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FPIs buy the most in fortnight since April 2025, IT still a sell

Foreign investors poured significant funds into capital goods, financials, and oil & gas sectors in early February. This marked their highest fortnightly purchases since April 2025. Conversely, IT stocks saw substantial selling pressure. This shift reflects a move from services to real economy sectors. The IT sector has experienced a notable decline this year.

Stock Radar: Indian Bank hits fresh record highs in February 2026; time to book profits or buy the dip?

Indian Bank shares reached a new peak in February 2026. Technical indicators suggest strong upward momentum. Experts recommend buying the stock for a target of Rs 980 within the next 2 to 3 weeks. A stop loss is advised below Rs 915. The stock has shown resilience, bouncing back from key moving averages.

ChrysCapital nears majority stake buy in Novartis India: Report

ChrysCapital is set to acquire a majority stake in Novartis India from Novartis AG, marking its first major pharma investment and triggering a mandatory open offer under takeover regulations.

These large- and mid-cap stocks can give more than 25% return in 1 year, according to analysts

Given multiple issues that have suddenly come up, there is a high probability that the market will remain volatile. But history tells us that both good and bad sentiment have a limited shelf life. What is permanent for and in the market is earnings. And that is determined by fundamentals. Yes, there are many sectors where the fundamentals are changing and, hence, a round of valuation readjustment is bound to happen. So, at this point of time, rather than focusing on whether the Nifty is going up or down, think long-term and focus on the fundamentals of a sector or company.

Nykaa to bring viral Korean skincare brand medicube to India

Nykaa has teamed up with South Korea’s APR Group to bring viral skincare brand medicube to India, expanding its Korean beauty portfolio across online and offline channels.

Wall Street retreats as US-Iran tensions and economic data dent sentiment; Dow Jones dips 176 points 

US stocks fell as S&P 500, Dow Jones, and Nasdaq dropped amid rising West Asian tensions, surging oil prices, Fed policy divide, Walmart's cautious outlook, and a widened US trade deficit.

Stocks to watch for Feb 20: Waaree Energies, UPL, Texmaco and more

From Waaree Energies planning investment over ₹8,000 crore to ABB India reporting December quarter result, these are some of the stocks to watch out ahead of Friday's trading session.

Ahead of Market: 10 things that will decide stock market action on Friday

Indian markets fell sharply as US-Iran tensions triggered broad selling. Nifty dropped 365 points below key moving averages, with auto, financials, IT, and consumer stocks leading losses. India VIX surged, signaling heightened volatility and potential further downside.

WTI crude near 6-month high as US-Iran tensions stoke fresh supply fears

The head of the UN nuclear watchdog also warned that Iran’s window for a diplomatic deal is narrowing amid a US military build-up.

Market Trading Guide: ONGC among 2 stocks to buy on Friday for up to 16% returns

Nifty ended sharply lower as US-Iran tensions sparked a broad sell-off, breaking its three-day gain streak. Stock picks include ONGC and Biocon, showing strong bullish momentum on short-term charts. Traders are advised to follow breakout levels with prudent stop-losses.

Two Trades for Today: An oil exploration & refining giant for a 8.02% surge, a mid-cap private bank for about 6% upmove

Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

Trade Setup for February 20: Nifty below key averages; will 25,400 hold or is 25,100 next?

Selling pressure emerged soon after the opening tick, dragging the Nifty lower from the day's highs. The decline intensified in the mid-to-late part of the session, with the index closing near the day's low.

GHV Infra Projects bags ₹123 crore rooftop solar EPC order; shares rise 5%

GHV Infra Projects Limited secured a ₹123 crore order from Enmas EPC Power Projects Limited for 28.83 MWp rooftop solar plants for 14,416 SC and ST consumers, to be completed in 120 days.

CIE Automotive India Ltd reports 10.4% rise in Q3 net profit to ₹204 crore; margin steady

CIE Automotive India reported a 10.4% rise in Q3 net profit to ₹204 crore, with revenue up 13.4%, while margins slightly dipped year-on-year.

India signs 5-year pact with UN's food programme to fight global hunger

India has signed a five-year pact with the World Food Programme to supply 200,000 metric tonnes of rice through the Food Corporation of India to support global hunger relief efforts

Waaree Energies clarifies on ₹8,000-cr battery project; says talks on with Andhra, other states

Waaree Energies is planning a greenfield battery facility with over ₹8,000-crore investment, expanding capacity to 20 GWh. Shares of Waaree Energies ended lower on Thursday, February 19, by 3.12% at ₹2,871 on the NSE.

Indian stock markets bleed deep red as sell-off intensifies; Sensex sinks 1,236 pts, Nifty slips near 25,450

The 30-share BSE Sensex tumbled 1,236.11 points, or 1.48 per cent, to close at 82,498.14. Mirroring the decline, the Nifty 50 dropped 365 points, or 1.41 per cent, to settle at 25,454.35

UN body awards global recognition to Bengal's 'Matir Srishti' initiative, aromatic rice varieties: Mamata

West Bengal Chief Minister Mamata Banerjee announced that the Food and Agriculture Organisation of the United Nations has awarded an international certificate, recognising the state government's communitybased "Matir Srishti" programme for preserving natural heritage and biodiversity.

India’s Retail inflation seen rising to 4.3% in FY27 from 2.5% in FY26: Crisil

Ratings agency cites normalisation of food prices and base effects; outlook may allow RBI to maintain repo rate pause

Swiggy pulls plug on Snacc as 15-minute food bet fails to scale

Swiggy shut down Snacc, its 15-minute food app which was meant to deliver home-style, unbranded meals, due to losses. Staff will move to other roles as Swiggy focuses on core services and financial health. Shares of Swiggy ended today's trade 2.3% lower at ₹326.20 on the NSE. On a YTD basis, shares have given a negative return of 16.5%.

Texmaco, RVNL form JV to boost rail manufacturing & infrastructure

Texmaco Rail and RVNL signed a joint venture to strengthen rail manufacturing, global reach, MSME support, and sustainability; RVNL will hold the majority stake.

‘India not just leading Global South, it’s shaping global AI debate’: Israel’s Maya Sherman to Firstpost

At the India AI Impact Summit in New Delhi, Israel’s innovation attache and AI researcher Maya Sherman told Firstpost that India is not just a leader of the Global South but a key architect of the global AI conversation. She highlighted India’s human-centric AI model, scale, and digital public infrastructure as strategic strengths in an era of AI blocs and sovereign technologies,

Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus

Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.

ABB India Q4 results: Orders at 5-year high, revenue tops estimates; dividend proposed

ABB India reported Q4 revenue above estimates, though profit and margins declined year-on-year amid cost pressures. The company posted its highest fourth-quarter orders in five years and announced a ₹29.59 dividend.

Trump’s Gaza ‘Board of Peace’ in talks with JPMorgan for banking services: Report

Report says a Wall Street lender may facilitate payments for a US-led body overseeing Gaza reconstruction; the development comes amid an ongoing legal battle between Trump and JPMorgan.

Tata Steel among 5 stocks that hit 52-week highs and rallied up to 10% in a month

On Thursday, the benchmark Sensex plunged nearly 1,236 points to settle at 82,498. Despite the sharp market sell-off, five stocks from the BSE 100 index climbed to their 52-week highs, reaching their strongest levels over the past year. Investors generally consider such milestones bullish, signaling robust upward momentum and the potential for further gains.

Gainers & Losers: Tata Investment, Newgen among 8 stocks that moved most on Thursday

US agency sues Coca-Cola bottler over employee event that excluded men

The US Equal Employment Opportunity Commission has sued Coca-Cola Beverages Northeast, alleging sex discrimination after the company hosted an employee networking event that excluded men

Mohamed El-Erian flags risks after Blue Owl Capital halts redemptions in retail private credit fund

Mohamed El-Erian questioned whether Blue Owl’s move to permanently restrict redemptions signals broader stress in private credit, warning of possible valuation hits in advanced markets.

Foreign investors continue to buy PSU bank shares even as $19 billion leaves India

Foreign investors are increasing stakes in state-owned banks despite heavy selling in Indian equities, attracted by lower valuations, rising profits and strong stock gains across PSU lenders.

RailTel bags ₹35.6 crore railway signalling order from North Central Railway

RailTel secured a ₹35.6 crore railway signalling project in Prayagraj division, received a ₹4,550 crore West Central Railway order, and reported Q3 net profit decline but revenue growth.

Stock Radar: Cummins India stock hits record highs in February 2026 – time to buy the dip or book profits?

Cummins India Ltd hit a fresh record high in February 2026, breaking out of a multi-month consolidation. With strong momentum, bullish indicators, and support across key moving averages, analysts expect the stock to move toward ₹4,970, with support seen near ₹4,300.

Valuation Alert: 10 largecap stocks trading well above Industry PE

When a company's Price-to-Earnings (P/E) ratio is above the industry average, it typically indicates that the stock is valued higher than its peers in the same industry. In the NSE large-cap segment, we highlight the top 10 stocks, whose trailing twelve-month P/E ratio is higher than the industry P/E, based on the StockEdge valuation scan.

AI may cut IT costs but push companies to spend more on tech: Axis AMC

Ashish Gupta, CIO at Axis Asset Management Company, expects double-digit loan growth in banking as economic indicators improve and sees earnings growth of 13–14% in the coming year. While confidence in recovery has strengthened, he cautioned that FII flows remain a risk due to global growth and currency factors.

IMF warns China’s export-led growth is hurting other economies, calls for shift to domestic consumption

The IMF has warned that China’s export-led growth strategy is creating adverse spillovers for other economies, as widening trade surpluses, deflationary pressures and rising debt deepen global imbalances

Brent hits 6-month high; will $5–$10 war premium push prices higher? Peter McGuire answers

Brent crude has unexpectedly surged to $70 a barrel, driven by escalating geopolitical tensions, particularly concerning Iran and the Strait of Hormuz. This "war premium" is overshadowing earlier oversupply fears. Analysts warn that any disruption in the vital shipping lane could severely impact global markets, especially Asia. The Russia-Ukraine conflict also contributes to this underlying risk.

Will US attack Iran? Poland tells citizens to leave immediately

Polish citizens in Iran should leave immediately, Prime Minister Donald Tusk said on Thursday citing the potential for armed conflict. Evacuation may no longer be possible in a matter of hours, he reportedly added.

AI boom may benefit power, metals more than IT, says Manulife’s Rana Gupta

Rana Gupta, Senior Portfolio Manager, Manulife Investment Management says the AI boom may create bigger opportunities in power, cables, cooling and metals than in IT services, while IT investing becomes stock-specific amid uncertain growth visibility.

Dalal Street bleeds as Sensex sinks 1,200 pts, Nifty below 25,500; ₹7 lakh crore wiped out

Indian equities saw a broad-based selloff as the Sensex fell over 1,200 points and the Nifty slipped below 25,500, wiping out more than ₹7 lakh crore in market capitalisation.

Aurobindo Pharma hit with ₹170 Crore GST demand over past refunds, company plans appeal

Aurobindo Pharma faces ₹169.83 crore GST demand from Ranga Reddy GST Commissionerate over disputed ITC refunds. The company is challenging the order in Telangana High Court.

Mahindra-Embraer deepen defence tie-up with planned C-390 aircraft MRO facility

Mahindra Group and Embraer plan to establish a C-390 Millennium maintenance facility in India, strengthening localisation efforts under the Indian Air Force’s Medium Transport Aircraft programme.

Fed minutes expose policy rift as officials weigh rate path and AI’s economic disruption

Minutes from the January 27–28 meeting of the Federal Reserve reveal a growing divide among policymakers over the future path of interest rates, even as they held the benchmark rate steady at 3.50–3.75 per cent

Indian Rupee to stay near 89–90 per dollar by FY27-end, says CareEdge Ratings

CareEdge Ratings maintains the FY27-end USD/INR forecast at 89–90, citing easing dollar strength, improving trade sentiment and a manageable current account deficit.

CoinDCX initiates ₹111 crore ESOP buyback for employees

CoinDCX announces a ₹111 crore ESOP buyback for over 500 employees, including former staff, reflecting its ownership-driven culture and growth across India, UAE, and MENA with BitOasis acquisition.

Sensex, Nifty open higher; IT and energy stocks lead gains

The Indian equity market opened the week on a cautious positive note, with the BSE Sensex rising 59 points, or 0.07 per cent, to 83,793, while the broader Nifty 50 added 28 points, or 0.11 per cent, to 25,847

Is MCX stock too expensive after doubling money in just 1 year? A CME case study explains it

Multi Commodity Exchange of India shares surged over 100% driven by a bullion price rally. Following sharp corrections in gold and silver, exchanges increased margin requirements to curb volatility. While futures activity contracted, options trading picked up, mirroring past trends and raising questions about the stock's valuation.

Underweight on IT, but positive on these mid-size firms: Quest Investment CIO

Rakesh Vyas, CIO and Portfolio Manager at Quest Investment Managers, prefers product companies and mid-size IT firms such as Oracle Financial Services and Persistent Systems, expecting stronger growth in this segment than in large-cap IT, even as he maintains an overall underweight stance on the sector.

‘Data and infrastructure AI’s next challenge’: Tech leaders call for check on AI | Firstpost at AI Summit

At the India AI Impact Summit, Beyond Key's Ananya Sharma and Vishal Gupte told Firstpost that India’s AI future hinges on stronger data infrastructure, localised large language models, affordable compute and responsible governance, even as adoption accelerates across manufacturing, agriculture and public services

Market volatility calls for selective trading, focus on PSU stocks: Rahul Sharma

Indian equities are testing a crucial 25,650 support level for the Nifty, with analysts suggesting a potential bounce if it holds. However, a break could trigger further declines. PSU banks are highlighted as a strong sector, with Punjab National Bank a top pick. Investors are advised to be selective, favoring public sector enterprises amidst market volatility and geopolitical concerns.

From Voda Idea, NBCC to RBL Bank: NSE to levy additional 15% margin on 18 stocks in March series

Under the new framework, an additional 15% margin will be levied in cases where the top 10 clients account for more than 20% of the market-wide position limits.

‘It's a phenomenal time to be a founder in India’: Navana.ai CEO to Firstpost | AI Impact Summit

At the India AI Impact Summit, Raoul Nanavati, Founder & CEO of Navana.ai, tells Firstpost why India is at an AI inflection point. From multilingual voice infrastructure and sovereign data to job disruption and bias in Western-trained models, Nanavati argues this is a defining decade for Indian AI startups—provided the country invests in reskilling and indigenous datasets

Key factors behind the Sensex, Nifty fall on Thursday

The weakness was not limited to the benchmark index. Broader markets also came under pressure, with sectoral indices such as realty, utilities, consumer durables and industrials emerging as major drags.

Patience and discipline key as market navigates structural shifts: Samir Arora

Market veteran Samir Arora expresses cautious optimism for India's equity market, expecting a stable trajectory with reasonable earnings growth. He advises investors to remain disciplined, particularly in the IT sector, urging patience until visibility improves and valuations adjust. Arora prefers steady sectors like financials and consumption over areas with high disruption risk.

10+ MFs added 11 stocks in January ’26; 50–100% surge in a year, one turned multibagger

In January 2026, mutual funds (MFs) maintained strong confidence in Indian equities, with net investments totalling approximately Rs 42,354 crore for the month. According to an ETMarkets analysis, 31 stocks were added to the portfolios of 10 or more mutual fund schemes in January 2026, up from December 2025. Remarkably, 11 of these stocks have delivered price gains in the range of 50–100% in the last one year, including one multibagger. (Data source: ACE MF | ACE Equity)

Data is the ‘beacon of truth’: AI leaders flag governance, localisation as India’s defining challenge

As India accelerates its artificial intelligence ambitions, industry leaders are warning that the country’s long-term competitiveness will depend less on flashy models and more on the integrity of its data

SpiceJet receives MoU for induction of 10 aircrafts; check stock reaction

SpiceJet receives MoU to induct 10 aircraft, aiming to expand its fleet to 60. Shares fell to ₹16.75.

ITC's worst is behind, but patience required: Abneesh Roy names better FMCG bets for 2025

Consumer analyst Abneesh Roy sees a real FMCG revival driven by GST cuts, steady rural demand, and recovering urban consumption. He highlights Nestle, Britannia, Marico, and Tata Consumer as near-term beneficiaries, while positioning ITC as a one-to-two-year recovery play after a tax shock. Hindustan Unilever's premium beauty investment is also noted as a structural re-rating catalyst.

Indian IT stocks nearing 2008 crash-era valuations: Wedbush’s Moshe Katri

Moshe Katri, MD-FinTech & Tech-Enabled Services Investment Banking at Wedbush Securities, expects a “tidal wave” of AI investments over the next 12–18 months as projects mature, with Tier-1 IT companies and digital engineering firms emerging as key beneficiaries.

‘AI will never function in India without a human in the loop’: AI start-up founders to Firstpost

At the India AI Impact Summit 2026, startup leaders from KOGO AI and Arinox AI told Firstpost that India’s strength lies in AI applications and agentic systems rather than foundational models. They argued that sovereign, air-gapped AI infrastructure, human oversight, and high-quality data will define India’s competitive edge amid global competition from the US and China

Rs 3 lakh crore selloff! Sensex tanks 700 pts, Nifty below 25,650. Key reasons behind the plunge

Indian markets slumped on Thursday as Nifty and Sensex reversed early gains, dragged down by heavy selling across banking, metal, auto and FMCG stocks. Investor wealth fell by ₹2.73 lakh crore. A hawkish US Fed outlook and a sharp rise in crude prices further pressured sentiment, triggering broad-based declines.

