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D-Street's proxy AI trade shines in a bleak year for stocks
India's Nifty 50 index faces considerable challenges this year, with a significant drop since January. In contrast, stocks linked to artificial intelligence have thrived, attracting investor interest and increased foreign ownership. Companies are investing in the foundational infrastructure for AI, anticipating a fourfold rise in data center capacity by 2029. However, experts warn that lofty valuations could pose risks for future earnings.
Early gains fade by afternoon; Insurance, Pharma stocks pull indices lower
Insurance stocks led losses among Nifty 50, with Shriram Finance down 4.11% to 947.35
Primary copper producers urge Govt to retain duty on imports
The demand comes against the backdrop of rising copper imports and concerns over underutilised domestic capacity.
Tata's Semiconductor Bet is a Long-Term Play for India, Says Chandrasekaran
Tata Sons Chairman N Chandrasekaran views the group's investment in semiconductors not as a short-term financial play, but as a critical long-term commitment to India's growth and self-reliance in a sector vital for domestic consumption and global supply chains.
JPMorgan Chase reported its first quarterly profit miss since late 2023, earning $5.57 per share against analysts $5.85 estimate.
PMS Tracker: HEM Securities SME stars, others rally up to 7.5% in September despite Niftys 6% crash
Despite Nifty and Sensex tumbling over 6% in September, small-cap and SME-focused PMS strategies delivered robust positive returns. Hem Securities' India Rising SME Stars scheme led gains at 7.23%, according to PMS Bazaar data, while broad mid-cap and thematic strategies suffered losses of up to 10.16%.
Global Market: Lagarde says France must tackle debt woes through fiscal consolidation
ECB President Christine Lagarde stated on Wednesday that France must tackle its ballooning debt and deficit through domestic fiscal consolidation rather than relying on central bank bond intervention. Speaking in Bangkok, Lagarde noted that while elevated Eurozone inflation persists due to energy costs, growth projections remain modestly resilient.
Mutual funds reshuffled their stock portfolios in September 2026, increasing exposure to select large-, mid-, and small-cap stocks while cutting holdings in others. Find out which stocks saw the biggest changes across market capitalization.
European companies appear better equipped to withstand rising oil and gas prices than during the 2022 energy crisis, supported by changing stock market composition, AI-related spending, global operations and stronger risk management. However, a prolonged energy shock could still pressure earnings and consumer demand.
Paytm's Indian ownership rises to 56%; domestic institutions continue to raise stake
In a notable development, One 97 Communications Ltd., Paytm's parent company, observed a significant rise in domestic share ownership as of Q2 FY 2027. Indian investors now hold over 56% of the firm, which illustrates a positive trend towards local equity involvement. Furthermore, domestic institutional ownership has soared to 29.5%, reflecting heightened engagement from local institutional players. In contrast, foreign direct investment declined to 18.
West Asia war keeps $110 in sight for oil despite supply recovery: Analyst
Oil price outlook: Escalating tanker strikes, Houthi pressure on Gulf infrastructure and Iranian tactical framing around the midterm calendar keep the floor firm.
Groww Q2 Results: Cons net profit surges 54% YoY to Rs 726 crore; revenue jumps 47%
Groww Q2 Results: The companys revenue from operations came in at Rs 1,501 crore, marking a 47% increase from Rs 1,019 crore posted in the corresponding quarter of the previous financial year.
10 equity mutual funds cross Rs 60,000 crore AUM; top 4 manage over Rs 1 lakh crore each
Around 10 equity mutual funds managed assets worth over Rs 60,000 crore each as of September 2026, with four crossing the Rs 1 lakh crore mark. Parag Parikh Flexi Cap Fund topped the list with an AUM of Rs 1.45 lakh crore.
Tata Power's Growing Role In Data Centres
Tata Power is positioning itself as a key partner in India's rapidly expanding data centre ecosystem, with a significant opportunity pipeline across renewable energy, transmission, and distribution. The company is broadening its offerings to include comprehensive solutions like powered land and grid connectivity, actively supporting hyperscalers and AI-ready digital infrastructure, particularly in the Mumbai Metropolitan Region.
