Despite a sharp post-Budget market sell-off, brokerages remain bullish on structurally strong themes ranging from defence and infrastructure to data centres, EVs and rare earths. With capital expenditure rising and policy continuity intact, analysts have identified 35 stocks positioned to benefit from India’s long-term growth strategy.
US stocks today: S&P 500 ends down as AI worries hit chipmakers
U.S. markets closed lower as chip stocks declined on concerns the AI-driven rally may be overstretched. Losses in Micron and other semiconductor firms weighed on
July 7, 2026