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ETMarkets PMS Talk | A cooling—not a collapse—of the AI trade could be a tailwind for Indian equities: TrustLine CEOGlobal markets face AI investment boom risks, but a measured cooling could boost Indian equities by attracting foreign capital. N. ArunaGir...- Domestic SIPs power India's market resilience amidst FPI outflows: HDFC SecuritiesIndia is experiencing a pivotal shift in its financial markets as domestic investors take the lead over foreign entities, enduring a three-...
- Tech Mahindra CEO Mohit Joshi’s FY26 pay climbs 12% to Rs 67.5 croreTech Mahindra CEO Mohit Joshi's pay surged 11.7% to Rs 67.5 crore in FY26, surpassing peers at Wipro and TCS. This reflects the company's a...
- Subscriber losses push India's TV distribution industry towards consolidation as broadband, IPTV gain groundIndia's TV distribution is shifting towards broadband and digital entertainment, forcing cable and DTH operators to confront subscriber los...
- Vedanta Power, Oil & Gas, and Iron shares rally up to 5%; Aluminium sheds 3%. Should you buy, sell or hold?Vedanta’s newly demerged entities extended their rally, with Oil & Gas, Power and Iron & Steel hitting upper circuits, while Aluminium slip...
- Oil may stay above pre-conflict levels; OMCs and gas stocks could see further upside: Probal SenGeopolitical easing may cool crude oil prices, but a return to pre-conflict levels remains unlikely soon. Experts suggest shipping disrupti...
- Vedanta Power, Aluminium, Oil & Gas and Iron shares soar up to 5%. Which stock looks best placed?Shares of Vedanta’s newly demerged entities rallied up to 5% for a second session, driven by strong investor interest and brokerage optimis...
- Mumbai's HR College graduate earned just Rs 15 lakh from his first film, worked as ad copywriter before acting. Now, he is India's highest-paid actor, ahead of SRK, Allu Arjun and RajinikanthRanveer Singh has reportedly become India's highest-paid actor, surpassing industry giants like Shah Rukh Khan and Rajinikanth. This remark...
- UnitedHealth’s $3 billion AI push has bots calling doctorsThe largest US health insurer plans to invest $3 billion in AI over 2026 and 2027. UnitedHealth executives say they’re seeing a 2-to-1 retu...
- Wall Street Week Ahead: Investors see Micron earnings as pulse check of AI rally momentumInvestors are keenly watching Micron Technology's upcoming earnings report for crucial insights into the ongoing AI-driven stock market ral...
- Indian IT is a trade, not an investment, and the market just got the memo: Sandip SabharwalAccenture's slump signals headwinds for Indian IT, with Sandip Sabharwal viewing them as trading plays rather than long-term investments du...
- Multibagger HFCL shares hit 5% upper circuit for second session. What’s triggering the surge?HFCL shares surged significantly after securing a substantial contract from Rail Vikas Nigam Limited. This order bolsters HFCL's standing i...
- Accenture signals caution, but analysts see long-term IT opportunityAccenture's earnings signal tough times for IT services. Indian IT firms face weak demand and cautious client spending. While valuations ar...
- Buy, Sell or Hold: Morgan Stanley raises target price on NYKAA; Elara Capital maintains buy on Devyani InternationalBrokerage views on Indian equities are mixed as Morgan Stanley raises Nykaa's target price on ambitious FY30 growth plans. Conversely, conc...
- HFCL shares jump 5% after Rs 2,666-crore RVNL order; stock soars 200% in 6 monthsHFCL shares surged after securing a significant contract from Rail Vikas Nigam Limited for the BharatNet project. This order strengthens HF...
- JLR projects revenue growth and return to profit in FY27, doubles down on USJaguar Land Rover anticipates a strong comeback in financial year 2027. The company projects a 13% revenue increase and a return to profita...
- Bengaluru-based IITian recalls his college days- ‘GPA fell from 8.4 to 5.5, was almost expelled..’, reveals how he bounced back: ‘What saved me was…’An IIT Madras alumnus shared his struggle with depression and suicidal thoughts due to academic pressure, despite initial high grades. He d...
- AI boom hands HFCL investors nearly 200% returns in just 6 months. Overheated or undervalued?HFCL shares have surged nearly 200% in six months, driven by the AI boom and India's expanding data centre industry. The company, a key opt...
- Monarch Networth says Nifty can hit 28,000 in 2026, picks three top stocksMonarch Networth Capital expects Nifty to reach 27,000-28,000 in 2026, driven by earnings recovery, capex growth and lower interest rates. ...
- ETMarkets PMS Talk | The best alpha comes from spotting inflection points before the market does: Anuj JainAnuj Jain of Green Portfolio emphasizes identifying businesses at the cusp of transformation for alpha, not momentum. He highlights discipl...
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