Wall Street experienced a sharp downturn as renewed trade policy uncertainty and concerns over the technology sector’s outlook prompted a defensive market shift. Investors moved capital into safe-haven assets like gold and U.S. Treasuries, reflecting heightened global caution. Private credit market anxieties, particularly regarding U.S. software exposure, further amplified market stress.Read More

Aditya Shah of Hercules Advisors believes IT sector sentiment is overly negative, presenting buying chances. He advises caution on banks like IDFC First Bank and AU Small Finance Bank due to recent issues. Cigarette stocks face policy risks. Shah favors private banks, seeing potential in SBI, ICICI Bank, and HDFC Bank.Read More

Indian IT stocks including Infosys and Wipro may face selling pressure after Anthropic said its Claude Code tool can modernise COBOL-based legacy systems. The announcement triggered up to a 5% fall in US-listed ADRs, intensifying concerns that AI could disrupt traditional IT services and software business models.Read More

Clean Max Enviro Energy’s Rs 3,100 crore IPO entered Day 2 with a muted grey market premium and 34% subscription on Day 1. While institutional demand remained strong, retail interest was weak. Brokerages are divided, with some advising caution on valuations and others recommending long-term investment potential.Read More

Gaudium IVF and Women Health IPO entered its final bidding day with a 6.33% grey market premium and three times overall subscription on Day 2. Strong retail and NII participation offset weak QIB demand. Brokerages have recommended subscribing, citing improving financials and growth prospects in India’s fertility services market.Read More

BPCL shares: The company received an excise duty demand of Rs 1,816.65 crore from the Commissioner of Central Tax and Central Excise, Kochi. The amount includes Rs 476.94 crore in duty, Rs 1,339.70 crore in interest, and a Rs 95,000 penalty. BPCL said it is reviewing the order and plans to appeal before CESTAT.Read More

Waaree Energies secured a 500 MW solar module supply order from a domestic IPP, keeping the stock in focus. The company is also exploring battery storage expansion with significant capex plans. Strong quarterly earnings and improving margins further support investor interest in the renewable energy major.Read More

Following a significant 1.5-year consolidation, Indian equities show signs of a reset with compressed valuations and policy support. Alok Agarwal believes the bulk of the correction is over, highlighting metals, capital market plays, PSU, and regional private banks as potential leaders for the next market phase.Read More

IIFL Capital’s R Venkataraman sees India at an investment inflection point, driven by entrepreneurial spirit and strong fundamentals. He anticipates a return of foreign capital within months, viewing current FII outflows as a cyclical trend. Venkataraman also highlights AI’s potential for Indian financial services, emphasizing adoption over core technology development.Read More

Bharti Airtel plans to invest Rs 20,000 crore into its NBFC arm, Airtel Money, to expand its digital lending business. The move follows RBI approval and signals a strategic push into financial services, leveraging data and technology to scale credit access while diversifying beyond its core telecom operations.Read More