Delhivery partners with NVIDIA to build AI-powered maps for India

Delhivery partners with Nvidia to create AI mapping for Bharat’s unique addresses, boosting logistics. Shares rose after India AI Impact Summit 2026.

Godfrey Phillips India shares rocket 31% in just 3 sessions! Here’s what’s fuelling the rally

Godfrey Phillips India shares are surging. Companies are raising cigarette prices to cover higher costs, in light of the new tobacco tax regime. The price hikes aim to reduce expected profit declines. Marlboro Compact prices have increased. ITC is also expected to raise prices. Retailers are selling existing stock at higher rates.

Warner Bros rejects Paramount bid, seeks improved offer as Netflix merger vote nears

The studio gives rival seven days for a final proposal while reaffirming support for Netflix deal amid financing concerns, activist pressure and regulatory scrutiny

Jio and RIL will invest ₹10 lakh crore in AI

Asia's richest man Mukesh Ambani made the pledge at the AI Impact Summit in New Delhi.

TCS shares rise 2% after Tata Group and OpenAI announce strategic partnership

Tata Consultancy Services (TCS) shares surged after announcing a strategic partnership with OpenAI to build AI infrastructure in India and offer joint market solutions. This collaboration aims to boost productivity, enhance software engineering, and position India as a global AI hub by developing AI-ready, green-energy-powered data centers.

Jindal Saw shares decline 4% after API suspends licence over compliance gaps

Jindal Saw on Wednesday said during the API audit, certain 'non-conformances' (NCs) were identified, which prompted the issuance of the suspension letter. The same restricts the firm from affixing the API monogram on its API seamless pipes till the matter is resolved.

Stock picking key as markets navigate AI uncertainty: Amit Khurana

India Inc.'s third-quarter earnings show a steady performance with easing operating pressures, suggesting improving earnings visibility. While domestic consumption remains a preferred theme, caution persists regarding AI cycle uncertainty and valuation dispersion. Infrastructure and IT sectors await clearer order flows and disruption timelines.

‘AI will take jobs—but growth lens matters’: Founders call for national reskilling push

Leaders warn of workforce disruption but argue India must prioritise productivity expansion and large-scale upskilling over fear-driven cost cutting

Dipan Mehta on NCC fall, AI stock valuations and why he remains positive on CDMO

Dipan Mehta of Elixir Equities advised caution on Netweb Technologies due to high valuations and suggested waiting for a correction or earnings improvement.

Indian OMCs shares slip as crude rally past $70/b amid geopolitical tensions

BPCL, HPCL, and Indian Oil Corporation Ltd shares fell as Brent crude surged above $70 per barrel amid Middle East tensions, Iran actions, and mixed supply projections for 2026.

Indian brokers' lobby seeks 6-month freeze on new RBI rules: Report

India’s brokers’ lobby has urged the Reserve Bank of India to defer its newly issued lending norms for six months, citing operational challenges.

Zydus Life launches ANYRA for advanced eye care, shares react

Anyra is indicated for the treatment of neovascular (wet) Age-related Macular Degeneration (AMD), visual impairment due to macular edema secondary to Retinal Vein Occlusion (Branch RVO or Central RVO), along with other ailments.

FIIs turn big bear on IT stocks, pull out another Rs 11,000 crore in 2 weeks

Foreign institutional investors are rapidly exiting Indian IT stocks, pulling out nearly Rs 11,000 crore in early February and over Rs 74,000 crore so far in 2025, amid fears that advanced AI tools from firms like Anthropic and Palantir Technologies could disrupt traditional software services models.

Tata Investment Corp shares jump 13% on buzz around N Chandrasekaran’s third term at Tata Sons

Shares of Tata Investment Corporation rose sharply after Tata Sons was reported to be preparing an EGM to clear N. Chandrasekaran’s third-term reappointment. With Tata Sons holding a majority stake, the move has heightened investor interest amid wider group-level developments and shifting market conditions.

ACME arm signs 25-year PPA with SECI for 190 MW hybrid project

ACME Urja One Pvt Ltd signed a 25-year PPA with SECI Ltd for a 190 MW wind-solar hybrid project, featuring BESS and a tariff of ₹4.72 per unit, set to start by February 27, 2028.

FII outflows surpass ₹13,000 crore by mid-February, IT stocks worst hit on AI fears

According to NSDL data, total FII investment in IT shares dropped to a four-year low of ₹4.49 lakh crore as of February 15.

Currency, debt markets closed today for Chhatrapati Shivaji Maharaj Jayanti

India’s currency and debt markets close on February 19 for Chhatrapati Shivaji Maharaj Jayanti. Sensex and Nifty saw early gains but later declined.

Indus Towers trades lower as Bharti Airtel buys 53 lakh shares so far in February

Since February 5, the telecom major has bought a total of 53 lakh shares in Indus Towers.

Coforge shares can rally up to 77%, analyst says after Sabre's earnings call

CLSA has a 'high-conviction outperform' rating on Coforge with a price target of ₹2,426 per share, indicating a 77% potential upside from its previous close. 

Strong earnings: Trent, Vedanta among 10 largecaps that clocked highest profit growth of up to 125% YoY in Q3

Largecap earnings in the December quarter delivered selective but strong performances within the Motilal Oswal coverage universe. While broader markets performance have been mixed, these 10 largecap companies reported robust year-on-year growth in profit after tax.

India markets climbed every wall of worry, poised for 27,000; bullish on metals, Paytm, and cigarette stocks: Vinit Bolinjkar

Ventura Securities' Vinit Bolinjkar anticipates the Nifty reaching 27,000, citing positive trade deals and strong quarterly earnings. He highlights robust momentum in the metals sector, particularly Hindustan Zinc and Tata Steel, and remains bullish on Paytm with a target of ₹1,800-₹2,000. While cautious on pharma stocks facing regulatory scrutiny, Bolinjkar's outlook remains one of selective optimism.

Green push gathers pace as IDFC First Bank sees rising traction in deposits and EV financing

Banks are witnessing a surge in customer interest for green products and lending, particularly driven by younger demographics' environmental consciousness. IDFC First Bank reports significant adoption of green deposits and profitable electric vehicle financing, indicating a growing movement towards sustainable finance.

As AI panic grips IT stocks, where are market opportunities for big and small investors?

Indian IT stocks face pressure due to AI fears. Companies like Wipro and TCS have seen significant drops. Investors are now looking at domestic sectors. Financials, capital goods, consumption, and autos show strong potential. Banking sector credit growth is robust. Government spending supports infrastructure. Rural demand is recovering. These sectors offer better earnings visibility amid global uncertainties.

Netweb Technologies shares soar 7%, up 17% in three sessions. What’s behind the surge?

Netweb Technologies shares rose sharply on Thursday, extending their rally to Day 3 after unveiling its ‘Make in India’ Tyrone Camarero GB200 AI Supercomputer and the compact Tyrone Camarero Spark. Built with NVIDIA Blackwell GPUs and Grace CPUs, these systems target advanced AI workloads, on-premises model training, and high-performance computing in India.

Brent crude could hit $75 on US-Iran tensions, says Peter McGuire

Peter McGuire, CEO of Trading.com, expects heightened volatility across commodities, with a flight to safety likely supporting the US dollar, gold and silver. He also noted that, without the geopolitical risk premium, underlying fundamentals would point to cheaper crude prices.

NCC shares recover after declining 10% post NHAI debarment for two years

NCC on Wednesday said that as per the order, the company and its step-down subsidiary OB Infrastructure Ltd. have been debarred from participating in any tender/bids issued by NHAI for two years, with effect from February 17, 2026.

Buy, Sell or Hold: Citi maintains Buy on Aadhar Housing Finance, recommends Sell on Honasa Consumer

Brokerages are issuing divergent stock calls based on growth prospects and valuations. Citi recommends a Buy on Aadhar Housing Finance for its strong AUM growth and stable spreads, while maintaining a Sell on Honasa Consumer due to valuation concerns. Motilal Oswal is constructive on JK Cement, anticipating volume growth from capacity expansion and robust demand.

From Axis Bank to Eternal: Morgan Stanley, Jefferies unveil top stock picks after Q3 earnings

Jefferies has released its own top ideas list, focusing on companies expected to deliver strong earnings growth in FY27 compared with FY26.

Industry body requests SEBI to defer RBI’s 100% bank guarantee rule implementation by six months

ANMI asks SEBI to halt RBI’s 100% cash collateral rule for CMIs, warning it could harm market liquidity and foreign investment, citing global precedents.

Fear of the unknown: Is India's $250 billion IT industry facing its Kodak moment?

Indian IT stocks are experiencing significant declines, sparking fears of an AI-driven "Kodak moment." While some analysts warn of direct exposure to AI-induced displacement, others argue the market is oversimplifying the role of IT services. Experts suggest AI could paradoxically unlock massive modernization opportunities, potentially fueling the industry's next growth phase.

​Aurobindo Pharma among 4 F&O stocks saw a high increase in futures open interest

As of February 18, there was a notable surge in futures open interest for four stocks in the NSE F&O pack, contributing to a total increase in open interest of over 10% as compared to the previous trade. A significant uptick in futures open interest signifies a substantial growth in the number of active, unexpired futures contracts in a specific security. This uptrend reflects an increasing number of participants either initiating new positions or expanding the size of their existing positions within the futures market.

Gold, silver prices little changed as traders assess US–Iran tensions, Fed rate-cut uncertainty. What are experts saying?

Gold and silver prices traded marginally lower on MCX as investors assessed rising US–Iran tensions and uncertainty around Federal Reserve rate cuts. While safe-haven demand supported bullion, a stronger dollar capped gains. Experts suggest caution amid elevated volatility and advise profit booking at higher levels.

F&O Radar: Bull Call Spread strategy for CG Power

CG Power exhibits a strong bullish reversal, surging nearly 35% and breaking out of a consolidation channel. The stock is trading above key EMAs, indicating robust trend strength. A Bull Call Spread strategy is suggested, with a breakeven point at ₹705 and potential for significant profit.

Sensex rises over 100 pts, Nifty above 25,800 led by IT stocks’ smart rebound

Indian equity benchmarks, Nifty and Sensex, opened higher on Thursday, extending their winning streak for a fourth consecutive session. Gains in IT and metal stocks propelled the frontline indices upwards, with Sensex trading over 100 points higher and Nifty above the 25,850 level.

This Indian smallcap fund beating 93% of peers bets on internet value stocks

Bandhan Small Cap Fund, which outperformed 93% of peers last year, is investing in beaten-down Indian internet firms like Paytm and Info Edge. The fund manager sees opportunity in unpopular value stocks with potential for significant gains, even amidst market volatility and regulatory challenges. The portfolio also favors undervalued textile and real estate sectors.

B L Kashyap shares jump 9% after ₹300 crore order win in Greater Noida

B L Kashyap said the project is expected to be executed over a period of approximately 42 months, it said in an exchange filing.

India’s AI edge lies in application layer, not foundation models: Industry leaders at India AI impact summit

Founders say New Delhi should stop benchmarking itself against US–China model wars and double down on orchestration, affordability and ROI-led AI

Dr. Reddy’s Laboratories shares in focus after acquiring India trademarks for two HRT drugs for $32 million

Dr. Reddy's Laboratories is set to attract investor attention after acquiring the India trademarks for specialty brands Progynova® and Cyclo-Progynova® from Mercury Pharma Group Limited for USD 32.15 million. This domestic acquisition significantly strengthens Dr. Reddy's gynecology portfolio and marks its entry into the Hormone Replacement Therapy segment in India.

Cochin Shipyard shares in focus after $360 million LNG contract win from CMA CGM Group

Cochin Shipyard secured a significant $360 million contract to build six LNG-powered container vessels for France's CMA CGM Group. This deal boosts its order book to Rs 23,000 crore, enhancing future revenue visibility. The first vessel is slated for delivery by February 2029, with subsequent deliveries at two per year. This marks a key expansion into sustainable shipbuilding.

ETMarkets Smart Talk | After 18 months of no returns, stage set for 2–3 years of above-average gains: Rakesh Pujara

Investors can now turn optimistic as the market is poised for above-average gains over the next two to three years. Attractive valuations in small and microcaps, coupled with reviving earnings and pro-growth policies, signal a positive outlook. Gold also deserves a permanent portfolio allocation due to structural global shifts. The market is set for a rally.

ETMarkets PMS Talk | China, Brazil, silver and tactical rotations help Vallum beat Nifty; true multi-asset needs global flexibility: Manish Bhandari

Vallum Capital Advisors' Multi Asset Index Strategy achieved nearly 10% returns in January 2026, outperforming the Nifty50's 3% fall. CEO Manish Bhandari attributes this success to strategic global investments in China and Brazil, a contrarian bet on silver, and timely sector rotations. The approach emphasizes flexible, value-biased allocation across geographies and commodities, moving beyond traditional equity, debt, and gold mixes.

Markets set for recovery? Siddharth Vora bets on largecaps, midcaps; flags metals, PSU banks, and cyclicals

India's equity markets present a contrarian opportunity as macro stability and bottoming earnings signal a constructive outlook, particularly for largecaps, midcaps, and cyclicals. Fund manager Siddharth Vora highlights multi-decadal underperformance versus global peers as a key indicator for potential outperformance, with his fund strategically overweighting metals, PSU banks, and energy.

The Golden Thumb Rule | Growth at a reasonable price is my rule; overpaying can destroy returns even in bull markets: Srinivas Rao Ravuri

Srinivas Rao Ravuri of Bajaj Life Insurance stresses valuation discipline for wealth creation. He advocates Growth at a Reasonable Price, warning against overpaying for future growth. Ravuri highlights that even in a rising market, entry price and margin of safety are vital. He advises on acceptable PE multiples and navigating market euphoria for disciplined investing.

ETMarkets Smart Talk | New-age traders prefer derivatives, algos over traditional investing: Kiran Jani of Jainam Broking

Indian markets are currently range-bound. A notable shift is occurring from traditional investing to fast-paced, technology-led trading. New-age traders are embracing derivatives and algorithmic strategies. Long-term investors continue to rely on earnings growth and SIPs. FII selling persists, but DII inflows provide support. Sector rotation is evident, with some sectors showing signs of overheating.

Asset allocation should not be momentum driven: Navneet Munot on gold rush and markets

HDFC AMC MD & CEO Navneet Munot advises investors against momentum-driven decisions, emphasizing disciplined, multi-asset investing. He highlights India's structural growth story despite near-term volatility and suggests a balanced approach for long-term wealth creation, advocating for staggered investments through SIPs over market timing.

TCS gets into AI-collaboration race, partners with Sam Altman's OpenAI

TCS partners with OpenAI for AI-powered innovation across Tata Group, focusing on Agentic AI solutions and infrastructure. Sam Altman and N Chandrasekaran highlight India's AI leadership.

Eicher Motors in focus as Goldman Sachs flags 15% upside, check target price

Goldman Sachs reiterates ‘Buy’ on Eicher Motors, raising target to ₹9,200. Hunter 350 volumes rise, Q3FY26 profit up 21.3%. Stock delivers 68.6% return in 12 months.

Bharat Forge shares in focus after signing MoU to explore collaboration in automotive, defence and data centres

Bharat Forge has signed an MoU with VVDN Technologies to explore collaboration across automotive, defence, AI and data centre domains. The partnership aims to leverage complementary engineering and manufacturing strengths to develop next-generation products and scalable solutions aligned with emerging technology demands.

Vedanta top buy for Kotak; says aluminium euphoria cools but fundamentals intact

LME aluminium prices have softened 7% from recent highs to $3,030 per tonne, but are still 20% higher than the FY25 average.

Godfrey Phillips, Netweb Tech among 5 Nifty500 stocks showing bullish RSI upswing

On February 18, five stocks from the Nifty500 segment that gained over 5% were highlighted in the RSI Trending Up scan, based on data from StockEdge.com. It is an uptrend signal if the RSI value has crossed above 50 from below. "RSI trending up" means that the Relative Strength Index (RSI) values are increasing, suggesting strengthening momentum in the price of the stock. This can indicate potential upward movement and may be used by traders to identify buying opportunities.

L&T shares in focus on Nvidia partnership to build India’s largest gigawatt-scale AI factory

Larsen & Toubro has announced a proposed venture with Nvidia under the IndiaAI Mission to build a sovereign, scalable gigawatt-scale AI infrastructure. The initiative combines L&T’s engineering strengths with Nvidia’s AI stack to support secure, production-grade AI deployment across industries, positioning India as a strategic global AI hub.

Tata Steel shares in focus as analyst remains constructive on stock, sees 15% upside

Motilal Oswal keeps a buy rating on Tata Steel, target ₹240, citing strong demand, expansion, EU recovery, and price support. Shares rose 53.8% in a year.

Gold steady, silver rebounds: Key global cues driving market sentiment today

Gold steady after recent gains while silver rebounded, as a strong US dollar and Fed uncertainty shaped market sentiment.

Cement capacity growth may cap utilisations; JPMorgan sees pricing vs market share conflict

According to the brokerage, most large-cap cement companies are guiding for two key levers: cost reductions and market share gains.

MCX and NSE withdraw additional margins on gold and silver futures from today

MCX and NSE will withdraw extra margins on gold and silver futures from February 19, easing trading costs after price corrections. Gold and silver prices saw slight dips, offering relief to traders.

