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AI, consumption trends put Vishal Mega Mart, MTAR Tech and IT stocks in focus: Siddhartha Khemka
Siddhartha Khemka of Motilal Oswal Financial Services highlights three parallel themes shaping markets: recovery in consumption-led retail, rising demand linked to AI infrastructure buildout, and structural changes within IT services driven by artificial intelligence adoption. While volatility may persist in the near term, sector-specific opportunities continue to emerge across retail, engineering and technology companies.
Trump says Big Tech needs to build its own power plants. These stocks should benefit
President Trump secured a pledge from Amazon.com, Google, Meta Platforms, Microsoft, xAI, Oracle and OpenAI to supply power for data centres, reflecting rising political and energy concerns. Check the stocks that might benefit from this.
Google, Microsoft, Amazon to pay their own data centre power bills? Trump summons big tech leaders to woo public
The promises, if made by the companies, will lack the force of law and therefore will not be binding. However, officials of the Trump administration still believe that a public and formal pledge could bring accountability and offer some assurance to consumers.
Sensex Today Ends Flat | Nifty Above 25,450 | Aditya Infotech Up 7% - Equitymaster
Sensex Today Ends Flat | Nifty Above 25,450 | Aditya Infotech Up 7%Equitymaster
Stocks to Watch for February 26: IRFC, Tata Capital, Lupin, KFin Tech and more
Tata Capital Ltd, IRFC, Lupin, KFin Technologies, Emmvee Photovoltaic Power, and Shaily Engineering Plastics announce key financial and operational updates. Here are few stocks to track ahead of Thursday's trading session.
Dow Jones recovers nearly 50% of Monday's sell-off as software, tech shares see relief rally
AMD shares led the rebound in tech stocks on Tuesday as the 9% advance was triggered by a partnership with Meta Platforms. Software stocks like Salesforce also staged a rebound.
Aditya Infotech block deal: Promoters, Dixon Tech likely to offload up to 5.8% stake
Aditya Infotech promoters, along with Dixon Technologies, are likely to sell up to 5.8% stake via a ₹1,000 crore block deal, sources told CNBC-TV18.
AI disruption may create new sector winners: Trust MF's Mihir Vora
Trust Mutual Fund CIO Mihir Vora expects IT services firms to adapt their business models over time, while data centre and power infrastructure companies may benefit from rising AI demand. Vora remains constructive on markets, favouring financials, infrastructure, and selective growth sectors.
FII inflows into India since US trade deal top $2 bn, worst of rupee’s fall behind us: Goldman Sachs
Sunil Koul, Global EM Equity Strategist at Goldman Sachs expects foreign investment to return to India, driven by three factors: the Indo-US trade deal removing a key uncertainty, strong global inflows into emerging markets, and investors diversifying away from volatile tech stocks — making Indian equities an attractive destination for capital.
Sensex Today | Stock Market Live: GIFT Nifty hints a positive opening; Titan, Trent, Kalyan Jewellers in focus
Sensex Today | Stock Market LIVE Updates: Stocks like Titan Company, Trent, Jubilant FoodWorks, Hexaware Technologies, Torrent Pharmaceuticals, Varun Beverages, Blue Jet Healthcare, Concord Enviro Systems, RITES, Karnika Industries, Cochin Shipyard, and Kratikal Tech will be in focus on July 7.
Stocks to Watch Today: Paytm, Nykaa, Honasa Consumer, Maruti Suzuki, Bikaji Foods, VA Tech Wabag, RCF, LG Electronics, Welspun Corp in focus on 22 May
Stocks to Watch, 22 May: Stocks like GAIL India, Aurobindo Pharma, LG Electronics India, FSN E-Commerce Ventures Nykaa, Honasa Consumer, Welspun Corp, Rashtriya Chemicals and Fertilisers, Max Healthcare Institute, VA Tech Wabag, Bikaji Foods International, GMM Pfaudler, One 97 Communications Paytm, and Maruti Suzuki will be in focus on May 22.
MTAR Tech shares hit all-time high on securing fresh order worth Rs 467 crore, stock up 22% in 3-day rally
MTAR Tech management has expressed confidence of receiving large orders across business verticals during FY27.