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Is the AI rally running out of power? Geosphere Capital's Arvind Sanger explains
Arvind Sanger, Managing Partner of Geosphere Capital Management says the AI trade may take time to recover, while India could gain from stronger domestic growth and easing oil pressures.

Bharti Airtel gets its highest share price target from CLSA after Q2 results; check upside potential
Another brokerage firm Citi said that this performance came despite elevated subscriber churn following the company's premiumisation initiatives during the quarter, including the withdrawal of the ₹299 plan.…

Hindalco shares fall 4% after analysts cite Novelis margin pressures but see recovery in FY27
JPMorgan said that Novelis continues to face tariff-related headwinds, with the impact amounting to $78 million in Q2. This was primarily driven by higher shipments from its Kingston facility in Canada to meet customer…

M&M shares are the top auto pick for CLSA, who says tractor concerns are overdone
Bernstein, which has an 'Outperform' rating and a target of ₹4,100 on M&M, said the company's next phase of growth will need to rely less on the tractor cycle, with monsoon-related risks highlighted earlier now beginning…

Glenmark Pharma shares fall despite better-than-expected US sales in Q2, 14% growth in India biz
Glenmark's India business reported revenue of ₹1,327.4 crore, up 704.2% from ₹165.1 crore in the year-ago quarter. However, on a like-for-like basis, the company's India formulation business recorded year-on-year growth…

Exclusive: Aditya Halwasiya, Ananta Capital likely buyers in V2 Retail block deal worth ₹258 crore
Under the deal signed by V2 Retail & Cupid just two days prior, the latter would receive 400 square feet of dedicated space in more than 425 existing stores, as well as in all future outlets. The company said the move…

DLF to invest ₹3,750 crore for majority stake in new strategic JV with Everstone Group
The transaction remains subject to customary closing conditions, including due diligence, regulatory approvals, and the execution of definitive documents, with a final closing expected during 2027.

Dhanteras 2026: How Indians plan to buy gold this year, survey shows
A LocalCircles survey reveals that nearly 3 in 10 consumers planning to buy gold this Dhanteras intend to use informal channels offering lower prices, driven by high import duties.

Fortis Healthcare shares in focus after revenue, EBITDA rise in Q2 - A look at how its business segments fared
Fortis Healthcare's earnings before interest, taxes, depreciation and amortization (EBITDA) increased by 12% to ₹623.19 crore from ₹556.33 crore in the prior fiscal. However, margins saw some contraction from last year.

Dhanteras 2026: Gold, silver fall after rally; what should buyers watch
Gold and silver prices declined in early Asian trade on Friday amid a global equity sell-off and US interest-rate uncertainty, even as consumers marked Dhanteras.

AI buildout in peril? About 40% of US planned data center capacity may hit pause
Midterm election results dealt a major blow to the AI data centre buildout, with newly elected governors across multiple states pledging to stop or pause construction amid growing voter backlash.

US Market Crash: Nvidia CEO Jensen Huang drops out of world's most richest after stock sell-off
Nvidia CEO Jensen Huang saw his net worth fall by $15.1 billion as tech stocks declined following the US midterm elections and concerns over AI data center policies.

KOSPI Crash: South Korean index slips below 5,000 target set by President Lee Jae Myung
Shares of Samsung Electronics are down 9%, while those of SK Hynix are down 11.5% on Friday on the Korean indices. Both the stocks are the key triggers behind the record breaking rally that the KOSPI had witnessed during…

Solar stocks rallied on Democratic victories, but policy risks still threaten the group
Solar stocks rallied after Democrats won Congress, but policy, financing and data-center demand remain key risks for First Solar, Sunrun and Enphase.

The rotation out of tech is becoming a risk for the broader market
Artificial intelligence could be the market's source of near term pain, as investors dump stocks linked to the technology and instead move into other sectors.

Nikkei enters bear market as Asian stocks crash on AI sell-off; Kospi triggers circuit breaker
Japan's Nikkei 225 plunges 5.86%, approaching the 20% decline from its peak that defines a technical bear market. South Korea's Kospi falls 8.55%, triggering a circuit breaker, as Samsung Electronics and SK Hynix shed…

Musk's Tesla and SpaceX crash, lose over $420 billion in combined market cap
Shares of SpaceX and Tesla fell sharply after the US midterm elections, wiping out over 456 billion dollars in market cap and reducing Elon Musk's net worth below 800 billion dollars amid fears of str

US Stock Market Crash: 15 things to know about the worst day for Wall Street in 19 months
Thursday's sell-off resulted in the Nasdaq 100 wiping out $2.3 trillion in market capitalization, the worst single-day value erosion on record for the index. The Nasdaq 100 index is now down 16% from its peak and is…

Lemon Tree Hotels Q2 Results: Net profit surges 64% to ₹57 crore, revenue up 18%
Lemon Tree Hotels reported a 63.7 percent increase in consolidated net profit to Rs 56.6 crore for Q2 FY27, while revenue rose 18 percent to Rs 361.4 crore.

KNR Constructions receives ₹1,397 crore HMDA order for Hyderabad elevated corridor
The project involves construction of an elevated corridor from ICCC Banjara Hills to Shilpa Layout Flyover Road, with a completion timeline of 24 months.

Samvat 2083: How should investors position their portfolios amid changing market trends?
Investors face a changing market landscape as gold, global equities and small-caps vie for attention. Quant Mutual Fund's Sandeep Tandon, WhiteOak Capital's Aashish Somaiyaa and Motilal Oswal's Ashish Shanker discuss the…

Sula Vineyards Q2 Results: Net profit surges 35% on premium wine sales, wine tourism growth
Sula Vineyards reported a 35% year-on-year rise in Q2 FY27 net profit to ₹8 crore, while revenue increased 3.5% to ₹135.5 crore. The board approved diversification into de-alcoholised wines and a hotel at York Winery…