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US stocks ‘deeply in AI bubble territory’, warns Port Shelter’s Richard Harris even as markets hit record highs

BUSINESS

US stocks ‘deeply in AI bubble territory’, warns Port Shelter’s Richard Harris even as markets hit record highs

The US market is “deeply into” bubble territory, marked by classic warning signs seen in past market manias, warned Richard Harris, executive director at Port Shelter Investment Management. His warning came on a day when the US markets extended gains to record closing highs.

Indian Oil stock up 1% today after strong Q2 earnings; brokerages bullish on refining margins -- check target price

BUSINESS

Indian Oil stock up 1% today after strong Q2 earnings; brokerages bullish on refining margins -- check target price

Indian Oil Q2 results review: Brokerages, including Morgan Stanley and Nomura, shared a bullish outlook on IOC stock, citing robust refining margins and strong operational performance.

Indus Towers stock gains 2.4% today; outlook bullish despite Q2 profit decline -- check target price

BUSINESS

Indus Towers stock gains 2.4% today; outlook bullish despite Q2 profit decline -- check target price

Indus Towers Stock Call: CLSA reiterated its bullish outlook on the telecom tower operator’s long-term prospects, even as Q2 FY26 results showed a decline in net profit.

SBI Life shares rise 3% after Q2 results; brokerages bullish on margins, business mix -- check target prices

BUSINESS

SBI Life shares rise 3% after Q2 results; brokerages bullish on margins, business mix -- check target prices

Brokerages shared bullish calls on the stock, with optimism about SBI Life Insurance's long-term growth and margin resilience.

Dr Reddy’s stock falls 1% today after Q2 profit misses estimates; brokerages split -- should you buy or sell?

BUSINESS

Dr Reddy’s stock falls 1% today after Q2 profit misses estimates; brokerages split -- should you buy or sell?

Analysts expect Dr Reddy's Laboratories' near-term profitability to remain under strain given pricing headwinds in the US and one-off costs, but most maintain confidence in the pharma company's diversified portfolio.

Kotak Mahindra Bank shares fall 2% today after mixed Q2 results; brokerages upbeat -- should you buy or sell?

BUSINESS

Kotak Mahindra Bank shares fall 2% today after mixed Q2 results; brokerages upbeat -- should you buy or sell?

Brokerages see steady growth and improving asset quality as positives for Kotak Mahindra Bank, but expect near-term earnings momentum to remain subdued until margins rebound and fee income strengthens.

HDFC Bank, Axis Bank, SBI stocks fall today after five-day rally; Bank Nifty slips below 58,000

BUSINESS

HDFC Bank, Axis Bank, SBI stocks fall today after five-day rally; Bank Nifty slips below 58,000

The three heavyweights -- Axis Bank, HDFC Bank and SBI -- had risen between 2.9 percent and 7.6 percent over the past five sessions, supported by strong second-quarter results across the banking sector.

Federal Bank to raise Rs 6,196 crore via preferential issue of warrants to Blackstone group entity

BUSINESS

Federal Bank to raise Rs 6,196 crore via preferential issue of warrants to Blackstone group entity

Federal Bank board also approved granting the Blackstone entity a special right to nominate one non-executive director on the board upon conversion of all warrants and subject to holding at least 5 percent of the bank’s paid-up share capital.

Colgate Palmolive shares fall nearly 4% today after Q2 results, brokerages divided; should you buy or sell?

BUSINESS

Colgate Palmolive shares fall nearly 4% today after Q2 results, brokerages divided; should you buy or sell?

Brokerages have issued mixed calls on the stock, ranging from Buy to Sell, as analysts remain divided on the pace of recovery for Colgate Palmolive India after its Q2 results.

HUL shares fall 3% today after Q2 results, brokerages see gradual recovery; should you buy or sell?

BUSINESS

HUL shares fall 3% today after Q2 results, brokerages see gradual recovery; should you buy or sell?

Brokerages have mixed calls ranging from bullish to bearish on HUL stock, saying that while trading conditions will likely normalise after the GST transition, they remain watchful of the gradual growth recovery and volume-led revenue focus.

HUL sees profit margins to hold steady on volume growth, normalising trade

BUSINESS

HUL sees profit margins to hold steady on volume growth, normalising trade

HUL Q2 FY26 Results: Hindustan Unilever Ltd declares fiscal second quarter earnings. Check net profit, revenue, growth, other details.

Bank Nifty gains nearly 1% to hit new all-time high; HDFC Bank, Axis, Kotak stocks lead momentum today

BUSINESS

Bank Nifty gains nearly 1% to hit new all-time high; HDFC Bank, Axis, Kotak stocks lead momentum today

Bank Nifty has gained 14.2 percent over the past year, outperforming the NSE Nifty 50, which has risen 6.8 percent in the same period.

