US stocks today: US market ends lower as semiconductor stocks reverse earlier gains
The S&P 500 closed lower as chip stocks like Intel and Arm Holdings retreated, while U.S.-Iran peace talk uncertainty impacted the broader market. Despite a strong quarter driven by AI and tech rallies, concerns over chip supply and geopolitical tensions tempered investor sentiment. Oil prices edged down, though Nvidia and Microsoft saw gains.
Dabur Q4 Results: Cons PAT rises 15% YoY to Rs 369 crore, revenue up 7%; Rs 5.50 per share dividend announced
Dabur India reported robust fourth-quarter earnings growth driven by strong domestic FMCG demand, healthy volume expansion and broad-based category performance. The company announced a final dividend while highlighting resilience amid global inflationary pressures and geopolitical challenges affecting international business operations during the quarter.
MFs, retail investors keep buying these stocks for two straight quarters; many fall over 25%
Despite continued buying by mutual funds and retail investors over two quarters, several stocks have delivered weak returns, with many falling over 25% in six months. The data highlights that institutional accumulation does not always translate into near-term gains, even as a few stocks posted strong upside.
Noel Tata’s IPO pushback said to trigger internal differences at Tata Group
A rift is emerging within the Tata conglomerate. Noel Tata opposes listing the parent firm, Tata Sons, despite upcoming Reserve Bank of India regulations. Two trustees will propose a public listing at an upcoming board meeting. This move aims to bring transparency and rigor. The Shapoorji Pallonji Group, a minority shareholder, stands to benefit from […]
AI boom keeping markets elevated despite geopolitical noise: Mark Matthews
Financial markets are increasingly prioritizing artificial intelligence-driven growth and corporate earnings over geopolitical tensions, according to Mark Matthews. He highlights extraordinary earnings, particularly in tech, fueling market highs despite Middle East uncertainty. Matthews also sees India as attractive due to improving valuations and continued FII buying.
Neeraj Dewan bets on defence, realty and NBFCs for long-term growth
Indian stocks saw a strong recovery driven by hopes of a US-Iran peace deal. This eased concerns about crude oil prices, benefiting sectors hit by inflation. Market expert Neeraj Dewan noted the day’s volatility but sees potential for further gains. Domestic earnings are also showing strength, with mid and small-cap stocks offering opportunities.
Global Market: Japan’s Nikkei soars past 63,000 to record high, JGB rallies
Japan’s financial markets surged on Thursday, with the Nikkei 225 reaching a record high, driven by global optimism from strong tech earnings and easing Middle East tensions. Technology shares, particularly AI-linked stocks, led the rally, while government bonds also strengthened. The yen remained stable after earlier gains.
Seth R Freeman on why global markets continue to climb amid West Asia conflict
Global markets are ignoring geopolitical tensions, focusing instead on robust corporate earnings and the excitement around artificial intelligence. Investor sentiment is positive on Wall Street and in parts of Asia. Strong financial sector performance and gains in technology companies are driving this optimism. This trend suggests a market prioritizing growth over immediate global risks.
Godrej Consumer shares tumble 6% despite Q4 show. Should you buy, sell, or hold the stock?
Godrej Consumer Products shares dropped nearly 6% on Thursday despite reporting a 9.7% YoY rise in Q4 net profit and double-digit revenue growth. Brokerages remained positive on the stock, citing strong domestic volume growth, improving Indonesia business trends, and margin guidance for FY27, while warning of near-term input cost pressures and demand risks.
Shree Cement shares jump 4% even as Q4 profit drops 8%. Why Nomura, Elara, other brokerages remain bullish
Shree Cement shares rose nearly 4% despite an 8% dip in Q4 FY26 net profit to Rs 526 crore. Revenue, however, climbed 10% to Rs 6,1010 crore, with sales volumes showing significant year-on-year and quarter-on-quarter growth. Brokerages remain bullish, citing strong volume growth and dividend payouts.