MSETCL said to have picked 6 banks for up to $800-million India IPO
SBI Capital Markets, Axis Capital, Motilal Oswal Investment Advisors, Avendus Capital, IIFL Capital Services, and HDFC Bank selected as advisers for the proposed issue
How GIFT Nifty can help investors understand market trends before the opening bell
GIFT Nifty plays a pivotal role as a futures contract that encapsulates overnight global market shifts. It is essential for estimating the daily opening position of the Nifty 50. Investors analyze the discrepancy between the current GIFT Nifty and its previous close to decipher market trends. Though it offers a directional hint, it is not a guarantee of market behavior.
AI: A Boon or a threat for future? Atul Suri | Ravi Dharamshi | Alpha Wealth Summit 2.0
Wipro Q2 results preview: Revenue growth likely over 8%, margins in focus
Overall, analysts expect Wipro to post nearly 8 per cent year-on-year (YoY) rise in revenue during the quarter under review, along with single-digit growth in earnings before interest and taxes.
Canara Bank Q2 Results: Standalone net profit rises 8% YoY to Rs 5,175 crore, NII jumps 20%
Canara Bank has announced a standalone net profit of approximately Rs 5,175 crore for the second quarter of FY27, reflecting a growth of over 8% from the previous year. The bank also experienced a substantial increase in net interest income, surpassing Rs 11,005 crore, along with notable improvements in asset quality through a reduction in non-performing assets.
Co-working beats IT/ITeS in India office leasing
For the first time, co-working spaces have surpassed the IT/ITeS sector as the largest occupier of office space in India during the January-September period, indicating a significant shift towards flexible workspaces, according to Anarock Research and Advisory.
Johnson & Johnson stock rout: What's driving the sharp decline?
Johnson & Johnson shares fell as much as 6.8% despite an improved full-year earnings outlook. A sharp decline in reported quarterly profit, weaker-than-expected MedTech performance and litigation-related charges weighed on investor sentiment despite revenue growth and adjusted earnings beating estimates.
FPI Outflows Hit Record Rs 3 Trillion
Sustained selling by foreign investors is weighing on domestic equities, with the benchmark Sensex and Nifty 50 down 15.60 per cent and 14.4 per cent, respectively, this year.
Gold futures in India fell nearly 0.25% on Wednesday, while silver futures declined 0.70%. Retail prices varied across major cities, with jewellers potentially adding taxes and making charges.
Global Market: Japan five-year bond yield steady after strong demand at auction
Japans five-year government bond yield held steady at 2.34% on Wednesday after strong demand at a Ministry of Finance auction. Solid bid-to-cover ratios, easing French bond yields, and growing market expectations that the Bank of Japan is nearing the end of its rate hike cycle buoyed investor appetite.
JioBlackRock Flexi Cap Fund made complete exits from 18 stocks, including Eternal and Ashok Leyland, in September 2026, while trimming stakes in RIL, HDFC Bank, and 32 others. Managed by Tanvi Kacheria and Sahil Chaudhary, the scheme added 19 new stocks with total AUM standing at Rs 3,175 crore.
Textile stocks Gokaldas, Indo Count, PDS, Filatex soar up to 6%; here's why
Indian textile players continue to see a broadly improving demand environment, with export markets showing healthy order momentum and retailers increasingly shifting sourcing towards India.
Global Market: Why Chinas CXMT is putting global memory chip giants under pressure
Global semiconductor stocks tumbled as Chinese chipmaker CXMTs reported progress on a new memory chip design raised concerns about intensifying competition. Samsung, SK Hynix and Micron face potential pricing pressure as Chinese manufacturers seek to narrow the technology gap. The selloff also reflects growing scrutiny of AI valuations and whether heavy investment in AI infrastructure will deliver sustainable returns.
AMFIs September 2026 data show a shift in net inflows across select equity mutual fund categories. How did large-cap, dividend yield, and sectoral funds perform across different time horizons? We compare category flows and scheme returns to examine the changing performance landscape.
Tanishq sees demand for natural diamonds and 18k gold rise as consumers seek value
Coin and bar investment demand has cooled after exceptional growth last year.
RailTel share price jumps 2% on winning repeat order from SBI
RailTel Corporation of India secured a repeat order worth 197.18 crore for telecom service for SBI branches across India for the next five years.
PNC Infratech jumps 7% after Delhi HC temporarily stays 3-year bidding ban
Delhi High Court temporarily stayed a three-year bidding ban imposed by NHAI on PNC Infratech, driving the stock higher by 7 per cent.