Hindustan Zinc stock falls 3% as silver cools; CEO sees prices staying strong till 2026

BUSINESS

Hindustan Zinc stock falls 3% as silver cools; CEO sees prices staying strong till 2026

Arun Misra said that Hindustan Zinc aims to produce 680 tonnes of saleable silver in FY26 -- implying a major ramp-up in the second half of the year after producing 293 tonnes in the first half

DCB Bank stock surges 14% after strong Q2 results; IDFC First Bank gains 6% on strong earnings growth

BUSINESS

DCB Bank stock surges 14% after strong Q2 results; IDFC First Bank gains 6% on strong earnings growth

Brokerages gave favourable views on DCB Bank for its sharp reduction in credit costs, steady improvement in margins, and focus on operational efficiency and asset quality; and on IDFC First Bank for its strong profit growth, easing microfinance stress, stable asset quality, and improving operating leverage.

Federal Bank, AU Small Finance Bank stocks jump 8% after Q2 results; Bank Nifty hits record high

BUSINESS

Federal Bank, AU Small Finance Bank stocks jump 8% after Q2 results; Bank Nifty hits record high

Both Federal Bank and AU Small Finance Bank Q2 results drew bullish brokerage views for their margin strength and improving balance sheet quality.

Reliance Industries' share price jumps 4% after strong Q2 results; brokerages bullish

BUSINESS

Reliance Industries' share price jumps 4% after strong Q2 results; brokerages bullish

Brokerage analysts remained confident about RIL’s growth prospects after Q2 results, citing strong retail performance, stable oil-to-chemicals (O2C) earnings, and upcoming triggers from Jio’s tariff hike and new-energy ventures.

Indian markets nearing end of weak phase; tide turning as global flows, policy tailwinds align: Samir Arora

BUSINESS

Indian markets nearing end of weak phase; tide turning as global flows, policy tailwinds align: Samir Arora

Samir Arora of Helios Capital said that the recent phase of relative under-performance has largely run its course and that multiple supportive triggers could restore momentum.

Nifty 50 outperforms midcap, smallcap stocks as FIIs return to buying; large-caps lead rebound

BUSINESS

Nifty 50 outperforms midcap, smallcap stocks as FIIs return to buying; large-caps lead rebound

Market participants attribute largecaps outperformance over midcaps and smallcaps to signs of foreign institutional investors (FIIs) turning buyers in the secondary market after months of sustained selling.

Wipro shares crash 4.6% today, top Nifty 50 loser; Q2 results show muted revenue growth, cautious guidance

BUSINESS

Wipro shares crash 4.6% today, top Nifty 50 loser; Q2 results show muted revenue growth, cautious guidance

Wipro Ltd share price today: Stock crashes 4.6 percent as brokerage views remained mixed on the muted revenue growth and cautious guidance post Q2 results.

Nuvoco Vistas subsidiary to issue Rs 1,200 crore convertible debentures; stock up over 2%

BUSINESS

Nuvoco Vistas subsidiary to issue Rs 1,200 crore convertible debentures; stock up over 2%

Nuvoco Vistas said that its arm Vadraj Cement will issue unsecured, unlisted CCDs in two tranches of Rs 600 crore each -- Series A and Series B -- to proposed investors.

Nestle India stock gains today after Q2 beat; analysts flag margin pressure amid strong sales, easing costs

BUSINESS

Nestle India stock gains today after Q2 beat; analysts flag margin pressure amid strong sales, easing costs

Nestle India share price today: Brokerages including CLSA, Morgan Stanley, and HSBC acknowledged Nestle India's strong volume-led growth but differed in their outlook on margins and valuations.

Infosys stock falls today even after Q2 results beat Street, brokerages say ‘buy’; check share price targets, upside

BUSINESS

Infosys stock falls today even after Q2 results beat Street, brokerages say ‘buy’; check share price targets, upside

Infosys Share Price Today: Analysts including Nomura, Jefferies, and HSBC issued ‘buy’ ratings on Infosys stock with target prices in the range of Rs 1,700-1,730 per share, citing steady execution, resilient margins, and an improving deal pipeline.

Reliance Industries Q2 preview: Retail, Jio, O2C strength to drive earnings growth

BUSINESS

Reliance Industries Q2 preview: Retail, Jio, O2C strength to drive earnings growth

Reliance Industries Ltd's net profit is expected to rise 11 percent from a year earlier to about Rs 18,450 crore for the July-September quarter.

Nestle India share price rises 4% after Q2 results beat estimates, top Nifty gainer; brokerages positive on sales, volumes

BUSINESS

Nestle India share price rises 4% after Q2 results beat estimates, top Nifty gainer; brokerages positive on sales, volumes

Nestle India's Q2 results prompted upbeat commentary from brokerages such as CLSA and Morgan Stanley, which highlighted strong volume-led sales growth and a better-than-expected performance on profitability.

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