Adani Power or NTPC? Macquarie initiates coverage on 3 power stocks, hikes target prices for 3 othersAs rising temperatures drive electricity demand across India, Macquarie sees the power sector entering a broad regulatory and operational r...
11 Jun, 2026, 11.59 AM IST
Saurabh Mukherjea’s global strategy: How Marcellus is hunting compounder stocks across 4 multi-trillion dollar megatrendsSaurabh Mukherjea of Marcellus is avoiding AI giants like Nvidia, instead focusing on companies enabling AI's physical infrastructure. His ...
10 Jun, 2026, 10.01 AM IST
Adani Energy to buy IntelliSmart for ₹3,050 croreAdani Energy Solutions (AESL) is set to acquire smart metering company IntelliSmart Infrastructure for ₹3,050 crore, bolstering its positio...
10 Jun, 2026, 01.10 AM IST
Will India's AI multibaggers face a reality check as global bubble fears test valuations?India's AI stocks are facing scrutiny as global concerns about a tech bubble grow. Companies linked to data centers and high-performance co...
09 Jun, 2026, 07.40 PM IST
Adani Energy Solutions vs Power Grid Corp: Which stock is Jefferies betting on?Jefferies remains bullish on both Adani Energy Solutions and Power Grid Corp but sees significantly stronger growth in AESL, driven by tran...
08 Jun, 2026, 05.47 PM IST
Power entering a 10-year supercycle? Elara Capital's Rupesh D Sankhe reveals the best stocks to ownIndia's power sector is set for a major boom. Demand is expected to surge by 5% to 6% annually for the next decade. This growth is fueled b...
08 Jun, 2026, 01.53 PM IST
Russian military satellites, designed to detect nuclear explosions are jamming GPS signals across Europe; incidents go back to 2019, new study warnsMysterious GPS disruptions across Europe, affecting vast areas for years, are now linked to a Russian military satellite network. A new stu...
08 Jun, 2026, 01.34 PM IST
The AI play no one is talking about: Why BofA is snapping up power & metals instead of ITBofA Securities India's Amish Shah advises shifting from IT to infrastructure, citing a 'dangerous gap' in consensus earnings forecasts. He...
08 Jun, 2026, 09.43 AM IST
Two Adani Group stocks in focus as GQG sells stake in Rs 5,750 crore deal; SBI MF lone buyerAdani Enterprises and Adani Energy Solutions will be in focus after GQG Partners sold stakes worth about Rs 5,750 crore via block deals, wi...
08 Jun, 2026, 09.14 AM IST
Rs 5,750 crore Adani block deal: SBI Mutual Fund picks stake from GQGGQG Partners sold stakes in Adani Enterprises and Adani Energy Solutions worth about Rs 5,750 crore through block deals, with SBI Mutual Fu...
05 Jun, 2026, 09.19 PM IST
Adani Power shares gain 3%, snap two-day losing streak. Why are Jefferies, Bernstein bullish on the stock?Adani Power shares are climbing on strong prospects for India's power demand and the booming data centre sector. Analysts see the Adani Gro...
05 Jun, 2026, 10.58 AM IST
The hidden shortage threatening the AI boom - how to prepare for what comes nextAI data center power shortage: The AI boom's next frontier is electricity, shifting focus from models and GPUs to the immense power needed ...
05 Jun, 2026, 01.27 AM IST
Citi initiates coverage on 4 Indian power equipment stocks; sees up to 33% upside. Own any?Citi Research initiated coverage on four Indian electrical equipment makers, seeing strong domestic transmission buildout and accelerating ...
04 Jun, 2026, 03.17 PM IST
India's data centre capacity could hit upper end of 5-8 GW target by 2030; Adani, Reliance best placed, says BernsteinIndia’s data centre capacity could expand to the upper end of the projected 5-8 GW range by 2030 from about 1.5 GW currently, according to ...
04 Jun, 2026, 02.46 PM IST
Those willing to look beyond the fog of war: 5 large-caps from different sectors with upside potential of up to 28%The news mix could not be more confusing. On the one hand, the US House voted to halt Trump’s Iran war, and Israel and Lebanon again agreed...
04 Jun, 2026, 02.15 PM IST
Nvidia starts shipping TSMC-backed CPO switches to tackle AI data centre bottlenecksNvidia Corp. on Wednesday announced that it has started shipping its next-generation co-packaged optics (CPO) switches, developed in collab...
04 Jun, 2026, 01.59 PM IST
Adani says US legal issues behind it, bets on AI-driven infrastructure boomGautam Adani announced the Adani Group has overcome US legal challenges and is accelerating investments in energy, transport, and digital i...
31 May, 2026, 04.12 PM IST