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India’s IT sector faces short-term margin concerns and conservative growth guidance following recent earnings. However, market experts suggest a more measured view, highlighting AI-driven efficiency gains and sustainable growth for large companies. Patient investors may find opportunities as valuations become more reasonable.Read More

Websol Energy shares surged nearly 27% in three sessions amid strong buying interest, driven by Vijay Kedia’s stake acquisition and expectations of a dividend. Promoter buying and improving sentiment further supported the rally, while the upcoming board meeting for Q4 results and dividend decision remains a key trigger.Read More

IDFC First Bank is likely to report a weak Q4FY26 with PAT expected to decline sharply due to a deposit fraud impact, despite steady loan growth and stable margins. Brokerages see NII growth remaining healthy, while asset quality, deposit traction and credit costs will be key factors to watch.Read More

Intel forecast stronger-than-expected Q2 revenue of $13.8–$14.8 billion, driven by robust demand for AI-focused server chips, with earnings guidance also beating estimates. The upbeat outlook sent shares soaring 19% in extended trading, adding about $64 billion in market value. Under CEO Lip-Bu Tan, the company is pursuing a turnaround strategy involving cost cuts, asset sales, and strategic partnerships.Read More

Indian markets present attractive long-term investment opportunities following recent corrections, according to Nitin Raheja of Julius Baer. He advises staggered investing, highlighting power and energy, PSU banks, insurance, and defence as key sectors. While near-term volatility persists, Raheja believes the earnings outlook remains robust, with potential for a shift into the next financial year.Read More