US stocks today: US stocks slip as inflation worries push Treasury yields higher
Wall Street closed lower as rising U.S. Treasury yields and persistent inflation fears pressured equities, with the Nasdaq leading losses. Elevated oil prices amid Iran tensions and uncertainty over Federal Reserve policy weighed on sentiment, while investors stayed cautious ahead of Nvidia earnings, seen as critical for sustaining AI-driven market momentum.
Volume Shocker: MFs added 1 crore+ shares to 9 stocks in April ’26; shares rally up to 55%
In its latest mutual fund analysis, ETMarkets highlighted the stocks that saw the largest share additions by mutual funds in April 2026 compared to March 2026. The report revealed that 43 stocks experienced additions of more than 1 crore shares each, indicating strong buying interest from mutual fund houses.To identify the most promising opportunities from […]
BPCL Q4 Results: Cons PAT jumps 28% YoY to Rs 5,625 crore; revenue rises 6%
BPCL reported a 28% YoY jump in Q4 consolidated PAT to Rs 5,625 crore, with revenue rising 6.3%. Full-year net profit surged 94% to Rs 25,843 crore. The company recognized a Rs 4,349 crore impairment loss on its BPRL investment and reduced its debt-to-equity ratio.
Nithin Kamath sounds alarm on rising MTF risks as leveraged bets surge despite flat markets
Nithin Kamath warned that surging Margin Trading Facility (MTF) exposure, fueled by aggressive leveraged bets in illiquid mid and small-cap stocks, poses a major systemic risk. He fears sharp market corrections could leave brokers unable to liquidate collateral, leading to significant bad debt.
BEL Q4 Results: Profit rises 5% to Rs 2,226 crore; co declares Rs 0.55 dividend
Bharat Electronics (BEL) Q4 FY26 net profit rose 5% to Rs 2,226 crore on 11% higher revenue of Rs 10,224 crore, supported by defense projects. Full-year net profit was Rs 6,062 crore (up 14%), and revenue hit Rs 27,610 crore (up 16%). BEL also declared a Rs 0.55 final dividend.
Sebi allows pledging of securities under non-discretionary PMS framework with safeguards
Sebi clarified that clients under the non-discretionary portfolio management services (ND-PMS) framework can pledge securities for their own benefit. This is permissible as clients retain beneficial ownership and full control, ensuring it is not construed as borrowing by the portfolio manager.
Markets supported by liquidity, but valuations running ahead of fundamentals: Sameer Dalal
Indian markets are supported by strong domestic liquidity, but valuations are questioned against fundamentals and growth expectations. Sameer Dalal of Natverlal & Sons Stockbrokers remains cautious on earnings visibility for FY27, while favoring long-term prospects in banking and real estate, advising caution on metals.
Small & midcaps rally! Coforge, Ola Electric, FirstCry & other stocks jump up to 7%
Small and midcap stocks rose sharply on Tuesday, lifting broader markets and outperforming benchmarks. Coforge led midcap gains, while Ola Electric topped the smallcap chart. IT stocks rebounded on attractive valuations, and several names across consumer, energy and financial sectors posted strong advances amid improving sentiment despite lingering macro worries.
Vodafone Idea shares jump 4% to fresh record high but Nomura, other brokerages remain cautious; here’s why
Vodafone Idea shares surged over 4% to a new record high, driven by a significant net profit increase in Q4 FY26, largely due to accounting gains. Despite a near 100% rally in the past year, brokerages remain cautious, with Nomura downgrading to ‘Neutral’ while increasing its target price, citing the need for successful debt raises […]
Domestic cyclicals remain best bet in India, says Anish Tawakley amid global volatility
Despite global headwinds, India’s economy is robust, with picking demand and spare capacity, according to DSP Mutual Fund’s Anish Tawakley. He favors selective investments in domestic cyclicals like financials, cement, and automobiles, while cautioning against capital market-linked plays and PSU banks. Inflation is seen as transitory, but FMCG margins face pressure.