Stocks to buy in 2026 for long term: Infosys, Maruti among 5 stocks that could give 10-40% return

Brokerage commentary remains action-heavy, with a mix of upgrades and reaffirmed bullish calls across IT, auto, FMCG bottling, infrastructure, and specialty chemicalsWe have collated a list of recommendations from top brokerage firms from ETNow and other sources:

ICRA believes RBI's new risk-based deposit insurance framework may boost bank profitability

RBI’s new risk-based premium will lower deposit insurance costs for stronger banks, boosting profits. Implementation starts April 2026.

Dixon Technologies shares in focus after downgrade; rising memory prices cloud outlook

CLSA also downgraded the Dixon Technologies stock to 'Hold' and slashed its price target by 23% to ₹12,100 from ₹15,800 earlier.

Marushika Technology shares to list today. Check GMP ahead of NSE SME debut

Marushika Technology is set to debut on the NSE SME platform on February 19, with a modest grey market premium suggesting a slight listing gain. The company, operating in IT and telecom infrastructure, including defence projects, raised Rs 26.97 crore through its IPO. Proceeds will fund working capital and debt repayment.

Positive Breakout: These 7 stocks cross above their 200 DMAs

In the NSE list of stocks with a market cap over Rs 10,000 crore, seven stocks saw their closing prices cross above their 200-day moving averages (DMA) on February 18, according to StockEdge.com's technical scan data. The 200-day daily moving average (DMA) is used as a key indicator by traders for determining the overall trend in a particular stock. As long as the stock price is above the 200-day SMA on the daily time frame, it is generally considered to be an overall uptrend. Take a look:

Searching software for value as shares get pummeled. UBS found four stocks it likes

UBS highlights Microsoft, ServiceNow, Autodesk and HubSpot as likely to thrive despite 2026 software stock slumps and AI disruption, citing international earnings and positive revisions.

Pernod Ricard considers listing its India business

The French drinks company is speaking with potential advisers as it weighs the merits of a separate listing for Pernod Ricard India, according to the people.

Yatra Online shares in focus as promoter sells stake; says no further dilution likely

Promoter THCL Travel Holding Cyprus said the stake sale was undertaken to fund certain legal and compliance expenses.

Oil prices hold biggest gain since October on concerns regarding Iran conflict

West Texas Intermediate was near $65 a barrel, while Brent crude ended above $70 for the first time over two weeks.

Foreign inflows into US equities jump 134% in 2025 despite Trump’s tariff turmoil

Foreign investors doubled US equity purchases to $720.1 billion in 2025 despite Trump’s tariffs. Norway led buyers; China and Kuwait were top sellers.

Pre-market action: Here's the trade setup for today's session

Indian equity markets continued their upward trend for a third consecutive session, signaling a gradual recovery. Analysts anticipate sustained market strength with a positive bias, influenced by global market sentiment and domestic sector-specific developments. The Nifty futures on Gift Nifty indicate a positive start to trading.

Asian shares gain after tech boosts US stocks

Oil prices held gains even after their biggest rise since October.

Stocks in news: Cochin Shipyard, Bharat Forge, HUL, Dr Reddy's, L&T

Indian markets saw modest gains for a third straight session. Key stocks like Cochin Shipyard and Bharat Forge are in focus. Cochin Shipyard secured new orders. Bharat Forge is exploring technology collaborations. Hindustan Unilever plans manufacturing expansion. Dr Reddy's acquired specialty brand trademarks. L&T announced a venture for AI factory infrastructure.

India set to become a meaningful part of LGT biz; regulatory complexity a hurdle: Prince Max von und zu Liechtenstein

LGT Group sees India as a key growth market. Prince Max von und zu Liechtenstein highlights India's potential to become a very meaningful part of their global business. While regulatory hurdles exist, LGT is optimistic about its expansion. The firm focuses on long-term client relationships and disciplined diversification across global markets.

Sensex Today | Stock Market LIVE Updates: Nifty aims 26,000, mark fourth straight day of gains

Sensex Today | Stock Market LIVE Updates: The Nifty index, despite showing resistance at higher levels, will look to notch up its 4th straight day of wins. Some of the stocks to watch out for include Zydus Life, TVS Motor, NCC, Jindal Saw, HULamong others.

S&P 500 rises as Nvidia, tech stocks lead gains; Fed minutes in focus

US stocks rose as S&P 500, Nasdaq Composite, and Dow Jones gained, led by Nvidia, Micron Technology, and Amazon. Investors assessed Fed minutes and awaited economic data and corporate earnings.

M&A funding norms open up a $15-b opportunity for banks

New Reserve Bank of India guidelines liberalize merger and acquisition financing, allowing Indian banks to fund up to 75% of acquisition costs with a 3:1 debt-equity ratio. This unlocks a potential $10-15 billion annual opportunity for domestic lenders, previously dominated by offshore entities, fostering a new, high-value asset class.

Metal stocks glitter on Dalal Street, eye stronger March quarter

Indian metal stocks are performing strongly. Prices for steel and non-ferrous metals have risen significantly. This is due to increased demand, government policies, and limited supply. Steel companies are seeing better earnings. Non-ferrous producers also benefit from global price trends and a weaker rupee. The current quarter is typically strong for metal volumes.

Unique transaction ID to be must for OTC derivatives deals: RBI

The Reserve Bank of India will mandate unique transaction identifiers (UTIs) for all over-the-counter derivative trades starting January 1, 2027. This move aims to enhance traceability and risk monitoring for instruments like FX and interest rate derivatives. Market participants must upgrade systems for compliance, with CCIL expected to provide operational guidelines soon.

Not doomsday, AI will Ring in modernisation: C S Venkatakrishnan, Barclays

Barclays CEO C S Venkatakrishnan highlights India's strong growth and digital transformation reshaping its global economic standing. He believes AI will modernize systems rather than eliminate jobs, and the world is entering a sensitive credit cycle after years of cheap borrowing, with geopolitical shifts mirroring the 1970s-80s.

Stock Radar: Bank of India stock hits fresh record highs in February – will the rally continue?

Bank of India stock has broken out of a month-long consolidation, reaching new record highs. Technical indicators suggest this upward momentum will continue. Experts recommend buying the stock for potential gains of Rs 185-190 in the coming weeks. The stock is trading above key moving averages, indicating a strong uptrend. Traders can consider a stop loss at Rs 150.

Fed minutes: Lower inflation needed before many officials will support rate cuts

Fed minutes show most officials want lower inflation before rate cuts; Miran and Waller support a quarter-point cut amid committee divisions.

Alembic Pharma completes USFDA inspection at Karakhadi, Gujarat facility with two observations

Shares of Alembic Pharmaceuticals Ltd ended at ₹773.70, down by ₹2.70, or 0.35%, on the BSE.

Stocks get tech boost amid strong economic reports

US stocks climbed as S&P 500 rose nearly 1 percent, driven by strong economic data and easing AI disruption fears. Oil jumped, tech and software stocks rebounded, and IPO activity slowed.

Nestlé proposes P&G’s Fama Francisco, ex-SNB chief Thomas Jordan to board

Nestlé proposes Ma. Fatima D. Francisco and Thomas Jordan for its Board at the April 16, 2026 AGM, aiming to boost governance and expertise with 13 independent directors and revamped committees.

These mid-cap stocks with ‘Strong Buy’ & ‘Buy’ recos can rally over 25%, according to analysts

In the short term, market sentiment is governed by how and why stock prices move. When prices are rising, you will hear 20 explanations for why they are doing so. Similarly, there will be 25 explanations for why they are falling. But, as always, in the long term, it is earnings and valuations that matter to the street. So, focus on how things are panning out in terms of the fundamentals and earnings of companies and sectors.

Intellect Design launches AI-powered banking platform to make services simpler

Intellect Design Arena has launched an AI-powered banking platform designed to help banks offer simpler, multilingual and more accessible services to retail and SME customers.

Cochin Shipyard signs $360 million mega deal with French firm CMA CGM for six LNG vessels

Shares of Cochin Shipyard Ltd ended at ₹1,529.60, up by ₹3.35, or 0.22%, on the BSE.

BGR Energy Systems closes ₹634 crore Rajasthan VAT case; pays ₹29 crore under amnesty

Shares of BGR Energy Systems Ltd ended at ₹346.65, up by ₹16.25, or 4.92%, on the BSE.

Wall Street rises as Nvidia gains on Meta AI data center deal

Nvidia gained 2.2% after Meta Platforms announced a long-term partnership to build data centers using millions of Nvidia chips and related equipment to support its artificial intelligence initiatives.

Ahead of Market: 10 things that will decide stock market action on Thursday

Indian markets ended higher for a third session as the Nifty 50 and BSE Sensex gained on consumer and financial strength, while IT lagged. Analysts see consolidation ahead, with 26,000 as resistance and 25,400–25,600 as support amid selective, stock-specific trading.

Sensex settles at 83,734, Nifty tops 25,800 as metals, FMCG offset IT drag

Indian markets end flat as Sensex settles at 83,734 and Nifty closes above 25,800; gains in Tata Steel, ITC and Axis Bank offset losses in IT stocks like Infosys and Tech Mahindra

Dr Reddy’s boosts gynaecology portfolio, acquires HRT brands from Mercury Pharma for $32.2 mn

Dr Reddy's announced the acquisition of the trademarks Progynova and CycloProgynova and related assets in India from Mercury Pharma Group Ltd. Shares of Dr Reddy's Laboratories Ltd ended at ₹1,283, down by ₹2, or 0.16%, on the BSE today, February 18.

Two Trades for Today: A two-wheeler major for a 6.2% rise, a mid-cap engineering stock for an almost 6% gain

Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

Market Trading Guide: Bank of India among 2 PSU bank stocks offering up to 8% upside

The Nifty 50 logged a third straight gain, reclaiming key support and breaking resistance amid broad-based buying. Analysts see strength continuing toward 26,000. Breakouts in Bank of India and Bank of Maharashtra signal fresh upside with bullish momentum indicators.

SEBI sets up working group to review ESG rating provider framework

SEBI has constituted a working group to review the regulatory framework for ESG Rating Providers, aiming to strengthen transparency, reliability and investor confidence amid evolving global standards.

Trade Setup for February 19: Nifty holds above 25,800; Street sees move towards 26,000 and beyond

The technical setup favours Nifty bulls, with the index holding above key moving averages.

RBI mandates UTI for all OTC derivatives trades from January 1, 2027

Unique Transaction Identifier (UTI) will become mandatory for all direct private trades in rupee interest rate and foreign currency derivatives from January 1, 2027, the Reserve Bank said on Wednesday.

Is valuation readjustment done? 7 stocks from the home improvement space with upside potential from as low as 4% to 38%

Is it time to revisit the home building materials sector (think of tiles, laminates, sanitaryware, etc)? Perhaps. After three years of range-bound movement as well as underperformance during the 2023–24 bull run, companies in the sector are probably at valuations that are veering towards attractive. More importantly, there are certain fundamental changes being seen in the sector that makes these companies worth keeping an eye on.

France sees further relief on prices as January inflation drops to 0.4 per cent

INSEE data matches preliminary estimate and analyst forecasts; EU-harmonised rate falls from 0.7 per cent in December

Sebi forms working group to review ESG Rating Providers regulatory framework

Markets regulator Sebi on Wednesday said it has formed a working group to undertake a review of the regulatory framework governing ESG Rating Providers (ERPs).

HUL approves ₹2,000-cr investment to expand premium beauty & well-being, home care biz

The investment aligns with HUL’s strategy of focusing on fewer, bigger bets and strengthening its presence in high-growth demand areas, including premium skin care, hair care, personal care, and home care liquids. Shares of Hindustan Unilever Ltd ended at ₹2,323.70, up by ₹11.50, or 0.50%, on the BSE today, February 18.

Stocks to Watch for Feb 19: Zydus Life, TVS Motor, NCC, Jindal Saw and more

From NCC and its step-down subsidiary OB Infrastructure receiving an order of debarment from the NHAI to Zydus Lifesciences getting final approval from the USFDA for bosentan tablets for oral suspension, these are some of the stocks to watch out ahead of Thursday's trading session.

9 large-cap stocks where DIIs are trimming their stakes in Q3

A decrease in DII (Domestic Institutional Investor) shareholding typically indicates that domestic investors are reducing their exposure to a particular stock. This could suggest a lack of confidence in the stock’s future performance, potential concerns about market conditions, or a shift in investment strategy. We have highlighted the top nine stocks in the NSE large-cap with decreased DII shareholding in December '25 on a quarter-on-quarter basis, according to StockEdge's shareholding scan.

UK inflation cools to 3% in January, bolstering case for Bank of England rate cut

UK inflation eased to 3.0% in January, its lowest level in nearly a year, strengthening expectations of a March rate cut by the Bank of England even as services inflation remains sticky

Exports to China look ‘dismal’, says Port of Los Angeles chief as January shipments slump

Exports from the Port of Los Angeles fell 8 per cent in January to a near three-year low, with shipments to China remaining “dismal” amid persistent tariff tensions and weak demand

Fed must scrutinise AI’s productivity impact before adjusting rates, says Daly

San Francisco Fed chief draws parallels with 1990s tech boom; says central bank must assess whether AI-led growth risks fuelling inflation

Zydus Life gets FDA nod for children’s lung treatment drug bosentan

Zydus Lifesciences Ltd received US FDA approval for bosentan tablets for oral suspension, 32 mg, for pulmonary arterial hypertension (PAH) treatment. Shares of Zydus Lifesciences Ltd ended marginally higher on Wednesday, February 18, by 0.65% at ₹912.50 on the NSE.

Stock Radar: After a 20% fall, why DLF could see more downside

DLF Ltd remains in a sustained downtrend, trading below key moving averages with bearish RSI and MACD signals. Experts see further weakness toward Rs 600–580 over coming months, advising short positions on rebounds with strict stop losses near recent lower highs.

Fund managers raise largecap exposure, stay cautious on sector bets: Morningstar

Himanshu Srivastava, Principal–Research at Morningstar Investment Research India, said a key trend is that fund managers are refraining from making aggressive sectoral calls. Rather than taking sharp overweight positions in cyclical or high-risk segments, they are maintaining allocations largely in line with their benchmarks.

Larsen & Toubro partners with Nvidia to build India’s largest AI factory under India AI Mission

Larsen & Toubro partners with Nvidia to build India’s largest gigawatt-scale AI factory under India AI Mission, scaling datacentres in Chennai and Mumbai for advanced AI services across key sectors.

Pace Digitek arm Lineage Power wins $1.35-mn BESS order from Saudi Arabia co

Lineage Power Private Limited gets order to supply four mobile battery energy storage systems; delivery by April 2026. Pace Digitek Ltd shares ended 1.52% (₹2.82) lower today, February 18, at ₹183.20 on the NSE.

IMF asks Japan to keep hiking rates, warns against consumption tax cuts amid rising debt risks

The International Monetary Fund has urged Japan to continue gradual interest rate hikes until 2027 and avoid cutting the consumption tax, warning that further fiscal loosening could strain already high public debt and limit the country’s ability to respond to future shocks

India can be a ‘beacon of stability’ in a chaotic world order, says Neelkanth Mishra

Amid global economic fragmentation and uncertainty, India is poised to be a rare pillar of stability, according to Neelkanth Mishra. The country's macroeconomic stability, fiscal discipline, and openness are attracting global partners. A strong domestic demand base and a revival in private investment, particularly in real estate and power, are fueling a durable growth runway.

Larsen & Toubro among 6 stocks that hit 52-week high; rally up to 16% in a month

Benchmark Sensex advanced nearly 283 points to close at 83,734 on Wednesday. Amid the broader market upswing, six stocks from the BSE 100 index touched their 52-week highs, marking their strongest levels in the past year. Investors typically view such milestones as bullish signals, indicating solid upward momentum and the possibility of continued gains.

Gainers & Losers: E2E Networks, Godfrey Phillips among 7 stocks in spotlight on Wednesday

NHAI debars NCC, subsidiary OB Infra from tenders for 2 years from February 17

OBIL had executed the project under a concession agreement dated April 27, 2006. The company stated that execution of the project was set back due to the delay in handing over of land and other breaches by NHAI. Shares of NCC Ltd ended at ₹149.45, down by ₹2.70, or 1.77%, on the BSE today, February 18.

Jindal Saw cannot use global quality stamp on some pipes after audit flags compliance gaps

Jindal Saw's API licence for seamless pipes is suspended by the American Petroleum Institute due to audit issues, restricting API monogram use.

AI disruption clouds IT outlook; Firstsource only buy: Girish Pai

Girish Pai, Research Analyst-Head of Institutional Equity Research at BOB Capital Markets warns AI could reshape Indian IT services, with uncertain earnings visibility beyond 2026-27 (FY27) and valuations at risk of becoming a value trap.

RITES, Ahluwalia Contracts and 2 smallcap stocks offer up to 30% upside

Investors looking for fundamental picks can consider these four smallcap stocks which offer up to 30% potential upside. Three of these stocks are from the infra space and Axis Securities recommended them as "conviction buys". Meanwhile, Axis Direct suggested SignatureGlobal India, a realty stock. Here's an account on what could drive these stocks:

Japan exports jump 16.8% in January, fastest pace in over three years; China shipments surge 32%

Japan’s exports surged 16.8% year-on-year in January—the fastest pace in over three years—driven by a 32% jump in shipments to China and strong gains in machinery and chip-related exports, while imports fell 2.5%, sharply narrowing the trade deficit

BL Kashyap secures ₹300 crore order from CRC Greens for Greater Noida housing project

Shares of BL Kashyap and Sons Ltd ended at ₹50.08, up by ₹0.15, or 0.30%, on the BSE.

