Nvidia’s strong performance and bullish long-term AI vision boost confidence, but analysts caution that heavy customer reliance, infrastructure constraints, and rising competition pose significant risks.Read More

Fujiyama Power Systems shares debuted on Dalal Street with a discount. The solar solutions company’s IPO saw moderate interest. Fujiyama manufactures and sells a wide range of rooftop solar products. The company has a strong distribution network. Financials show robust growth. Analysts believe the issue is fully priced. Much will depend on market conditions.Read More

Edelweiss AMC CIO Trideep Bhattacharya says India’s markets are entering a fresh earnings upcycle after the first upgrades in over a year, with valuations now far more reasonable. Consumer discretionary, financials and select IT names are turning stronger, while easing global trade headwinds and potential India-US deal momentum could drive markets higher over the next...Read More

Japan’s Nikkei index surged 4% on Thursday, fueled by Nvidia’s strong earnings and exceptionally high demand for its AI chips, lifting market sentiment.Read More

Tata Technologies, once a dream listing, has seen its market value plummet by Rs 25,000 crore from its peak. Revenue concentration on Tata Motors and JLR, coupled with their challenges, has led to uneven financial performance and cautious brokerage sentiment. Investors face a long road to recovery as the stock struggles to regain its footing.Read More

Groww share price experienced a significant decline, dropping as much as 9% to Rs 154 on Thursday. This profit-booking follows a substantial post-listing surge, with the stock now down 18% in two sessions amid concerns over stretched valuations and continued short-selling.Read More

Pakistan’s stock market has surged over 40% this year, outperforming India’s relatively subdued 9% return. This rally is driven by retail investors shifting to equities amid low returns elsewhere and improved economic sentiment, with two ratings agencies upgrading the country. Indian markets faced headwinds from foreign investor outflows due to developed market performance and currency...Read More

Nvidia’s stunning quarterly performance sent a wave of relief through global markets. Analysts said the chipmaker’s powerful guidance restored confidence in the broader AI ecosystem, even as they warned that sentiment could reverse if future growth fails to keep pace. Indian equities, buoyed by IT strength and an upcoming Rs 18,000 crore Infosys buyback, are...Read More

Sula Vineyards’ opened in the red after ICRA revised its outlook to negative while reaffirming key ratings. The company posted weaker Q2 results, with profit, revenue and margins declining. Management attributed the softness to Telangana market disruptions but expects H2 improvement, supported by better margins, wine tourism growth and easing inventory pressures.Read More

India’s infrastructure sector is poised for significant growth. Mirae Asset’s new fund targets this expansion, driven by government initiatives and private investment. This theme is expected to remain a dominant investment story through 2026. Strong corporate balance sheets and policy reforms are creating a multi-decade opportunity. The fund will balance high-growth areas with stable businesses...Read More