Microsoft’s record AI spending has unsettled investors despite strong profit and cloud growth. Analysts flag cost concerns as Azure expands rapidly and Microsoft deepens its partnership with OpenAI to sustain long-term growth.Read More

Ace investor Mukul Agrawal significantly reshaped his Rs 7,500 crore portfolio in Q2, adding ten new stocks and increasing stakes in five others. His strategic investments, totaling around ₹400 crore, span diverse sectors including engineering, technology, renewable energy, and healthcare, reflecting a keen eye for emerging businesses.Read More

India’s aerospace market is projected to double to $54 billion by 2033, driven by ‘Make-in-India’ initiatives, defence indigenisation, and increasing exports. This growth presents a significant opportunity for investors, with several listed companies poised to benefit from the expanding aerospace supply chain.Read More

The Bank of Japan maintained interest rates at 0.5%, signalling a cautious approach to policy normalisation amid board divisions, political pressure, and rising inflation expectations, while economists anticipate a hike soon.Read More

SEBI’s proposed mutual fund fee reform aims to reduce brokerage costs and boost investor returns. Motilal Oswal AMC’s Akhil Chaturvedi says the impact on AMCs and distributors will be minimal, while investors will benefit from lower expenses. The move aligns with SEBI’s focus on transparency, investor protection, and sustainable growth for India’s ₹75 lakh crore...Read More

Maruti Suzuki is poised for a steady second-quarter performance, with revenue projected to rise around 8% and profit up 18% year-on-year. While strong exports and better pricing are expected to boost topline, higher input costs and new plant expenses may temper margin gains.Read More

Market expert Rajat Sharma is bullish on banking and IT sectors for the next 12-18 months, citing government reforms and AI adoption. He observes rising consumption boosting logistics but remains cautious on autos due to the EV transition and expensive valuations in mutual fund companies.Read More

Groww set its ₹6,632 crore IPO price band at ₹95–100 per share, with a mix of fresh issue and offer for sale. The ₹2 face-value shares are priced at 47.5–50 times face value, and investors can bid for a minimum of 150 shares.Read More

Capital Small Finance Bank saw a 5% net profit rise to Rs 35 crore, despite higher provisions and a slight asset quality dip. Satin CreditCare, an NBFC-MFI, reported a robust 19% net profit increase to Rs 45 crore, with improved margins. Dhanlaxmi Bank turned profitable with Rs 12.18 crore net profit, driven by a significant...Read More

Shares of Sagility surged 10% to a 52-week high of Rs 56 on Thursday after the company reported strong Q2 FY26 earnings. Net profit more than doubled to Rs 251 crore from Rs 117 crore a year ago, while revenue rose 25% YoY to Rs 1,658 crore. Operating margin also improved to 25% from 23%...Read More