SS Retail share price zooms 20% after Q1 PAT rockets 61%; adds 33 stores
SS Retail had made a remarkable market debut on the bourses on September 23, yielding a listing gain of over 80 per cent to the investors against the issue price of 424.
Indian bonds slip on higher oil, hawkish RBI governor comments
Indian government bonds faced a downturn, attributed to soaring oil prices and statements from the Reserve Bank of India. The yield on the benchmark 6.94% 2036 bond rose following the central bank's recent rate hike. Geopolitical tensions involving Yemen and Saudi Arabia also pushed oil prices higher. With consumer inflation expected to exceed the central bank's upper tolerance limit in October, traders are keenly awaiting U.S.
NHAIs FASTag Annual Pass costs 3,075 and covers up to 200 crossings at participating national highway and expressway toll plazas. It is valid for one year or until crossings run out, whichever comes first, and is available for eligible private cars, jeeps and vans.
Entry-level sedans thrive as midsize segment shrinks
India's sedan market is experiencing a notable divergence: affordable entry-level sedans are gaining market share, while midsize sedans are seeing a significant decline as buyers increasingly opt for SUVs in higher price brackets.
Bank of Baroda shares fell over 3% to Rs 230.40 on Wednesday following reports that NMC Healthcare founder BR Shetty filed a $15 billion lawsuit against the lender in the Bombay High Court alleging fraud. Bank of Baroda clarified to exchanges that it has not yet been served.
Gold prices hold firm ahead of US inflation data
Spot gold held its ground at $4,165.25 per ounce, as of 0447 GMT. U.S. gold futures for December delivery edged 0.3% higher to $4,188.70
Nexedge Capital appoints former Avendus Wealth CEO Apurva Sahijwani as co-founder
Nexedge Capital has appointed Apurva Sahijwani, previously with Avendus Wealth Management, as co-founder to strengthen its leadership. It aims to utilise his experience for expanding its presence in India's wealth management sector. Nexedge Capital currently operates in 11 cities and advises more than 1,300 ultra-high-net-worth individuals and families.
Railway employees may get productivity-linked bonus: How much can they expect this festive season?
The Union Cabinet is expected to consider railway employees productivity-linked bonus on 14 October, but no payout has been approved. The Railway Board says a circulating letter claiming approval of a 78-day bonus is forged.
Global Market: China stocks slip as AI selloff deepens, mixed inflation data weighs
Chinese stocks edged lower as AI-related shares weakened and mixed inflation data heightened concerns over domestic demand. The CSI300 declined, while energy and consumer staples stocks advanced amid rising oil prices. Technology shares remained under pressure, and HSBC cut year-end targets for major Chinese indexes, reflecting persistent market uncertainty.
Can AST SpaceMobile stock rebound after sharp sell-off?
AST SpaceMobile shares tumbled 8.5% on October 13 to close near $46.80 following a Piper Sandler downgrade triggered by intensifying competition from SpaceXs satellite network. Weak technical indicators and concerns over satellite launch constraints weigh on sentiment, making $46.47 a critical pivot level for a potential recovery.
Indian equities traded nearly flat after a sharp rally in the previous session, with IT stocks extending gains while pharma shares declined. Analysts flagged elevated US bond yields and crude oil prices as headwinds, even as short-covering and hopes of tax relief supported sentiment.
Indian IT stocks rallied as concerns over AI-driven disruption eased, triggering an anti-AI trade. The Nifty IT index surged over 2,000 points in two sessions to cross 30,000, its first move above the mark in nearly a month. HCL Tech gained nearly 11% in two days following its Q2 results, while TCS and Infosys rose 610%.
How to invest when your income doesnt arrive every month
For freelancers and business owners, irregular cash flows can make monthly SIPs difficult to sustain. An annual investment target, fixed asset allocation and adequate liquidity can help.
Barclays plans India equity advisory return after a decade
Barclays plans to restart its equity capital markets business in India after nearly a decade, targeting the countrys booming IPO market. Strong fundraising demand, robust retail investment flows and startup growth offer opportunities. With hundreds of companies awaiting IPO approvals, the bank aims to expand its equity advisory and underwriting services.
