IT stocks gain for 3rd day on rupee fall, tempered AI view
Indian IT stocks surged for a third consecutive session, driven by a weakening rupee that boosted margins for dollar-earning software exporters. Despite ongoing AI disruption concerns, positive sentiment emerged from AI implementation roles for IT firms and attractive valuations, signaling a potential turnaround for the sector.
RIL, NTPC, Adani and Lalitpur line up Rs 6.5 lakh cr for nuclear energy
Reliance Industries will invest Rs 2 lakh crore to develop 7,200 MW of nuclear capacity. Adani Power has outlined Rs 1.5 lakh crore for 6,000 MW projects, while state-run NTPC will invest Rs 1 lakh crore in building 7,200 MW capacity. Lalitpur Power Generation Company, part of the Bajaj Group, will invest Rs 2 lakh […]
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.