Dr Reddy’s close to Canada approval for generic weight loss drug: GV Prasad

GV Prasad, Co-Chairman & MD, Dr Reddy’s Lab said Canada could offer early market opportunity before competition increases. The company plans launches in multiple markets based on patent and approval status. Dr Reddy’s is focusing on partnerships, biosimilars pipeline expansion and selective global acquisitions to support long-term growth.

TVS Motor crosses 1 million vehicle production milestone in Indonesia

TVS Motor Company celebrates one million units produced in Indonesia after 19 years, with 95 percent two-wheelers, 49 dealerships, strong exports, and a focus on innovation and local market needs.

Bharat Forge, VVDN partner to develop next-gen auto, defence and AI solutions

Bharat Forge and VVDN signed an MoU to jointly develop next-gen automotive, defence, AI, and data centre solutions, boosting the global AI ecosystem. Shares of Bharat Forge ended higher on Wednesday, February 18, by 1.25% at ₹1,771.00 on the NSE.

2026 may reward stock pickers; autos, financials at fair valuations: Kenneth Andrade

Kenneth Andrade, Founder & CIO of Old Bridge Asset Management advises focusing on companies where major capital expenditure is complete, particularly in sectors like chemicals, pharmaceuticals, and select commodities. Andrade remains cautious on IT services but sees significant value in businesses with strong balance sheets and attractive valuations, even amidst bearish macroeconomic headwinds, citing IEX as a key example.

Market Wrap: Sensex adds 283 points, Nifty tops 25,800 as metal, PSU stocks shine; IT shares keep rally in check

Benchmark indices ended firm on Wednesday, supported by gains in metals and PSU banks even as IT stocks slipped back into decline. The Sensex rose 283 points and the Nifty added 94. Broader markets advanced, while global cues remained mixed and crude prices edged higher amid U.S.–Iran negotiations.

Sula Vineyards promoter holding rises to 24.5%, first purchase since IPO in 2022. Check details

Promoter activity returned at Sula Vineyards as Rajeev Suresh Samant lifted his stake to 24.5%—the first increase since the 2022 IPO. The move comes despite weak Q3 numbers, with profits hit by tactical destocking in Karnataka and softer demand in Bengaluru.

Reliance, ITC, Tata Steel drive Nifty past 25,800; Sensex climbs 283 points

Broader markets outperformed the benchmarks. The Midcap Index climbed 302 points to 60,183. The Nifty Bank index gained 377 points to end at 61,551.

India’s FM Sitharaman meets Norway PM; pushes semiconductor, green tech, maritime ties

Finance Minister meets PM Jonas Gahr Støre, flags EFTA-TEP A rollout and reform momentum: Norway looks ahead to PM Modi’s visit later this year

Gold, silver rebound after sell-off: How should investors approach now?

Gold and silver prices rebounded on MCX and global markets amid Fed cues, Iran talks, and Lunar New Year holidays. Analysts advise systematic allocation for portfolio stability.

India’s 500 GW green energy target by 2030: Are we really on track as solar capacity surges? Sumit Kishore answers

India is on track to meet its 500 gigawatt clean energy goal by 2030. Current capacity additions are strong, but a significant challenge remains with slow power demand growth. Investors should watch for a recovery in electricity consumption. Key policy changes and battery storage integration are also crucial for the sector's success.

Oil slides 2% to two-week low as US–Iran nuclear talks ease supply fears

Oil prices fell about 2% to a twoweek low on Tuesday on hopes tensions between the United States and Iran were easing after Iran's foreign minister said the countries had reached an understanding on the main "guiding principles" of their nuclear talks.

EaseMyTrip shares soar 60% in 3 days. What's driving the rally?

Shares of Easy Trip Planners surged 60% in three sessions after board approval to raise up to Rs 500 crore. The EaseMyTrip operator plans expansion in hotels and holidays, higher tech investments, and stronger financial flexibility, supported by sequential revenue growth and a return to quarterly profit.

Value stocks and NBFCs offer safer upside: Rohit Srivastava

Indian markets hovered near flat line on Wednesday, with Nifty struggling above 25,700. Experts advise caution, noting key resistance at 25,770 and potential downside towards 25,300. Investors are urged to seek value or momentum, as broad sector bets are risky due to uneven performance, even within financials.

Sensex flat at 83,463, Nifty holds 25,728 as IT drags, metals support early trade

At 9:18 am, the Sensex stood at 83,463.70, up 12.74 points or 0.02 per cent. The index opened higher at 83,553.59. The previous close was 83,450.96

Why Nithin Kamath believes trading with margins funds is a risk without tracking this key metric

Nithin Kamath warns that margin trading funding is riskier than many realise because traders focus only on interest rates and ignore brokerage charges. He argues that in leveraged trades, every cost—interest, brokerage and taxes—raises the breakeven point, making small price moves far harder to profit from.

Telangana aims to make Hyderabad leading life sciences hub amid Centre’s Biopharma SHAKTI boost

Telangana is set to emerge as a major beneficiary of the Biopharma SHAKTI scheme, led by its well-established industry clusters, robust research ecosystem, and strong manufacturing capabilities. It already houses leading global pharmaceutical companies, such as Amgen, Zoetis, Evernorth, HCA Healthcare, Eli Lilly and Sanofi.

Doorstep COD Amazon scam alert: Viral Reddit post warns of fake parcel fraud using real personal details

User claims unsolicited delivery looked legitimate; says email sent to Amazon but no response received at time of posting

​FIIs and MFs keep buying these 9 stocks; 3 turn multibaggers, up to 185% rally in FY26

Large institutional investors often serve as key trendsetters for individual investors, leveraging their in-depth research and analysis to identify promising investment opportunities that might otherwise be overlooked. This influence becomes particularly notable when both foreign institutional investors (FIIs) and mutual funds (MFs) simultaneously increase their stakes in the same stocks.ET Markets’ analysis reveals that major institutional investors, both FIIs and mutual funds, have been steadily increasing their holdings in a select set of companies. Over the past two consecutive quarters (latest being December ’25), both FIIs and MFs raised their stakes in 127 stocks from the BSE 500 list. Nine of these stocks have delivered strong share price gains, rising between 55% and 185% so far in FY26, with three more than doubling investors’ wealth. This consistent buying trend suggests that institutional investors remain optimistic about these companies’ growth prospects. (Data Source: ACE Equity).

Shreyash Devalkar reveals where smart money is headed as AI rattles markets and IT stocks reel

Indian IT stocks face an AI-driven reset, with growth expectations recalibrated. Fund managers see opportunity in banking and financials, citing recovering credit growth and a bottoming NPA cycle. Automobiles, especially commercial vehicles, also show early recovery signs. While manufacturing and capex themes remain strong, valuations are a concern. Consumption, particularly FMCG, presents an unfavorable risk-reward.

Safari Industries signs 20-year licensing pact to use Carlton brand in India

As part of the arrangement, Safari will pay a licence fee of ₹45 lakh or 5% of net sales per year, whichever is higher.

Canada’s inflation cools to 2.3% in January as gasoline prices tumble

Data released by Statistics Canada on Tuesday showed the consumer price index (CPI) rose 2.3 per cent year-on-year in January, down from 2.4 per cent in December and below market forecasts of 2.4 per cent

Power Mech shares surge 5% after bagging orders worth ₹1,000 crore from Adani Power subsidiaries

Both these projects are expected to be completed in 36 months from the required erection start date as notified in the Notice To Proceed.

UK banks plan national payments alternative to Visa and Mastercard, citing geopolitical risks

City-backed initiative aims to reduce reliance on US payment giants; India’s RuPay seen as example of domestic resilience

Nvidia effect! E2E Networks, Netweb Tech shares soar up to 20% after collaboration with chip giant

Shares of E2E Networks and Netweb Technologies saw significant gains today. Both companies announced collaborations with chip giant Nvidia. E2E Networks is building an Nvidia GPU cluster for sovereign AI development. Netweb Technologies unveiled advanced AI infrastructure, including a 'Make in India' AI supercomputer. These developments highlight a strong focus on advancing artificial intelligence capabilities in India.

HAL, Mazagon Dock, GRSE in focus as defence orders, aircraft demand pick up: PL Capital

Amit Anwani, Research Analyst, PL Capital said defence manufacturing, shipbuilding and aircraft production could see sustained order visibility, supported by replacement demand and domestic manufacturing focus.

Small-cap stocks: Riskier, without a doubt. But time to be contrarian? 6 small-caps from different sectors to keep an eye on

Why look at small-caps when there are many large-cap stocks available at decent valuations? But then, a counter-question: When is it a good time to buy small-cap stocks? When they are rising every second day? Or when there is a correction and the commentary is all negative? The answer is obvious. In early 2024 or before that, in 2023, you could pick almost any small-cap stock and be a winner. That will not happen any more. So, avoid “narrative stocks” and stay away from those with high valuations without matching earnings growth. But that does not mean you should avoid all small-cap stocks. It is probably time to look at them rationally.

Cigarette stocks surge up to 13% on price hikes; Godfrey Phillips leads gains

ITC, Godfrey Phillips, and VST Industries stocks surged up to 13% after cigarette price hikes to offset excise duty increases, with UBS maintaining a Buy rating on ITC Limited.

Brainbees Solutions shares extend losses, fall 19% for third-straight day

The Brainbees Solutions stock had declined 11.2% on Monday, February 16, reacting to the company's third-quarter results. It has declined 18.8% in the last three trading sessions. The stock is trading with losses for five out of the last six sessions.

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.

PSU banks and capex stocks leading market gains: Dipan Mehta

Indian markets show strong performance in PSU banks, capital goods, and infrastructure. Dipan Mehta highlights PSU banks closing valuation gaps with private peers. Capital goods firms benefit from robust order books and capex cycles. FMCG stocks face caution due to slow growth. Infrastructure and engineering companies with diversified orders, like L&T, are favored.

Record gold prices lift loan demand: Is it time to borrow?

India’s gold loan market surged 91% in FY26 Q3, with NBFCs gaining share and banks expanding focus. Gold loans now make up 9.7% of retail lending, driven by high gold prices.

Geopolitics keeps oil buoyant, but summer peace deals could drag Brent lower: Citi

The bank sees Brent easing to $60–$62 per barrel by summer if Russia-Ukraine and Iran deals materialise

ONGC, Oil India, other upstream oil stocks fall up to 4%. What’s triggering the decline?

Upstream oil stocks, including ONGC, Oil India and Seamec, fell sharply on Wednesday as crude prices weakened amid progress in US–Iran talks. Lower oil prices hit producers’ realisations and margins, triggering broad declines across upstream names.

Aurionpro Solutions shares gain 8% after it wins order from global data centre developer and operator

Aurionpro Solutions said the deal with the data centre developer is scheduled for implementation over the next three quarters and involves the design and execution of a brownfield facility in Mumbai.

Ola’s 63% IPO crash isn’t the whole story, as 9 have fared worse; 100+ stocks are wealth destroyers

Despite the steep 63% post-IPO crash in Ola Electric Mobility, it isn’t the worst performer. Over 115 NSE-listed IPOs from 2025–26 now trade below issue price, with several SME listings plunging 70–80%. The broad-based correction underscores deep wealth erosion across sectors amid weak market sentiment.

Aurobindo Pharma shares drop 4% after US FDA flags lapses at Unit-7

The US FDA had inspected Aurobindo's Unit-7 between January 28 and February 10, 2026. The inspection observations pointed to multiple lapses in manufacturing and quality control processes.

UK jobless rate reaches near 5-year high at 5.2% as pay growth slows

Unemployment rises in October–December 2025 quarter while real wage growth remains subdued; payroll employment continues to edge lower, ONS data show.

Blue Cloud Softech jumps 6% after securing national ISP licence to boost AI data centres, sovereign cloud play

Blue Cloud Softech Solutions Limited has received a Letter of Intent from the Department of Telecommunications (DoT), Government of India, for the grant of Unified License (Virtual Network Operator) – ISP Category "A" authorisation for National Area Service.

Godfrey Phillips, ITC and other cigarette stocks surge up to 12%. What’s driving the rally?

Shares of ITC Ltd, Godfrey Phillips India Ltd and VST Industries Ltd jumped rose sharply on Wednesday after reports of cigarette makers raising prices to absorb higher excise duties. The move sharply narrows expected EBIT pressure to about 2%, versus earlier forecasts of 8–15%.

Prefer retail NBFCs over gold lenders; avoid BPOs, mid-tier IT firms on watchlist: Deven Choksey

Deven Choksey, Managing Director of DRChoksey Finserv said the BPO sector is seeing AI-led change, but revenue model clarity is still evolving, so no firm investment view has been taken. In IT, some mid-tier companies offering product solutions may see contract wins, but they are not yet part of the firm’s recommended list.

Infosys' $400 billion AI dream fails to arrest stock slide, but target prices go up to Rs 2,050

Infosys' AI roadmap, targeting a $300-400 billion market, failed to impress investors, causing shares to tumble despite a bullish outlook from brokerages. While the company highlighted AI as a structural tailwind, market concerns persist over the immediate deflationary impact on legacy revenues versus the long-term benefits.

Cohance Lifesciences Block Deal: Shares rally 10% after ₹216 crore worth equity changes hands

As many as 70 lakh shares, or 1.82% of Cohance Lifesciences' equity, worth ₹216.3 crore changed hands in a block deal window.

E2E Networks shares surge 16% following Nvidia partnership for AI factories

E2E Networks shares surged 15.62% to ₹2,956.20 at NSE after Nvidia announced collaboration for advanced AI factories and an NVIDIA Blackwell GPU cluster on the TIR platform.

Infosys’ AI push reassures on business strength, but valuation worries linger, says Sandip Agarwal

Indian IT firms' robust business models, honed over decades, are well-equipped to navigate AI disruption, according to analyst Sandip Agarwal. While valuations remain a concern, the sector's ability to reskill and adapt to client needs, coupled with significant AI opportunities, suggests resilience. Strong industry preparedness for AI implementation promises substantial revenue growth in the coming years.

PSU banks still attractive despite rally; metals in secular upcycle, says Sudip Bandyopadhyay

Public sector banks remain attractive for investors even after recent gains. A significant valuation gap persists with private lenders, suggesting further narrowing. Metals are in a strong long-term upcycle driven by global trends. Volatility in commodities is natural, but the outlook is positive. Investors can still selectively enter PSU banks and metals for future growth.

PhonePe IPO: $15 billion potential valuation could re-rate Paytm, Macquarie says

PhonePe's implied valuation stands in the $13-15 billion range, which is about 60-90% higher than Paytm's current market capitalisation, despite PhonePe being EBITDA-negative, while Paytm has turned EBITDA-positive.

Dilip Buildcon shares gain 6% after it wins ₹668 crore Gujarat flood control project

The project involves construction of the flood protection embankment on river Narmada in Bharuch district on an engineering, procurement and construction (EPC) basis.

Patience needed in FMCG, gradual IT recovery ahead: Sunil Subramaniam

Market expert Sunil Subramaniam suggests consumer staples may lag discretionary spending due to GST impacts and weak rural demand, highlighting monsoon's importance. He sees technology as a fresh entry point, with AI concerns priced in and IT firms boosting investments. Manufacturing growth hinges on FDI, tech transfer, and global partnerships for scaling up.

Gold rally prompts profit-taking; AI fears overdone, Indian IT a buy: Matt Orton

Matt Orton, Chief Market Strategist at Raymond James Investment, believes the market’s recent negative reaction to rapid advances in artificial intelligence is exaggerated. In his view, the sharp pullback has created attractive opportunities in high-quality sectors such as Indian IT services. He also expects a short-term market shakeout, which he sees as a potential buying opportunity for investors willing to look beyond near-term volatility.

Private credit: Bringing an investment approach into lending

Private credit blends the discipline of lending with the forward-looking mindset of investing. By offering bespoke, negotiated capital structures across business lifecycles, it provides flexible, growth-oriented financing. As Indian businesses evolve, private credit is emerging as a vital, permanent component of modern capital structures rather than an alternative.

India’s frugal innovation powering superpower roadmap: Cambridge professor Jaideep Prabhu | Exclusive

In an exclusive conversation, Cambridge Judge Business School’s Jaideep Prabhu argues that scale does not require Silicon Valley-style capital burn and that India’s frugal mindset may be its biggest geopolitical advantage.

Ola Electric shares rebound 5% after 11% fall in 4 sessions. What’s driving the surge?

Ola Electric Mobility shares rose after the Bombay High Court stayed an arrest warrant issued against CEO Bhavish Aggarwal, easing investor concerns following the stock’s recent four-session decline.

Rupee opens marginally stronger against dollar: What is driving the move

The rupee opened at 90.65 per dollar, slightly stronger, as RBI capped gains by selling dollars. Asian currencies weakened, while global focus remains on Federal Reserve policy signals.

Dilip Buildcon shares rally 4% as lowest bidder for Rs 702 crore Gujarat flood control project

Dilip Buildcon shares: The company emerged as the lowest bidder for a Rs 702-crore flood-control embankment project in Gujarat, to be executed on an EPC basis over 24 months along the Narmada River in Bharuch district.

