Anthropic gears up for Wall Street debut: Five things investors need to know
Anthropic is preparing for a potential major Wall Street debut, fueled by rapid growth in AI coding through Claude Code. However, massive cash requirements, heavy losses, political tensions and fierce competition could test investor confidence in its long-term business model.
Decoding gold rally: Why yellow metal surged 15% in one month and should bullion be in your portfolio?
Gold has staged a sharp 15% rally in August after a volatile start to the year, supported by renewed ETF inflows, strong central-bank buying, expectations around US interest rates, Treasury buybacks and a weaker dollar. With investment demand expected to remain a key driver through 2026, investors and analysts including John Paulson and Christopher Wood […]
M&A deals double, but execution holds the key for investors: Crisil Ratings
India Inc’s annual M&A volumes have more than doubled since fiscal 2017 as companies pursue faster growth, market expansion and new capabilities. Crisil Ratings found two-thirds of major debt-funded acquisitions broadly met expectations, while integration and regulatory challenges hurt others.
ETMarkets Smart Talk | Large caps look better for next 24 months, but hidden gems remain in smallcaps: Divam Sharma
Sharma sees a stronger case for large caps over the next 24 months, particularly given the steep valuation premium commanded by small caps.
Adani’s Cemindia is said to near up to $524 million share sale
Adani Group-backed Cemindia Projects, formerly known as ITD Cementation India, is preparing to launch a qualified institutional placement (QIP) to raise up to Rs 5,000 crore. The company has appointed ICICI Securities and SBI Capital Markets as advisers and has been meeting institutional investors ahead of the potential share sale.
Sensex falls 183 points, Nifty closes below 24,250 as market erases all morning gains. What lies ahead?
The Indian stock markets experienced a shift, dropping from earlier gains with both Sensex and Nifty closing lower. Key decliners included Infosys, Bharti Airtel, and L&T. Meanwhile, Kotak Mahindra Bank’s shares surged over three percent, contrasting with the mixed performance of broader markets, where small caps thrived while mid caps faced challenges. Interestingly, despite the […]
Vedanta Aluminium at earnings inflection point? Here’s why Motilal Oswal sees 21% upside
Motilal Oswal has reiterated its Buy rating on Vedanta Aluminium Metal with a target price of Rs 540, implying 21% upside. The brokerage expects EBITDA to grow at an 18% CAGR through FY26-28, supported by higher volumes, cost efficiencies, greater value-added production and favourable aluminium market dynamics.
Physicswallah shares jump 5% after block deal worth Rs 550 crore. What’s ahead after 63% rally in 6 months?
PhysicsWallah shares surged around 5% after nearly 4.67 crore shares worth about Rs 550 crore changed hands in a block deal at Rs 117.72 apiece. The stock has recovered sharply from its March low, while improving Q1 FY27 financials and a Buy rating from JM Financial point to a more positive outlook.
Welspun Corp shares drop 6% after CEO, promoter group likely sell stake worth Rs 1,433 crore via block deal
Welspun Corp shares fell sharply on Wednesday after 63 lakh shares worth Rs 1,433 crore changed hands in a block deal. Promoter group entity Welspun Investments and Commercials and CEO Vipul Mathur were likely sellers. The transaction represented about 2.4% of the company’s outstanding shares and came after a sharp rally.
Cyient shares rocket 8% after investor day, but brokerages see up to 24% downside. Here’s why
Cyient shares jumped 8% after the IT services company outlined its growth and margin roadmap at its investor day. Management is targeting double-digit revenue growth and EBIT margins above 15% in the near term, while brokerages remained divided on the pace of recovery. Motilal Oswal retained its Sell rating, while Nuvama and PL Capital maintained […]