Jio Platforms is set to file its RHP for a potential Rs 30,000-crore IPO, which could become Indias largest-ever share sale. The Reliance Industries subsidiary is expected to open the issue for subscription from October 21 to 23. The IPO may value Jio at up to Rs 10.3 lakh crore, with a likely price band of Rs 1,0651,119 per share. Existing investors are not expected to sell their stakes.
Stock Markets on Oct 14: Sensex, Nifty Pared Early Losses in Volatile Trade
Indian benchmark indices, Sensex and Nifty, recovered early losses on Wednesday, driven by strong buying in IT stocks and HDFC Bank, sustaining the previous session's recovery despite FII outflows. Track Sensex, Nifty on October 14.
Polycab India shares fall 6% in two sessions. Whats triggering the selloff?
Polycab India shares dropped 6% in two sessions after NSE announced its exclusion from the equity derivatives segment effective December 30. The move follows an insolvency petition admitted by NCLT over alleged dues of Rs 2.79 crore, which has since been stayed by NCLAT pending an October 26 hearing.
As retirement approaches, investors must prioritize sustainable income from their portfolios. Take, for example, a 59-year-old managing Rs 1.51 crore, seeking Rs 16,000 monthly via a systematic withdrawal plan. Experts suggest portfolio reallocation and asset diversification among fund houses. By structuring investments into three distinct categories based on cash flow, investors can better navigate withdrawals, reducing the risk associated with liquidating assets during market dips while ensuring dependable income.
India Prepares For Global Turbulence
Union Minister Ashwini Vaishnaw warned of increasing global turbulence from tech disruptions, AI, and financial risks. He stated that India is actively strengthening its economic and technological resilience to protect its growth from external shocks, emphasising the importance of trust in global supply chains and continuous partner evaluation.
Bank of Baroda to defend interests after UAE businessman Shetty files $15 bln suit
Bank of Baroda is contending with a $15 billion lawsuit filed by B.R. Shetty following NMC Health's collapse. Shetty alleges that bank officials facilitated fraudulent transactions and ignored anti-money laundering warnings. The bank is currently pursuing recovery proceedings against Shetty for significant outstanding dues. Bank of Baroda has stated that it has not been served with the lawsuit yet.
PL Capital picks 8 largecap stocks with upside potential of up to 41%. See full list
Despite a cautious stance on the market outlook, PL Capital has pinpointed 8 largecap stocks poised for significant growth, with potential increases ranging from 13.4% to 41.3%. Among these, Bharat Electronics and GE Vernova T&D India stand out for their promising target prices surpassing current valuations. Revenue forecasts for these firms indicate an optimistic performance trajectory for the years ahead, suggesting a valuable opportunity for discerning investors.
Tech Mahindra Q2 preview: PAT may jump 30-40% YoY; firm to mull bonus issue
Tech Mahindra's board will mull a dividend payout and a bonus issue along with the Q2 results announcement.
Gold futures rise, silver futures fall in domestic, global markets
In the global market, gold futures on Comex were trading near $4,190 per ounce, while silver was trading near $59.50 per ounce
A Jigsaw Puzzle: Why Reliance Jio's IPO buzz isnt saving RIL stock from a painful year?
Reliance Industries is gearing up for the highly anticipated Jio Platforms IPO, which is expected to generate significant capital. Despite this, recent declines in RIL shares reveal a cautious mood among investors about potential future gains. Analysts note that although the IPO could establish Jio's market valuation, immediate advantages for RIL shareholders remain unclear, given concerns about refining margins, capital needs, and core business performance affecting sentiment.
Bank of Baroda down 3%, top loser among PSU Banks; why is stock falling?
Bank of Baroda's share price dipped 3% in Wednesday's trade following reports that NMC Healthcare group filed a lawsuit seeking $15 billion in damages. BoB said it has not received any Court notice
Transformers & Rectifiers shares surge over 18% as Q2 revenue jumps 61%, order inflows nearly double
Transformers & Rectifiers shares surged over 18% after the company reported a 135% year-on-year rise in consolidated net profit and 61% revenue growth in Q2FY27. Order inflows nearly doubled to Rs 1,169 crore, while its unexecuted order book grew 32% year-on-year.