Buy, Sell or Hold? Motilal Oswal maintains buy on Varun Beverages; Goldman Sachs initiates buy on LG India

Brokerages maintain a positive outlook on select large-cap stocks. Motilal Oswal sees growth for Varun Beverages from Africa expansion, while Morgan Stanley is optimistic on Titan Company due to improved earnings. Goldman Sachs initiates coverage on LG Electronics India with a Buy call, citing market leadership and premium positioning.

Sensex, Nifty subdued as IT selloff deepens; metal, PSU bank stocks gain

Indian benchmark indices Nifty and Sensex opened higher for a third consecutive session, boosted by gains in metal and PSU stocks. However, a significant selloff in IT stocks capped the overall market rise. Kwality Wall's India and Tech Mahindra were among the top decliners on the Sensex.

Infosys shares in focus on AI-first framework to capture $400 bn services opportunity. What are brokerages saying?

Infosys shares are in focus after it unveiled Infosys Topaz, its AI-first framework, aimed at helping enterprises unlock AI value at scale. Analysts see an incremental $300–400 billion AI services opportunity by 2030. Motilal Oswal maintains a Buy rating, Morgan Stanley an Equal Weight rating, while Q3FY26 results show stable margins and 9% revenue growth.

India’s AIF industry crosses Rs 15 lakh crore as domestic capital & liquidity reshape private markets

India's Alternative Investment Fund (AIF) industry has surpassed ₹15.05 lakh crore in commitments, driven by domestic capital now dominating over 55% of investments. The emergence of secondary markets as a significant liquidity tool, alongside consistent alpha generation over public markets, signals a maturing Indian private capital landscape.

Earnings boost: 10 smallcaps that clocked biggest profit growth of up to 353% in Q3

While market volatility persisted over the past few quarters in the broader market, mainly due to earnings and valuations mismatch, several smallcap companies delivered strong profit figures in the December quarter. Source: Motilal Oswal

India’s FM Sitharaman meets Norways’ FM Stoltenberg, eyes TEPA boost for green economy

Talks in Oslo focus on renewable energy, sovereign wealth investments and deeper India-EFTA cooperation; FM invites Norway to tap GIFT-IFSC

LIC's Rs 17.5 lakh crore portfolio goes against the wind: IT stocks in, banks out

LIC is making a contrarian bet on the IT sector, investing heavily in companies like TCS and HCL Technologies while reducing its exposure to banking giants such as SBI and HDFC Bank.

Infosys bets big on AI-led skilling and sports tech, says ‘innovating in India for the world’

Infosys is leading the way in AI-driven learning and fan engagement. The company is using AI to enhance its free learning platform, Infosys Springboard, and in sports partnerships. This approach aims to develop talent and provide real-time digital experiences. Infosys is making its expertise accessible globally, transforming how people learn and connect with sports.

ETMarkets Smart Talk | Financials, manufacturing and consumption to lead in 2026 as India’s structural story strengthens: Raghav Iyengar

Indian equity markets are set for a strong future. Domestically driven sectors like financials, manufacturing, and consumption will lead growth. By 2026, structural growth themes will overshadow market noise. Investors can anticipate improved earnings visibility and supportive liquidity. This period promises sustained wealth creation for long-term participants.

ETMarkets Smart Talk | Only 16% IPOs beat market returns; be selective, says Ajay Tyagi who follows Warren Buffett

Indian primary markets see record IPOs but long-term wealth creation tells a different story. Only a fraction of companies outperform the broader market over time. Investors are cautioned against IPO euphoria. Patience and selectivity are key to sustainable wealth. Valuations in mid and smallcaps remain a concern. Consumption and IT sectors show promise. FII ownership is currently low, offering comfort.

ETMarkets PMS Talk | Gold allocation and dynamic hedging helped QAW beat Nifty in January selloff: Rishabh Nahar of Qode Advisors

Qode Advisors' QAW strategy defied January 2026 market declines, posting a nearly 7% gain against the Nifty50's 3% fall. Fund Manager Rishabh Nahar credits a higher gold allocation and dynamic derivative hedges for cushioning risk and generating alpha. This "all weather" approach prioritizes stability and consistent returns amid global uncertainties.

Eternal shares in spotlight as OpenAI partnership set to boost AI across Zomato, Blinkit

Food delivery giant Eternal is boosting its AI integration through an expanded partnership with OpenAI. This collaboration will enhance AI across its consumer platforms like Zomato and Blinkit, as well as internal systems and social impact initiatives. The company aims to leverage advanced AI for better customer and partner interactions, and to streamline operations, potentially impacting its stock performance.

Netweb Tech shares in focus after launch of ‘Make in India’ AI supercomputing systems powered by Nvidia

Shares of Netweb Technologies India Ltd may be in focus after it unveiled the ‘Make in India’ Tyrone Camarero GB200 AI Supercomputer and the compact Tyrone Camarero Spark. Built on NVIDIA’s Grace Blackwell platform, the systems target AI training, inference and high-performance computing, strengthening Netweb’s domestic manufacturing and advanced AI infrastructure play.

Netweb launches ‘Make in India’ AI supercomputing systems powered by Nvidia

Netweb Technologies launches AI Supercomputing Systems in Faridabad, featuring NVIDIA-powered Tyrone models to boost India's AI infrastructure.

Goldman Sachs initiates coverage on LG Electronics India with Buy rating. Check target price and upside scope

Shares of LG Electronics India are in focus after Goldman Sachs initiated coverage with a Buy rating and a Rs 1,750 target, implying 15% upside. The brokerage cited strong category leadership and premium positioning. Q3 net profit fell 61% YoY to Rs 89.7 crore, hurt by higher operating expenses, though shares have risen 13% in a month.

Infosys AI push wins Street confidence; majority retain Buy ratings

Infosys pegged the global AI services opportunity at $300-400 billion by 2030, with new AI services already contributing 5.5% of revenue in Q3FY26.

Maruti Suzuki shares in focus as Nomura says eVitara competitively priced but may not be profitable

Nomura has a 'buy' rating on Maruti Suzuki with a target price of ₹16,118 apiece, an upside of 6.1% from its previous close of ₹15,192 apiece.

One97 Communications among 5 stocks flashing bullish signals, hinting at a possible uptrend

On February 17, five stocks in the Nifty200 pack appeared on the bullish scanner of "White Marubozu," according to stockedge.com's technical scan data. A White Marubozu is a bullish candlestick pattern in technical analysis. It occurs when the opening price is the lowest for a given period, and the closing price is the highest.Represented by a long white (or green) candlestick with no upper shadow and a small or nonexistent lower shadow, it indicates strong buying pressure throughout the session. Traders interpret it as a signal that buyers were in control from the opening to the closing, often using such patterns for informed decisions about future price movements in financial markets."

Adani Power among 5 NSE large-cap stocks showing bullish RSI upswing

On February 17, five stocks from the NSE large-cap universe were highlighted in the RSI Trending Up scan, based on data from StockEdge.com. This is considered an uptrend signal when the RSI value crosses above 50 from below. "RSI trending up" means that the Relative Strength Index (RSI) values are increasing, suggesting strengthening momentum in the price of the stock. This can indicate potential upward movement and may be used by traders to identify buying opportunities.

Paint stocks in focus: HSBC cites structural concerns; says demand recovery may take time

HSBC said the wait for the paints industry cycle to turn could be a long one with potential structural concerns. Meanwhile, Macquarie said demand uptick is key for the performance of the companies.

Positive Breakout: These 13 stocks cross above their 200 DMAs

In the Nifty500 pack, 13 stocks' closing prices crossed above their 200 DMA (Daily Moving Averages) on February 17, 2026, according to stockedge.com's technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily timeframe, it is generally considered to be in an overall uptrend. Take a look:

Stocks to buy in 2026 for long term: Titagarh Rail, Ipca Lab among 5 stocks that could give 10-40% return

Brokerages continue to spot stock-specific opportunities across capital goods, construction, financials, pharma and healthcare, with multiple Buy recommendations indicating healthy upside potential from current levels.We have collated a list of recommendations from top brokerage firms from ETNow and other sources:

Gold, silver weaken further: What trends may shape their outlook

Gold fell to $4,867 per ounce and silver to $73.30 per ounce amid subdued trading, Lunar New Year holidays, a stronger US dollar, and cautious sentiment.

LG Electronics India in focus; Goldman Sachs sees 13% upside on faster-than-industry growth outlook

However, the brokerage cautioned that rising competitive intensity and elevated commodity prices may limit margin expansion.

Dabur shares in focus after top-level management rejig

Dabur India has appointed former Hershey executive Herjit S Bhalla as CEO – India Business, while elevating Mohit Malhotra to the role of Global CEO.

Ola Electric shares in focus after Bombay HC stays arrest warrant against CEO Bhavish Aggarwal

Ola Electric in a statement said the High Court also observed that the District Consumer Commission had exceeded its jurisdiction under the Consumer Protection Act while issuing the warrant.

SEBI issues new forms for registration of stock brokers and clearing members

SEBI issues new standardised registration forms for stock brokers and clearing members, effective from January 7, 2026, under updated Stock Brokers Regulations, 2026, to enhance market regulation.

Goldman says these software stocks have 'moats' that can thwart AI disruption

Goldman Sachs highlights Snowflake, MongoDB, Shopify, and CrowdStrike as resilient software picks amid AI disruption fears, with Shopify and MongoDB showing strong analyst support for future gains.

Bitcoin extends losing streak to fourth week, falls 3% amid AI uncertainty

Bitcoin fell for a fourth week to $66,604 amid AI uncertainty and market volatility. US ETFs saw $360 million outflows, with sentiment deep in extreme fear, as $60,000 remains a key support level.

SC allows Aakash Educational Services to go ahead with rights issue

The Supreme Court has allowed Aakash Educational Services to proceed with its rights issue. This fundraising move was challenged by Byju's bankrupt parent company, Think & Learn. The court asked Think & Learn to subscribe to the shares by next Monday. Aakash Educational Services assured the court that Think & Learn's shareholding would be protected.

Warren Buffett trims stake in Amazon, puts weight behind New York Times, publication's shares soar

Berkshire Hathaway cut Amazon.com Inc. shares by 75%, boosted New York Times Co. stake, and increased holdings in Chubb Ltd., Chevron Corp., while reducing Apple Inc. and Bank of America Corp.

Asian stocks advance at open, gold lower

Stocks in Japan and Australia increased, lifting the MSCI Asia Pacific Index 0.6% up post three days of declines.

OIl prices hold drop as US-Iran signal progress in nuclear talks

West Texas Intermediate was above $62 a barrel, while Brent closed above $67.

Amazon rebounds 1% after worst losing streak since 2006

Amazon guided for nearly $200 billion in capital expenditure this year, up almost 60% from the previous year and more than $50 billion above Street estimates.

Pre-market action: Here's the trade setup for today's session

The Nifty saw a strong recovery on Tuesday, gaining almost 200 points from its low to close at 25,725. Analysts anticipate continued market strength with a positive outlook. India VIX fell, indicating reduced market fear. Foreign investors were net sellers, while domestic investors bought shares. The Rupee strengthened against the US dollar.

Asian Paints faces near-term headwinds as weak Q3 dampens sentiment

Asian Paints stock dropped after a weak December quarter. Softening demand, extended monsoon, and competition impacted sentiment. The company expects market share gains in waterproofing and home decor. Despite slower decorative volume growth, margins expanded due to lower raw material costs. Brokerages have trimmed earnings estimates. Cost savings and new products will support profitability as demand recovery remains gradual.

Muthoot Microfin looks to buy company offering loan against property

Muthoot Microfin is exploring inorganic growth by acquiring a majority stake in two non-banking financial companies. This move aims to expand its micro loan against property business. The company is diversifying its portfolio following recent RBI policy changes. Muthoot Microfin plans to significantly increase its secured lending. This strategy will reduce reliance on unsecured microfinance loans.

Kotak Mahindra, DCB Bank name new directors

Kotak Mahindra Bank has appointed Ramesh Iyer as an additional and independent director. This appointment is effective February 17, 2026. Dr. Ashok Gulati will retire as an independent director on March 5, 2026. DCB Bank has also approved Suhail Nathani's appointment as an independent director. This takes effect from February 18, 2026.

Fixed-price ATM pacts are the new normal for banks

Indian banks are moving to fixed-price contracts for ATM management. This change replaces older transaction-based models. Banks seek cost stability and assured service quality. This shift aims for predictable expenses and better performance from vendors. Many new ATM and cash recycler contracts are being awarded under this fixed-fee structure. This ensures consistent service and improved customer convenience.

What lies ahead for Indian IT as brokerages reevaluate growth prospects?

Brokerages Nomura and UBS assess the impact of AI on Indian IT stocks, with Nomura suggesting current sell-offs are front-loading pains and UBS highlighting the importance of adapting to AI. Both acknowledge transition challenges but see potential for stock floors due to cash flows and dividends. Adaptability to AI adoption and pricing model shifts will be crucial for future valuations.

Stocks in news: Maruti Suzuki, Dabur, Info Edge, GR Infraprojects, Dilip Buildcon

Indian markets closed higher on expiry day, recovering from early weakness with selective buying. Maruti Suzuki unveiled its e VITARA electric SUV starting at Rs 10.99 lakh with a unique BaaS model. Dabur appointed Herjit S Bhalla to lead its India business, while GR Infraprojects secured a railway construction project worth Rs 668 crore.

S&P 500 edges higher as financial stocks offset software slump; AI fears linger

Wall Street rose as gains in Citigroup and JPMorgan offset losses in software stocks amid AI disruption fears. Investors await the Fed minutes.

Sensex Today | Stock Market LIVE Updates: Nifty aims higher levels, targets third straight day of gains

Sensex Today | Stock Market LIVE Updates: Yesterday's session was a repeat of what happened on Monday, as after an indication for a gap down and a red start, the Nifty managed to close the day higher. Meanwhile, the broader markets outperformed, with the Nifty Midcap 100 rising 0.27% and the Smallcap index gaining 0.56%.

More leveraged deals, lower base effect spur brokerage recovery in Q3

Indian stockbrokers saw improved revenues and profits in the third quarter. Trading volumes increased, boosted by leveraged deals and higher interest income. Exchanges like BSE and NSE also reported growth. This performance was supported by strong activity in cash and derivatives markets, as well as healthy primary market participation. Volatility in commodities also lifted trading volumes.

These 10 banking stocks have an upside potential of up to 28% in 1 year, according to analysts

In the corrective phase of the past year-and-a-half, almost every sector has been mauled by the bears. But even in such times, banking stocks have shown relative outperformance. And if they can ride this phase out, they will possibly move up as the broader sentiment recovers. The first signs of this might already have come in the last couple of trading sessions. Check out Stock Reports Plus, powered by Refinitiv, for price targets of over 4,000 listed stocks along with detailed company analysis focusing on five key components ,earnings, fundamentals, relative valuation, risk, and price momentum, to generate standardised scores. SR+ Reports is a complimentary offering to ETPrime members.

Stock Radar: Astral stock hits fresh 52-week highs; what should traders do – buy or book profits?

Astral Ltd, a plastic products company, reached a fresh 52-week high, breaking out of an ascending triangle pattern. Experts suggest buying opportunities for short-term traders targeting Rs 1,772-1,800 in the next 3-4 weeks, with a stop loss below Rs 1,460.

Bombay High Court stays arrest warrant against Ola CEO Bhavish Aggarwal

The Bombay High Court’s Goa bench stayed an arrest warrant issued against Ola CEO Bhavish Aggarwal, observing the South Goa consumer panel exceeded its jurisdiction.

Saatvik Green Energy subsidiary secures ₹44 crore solar PV module order

Shares of Saatvik Green Energy Ltd ended at ₹413.85, down by ₹1.50, or 0.36%, on the BSE.

Kotak Mahindra Bank appoints Ramesh Iyer as Independent Director; Ashok Gulati to retire in March

Kotak Mahindra Bank appoints Ramesh Ganesh Iyer as Independent Director from February 17, 2026, succeeding Dr. Ashok Gulati. Iyer brings vast Mahindra Group experience and multiple industry awards.

Dabur elevates Mohit Malhotra as Global CEO; appoints Herjit Bhalla to lead India business

Dabur India Limited appoints Mohit Malhotra as Global Chief Executive Officer and Herjit S Bhalla as Chief Executive Officer - India Business, following steady Q3 growth driven by rural demand.

Steel, Aluminium stocks in focus as US signals possible tariff tweaks

Jamieson Greer signaled possible US tariff adjustments on steel and aluminium, impacting Indian stocks like Vedanta Ltd, Hindalco Industries, JSW Steel, and Novelis Inc. Markets await further clarity.

Stocks to watch on Feb 18: Vedanta, Hindalco, JSW and more

From reports of Trump administration's plans to roll back tariffs on steel and aluminium to BHEL securing a 'letter of acceptance' for a captive power plant to Eternal announcing a strategic collaboration with OpenAI, these are some of the stocks to watch ahead of Wednesday's trading session.

Stock market today: Sensex slips 193 pts in early trade; Nifty below 25,650 as breadth weakens

The 30-share index had settled at 83,277.15 in the previous session. It opened marginally lower at 83,197.67 and oscillated between an intraday high of 83,265.44 and a low of 83,039.01 in early deals

Chalet Hotels secures Karnataka High Court stay on ₹40 crore property tax notice

Shares of Chalet Hotels Ltd ended at ₹870.55, up by ₹7.55, or 0.87%, on the BSE.

