Wall Street Week Ahead: Nvidia, software reports pose next tests for AI-sensitive stock market

Investors await Nvidia’s financial results next week. The AI bellwether’s report is key to steadying a U.S. stock market concerned about artificial intelligence. Other tech companies also report earnings. Software firms face AI disruption worries. Nvidia’s forecast and CEO’s comments will guide the AI ecosystem. Investors also watch President Trump’s State of the Union speech.

Brent rises late, settles higher and with weekly gain on Iran-US jitters

Brent crude prices saw a late-day surge due to short-covering as investors reacted to escalating U.S.-Iran tensions over nuclear weapon development. Despite this, both Brent and WTI futures experienced weekly gains, with traders betting on higher prices amidst concerns over potential supply disruptions in the Strait of Hormuz.

Gold gains over 1% on soft US data, Trump’s fresh tariff move

Gold prices surged over 1% as weaker U.S. GDP data and President Trump’s announcement of new global tariffs fueled investor uncertainty. Despite a Supreme Court ruling against his previous tariffs, analysts predict continued volatility, supporting gold’s safe-haven appeal. Economic slowdown and persistent inflation further bolster demand for the precious metal.

​Gift Nifty jumps 400 points from lows after US Supreme Court strikes down Trump tariffs

A significant US Supreme Court ruling has dismantled former President Trump’s broad tariffs, sparking a rally in global markets, including India’s Gift Nifty. This decision, rejecting the use of emergency powers for trade policy, offers a potential reset for international trade tensions. For India, it arrives as markets grapple with volatility, potentially easing existing tariff […]

Gaurav Jogani sees jewellery, footwear driving consumer discretionary growth

Jewellery and footwear sectors are driving growth in consumer discretionary spending. Quick-service restaurants are adapting with pricing strategies. Margins are improving due to cost management. Experts see limited downside in valuations. Key metrics to watch include same-store sales growth and brand margins. Titan, Lenskart, Metro Brands, Vishal Mega Mart, Devyani, and Sapphire are top picks.

Markets in a seesaw phase; investors should use volatility to back largecap stocks: Rahul Shah

Equity markets experienced a sharp reversal this week, erasing early gains and sparking debate about deeper weakness. Despite the choppiness, market experts remain constructive, citing strong earnings trends and sectoral tailwinds. Rahul Shah highlights robust profit growth and positive outlooks for BFSI, metals, consumption, autos, and cement, recommending selective investment in largecap stocks.

Fundamentals intact but markets search for fresh triggers, says Karthikraj Lakshmanan

Indian equities are navigating uncertainties, with strong fundamentals and a supportive macro environment. Despite a disconnect between on-paper strength and market tickers, experts anticipate double-digit GDP and earnings growth by FY27. Investors are advised to focus on bottom-up stock selection, particularly in financials and select mid-caps, as the market matures.

Markets likely to look past geopolitics as oil risks remain contained, says Andrew Freris

Markets are increasingly accustomed to geopolitical shocks, with investors likely to overlook conflicts unless they significantly impact growth or inflation. While crude oil remains a key variable, strong US production and OPEC decisions are balancing supply. Investors are focused on US economic data and the Federal Reserve’s delayed interest rate cut outlook.

Omnitech Engineering to float Rs 583 cr IPO on Feb 25

Omnitech Engineering has announced its upcoming IPO, aiming to raise Rs 583 crore with a price band of Rs 216-227 per share. The precision component manufacturer’s share sale opens February 25, with funds earmarked for debt repayment and expansion. The company, serving global energy and industrial clients, is set to list on March 5.