AM IST
Global Market: China stocks slide as global AI selloff hits chipmakers; Alibaba rallies on new AI modelChinese equities declined on Monday as a global selloff in AI-linked stocks weighed on semiconductor shares, while Hong Kong's technology s...
03 Aug, 2026, 11.26 AM IST
Top Nifty50 stocks analysts suggest buying in this volatile weekStock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, ...
03 Aug, 2026, 10.40 AM IST
ETMarkets Smart Talk | Manufacturing and financialisation could create the most wealth over the next five years: Siddhartha KhemkaIn an interaction with Kshitij Anand of ETMarkets, Siddhartha Khemka, Head of Research, Wealth Management at Motilal Oswal Financial Servic...
03 Aug, 2026, 07.40 AM IST
ETMarkets Smart Talk | Build a portfolio with 50% large caps, 30% midcaps and 20% small caps: Roop BhootraWhile large-cap stocks have lagged their mid- and small-cap peers in recent months, valuation comfort is gradually returning, making asset ...
31 Jul, 2026, 09.01 AM IST
Largecaps look more attractive after midcap, smallcap rally: HDFC AMC’s Rahul BaijalAt current levels, largecap category remains more attractive on relative valuations, in my view. The broader market indices (both midcap 15...
31 Jul, 2026, 07.41 AM IST