Ahead of Market: 10 things that will decide stock market action on Wednesday

Indian benchmarks extended gains for a second session, led by IT, consumer and financial stocks. Nifty faced resistance near its 50DMA, while easing volatility supported sentiment. Analysts advise buy-on-dips amid rangebound movement and selective stock activity.

‘When a billion Indians rise with AI, the nation will transform’: Microsoft India chief on India’s AI moment

Continuous skilling key as AI shifts from tool to ‘digital colleague’; Microsoft to invest $17.5 billion in India data centres

Trade Setup for February 18: Nifty eyes 26,000 as bulls defend 25,600 support

After a weak start on weekly expiry day, the index staged a sharp intraday recovery, rallying over 150 points from its morning lows.

Market Trading Guide: LG Electronics, Bank of India among 3 stocks to buy on Wednesday for up to 9% upside

Nifty ended with gains on Tuesday, recording its second successive positive closing, aided by IT, consumer and financial stocks even as energy and metals dragged markets. The index has continued its recovery but is facing resistance near the 50DMA on the higher side Rupak De, Senior Technical Analyst at LKP Securities expects Nifty to remain rangebound or witness a minor pullback, given the rejection at this critical moving average. "The RSI has also entered a bearish crossover, indicating weakening momentum. On the upside, resistance is placed at 25,800, above which the index could witness further strength. However, failure to move past 25,800 may trigger long unwinding, potentially dragging the index back toward the 25,500 level," De said.Here are 3 stock recommendations for Wednesday:

US stocks open mixed as tech sector faces early losses; Dow up 180 points

The S&P 500 slipped 0.2% at the opening bell, while the tech-heavy Nasdaq Composite was down 0.7%. The Dow Jones Industrial Average advanced 180 points, or 0.4%, supported by its relatively lower exposure to technology names.

HealthCare Global Enterprises board approves ₹425-crore rights issue

The rights issue will be offered to equity shareholders as on a record date to be determined and notified by the company. Shares of Healthcare Global Enterprises Ltd ended at ₹578.60, down by ₹5.80, or 0.99%, on the BSE today, February 17.

Carlsberg considering listing of India business to unlock shareholders value: Group CEO

Danish brewing giant Carlsberg is considering listing its India business, as it looks to unlock shareholder value in the country where it is witnessing strong growth, said its Group CEO Jacob Aarup-Andersen.

Two Trades for Today: 2 PSU banking stocks, one a large-cap and the other a mid-cap, both for about 5% upmove

Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

BHEL wins ₹1,500 crore order from SAIL for Burnpur power plant

Bharat Heavy Electricals Ltd received a Letter of Acceptance from Steel Authority of India Limited for a captive power plant at IISCO Steel Plant, Burnpur, valued at ₹1,200-1,500 crore. Shares of Bharat Heavy Electricals Ltd ended marginally higher on Tuesday, February 17, by 0.11% at ₹262.80 on the NSE.

Bosch names Tillmann Olsen as CFO; Karin Gilges to step down in May 2026

Bosch Limited CFO Karin Gilges resigns for a global Bosch Group role; Tillmann Olsen appointed CFO from June 1, 2026. Leadership transition aims for continuity in financial management.

Engineers India board to meet on February 26 to consider dividend. Check record date, dividend yield

Engineers India Limited posts over threefold Q3 net profit jump, driven by turnkey project revenue. Board to meet for second interim dividend, with record date set for March. Shares remain volatile amid profit booking.

Engineers India to consider 2nd interim dividend on Feb 26

Engineers India Ltd will consider a second interim dividend for FY2025–26 on February 26, 2026. The record date has been fixed as March 6. Shares of Engineers India Ltd ended lower on Tuesday, February 17, by 5.17% at ₹214.90 on the NSE.

Fractal Analytics lists at discount, ends nearly 7% below issue price amid AI disruption fears

Fractal Analytics shares settled at Rs 847.15 on the NSE, nearly 7 per cent below their Rs 900 IPO price, after opening at Rs 876, rising to an intraday high of Rs 897.30 and falling to a low of Rs 831.30 before recovering some losses by the close

KNR Constructions gets over ₹18-crore tax refund for AY21

After the order from the Assistant Commissioner of Income Tax, Central Circle-2(2), Hyderabad, the assessing officer issued a consequential refund of approximately ₹18.43 crore. Shares of KNR Constructions Ltd ended at ₹145.25, up by ₹7.90, or 5.75%, on the BSE today, February 17.

S45 introduces AI-based platform for IPO execution

India’s capital markets are evolving as S45 launches the nation’s first AI-enabled investment banking platform. It streamlines IPO workflows, improves transparency, accelerates listing processes, and combines AI with human expertise to optimize execution.

Turnaround Story: 7 stocks shift from loss to profit in December '25 quarter

A "Turnaround Story YoY" indicates that the company has gone from incurring a net loss in the same quarter last year to reporting a net profit in the latest quarter, signaling a significant improvement in its financial performance and recovery. In the NSE list of stocks with a market cap over Rs 10,000 crore, we have highlighted the top 7 stocks that reported net profits in the December '25 quarter, compared to net losses in the same quarter last year, according to StockEdge profitability scan data.

Airtel Money secures RBI certificate to operate as non-deposit taking NBFC

Bharti Airtel’s subsidiary receives Certificate of Registration from Reserve Bank of India to commence operations as a Type II non-deposit accepting NBFC under Section 45-IA of the RBI Act, 1934.

Gold favoured over silver, copper likely to stay under pressure: Saxobank’s Ole Hansen

Copper prices have dropped to six-week lows, nearly 15% below January’s record highs, as rising global inventories and soft near-term demand weigh on sentiment. Ole Hansen, Head of Commodity Strategy at Saxo Bank, says the market is witnessing a mismatch between short-term supply conditions and the stronger long-term demand outlook.

SBI, L&T among 4 stocks that hit 52-week highs & rallied up to 16% in a month

On Tuesday, the benchmark Sensex climbed about 174 points to finish at 83,450. Amid the broader market rally, four stocks from the BSE 100 index hit their 52-week highs, reflecting their best performance over the past year. Investors generally see such breakouts as bullish indicators, signaling strong upward momentum and potential for further upside.

Fractal Analytics rebounds from weak debut; shares jump 4% as brokerage initiates coverage with 40% upside call

Fractal Analytics rebounded after a weak market debut, rising over 9% intraday after Prabhudas Lilladher initiated coverage with a 40% upside target. The brokerage cited strong account mining, steady growth across tiers, deep AI capabilities, and improving prospects for Fractal Alpha as key drivers supporting long-term momentum.

Hexaware launches open RapidX platform, integrates with Replit to speed up AI-driven software development

Hexaware Technologies launched an open RapidX platform with Replit integration, boosting AI-driven enterprise software development. The Chennai Centre of Excellence supports global adoption.

​Gainers & Losers: Fractal Analytics, Infosys among 6 stocks in limelight on Tuesday​

Eternal partners with OpenAI to power AI across Zomato, Blinkit ecosystem

Eternal Ltd has announced a collaboration with OpenAI to embed AI across platforms like Zomato, Blinkit, District, Hyperpure, Feeding India, and Nugget, enhancing workflows, automation, and partner upskilling. Shares of Eternal Ltd ended lower on Tuesday, February 17, by 1.83% at ₹281.35 on the NSE.

Dilip Buildcon emerges lowest bidder for ₹668 crore Gujarat flood control project

Dilip Buildcon has emerged as the lowest bidder for a ₹668 crore flood protection project in Gujarat, adding to a record ₹29,372 crore order book and recent pipeline wins.

Info Edge to pump ₹30 crore into Startup Investments Holding

Info Edge approved a ₹30 crore investment in SIHL via 14,01,214 CCDs. Shares of Info Edge (India) Ltd ended marginally lower on Tuesday, February 17, by 0.10% at ₹1,124.10 on the NSE.

Stock Radar: Adani Ports slips after February 52-week high, time to book profits or buy the dip?

Adani Ports & Special Economic Zone Ltd hit a fresh 52-week high in February 2026, with chart patterns suggesting an upward trend. Experts recommend buying the stock for a target of Rs 1900 in the next 8-10 months, with a stop loss around Rs 1300.

GR Infra bags ₹1,897 crore West Central Railway EPC contract in Madhya Pradesh

GR Infraprojects has secured a ₹1,897 crore railway EPC contract from West Central Railway in Madhya Pradesh, with a 900-day completion timeline.

Gold import surge driven by investment demand, not jewellery, says IBJA

India Bullion & Jewellers Association (IBJA) Secretary Surendra Mehta says Indians are reallocating portfolios to gold, lifting investment demand and exchange traded fund (ETF) inflows, while jewellery sales remain weak and imports may stay elevated.

IIFL Finance ₹500 crore NCD base issue fully subscribed within hours of opening

Shares of IIFL Finance Ltd ended at ₹517.00, up by ₹6.20, or 1.21%, on the BSE.

Commodity Radar: Copper prices fall 20% from peak. Is it a sign of a shift in fundamentals?

Copper prices have seen a significant drop from their peak. Experts believe this is a temporary consolidation phase. Global demand concerns and Lunar New Year holidays in China are impacting prices. However, long-term fundamentals remain strong. Traders are advised to watch for stabilization before entering new positions.

Market Wrap: Sensex ends 174 pts higher, Nifty extends gain for second session; IT, PSU bank stocks shine

Benchmark indices reversed early losses to end higher on Tuesday, supported by gains in IT and PSU bank stocks. The Sensex rose 174 points, and the Nifty closed above 25,700, while broader markets also advanced. Analysts said the index holds strong support at 25,600, with momentum likely to sustain.

CleanMax sees strong renewable demand from corporates, AI firms

CleanMax plans to commission nearly 3 GW of new capacity over the next two years. Management said long-term PPAs help maintain predictable pricing and stable cash flows.

GPT Infra secures ₹1,201 crore Ganga bridge order with RVNL

GPT Infraprojects Ltd secured a ₹1,201.36 crore contract with Northern Railway and RVNL for a rail-cum-road bridge over River Ganga in Varanasi, to be completed in 1,461 days.

India not a buying opportunity yet; dividends may drive future returns: Rupal Bhansali

Rupal Bhansali, Founder, CEO & CIO, Double Duty Money Management says Indian equities remain expensive despite corrections, expects dividends to drive returns and advises investors to diversify globally.

Infosys gains on Anthropic collaboration; Sensex, Nifty close higher for second session

The Sensex rose 174 points to close at 83,451, while the Nifty gained 43 points to settle at 25,725, ending above the 25,700 mark. L&T, Infosys, ITC, SBI and Adani Ports were the top contributors to the Nifty’s gain

Infosys-Anthropic deal sparks fresh debate: Is AI now an opportunity, not a threat, for Indian IT?

Infosys shares jumped up to 5% after announcing a strategic AI collaboration with Anthropic, easing fears that next-gen AI could disrupt Indian IT. The partnership blends Claude models with Infosys Topaz to build agentic AI solutions for regulated industries, shifting the narrative from AI threat to AI-driven opportunity.

SRF shares fall after promoter Kama Holdings clears 3% stake disposal

Kama Holdings has approved disposal of up to 3% stake in SRF through the open market by March 2027, a move that could take its holding below 50%. Shares declined over 3%.

Sify adds 11 data centres in a year, targets 2026 IPO as AI demand surges

Sify Technologies launched 11 data centres in 12 months and is targeting a 2026 IPO, riding strong demand from AI workloads, cloud growth, and data localisation rules.

India’s trade deficit widens to $34.68 bn in January as imports jump 19%

Gold and silver shipments surge; exports inch up 0.6% amid global headwinds, with the U.S. tariff reset in focus

Every second smallcap stock trading 40% below all-time high levels. Right time to buy for long term?

Nearly half of India’s smallcap stocks trade over forty percent below peaks after a sharp correction, says Abakkus Mutual Fund. Despite volatility, smallcaps have outperformed Nifty 50 long term, offering attractive accumulation opportunities.

Aequs to invest ₹1,900 crore in Tamil Nadu aerospace hub; engine manufacturing to drive long-term margin expansion: CEO

Aerospace firm Aequs is investing ₹1,900 crore in Tamil Nadu over ten years. This move focuses on advanced engine manufacturing, a high-margin segment. The project aims to build a comprehensive aerospace ecosystem in India. Initial investment will be ₹200-300 crore. Commercial production is expected by FY28. This initiative strengthens India's aerospace capabilities.

Advertorial: A beginner’s guide͏ to ͏IPO investment using HDFC͏ ͏SKY

An IPO gives a ͏company the opportunity to sell its shares to the public ͏for the first time. Several established companies use this route to enter the stock market.

S45 introduces India’s first AI-native investment banking platform; secures $5 mn capital from RTP Global

S45 launched India’s first AI-native investment banking platform at the AI Impact Summit in New Delhi, raising $5 million from RTP Global to automate IPO processes amid record IPO volumes in 2025.

Government bond prices slip ahead of ₹379 billion state debt auction

Bonds maturing in the 10–20 year segment are witnessing better bids. Investors are attracted to the relatively attractive yields offered in this segment. Higher yields are drawing buyers even as overall sentiment in government securities remains cautious.

Study shows nearly half of small-cap stocks are 40% below highs: What it means for your portfolio

Abakkus Mutual Fund finds half of India’s small-cap stocks are 40% below highs. Small-caps grew 5.3x since 2019, with higher returns and volatility.

Paras Defence to acquire 49% stake in Himanshi Thermal

The acquisition is expected to be completed by March 31, 2026.

Kwality Wall shares slide 5% after tepid Monday debut; plunges 30% in two sessions

Kwality Wall’s shares fell sharply on Tuesday, extending their post-listing slide to 30% after a weak debut. The stock faced heavy selling despite LIC acquiring a 6.62% stake. The demerged ice-cream business from HUL also saw an open offer launched at Rs 21.33 per share by a Dutch promoter entity.

Kalyan Jewellers promoter buys additional 4.65 lakh shares

Kalyan Jewellers' promoter has bought an additional 4.65 lakh shares in the company. Since February 9, the promoter has bought 9.25 lakh shares in the firm.

India sees slight rise in unemployment; January rate at 5 per cent

Rural joblessness rises to 4.2 per cent, urban to 7 per cent; LFPR steady at 55.9 per cent amid seasonal slowdown

Adani stocks rise up to 3% after group announces $100 billion AI-energy investment plan

Adani Group stocks rose sharply after the conglomerate announced a $100 billion plan to build renewable-powered, AI-ready data centres by 2035. The initiative includes a 5 GW data centre platform and ties with global tech giants, positioning India as a major AI infrastructure hub.

Why gold and silver remain volatile despite long-term support

Gold and silver futures on MCX fell amid global volatility, US monetary policy shifts, and currency trends. Analysts expect continued sensitivity to data.

Hindalco, NALCO downgraded to ‘reduce’ by InCred Equities. Here are 3 reasons why

Hindalco and National Aluminium Company shares fell Tuesday. A brokerage firm downgraded both companies. They cited weak growth prospects for the coming quarters. Aluminium prices are expected to decline. Hindalco's large capital expenditure could impact its balance sheet. NALCO's expansion coincides with softening alumina prices. Earnings for both companies are projected to fall.

AI disruption in IT: Nilesh Shah says it’s too early to panic; also India's earnings are finally turning

Nilesh Shah of Kotak AMC believes artificial intelligence will transform India's IT sector gradually. He advises retail investors to let experts manage their investments during this period. Shah notes that India's market is currently priced fairly. He anticipates a return to double-digit earnings growth, supported by positive economic indicators. This outlook suggests a period of measured optimism for investors.

Infosys-Anthropic tie-up signals AI growth opportunities, not market disruption: Sumit Pokharna

Infosys and Anthropic's AI partnership is generating buzz. Experts caution investors to look beyond the hype and focus on fundamental value. Large and midcap IT firms can benefit from AI advancements. AI is expected to impact IT sector growth over the next three years. Current stock valuations may already reflect AI disruption, creating opportunities for smart investors.

Highway Infrastructure shares surge 7% after company bags ₹155 crore contract from NHAI

Highway Infrastructure shares rose after securing a ₹154.60 crore NHAI contract for Moti Naroli, Ena, and Gandevi Fee Plazas on the Vadodara–Mumbai Expressway. The stock has risen over 5% in the past month, taking the stock price to ₹57.57 per share.

Adani Enterprises gains 3% on $100 billion AI infrastructure investment announcement

Adani Enterprises announced a $100 billion investment for AI infrastructure in India by 2035, deepening partnership with Flipkart, Google, and Microsoft, boosting shares and expanding renewable energy projects.

IT services may benefit from AI over time despite near-term pressure: Neeraj Seth

Neeraj Seth, Founder & CIO of 3R Investment Management says artificial-intelligence (AI) capex concerns are weighing on tech stocks, expects near-term dollar strength and sees long-term opportunity in adaptable Indian IT firms.

FMCG sector poised for strong growth in FY27: Abneesh Roy

India's fast-moving consumer goods sector is recovering well. Experts see continued growth, with rural areas leading. Companies are aiming for more market share. Premium products are also driving sales. This trend is expected to continue, making FMCG an attractive sector for the future.