ITLA to prepare a 10-year-plus national transport master plan, appraise projects costing 500 crore and above, integrate transport data and monitor implementation to improve multimodal connectivity and reduce logistics costs
Hero Motors jumps 8% after Q1 profit doubles; stock up 100% from IPO level
For the April-June quarter, Hero Motors has reported a consolidated profit of 10.20 crore, up 116 per cent on a Y-o-Y basis.
RBI intervention bolsters rupee, traders say
RBI chief Sanjay Malhotra has said further steps may be taken to ensure orderly movement in the rupee
Indias retail inflation crossed 5% in September 2026, with projections pointing to a possible peak in November. As households prepare for Diwali shopping, what do the latest CPI figures reveal about festive expenses, and which purchases could put pressure on budgets?
Urban Company jumps 3% on fundraising plans; JM Fin calls the step prudent
Urban Company share price: JM Financial said that this is a step in the right direction amidst high competitive pressures in the instant house-help segment.
Brent crude rises above $106 as Houthis intensify attacks on Saudi targets
At 10.03 am on Wednesday, December Brent oil futures were at $106.25, up by 0.53%, and November crude oil futures on WTI (West Texas Intermediate) were at $94.58, up by 0.47%
Rupee rises 44 paise to 94.92 against US dollar in early trade
RBI intervention to ease dollar demand and curb speculative foreign exchange exposure supports rupee
Global Market: IMF urges governments to cut spending, reduce debt as borrowing costs rise
The IMF has urged governments worldwide to rein in spending, narrow budget deficits and reduce debt as global public debt approaches 100% of GDP. Rising bond yields and borrowing costs are adding to fiscal pressures and limiting room to tackle future economic shocks.
Anand Rathi Share and Stock Brokers shares drop 6% after Q2 results. Whats spooking investors?
Anand Rathi Share and Stock Brokers shares fell 6% on Wednesday despite a 50% YoY jump in Q2FY27 net profit to Rs 41.94 crore. Investor sentiment was dented by margin compression as operating expenses rose 14% YoY, primarily driven by a 31% increase in employee benefit costs.
Bank of Baroda said it had not been served with a lawsuit filed by B. R. Shetty in the Bombay High Court and could not comment on its claims. The bank said it would defend itself. Shetty is seeking $15 billion in damages over alleged links to transactions tied to his business empires collapse.
Transformers and Rectifiers soars 14% on strong Q2; stock up 28% in October
Transformers and Rectifiers (TRIL)'s order book provides comfortable revenue visibility, while the Changodar expansion positions it to service a larger opportunity pipeline, says ICICI Securities.
Durga's many arms: Why diversification is not dilution for investors this Navratri
Drawing inspiration from Goddess Durgas ten arms this Navratri, Suranjana Borthakur of Mirae Asset explains why diversification is not dilution for investors. A thoughtfully allocated portfolio spread across equities, debt, and market caps provides the resilience needed to ride out volatility, prevent emotional exits, and achieve compounding growth.
Fusion CX IPO opens for subscription; GMP at 12%. Should you bid or skip?
Fusion CXs Rs 702-crore IPO is open for subscription from October 14 to 16. The issue is priced at Rs 275-289 per share, with a minimum retail investment of Rs 14,739. The IPO commands a grey market premium of around 12%. The company raised Rs 315 crore from anchor investors, including Ashish Kacholia and Kotak Mahindra Life Insurance.
HD Fire Protect IPO Day 2: GMP signals 34% listing gain; key details inside
The HD Fire Protect IPO entered its second day of subscription with a grey market premium (GMP) of 34%, suggesting potential listing gains, though GMP is not a reliable guarantee. The Rs 712.31-crore issue was subscribed 4.62 times on Day 1, with the retail portion subscribed 3.78 times. The IPO is entirely an offer for sale (OFS) of 2.63 crore shares, meaning the company will receive no proceeds from the issue.
