Apple briefly hit a $4 trillion valuation driven by strong iPhone demand and renewed investor optimism, joining Nvidia and Microsoft in the elite club despite lingering concerns over its AI strategy.Read More

Veteran investor Dolly Khanna has reshuffled her Rs 500 crore portfolio, adding to five small-cap stocks including Mangalore Chemicals and Coffee Day Enterprises. Her trades signal selective optimism in India’s industrial and fertilizer sectors, with a contrarian bet on Coffee Day’s revival potential.Read More

India’s leading helmet and two-wheeler accessories maker, Studds Accessories Ltd, is launching its Rs 455.49 crore IPO from October 30 to November 3 with a price band of Rs 557–585 per share. With strong FY25 profit growth and a dominant market share, it carries a “Subscribe” rating.Read More

India’s IT sector faces stress as AI reshapes jobs. Slower hiring and wage growth impact urban employment and consumer spending. While AI boosts productivity, it threatens labor-intensive roles. India must prioritize reskilling and R&D. Rising household debt adds financial risk. Export sectors also face headwinds. Swift action is needed to adapt to the technology revolution...Read More

Ace investor Sunil Singhania’s Abakkus Asset Management has reshuffled its Rs 2,700 crore portfolio, adding six new stocks including All Time Plastics and Suven Life Sciences. The fund also reduced holdings in Sarda Energy & Minerals, Ion Exchange, and Rupa & Company during the September quarter.Read More

Shares of major AMCs and capital market firms slumped up to 10% on Wednesday after SEBI proposed a major revamp of mutual fund fee structures. HDFC AMC fell 6.4%, Nippon Life India AMC 7%, and Nuvama Wealth 9%, as investors reacted to potential cuts in expense ratios and brokerage commissions under the new proposal.Read More

Brokerages are selectively positive on five stocks after strong Q2 earnings. Latent View Analytics, SBI Life, Kotak Mahindra Bank, Chennai Petroleum, and Supreme Industries show potential for significant upside. Analysts highlight growth visibility and margin discipline. These companies reported healthy results, prompting positive outlooks from financial experts.Read More

Kamal Ahmed shares insights on global capital deployment. Technology and defense sectors are seeing significant investment. India’s economy shows strong long-term growth potential. Manufacturing is diversifying beyond IT services. This positions India as a key player in the global economic landscape.Read More

The Indian Rupee is trading in a tight band against the US Dollar. Positive stock market gains are being offset by month-end dollar demand. Geopolitical events are a key factor. The Reserve Bank of India is actively managing the currency. Traders are watching central bank meetings, especially the US Federal Reserve, for future direction.Read More

Adani Green Energy reported a 111% YoY jump in Q2 net profit to Rs 583 crore, driven by strong capacity additions and operational efficiency, even as total income slipped 4% to Rs 3,249 crore. The company added 2.4 GW capacity in H1 FY26, with total operational capacity reaching 16.7 GW — the highest in India.Read More