Unique Picks: 7 stocks held by a single MF scheme in January; fall up to 55% in a year

ETMarkets analysed mutual fund portfolios to identify stocks held exclusively by a single mutual fund scheme. In the initial screening for January 2025, 194 such stocks were found. The list was narrowed down to stocks with equity mutual fund holdings exceeding Rs 10 crore as of December 2025, resulting in a final shortlist of 22 stocks.Over the past year, most of these stocks delivered negative returns, with seven falling 25–55%. In contrast, four stocks gained 25–125% and are each held exclusively by a single mutual fund scheme. (Data Source: ACE MF, ACE Equity)

Time to start thinking beyond 2026? 5 mid-cap stocks from different sectors with an upside potential up to 35%

As a set of stocks, mid-caps have done poorly in the last year. Some of this was, of course, due to business conditions. Others did poorly because of valuation readjustments. Some stocks were seeing readjustment for quite some time, and the bears just made sure it continued for longer. So, is the valuation adjustment over? When investing in mid-caps, investors need to be clear about three things. One is valuation. Two is the real business of the company. And three is the management. You can err on valuations, but not the other two. They are the key to investing, especially in the mid-cap space.

ECB opens euro lifeline to foreign central banks in push to elevate single currency’s global clout

The European Central Bank has widened access to its euro liquidity facility for foreign central banks, aiming to boost the euro’s global role and shield the bloc from external financial shocks

Infosys CEO Salil Parekh flags $300-400 billion AI opportunity in these 6 areas

Infosys CEO outlined AI strategy, data for AI, process for AI, agentic legacy modernisation, physical AI, and AI trust as six promising areas of growth that can unlock at least $300 billion opportunity.

Groww, Dixon Tech among 10 stocks that Motilal Oswal is bullish on. Do you own any?

Indian markets could see improved performance in CY26 after underperforming MSCI EM by around 26% in USD terms in CY25, according to Motilal Oswal. In Q3, largecaps reported 16% year-on-year (YoY) earnings growth, broadly in line with the overall universe, while midcaps grew 15% versus a 22% estimate and smallcaps posted 29% against a 34% forecast. The brokerage has identified 10 preferred stock ideas from the non-Nifty space. Here’s the full list.

Zydus Life in focus after launch of India’s first affordable OPEP device for asthma, bronchiectasis

Zydus Lifesciences launched PEPAIR™, India’s first affordable OPEP device for COPD, asthma and bronchiectasis, priced at ₹990, in partnership with AeroDel Technology Innovations Pvt. Ltd.

Happiest Minds shares gain after company CEO hints at a potential AI partnership

Happiest Minds Technologies shares jumped after Joseph Anantharaju hinted at an upcoming AI partnership on CNBC-TV18, echoing Infosys' recent tie-up with Anthropic and its Claude bot.

Adani Ports shares extend gains for second straight day

Adani Ports, in its investor presentation, had said that by the end of its five-year plan in the financial year 2029 it is estimating revenue of ₹65,500 crore and earnings before interest, tax, depreciation and amortisation (EBITDA) of ₹36,500 crore. 

F&O volumes may fall after prop trading curbs, but retail participation to hold: JM Financial

JM Financial’s Raghvesh said current stock price corrections in some capital market firms may create buying opportunities. Over the long term, he expects financialisation trends to continue, supporting growth in wealth management and asset management businesses.

Newgen Software rebounds, biggest single day surge since Aug

The New Delhi-based software solutions is up over 4% after hitting a 52-week low just a day earlier.

PSU rally shows momentum, but strategic picks remain in defence and power: Dharmesh Kant

Public sector stocks are experiencing a surge, with defence and power sectors showing promise due to robust order books and improving execution. While defence is a preferred long-term theme, experts express caution on oil and gas due to structural headwinds and see only tactical opportunities in IT.

Ola Electric shares crash another 5% after Citi slashes target price by 51%, downgrades to Sell

Shares of Ola Electric Mobility hit a fresh 52-week low after Citi downgraded the stock to Sell and cut its target price by 51%. As reported by ET Now, the brokerage flagged weak EV penetration, market-share losses and concerns over cash flows.

Clean Max Enviro Energy Solutions IPO: Price band fixed at Rs 1,000–Rs 1,053; all you need to know

CleanMax Enviro Energy Solutions is set to launch its Rs 3,100 crore IPO. The subscription period will be from February 23 to February 25. The company plans to raise funds for growth and debt repayment. This move comes as India's renewable energy sector gains momentum. CleanMax is a leading provider of renewable energy solutions for commercial and industrial clients.

Avoid Ola Electric; L&T stays a top holding, HDFC AMC well placed: Marketsmith’s Mayuresh Joshi

Mayuresh Joshi of Marketsmith India said IT companies face structural changes from AI adoption and may need higher investment spending.

India's Sensex, Nifty soar high as banks, power stocks lead rebound

Benchmarks rebound from early losses as banking and power stocks lift indices; broader markets post modest gains

TVS Supply Chain shares rallies 6% after MoU with Italy’s ALA to tap $28 billion aerospace market

TVS Supply Chain Solutions surged 6% after the company signed an MoU with Italy-based ALA Group to enter India’s $28 billion aerospace and defence market, expanding global supply chain services.

IT stocks oversold, capital markets remain a structural story: Nitin Raheja

Nitin Raheja of Julius Baer believes the IT sector selloff is overdone, with AI disruption unfolding gradually. He sees strong cash flows enabling IT firms to invest in AI acquisitions and data centers. Raheja also highlights India's low household equity allocation as a long-term growth driver for capital markets, favoring asset managers for now.

Dinesh Kumar Khara says RBI’s new guidelines balance customer protection and growth

New RBI regulations will significantly alter how banks sell financial products, fund acquisitions, and lend to market intermediaries. Former SBI Chairman Dinesh Kumar Khara believes these moves, particularly stricter mis-selling norms and revised M&A financing rules, aim to enhance customer trust and domestic market development.

IT stocks attempt to get back on their feet. What Nomura, UBS and Citi are saying

Information technology stocks rebounded after a steep two-week selloff, with Infosys, TCS and Wipro rising up to 3%. Investor concerns over AI-driven disruption eased slightly, even as brokerages warned that advances in agentic AI could challenge traditional IT services models. Analysts, however, see scope for business-model evolution and selective opportunities.

Explained | Here's why Galaxy Surfactants shares gained 6% today

Galaxy Surfactants MD and CEO K Natarajan told CNBC-TV18 that the company is expecting an improvement in North America over the next few quarters. It is awaiting the details of the India-US trade. The US tariff reduction will aid the export growth, he said.

Rupee edges higher to 90.73 against US dollar in early trade

The rupee rose by 1 paisa to 90.73 against the US dollar in early trade on Tuesday, aided by a fall in global crude oil prices.

Texmaco Rail shares surge 9% after company bags multiple orders

Texmaco Rail shares surged 9% after bagging orders from Mumbai Railway Vikas Corporation Ltd and South Western Railway.

Gautam Shah: Nifty to stay range-bound, IT may struggle but PSU index could rise 25%

Gautam Shah, Founder of Goldilocks Global Research, said the market could remain volatile with a possible bearish bias in the near term, with domestic liquidity increasingly shifting toward PSU stocks and metals that offer relatively better value in the current environment.

Infosys shares rise 3% on collaboration with Anthropic. Here’s what Salil Parekh said

Infosys shares rose on Tuesday after the IT major announced a strategic partnership with AI firm Anthropic to build enterprise-ready AI solutions. The collaboration will integrate Claude models with Infosys Topaz to automate workflows, boost software development and scale AI adoption across sectors, lifting investor sentiment and the stock price.

Infosys shares rise 3% on strategic AI tie-up with Anthropic

Dario Amodei, CEO and Co-Founder of Anthropic, said that Infosys brings strong capabilities across telecom, financial services and manufacturing, and that its developers are already using Claude Code to build AI agents for precision-driven industries.

This fund manager explains how to invest when markets feel unpredictable

Trupti Agrawal of WhiteOak Capital advises retail investors to prioritise quality businesses and disciplined asset allocation, avoiding short-term market timing.

GMR Airports shares gain 2% after Kotak upgrade; check target price

GMR Airports Limited shares rose as Kotak Institutional Equities upgraded to Buy, citing strong Q3FY26 performance. Non-aero revenue surged, with 86% analysts give 'Buy' rating to the stock.

SBI’s 70% rally narrows valuation gap with HDFC Bank, ICICI — buy, hold or book profits?

State Bank of India's (SBI) stock has surged nearly 70% in the past year, narrowing its valuation gap with private sector giants like HDFC Bank and ICICI Bank. Experts suggest SBI is now fairly valued, with strong fundamentals and earnings visibility supporting its current price, though further significant upside may be limited.

Buy, Sell or Hold: Nuvama maintains buy on NBCC India; Citi recommends buy on BEL

Brokerages see opportunities in defence, pharma, and infrastructure. Nuvama backs NBCC India with a target of Rs 139. Citi remains bullish on Bharat Electronics with a target of Rs 525. Elara Securities reiterates Lupin Limited as Accumulate with a target of Rs 2,447. These recommendations factor in future growth potential.

Earnings recovery to support markets in FY27; private capex, manufacturing top bets: Dikshit Mittal

Indian stock markets are poised for a stronger performance in the upcoming financial year. Corporate earnings are expected to accelerate, supported by stable macro fundamentals. Key sectors like private capex, manufacturing, private banks, and consumption are set for growth. The IT sector remains under observation pending clearer earnings visibility. Overall, the outlook for Indian equities is constructive.

India Inc earnings recovery playing out as expected. 35 stocks to buy after Q3 results

India Inc's December quarter earnings are meeting expectations. Brokerages are identifying 35 stocks with strong earnings momentum or turnaround potential. Motilal Oswal and Axis Securities highlight select large-cap and mid-cap companies. Financials, capital goods, telecom, autos, and technology sectors show promise. Investors can consider these opportunities for potential gains.

Sensex falls over 200 pts, Nifty tests 25,700 as metal, auto stocks lead decline; IT bucks trend

Indian benchmark indices Nifty and Sensex opened lower on Tuesday, impacted by declines in metal and auto stocks. The IT index, however, showed strength, rising over 0.5% to lead sectoral gains. Major laggards included Eternal, Tata Steel, and Reliance Industries, while Asian Paints and Infosys saw upward movement.

Gold down 1%, silver extends losses amid thin holiday trade

Gold fell 0.9 percent to 4947.98 dollars and silver dropped 2.7 percent to 74.51 dollars as a stronger US dollar and thin Asian holiday trading weighed on sentiment.

Ola Electric shares extend slide after Citi slashes target by 51%

Citi cited slower-than-expected EV penetration in India's two-wheeler segment, citing that GST cuts on internal combustion engine vehicles have narrowed the price gap and slowed electrification.

India revises broker lending rules; RBI makes full collateral mandatory from April 1

From April 1, 2026, banks must fully secure all lending to stock brokers and other capital market intermediaries.

Dividend alert: Last chance to buy Coal India, HAL, and 6 other stocks today. Details here

Eight stocks are set to trade ex-dividend on February 18, as the companies have fixed this date as the record date to determine shareholders eligible for the dividend. Investors seeking to qualify must purchase these stocks today, prior to the ex-dividend date.

Mutual funds slash stakes in 9 of 10 IT stocks but Rs 4 lakh crore still at play

Mutual funds significantly reduced their holdings in nine out of ten major IT stocks in January, driven by concerns that AI will disrupt the traditional outsourcing model. Despite this selling pressure, the sector still holds substantial value, with managers offloading stakes in giants like Infosys and TCS, while showing some interest in Wipro.

Embassy Developments shares in focus after entering lifestyle, second-home segment with Alibaug project

Embassy Developments Ltd. secured MahaRERA approval for its Embassy Serenity project in Alibaug, marking its entry into the premium second-home market. This 7-acre development, featuring 52 residences and extensive green spaces, boasts a GDV of Rs 400 crore. The launch is slated for this quarter, with possession expected by 2030, amid strong company operating momentum.

Fortis Healthcare shares gain as analysts see up to 25% upside post solid Q3

Brokerages UBS and Citi have 'buy' recommendations on the Fortis Healthcare stock while JPMorgan has an 'overweight' rating. 

AI scare’s $56 billion hit tests resilience of TCS, Infosys and other Indian IT stocks

Indian IT stocks, including TCS and Infosys, faced a $56 billion market hit amid global AI-related concerns. The sell-off tested the sector’s resilience as investors reacted to fears of automation-driven disruptions and changing technology dynamics. Despite short-term volatility, analysts say strong fundamentals and long-term growth prospects could help these companies navigate the turbulence and recover over time.

ETMarkets Smart Talk| Selective small & midcaps to outperform; focus on quality over momentum in 2026, says Siddhartha Khemka

Indian markets are shifting focus to company earnings and liquidity. The India-US trade deal has eased pressures. Investors are recalibrating strategies for 2026. Small and midcap stocks offer opportunities but require careful selection. Earnings visibility and balance sheet strength are key. Global trade and liquidity will guide market direction.

Top Nifty picks! Infosys, Tata Steel among 11 stocks with EPS CAGR potential of up to 106%

Indian markets appear set for a stronger performance in CY26, especially after underperforming by around 26% in USD terms versus MSCI EM in CY25, according to Motilal Oswal. Across market capitalisation segments, large caps saw 16% YoY earnings growth, in line with the broader market. Here’s the full list of the brokerage’s preferred picks.

​Coal India among 5 stocks flashing bullish signals, indicating possible uptrend​

On February 16, in the Nifty200 pack, five stocks came to the bullish scanner of "White Marubozu", according to stockedge.com's technical scan data. A White Marubozu is a bullish candlestick pattern in technical analysis. It occurs when the opening price is the lowest for a given period, and the closing price is the highest.Represented by a long white (or green) candlestick with no upper shadow and a small or nonexistent lower shadow, it indicates strong buying pressure throughout the session. Traders interpret it as a signal that buyers were in control from the opening to the closing, often using such patterns for informed decisions about future price movements in financial markets.

Texmaco Rail shares in focus after bagging two orders worth over Rs 240 crore. Check details

Shares of Texmaco Rail & Engineering are in focus after the company secured two orders totaling Rs 242.63 crore. The larger contract, worth Rs 219.18 crore, comes from Mumbai Railway Vikas Corporation Ltd for designing, supplying, installing, testing, and commissioning signalling systems for a new Mumbai suburban railway line under MUTP-IIIA, with completion scheduled within 36 months.

GMR Airports among 4 Nifty200 stocks showing bullish RSI upswing

On February 16, four stocks from the Nifty200 universe that gained over 3% were highlighted in the RSI Trending Up scan, based on data from StockEdge.com. It is an uptrend signal if the RSI value has crossed above 50 from below. "RSI trending up" means that the Relative Strength Index (RSI) values are increasing, suggesting strengthening momentum in the price of the stock. This can indicate potential upward movement and may be used by traders to identify buying opportunities.

L&T shareholders may get a special dividend, CLSA says; sees stock at ₹4,842

The focus is on L&T's agreement to sell its Nabha Power subsidiary to Torrent Power. CLSA expects the transaction to unlock around ₹26 per share in value and sees the potential for a special dividend.

Cochin Shipyard shares in focus after emerging as L1 bidder for Rs 5,000 crore Navy contract

Cochin Shipyard shares may remain in focus after the company emerged as the lowest bidder for a Rs 5,000 crore defence contract to build five next-generation survey vessels for the Indian Navy. The order is subject to procedural approvals, even as the stock trades below key averages currently momentum.

NBCC shares face target cuts post soft Q3; analysts say real estate monetisation is key

Nuvama has a 'buy' rating on NBCC and has cut its target price from ₹146 to ₹139 per share, indicating an upside potential of 39% from its previous close of ₹100.2 apiece. 

AI disruption or reset opportunity? UBS, Nomura decode IT sell-off

With valuations correcting sharply and questions emerging around long-term growth, brokerage firms UBS and Nomura have offered diverging but nuanced views on whether the recent sell-off signals deeper risks or a potential opportunity.

Positive Breakout: These 12 stocks cross above their 200 DMAs

In the Nifty500 pack, 12 stocks' closing prices crossed above their 200 DMA (Daily Moving Averages) on February 16, 2026, according to stockedge.com's technical scan data. The 200-day daily moving average (DMA) is used by traders as a key indicator for determining the overall trend in a particular stock. As long as the stock is priced above the 200-day SMA on the daily timeframe, it is generally considered to be in an overall uptrend. Take a look:

AI fears are hitting software stocks the hardest. Citi sees a buying opportunity in many names

Citi sees rebound potential in software stocks like Microsoft and Palantir despite AI disruption fears, highlighting improved earnings estimates and fundamentals amid recent market declines.

BHP profit beats forecasts as copper tops iron ore earnings on AI-driven demand

BHP Group's half-year profit surged 22 percent, driven by copper earnings surpassing iron ore. Shares hit a record high as investors cheered strong dividends and copper-focused growth plans.

Stocks to buy in 2026 for long term: IGL, Siemens Energy among 5 stocks that could give 10-40% return

Brokerages remain constructive on select large- and mid-cap names, highlighting meaningful upside potential despite recent market volatility.We have collated a list of recommendations from top brokerage firms from ETNow and other sources:

AI scare’s $56 billion hit tests resilience of India’s IT stocks

Indian tech stocks, including TCS and Infosys, have seen a significant market value drop due to AI fears. However, analysts and investors believe this selloff presents a buying opportunity. They argue that Indian IT firms are well-positioned to adapt, reskill, and capitalize on the growing demand for AI integration services, citing their history of technological resilience and strong financial positions.

