Market News

Titan, Infosys Lead 10 Stocks with Highest HNI Holdings in Q1

Titan and Infosys are among ten Indian listed companies with the highest concentrations of high net worth individual (HNI) holdings in the first quarter, according to recent market data. The findings underscore the continued preference of affluent investors for established blue-chip companies across sectors.

US Software Stocks Face Mounting Volatility Amid AI Uncertainty

US software stocks are experiencing heightened volatility as investors balance AI disruption risks against strong earnings performance, with upcoming earnings reports from Salesforce, CrowdStrike, and Oracle expected to provide critical insights into the sector's trajectory. Momentum trading, leveraged ETFs, and options activity are amplifying market swings while questions persist about whether earnings growth can sustain current valuations.

Skyways Air IPO closes with 5x subscription, signals 31% listing premium

Skyways Air Services IPO concluded its bidding period with 5.08x overall subscription, driven largely by retail demand. Grey market pricing indicates a potential listing day premium of approximately 31%, with anchor investors committing Rs 174.5 crore to the offering.

Nvidia Q2 FY2027 earnings beat expectations as AI boom accelerates

Nvidia reported Q2 FY2027 revenue of $96.2 billion, up 106% year-on-year, with Data Centre revenue surging 117% to $89 billion, reinforcing the strength of the artificial intelligence sector. The company's strong performance and upbeat outlook are now tempered by investor concerns around margin sustainability, supply chain constraints, and returns on AI investments.

Hindustan Copper shares drop 3% as government concludes Rs 2,982-crore OFS

Hindustan Copper's shares fell approximately 3% following the conclusion of the government's Rs 2,982-crore Offer for Sale, which was oversubscribed, while the company also faces regulatory fines totaling Rs 14.43 lakh from both BSE and NSE for board composition compliance issues. Despite near-term weakness, the multibagger stock has demonstrated substantial long-term returns, though recent volatility reflects immediate market sentiment following the capital raise and regulatory penalties.

Capri Global shares slip 3% after NSE, BSE impose Rs 74,000 penalty

Capri Global's stock declined nearly 3% following regulatory penalties totaling Rs 74,000 each from BSE and NSE for delayed compliance with SEBI listing regulations. The company has characterized the fines as immaterial and indicated plans to pursue a waiver, though the stock remains substantially higher year-to-date.

Vijay Kedia's Top 5 Holdings: Monthly Performance Review

According to reports, ace investor Vijay Kedia's portfolio top five stock holdings have been tracked over a one-month performance period. The analysis provides insight into how these select positions have moved within the Indian equity market during the review window.

Devyani International Shares Rally 4% After Sapphire Foods Merger Plan Revision

Devyani International's shares rose 4% after the company announced a revised merger plan with Sapphire Foods India, with the core transaction remaining on track while a secondary share sale component was cancelled. The share-swap ratio stayed unchanged, though the revised structure will affect post-merger promoter ownership levels.

19 Indian Stocks Delivered Tenbagger Returns in 5 Years

According to reports, nineteen Indian stocks have achieved tenbagger returns—gains of at least 1,000 percent—over the past five years, with GE Vernova T&D and BSE shares surging over 2,000 percent, while other performers like Apar Industries and Zen Technologies also posted significant gains. The performance aligns with investment principles attributed to noted investor Peter Lynch, who emphasizes deep understanding of holdings and long-term commitment as keys to substantial wealth creation.

Tata Power shares fall 4% after losing $490M arbitration case

Tata Power's stock declined 4% following the Singapore International Commercial Court's dismissal of the company's challenge to a $490 million arbitration award favoring Kleros Capital Partners over a Russian coal project dispute. The company has signaled its intention to appeal the ruling within the available 28-day window to the Singapore Court of Appeal.

Nifty IPO Index Hits 52-Week High as 12 Recent Listings Become Multibaggers

The Nifty IPO Index has reached a 52-week high, with twelve recently listed stocks delivering multibagger returns of up to 407%, according to reports. The surge reflects strong domestic investor appetite, expansion in growth sectors, and a reallocation of capital from large-cap equities into newly listed companies.

Indian equities edge higher on expiry day as Sensex, Nifty post modest gains

Indian equity markets opened with marginal gains on Thursday ahead of expiry-day volatility, with the Sensex and Nifty gaining approximately 10 and 11 points respectively. The India VIX rose 3% to 10.84, indicating elevated volatility expectations as market participants positioned ahead of derivatives expiry.

Japan's Nikkei retreats as chip stocks weaken despite AI tailwinds

Japan's Nikkei index declined 0.14% as shares of semiconductor firms Advantest and SoftBank fell, offsetting gains from Nvidia's positive AI outlook. The broader Topix index rose 0.19%, reflecting a market rotation toward value stocks and financial shares as investors grew cautious about chip sector momentum.

HDFC Group stocks shed Rs 4.4 lakh crore in market value over one year

HDFC group companies experienced substantial declines in market capitalization over the past year, with HDFC Bank losing Rs 3.73 lakh crore on a 26% drop and HDFC Life Insurance declining 29% for a Rs 47,261 crore loss. The combined erosion across the group totaled approximately Rs 4.4 lakh crore in shareholder wealth.

Bank of Korea Raises Rates to 3% on Strong Growth, Inflation

South Korea's central bank lifted its benchmark interest rate by 25 basis points to 3% at its second consecutive meeting, responding to stronger-than-expected economic growth and persistent inflationary pressures from elevated energy costs. The decision reflects the Bank of Korea's upgraded growth forecasts and confidence in semiconductor exports and AI-driven chip demand supporting the broader economy.

Tata Power, Jio Financial Services Lead India Stock Focus

Indian stock markets closed lower on Wednesday with the Nifty50 experiencing minimal fluctuations, while several major companies including Tata Power, Jio Financial Services, Bharat Electronics, and Hindustan Copper dominated trading attention. Despite some bearish technical signals, the overall market outlook remained optimistic according to reports.

Salesforce Raises FY2027 Revenue Forecast Amid AI Product Strength

Salesforce increased its fiscal 2027 revenue guidance to $46.1 billion to $46.4 billion and raised adjusted earnings per share forecasts, citing stronger demand for its AI-powered autonomous agents. The stock rose 7% in extended trading, reflecting investor optimism about accelerating AI adoption and growth momentum.

BSE, NSE fine NTPC, REC, SJVN over Rs 59 lakh for compliance lapses

India's stock exchanges BSE and NSE have imposed combined penalties exceeding Rs 59 lakh on three state-owned power companies—NTPC, REC, and SJVN—for violations related to board composition listing regulations. The companies are contesting the fines, citing that director appointments fall under presidential authority, and have petitioned for penalty waivers.

US Stocks Subdued as Nvidia Results and Inflation Data Take Center Stage

US equity markets showed muted trading activity as investors focused on Nvidia's latest earnings results and inflation indicators that could shape Federal Reserve policy decisions. The divergent pressures from corporate earnings and macroeconomic data kept major indices including the Dow Jones, Nasdaq, and S&P 500 in a holding pattern.

Axis Bank to raise $700M via ECB swap facility with dual tranches

Axis Bank is set to secure $700 million through an external commercial borrowing facility featuring three and five-year tranches, led by CTBC Bank and United Overseas Bank with World Bank's IFC involvement. The arrangement underscores continued capital-raising activity among Indian lenders amid ongoing syndication efforts.