Market News
Stay updated with the latest market trends, earnings, and economic indicators.
Market overreacting to AI disruption; opportunities will expand with new technology: Ramesh Damani
Indian equity markets may be grappling with fresh volatility amid intensifying concerns around artificial intelligence, but seasoned investors believe the reaction has been overdone and that India’s long-term growth story remains firmly intact.Speaking in a panel discussion at News18’s Rising Bharat Summit, veteran market participant Ramesh Damani said recent market moves reflect anxiety over how AI could disrupt existing technology business models, rather than any deterioration in underlying economic fundamentals. Drawing parallels with earlier phases of technological change, Damani argued that innovation has historically expanded market opportunity rather than destroyed it.Echoing that view, Madhusudan Kela said AI-led disruption is real but should not be viewed as an existential threat to India’s growth trajectory. “Technology has never made societies poorer,” Kela said, while acknowledging that rapid change will inevitably create both winners and losers, even within the IT sector.Kela cautioned that short-term disruptions, particularly around employment and reskilling, cannot be ignored given the speed at which AI is evolving. However, he remained optimistic over the medium to long term, highlighting India’s skilled workforce and its potential to emerge as a global provider of AI solutions.Meanwhile, Vijay Kedia described the rise of highly valued global AI firms as a clear wake-up call for India, but not a reason for panic. He said companies can no longer afford to ignore AI, even as indiscriminate investment carries risks. “If you are not investing in AI, chances are you will lose your company. If you blindly invest in AI, chances are you will lose your capital,” Kedia said.
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.
Sensex Today | Stock Market Highlights: Markets extend rally for third day; Nifty tops 25,800, PSU banks shine
Sensex Today | Stock Market LIVE Updates: The Indian markets have gathered greater momentum, with the Nifty index trading around 25,750 with a rise of 60 points. The Nifty Bank index is also on a similar footing, up around 300 points. Tata Steel, HDFC Life, ITC and Tata Consumer are among the top gainers.
Buy Mrs Bector Foods; target of Rs 270: Motilal Oswal
Motilal Oswal is bullish on Mrs Bector Foods has recommended buy rating on the stock with a target price of Rs 270 in its research report dated February 14, 2026.
Neutral United Breweries; target of Rs 1425: Motilal Oswal
Motilal Oswal recommended Neutral rating on United Breweries with a target price of Rs 1425 in its research report dated May 06, 2026.
Buy Godrej Consumer; target of Rs 1300: Motilal Oswal
Motilal Oswal is bullish on Godrej Consumer has recommended buy rating on the stock with a target price of Rs 1300 in its research report dated May 06, 2026.
Neutral Dabur; target of Rs 475: Motilal Oswal
Motilal Oswal recommended Neutral rating on Dabur with a target price of Rs 475 in its research report dated May 07, 2026.
Buy Radico Khaitan; target of Rs 4000: Motilal Oswal
Motilal Oswal is bullish on Radico Khaitan has recommended buy rating on the stock with a target price of Rs 4000 in its research report dated May 07, 2026.
Buy Hindustan Unilever; target of Rs 2650: Motilal Oswal
Motilal Oswal is bullish on Hindustan Unilever has recommended buy rating on the stock with a target price of Rs 2650 in its research report dated May 02, 2026.
Buy Triveni Turbine; target of Rs 660: Motilal Oswal
Motilal Oswal is bullish on Triveni Turbine has recommended buy rating on the stock with a target price of Rs 660 in its research report dated April 30, 2026.
Sensex Today | Stock Market Live: Sensex jumps 880 pts, Nifty above 24,250; all sectors rally
Sensex Today | Stock Market LIVE Updates: Maruti Suzuki, Adani Ports, Bajaj Auto, HUL, Tata Consumer were among major gainers on the Nifty, while losers were Kotak Mahindra Bank, Dr Reddy's Labs, ONGC, Eternal and Adani Enterprises. All the sectoral indices are trading in the green with auto, FMCG, realty, power, telecom up 1% each. Nifty Midcap and Smallcap indices up 0.7% each.
Buy Dalmia Bharat; target of Rs 2230: Motilal Oswal
Motilal Oswal is bullish on Dalmia Bharat has recommended buy rating on the stock with a target price of Rs 2230 in its research report dated April 28, 2026.