US stocks today: US stocks today: US stocks fall from record high on Middle East worries
Wall Street indices retreated from record highs as an explosion on a South Korean ship in the Strait of Hormuz and renewed Middle East tensions overshadowed strong first-quarter earnings reports. Energy stocks saw gains amid the confrontations, while concerns about geopolitical risks weighed on market optimism.
CSB Bank Q4 profit rises 6% on lower provisions, growth steady
CSB Bank reported 6% Q4 profit growth aided by lower provisions despite higher costs and weaker income. Margins improved, while advances and deposits showed strong growth. Asset quality improved sequentially but weakened year-on-year, reflecting mixed operational performance.
Tata Chemicals Q4 results: Cons loss widens YoY to Rs 2,132 crore on exceptional items; revenue drops 2%
Tata Chemicals reported a sharp Q4FY26 net loss due to significant impairment charges and weak global pricing. Revenue declined marginally, margins turned negative, and cash flows weakened, though core operations showed improvement before exceptional items amid challenging market conditions.
Thalapathy government? Why Vijay’s historic rise in India’s industrial powerhouse state matters for stock market
Vijay’s TVK is set to reshape Tamil Nadu’s political landscape, prompting investors to assess what a “Thalapathy government” could mean for industry and markets. With the state being a key auto, electronics and export hub, policy clarity on incentives, welfare spending and governance will drive sentiment for TN-linked companies.
Tata Technologies Q4 Results: Cons PAT rises 8% YoY to Rs 204 crore, revenue rises 22%
Tata Technologies reported 8% year-on-year profit growth in Q4FY26 with strong 22% revenue rise. Improved margins, sequential earnings surge, and dividend announcement highlighted performance, driven by robust services segment growth and operational efficiency.
Adani Ports, Tata Motors and Siemens Energy witness block deal action on Monday
Institutional investors injected over Rs 7,400 crore into Adani Ports and Special Economic Zone (APSEZ) on Monday through significant block deals. Capital Group entities were major buyers, acquiring stakes from Worldwide Emerging Market Holding Limited. Smaller block deals also occurred in Tata Motors and Siemens Energy India.
Markets may be approaching near-term exhaustion after strong rally: Rohit Srivastava
Indian stock markets are extending gains but showing signs of slowing momentum. Experts suggest the broader uptrend remains, but caution is advised. The Nifty faces key resistance around 24,300. Real estate is a standout sector, showing early signs of a turnaround after a long downtrend. Future catalysts include rate cycle changes.
Markets likely near bottom range; stay invested: Devina Mehra
Devina Mehra of First Global believes Indian equity markets are in a bottoming zone, advising investors to stay invested. She anticipates 2026 will be a better year than 2025, with sector rotation continuing. While acknowledging earnings disruptions, she remains constructive, seeing power as a key growth area and the IT sector as evolving, not dead.
Large and midcaps better placed than smallcaps in current phase: Shibani Sircar Kurian
Despite market swings, seasoned investors find comfort in reasonable valuations and historical trends, according to Kotak AMC’s Shibani Sircar Kurian. She highlights banking as a standout sector with strong growth and stable asset quality, while telecom shows improving fundamentals. Kurian advises using market dips to add equities, favoring private banks due to valuation comfort.
Nifty’s 2 pillars now facing structural headwinds: Ravi Dharamshi’s warning on IT & consumption
His warning carries weight. ValueQuest has been quietly repositioning for months by moving capital away from consumption-oriented exposures and steering clear of IT services entirely, even before the geopolitical shock that roiled markets over the past two months.