Vinay Rajani favours buy-on-dips in Nifty; bets on HAL, Karnataka Bank
Vinay Rajani of HDFC Securities has recommended buy-on-dips in Nifty, as support has shifted higher to 22,580, followed by 22,300. Besides, he has also shared a bullish view on HAL and Karnataka Bank
Nifty, Sensex open flat after Tuesdays IT-led surge; crude, FII selling cap gains
Nifty 50 opened at 22,715.75 and was at 22,698.25, down 23.70, at 9:26 am. Sensex opened at 73,049.76 and fell to 73,020.19, down 13.59
Global Market: Japan's Nikkei rebounds as chip stocks rise, Topix slips on bank losses
Japans Nikkei rebounded 0.61% on Wednesday as chip-related stocks advanced, recovering from the previous sessions decline. Advantest, Tokyo Electron and SoftBank gained, while Taiyo Yuden surged. However, banking stocks weakened the broader Topix index, with Mitsubishi UFJ, Mizuho and Sumitomo Mitsui Financial Group posting losses amid broader financial-sector pressure.
5 years, no returns: Are these 9 Nifty bluechip stocks finally ready for a turnaround?
Investors are witnessing notable losses in well-known blue-chip stocks such as TCS, Infosys, and Hindustan Unilever. These major players are encountering significant hurdles affecting their market position. Analysts believe that lowered expectations may allow for potential recovery if economic conditions improve. Currently, various sectors, especially IT and consumer goods, face cyclical and structural challenges, suggesting that large-cap stocks are becoming increasingly appealing as earnings growth rates stabilize.
Global Market: South Korean shares rebound as chipmakers recover after five-day losing streak
South Koreas KOSPI rebounded 0.74% on Wednesday as investors bought semiconductor stocks after five consecutive sessions of losses. Samsung Electronics and SK Hynix advanced, supported by a recovery in US AI chipmakers. Despite positive market breadth, foreign investors remained net sellers, while the won strengthened slightly and bond yields mostly rose.
Best focused mutual funds to invest in October 2026
Focused mutual funds have a concentrated portfolio. That means that the fund manager will choose stocks based on his or her conviction and take a meaningful exposure in the stock. Such investments can pay off handsomely if the call goes right. However, if a few calls go wrong, the scheme will suffer a lot. This is the trouble with concentrated bets.
Hero Motors shares soar 8% as Q2 net profit more than doubles to Rs 10 crore
Hero Motors shares jumped after the company reported a 115% YoY rise in Q2 FY27 net profit to Rs 10.2 crore. Revenue from operations grew 25% to Rs 319 crore, while total income rose 22% to Rs 322.64 crore. However, net profit fell 31% sequentially, while total expenses increased 19% YoY to Rs 307.06 crore.
Tata Elxsi shares gain over 7% after Q2 results; brokerages remain split
Tata Elxsi reported a 10 per cent year-on-year rise in net profit for the September quarter. The company's net profit for the quarter ended September stood at 170 crore.
Q2 Results Today, 14th October 2026 Live Updates: Several companies are scheduled to announce their results for the quarter ended September 30, 2026, on Wednesday includingBHEL, Groww, Canara Bank, ICICIGI, CEAT, HDB Financial, Tata Tech are among the companies in focus as the September-quarter earnings season progresses. Follow this live blog for the latest results, key financial highlights and stock movements as companies announce their earnings.
Asian stocks rise as chipmakers rebound ahead of US inflation data
Among firms in the AI supply chain, chipmakers Samsung Electronics and SK Hynix rose more than 2% in South Korea while Kioxia was steady in Japan
Bharti Airtel Share Price Live Updates: Bharti Airtel's Market Performance Update
Fusion CX IPO: Brokerages mixed; customer concentration a key concern
Fusion CX IPO review: Brokerages have shared mixed ratings on Fusion CX Ltd IPO. SBI Securities has recommended 'Subscribe' rating, while Swastika has rated it 'Neutral'.
Bandhan Bank among 5 stocks showing White Marubozu pattern
Five Nifty500 stocks that gained over 5% on October 13 featured in StockEdges White Marubozu scan, indicating strong buying momentum during the session.
SIF AUM rises sharply to near 40,000 crore: Who should consider investing?
SIF AUM hits 40K crore: Who should invest and when? SIF AUM surged to 40k Cr. Learn who should invest, minimum entry rules, horizon guidelines, and top risk factors.
Jay Shettys Think Like a Monk offers five ways to build a healthier relationship with money. Check out 5 lessons about wealth creation.
Adani Ent Share Price Live Updates: Adani Enterprises Records Minor Increase
LTIMindtree Share Price Live Updates: LTIMindtree Exceeds 100-Day EMA Mark
Asian Paints Share Price Live Updates: Asian Paints Daily Price Update