Indus Towers shares in focus after Bharti Airtel's fresh stake hike

Since February 5, Bharti Airtel has purchased 4.5 crore shares in total. Its stake in Indus Towers has consequently increased to 51.18%, up from 51.03% as of December 2025.

Cochin Shipyard shares in focus as it bags contract worth ₹5,000 crore for Indian navy

Cochin Shipyard, in an exchange filing on Monday, said it was declared as the L1 in the tender floated by the ministry to construct five Next Generation Survey Vessels (NGSV) for the Indian Navy. The estimated total order value is around ₹5,000 crore.

Stocks in news: Fractal Analytics, RIL, Cochin Shipyard, Trent, Britannia

Markets saw volatility but recovered modestly on Monday, with analysts maintaining a cautious outlook. Several stocks like Fractal Analytics, RIL, and Cochin Shipyard are in focus due to significant news, including joint ventures, expansion plans, and major order wins. The upcoming weekly expiry is expected to contribute to further volatility on Tuesday.

Pre-market action: Here's the trade setup for today's session

Indian benchmarks ended their losing streak on Monday, driven by banking stocks. Analysts anticipate a sideways market with a slight positive bias, influenced by Infosys' AI investor meet and the India AI Impact Summit, which could guide tech stocks. The Nifty's movement around 25,600 will be key for the near-term uptrend.

Asian stocks muted in holiday trading, oil prices gain

Mainland China and Hong Kong markets are shut for Lunar New Year holidays, while US markets will resume trade on Tuesday after observing Presidents' Day holiday on Monday. The yen fluctuated.

Oil prices rise as Iran carries out naval drills ahead of US talks

West Texas Intermediate was near $64 a barrel, with no settlement on Monday due to a US holiday. Brent ended below $69.

Bharat Forge Q3 Results: Net profit rises 28% to Rs 273 crore

Bharat Forge on Thursday posted a 28 per cent increase in its consolidated net profit to Rs 273 crore for the third quarter ended December 2025.

Muthoot Finance raises FY26 growth view after profit surge

Muthoot Finance lifted its FY26 growth guidance to 44–45% as strong gold loan demand and regulatory easing boosted momentum. Q3 standalone profit nearly doubled, aided by lower provisions and higher income. Assets under management and gold loans posted robust year-on-year growth.

IHCL posts Q3 revenue of Rs 2,842 crore, PAT at Rs 954 crore

Tata Group-backed IHCL reported strong Q3 growth with higher revenue and net profit, aided by exceptional gains and robust hotel performance. The company marked its fifteenth straight record quarter, expanded its portfolio to 617 hotels and maintained healthy margins and cash reserves.

SpiceJet Q3 Results: Company slips to loss of Rs 261 crore despite 14% revenue jump

Budget carrier SpiceJet reported a consolidated net loss of Rs 261.38 crore in the December-ended quarter compared to a net profit of Rs 20.43 crore in the year ago period. The profit after tax (PAT) is attributable to the owners of the holding company.

Exceptional gains prop up HUL Q3 net, margins yet to find sweet spot

Hindustan Unilever saw a 6% sales increase in the December quarter. Easing food inflation and supportive policies boosted consumer demand. However, input costs and currency fluctuations affected profit margins. The company plans for stronger growth next fiscal year, focusing on volume expansion. Rural markets are performing better than urban areas.

IHCL net jumps over 50% in Q3, new businesses boost revenue

Indian Hotels Company (IHCL) reported a 51% surge in third-quarter net profit to ₹954 crore, driven by a 12% revenue increase to ₹2,842 crore. This marks the fifteenth consecutive quarter of record performance, with Ebitda reaching ₹1,134 crore. The company also expanded its portfolio through strategic acquisitions and partnerships.

Unilever profit rises, but warns of 'slowing markets'

Unilever reported a modest annual profit increase after spinning off its ice cream division, including Ben & Jerry's. The company's net profit from retained brands rose 4.6% to $6.8 billion last year. Despite anticipating slower market conditions for 2026, Unilever expressed confidence in its focused strategy and disciplined execution.

Honasa Consumer shares rally 4% as Q3 net profit soars 93% YoY to Rs 50 crore

Honasa Consumer reported strong Q3FY26 performance, with consolidated net profit surging 93% year-on-year to Rs 50 crore and revenue rising 16% to Rs 602 crore. On a like-for-like basis, revenue grew 22%. The company strengthened distribution under Project Neev, scaled younger brands, expanded outlet reach, and invested in innovation, while The Derma Co. sustained a double-digit EBITDA profile.

Info Edge Q3 Results: Naukri.com parent posts 12% YoY rise in cons PAT at Rs 272 crore; revenue up 13%

Info Edge Q3 Results: Info Edge announced a 12% rise in its December quarter net profit, reaching Rs 272 crore. Revenue also saw a 13% increase to Rs 819 crore. The company declared an interim dividend of Rs 2.40 per share. Key segments like Naukri, 99acres, and Matrimony reported growth. The results led to a dip in Info Edge shares.

Ola Electric Q3 Results: Loss narrows YoY to Rs 487 crore; revenue falls 55%

Ola Electric Q3 Results: Ola Electric narrowed Q3 losses to Rs 487 crore, with revenue down 55% to Rs 470 crore and deliveries falling to 32,680 units. The company cited a structural reset, improved operating leverage, completed capex, and a strong long-term growth outlook, targeting Rs 15,000–20,000 crore in revenue over the coming years.

EIL Q3 profit soars over 3x YoY to Rs 302 crore

State-owned Engineers India Ltd (EIL) reported an over 3-fold on-year jump in net profit to Rs 302 crore for the third quarter ended December 31, 2025, driven by strong execution and higher revenues.

Fortis Healthcare Q3 Results: Net profit falls 22% to Rs 197 crore

Fortis Healthcare on Friday reported a 22 per cent year-on-year decline in consolidated profit after tax at Rs 197 crore in the third quarter ended December 2025.

Southern Petrochemicals clock Q3 consolidated PAT at Rs 54.07 cr

Southern Petrochemicals Industries Corporation Ltd announced a net profit of Rs 54.07 crore for the October-December 2025 quarter. This marks an increase from the previous year's Rs 38.50 crore. For the nine months ending December 31, 2025, net profits reached Rs 182.01 crore. The company's income from operations for the quarter was Rs 778.39 crore.

GMR Airports Q3 net profit falls to Rs 174 crore

GMR Airports Ltd. reported a 14% decline in consolidated profit after tax to Rs 173.96 crore for the December 2025 quarter, impacted by Rs 183.12 crore in one-time expenses. These included costs related to the termination of a pact with Celebi and the new labour laws. Despite this, total income surged to Rs 4,082.77 crore.

Anupam Rasayan Q3 net profit rises 12% on higher revenue

Anupam Rasayan India reported a 12% increase in net profit to Rs 61 crore for Q3 FY26, driven by a 31.35% rise in total revenue to Rs 512.44 crore. The company also announced a significant strategic development with the agreement to acquire US-based Jayhawk Fine Chemicals Corporation, strengthening its global presence and custom synthesis capabilities.

Corporate revenues jump most in six quarters on GST push

Corporate revenues and profits surged in India during the December quarter, driven by GST reforms and strong performance in key sectors like automotive and financials. Analysts anticipate continued double-digit earnings growth in FY27, supported by favorable trade deals and improving business fundamentals, with a shift towards mid- and small-cap companies.

Avendus to help Mizuho link India, Japan, US and Europe: Masahiko Kato, Global CEO

Mizuho Bank aims to build a Japan-India investment corridor using its banking strength and the Avendus Capital acquisition, as CEO Masahiko Kato highlights rising Japanese investor interest and India’s growing strategic appeal.

Trade deal removes year-long overhang, valuations give room for multiple expansion: Trilok Agarwal

The India-US trade deal has significantly improved India's investment climate and export competitiveness, shifting the outlook for Indian equities to a decisive risk-on stance. With benchmark valuations below long-term averages, this reset creates headroom for multiple expansion alongside improving earnings visibility, particularly benefiting sectors like pharmaceuticals and gems.

AI adoption, external threats and India’s moment: Sir Martin Sorrell on how the global playbook is changing

Sir Martin Sorrell highlights that external threats, particularly from competitors and CFOs focused on efficiency, are driving rapid AI adoption in industries like autos and financial services. He advises young professionals to be adaptable, noting AI's potential to automate skill acquisition, and positions India as a key growth hub amidst global fragmentation and short-term business pressures.

F&O Talk | Nifty breaches 20 & 100-DMA amid 11% VIX spike; Sudeep Shah on Coforge, 5 other top weekly movers

After back-to-back correction, the setup for Nifty has turned relatively cautious, with the index slipping below its 20DMA for the first time in the past few sessions. The 50-stock index is now trading below the key support level of 25,500, suggesting a weak near-term bias.

Break below 20-DMA shifts risk-reward unfavourably for Nifty: Rupak De

Technical strategist Rupak De of LKP Securities warns that a break below the 20-day moving average has weakened Nifty’s near-term structure. Rising volatility and breached supports suggest downside risk toward 25,000 unless resistance levels are reclaimed, while selective opportunities remain in defence and banking stocks.

How to trade Nifty, IT and defence stocks this week. Anand James shares his playbook

Market strategists are guiding traders on navigating current market volatility. Nifty is near support levels, while IT stocks show signs of a technical rebound. Defence stocks are consolidating with a positive outlook. The analysis provides risk levels, breakout triggers, and stock-specific opportunities for the upcoming week. Investors are advised to monitor these key sectors for potential trading strategies.

ETMarkets Smart Talk | Avoid 40–50x P/E stories without earnings backing, says Sandeep Nayak

Markets are entering a discerning phase, shifting from narratives to performance. Investors are cautioned against chasing high-P/E small and mid-caps without earnings visibility, as multiple compression is likely. India's medium-term outlook remains constructive, driven by earnings delivery, global liquidity, and FII flows.

AI is opportunity, not threat: Deven Choksey backs Indian IT stocks amid market selloff

Indian markets saw IT stocks fall amid AI worries. Analyst Deven Choksey sees this as a buying chance. He believes AI will help IT firms flourish by enabling outcome-based pricing and faster project delivery. This shift creates new revenue streams. Choksey also highlights growth potential in FMCG exports due to trade agreements. He advises investing in large-cap IT companies.

IOC 7.0| “Risk one year’s profit, not a lifetime’s earnings”: Milan Parikh’s 2026 message to traders

As 2026 begins amid global uncertainty, Milan Parikh warns traders against risking years of wealth for short-term gains. At IOC 7.0, he stresses disciplined risk management, urges capping losses to one year’s profits, and highlights how technology, Gen Z participation, and structured learning are reshaping India’s fast-evolving trading ecosystem.

What RBI's collateral revamp means for brokers & market intermediaries; stability beats short-term thrills: Feroze Azeez

India's capital markets are shifting towards long-term investing with new RBI norms from April 2026. Brokers face stricter collateral rules, including 100% backing for bank loans and a 25% cash reserve for margin trading. These measures aim to reduce speculation and enhance market stability, contrasting with more leveraged global markets.

Nischal Maheshwari flags reinvention ahead for IT, backs domestic themes

Technology stocks experienced a decline as investors assessed AI's impact on India's IT services sector. Experts suggest adaptation over alarm, noting that while medium-term challenges exist, short-term reactions are overdone. The focus shifts to domestic consumption, infrastructure, and cement sectors for resilience amid global uncertainty.

Midcaps offer attractive opportunities amid volatility: Gautam Duggad

Indian companies are reporting strong earnings growth. Metals and oil & gas sectors are leading the charge. Even excluding these, growth remains robust. Auto, capital goods, NBFCs, and PSU banks are showing healthy gains. Smallcaps are also recovering. Despite this, market sentiment is cautious, particularly for mid and smallcap stocks. Investors need to be selective.

Fortis Healthcare maintains strong growth momentum, eyes expansion

Fortis Healthcare reported a 19% revenue growth in its hospital business, driven by acquisitions and brownfield expansions. The company anticipates reaching 70% occupancy within a year and is on track for margin expansion, with hospital EBITDA expected to reach 24-25%.

Markets eye 25,350 support after IT sector selloff: HDFC Bank, NTPC flash buy signals: Rajesh Bhosale

Indian stock markets face uncertainty as the Nifty tests support levels. Technology sector weakness impacted trading last week. Banking and public sector stocks are showing resilience and strength. Analysts highlight HDFC Bank and NTPC as potential opportunities. Investors are advised to focus on sectors with relative strength and manage risk carefully during this consolidation phase.

Fractal Analytics sees margin expansion, strong cash flows post IPO; healthcare and AI to drive growth

Fractal Analytics expects better profits after its IPO. This is due to more license-based income and growth in healthcare and consumer sectors. The company is profitable and generates strong cash. Technology spending is set to rise, with AI playing a bigger role. Fractal sees immense opportunities and no major risks to its growth or profitability.

Rising middle class, talent make India a good place to invest in: Bernard Mensah, President of International, Bank of America

Bank of America's Bernard Mensah sees India as a prime investment destination, citing its growing middle class, strong institutions, and reformist government. The bank is increasing its India limits, anticipating more M&A activity fueled by regulatory liberalization and a focus on supply chain resilience. Despite geopolitical risks, Mensah believes capitalism's core architecture remains intact.

Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus

Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.

Two Trades for Today: A beverages maker for a 4.9% upmove, a large-cap pharmaceuticals stock for a gain of 6%

Our technical analysts identify select stocks that may gain momentum even in volatile markets. Here are the technical calls for today.

Prabhudas Lilladhar initiates coverage on Fractal Analytics with 50% upside call despite weak listing

Fractal Analytics debuted below its IPO price, reflecting valuation concerns and cautious sentiment. However, Prabhudas Lilladhar maintained a positive long-term view, citing enterprise AI growth, platform transition and strong global client relationships despite near-term risks.

RBI's new lending rules: Nithin Kamath explains what changes for brokers and traders

The Reserve Bank of India tightened lending norms for capital market entities, restricting bank funding for proprietary trading and raising collateral requirements. Nithin Kamath said costs will rise for brokers, though Zerodha clients remain unaffected.

These large-caps have ‘strong buy’ & ‘buy’ recos and an upside potential of up to 25%

As nothing can be ruled out on the street, investors should be prepared for anything. Now, what is the probability that the bears will be chased out of the market in the next couple of weeks? Traditionally, liquidity is tight in March on the account of the financial year ending. A lot of money is taken out as the advance tax payment date approaches. And given that the mood is already sour due to the performance of IT stocks, the possibility is that the volatility quotient may remain high. But we should also take into consideration the fact that we have been in a bear market for more than a year – and every year is not the same.

Goldman Sachs doubles down on Aye Finance despite muted debut; BofA picks up stake in EIL in Rs 100 crore bulk deal

Goldman Sachs bought shares worth Rs 22 crore in Aye Finance after its muted listing, while BofA Securities acquired a Rs 100 crore stake in Engineers India Ltd, boosting the latter’s stock sharply.

Ahead of Market: 10 things that will decide stock market action on Tuesday

Indian benchmarks rebounded, snapping recent losses as financial, energy and pharma stocks advanced. The BSE Sensex and Nifty 50 gained strongly, though broader market breadth remained negative with more declines than advances despite bullish technical signals.

Jindal Power, Vedanta and Havells among 22 bidders for Gupta Power

Jindal Power, Vedanta, and Havells India are among 22 potential bidders for debt-laden Gupta Power Infrastructure, which faces insolvency proceedings with admitted claims of ₹4,240 crore. Other interested parties include UltraTech Cement and Torrent Electricals. The company manufactures cables, wire rods, and conductors.

ET Now GBS 2026: AI can cut healthcare costs and bridge talent gap, say industry leaders

Industry leaders emphasized the need for academia and industry collaboration to equip India's youth for AI-centric jobs. AI is poised to significantly reduce healthcare costs and bridge the talent gap, enabling remote medical expertise and improving diagnostic efficiency. This technological revolution presents a substantial opportunity for India's demographic dividend.

NSE IPO survives High Court hurdle

The Delhi High Court has dismissed a petition challenging the Securities and Exchange Board of India's approval for the National Stock Exchange's initial public offering. Justice Jasmeet Singh stated the petition aimed to halt the exchange's IPO. The court found no grounds to interfere with Sebi's decision.

Stock Radar: Breakout from symmetrical triangle makes Blue Star stock an attractive buy; what should investors do?

Blue Star Ltd has been in an uptrend since January 2026, surpassing key moving averages and a symmetrical triangle pattern's upper band. Experts suggest short-term traders can target Rs 2,000-2,200 levels in the coming weeks, citing strong positive momentum and a decisive breakout above resistance.

Battered IT loses weight on Nifty, banking hits new high

Information Technology stocks are losing their grip on the Nifty index. Banks are now more influential, their share in the key index reaching new highs. This shift reflects changing earnings trajectories and investor sentiment. Overseas investors have significantly reduced their exposure to Indian IT. The impact of Artificial Intelligence disruption is a key concern for the sector.

What do RBI’s new rules mean for investors in exchange and brokerage stocks?

The RBI has tightened norms for bank loans to brokers and capital market intermediaries, mandating 100% collateral for credit facilities. These changes, effective April 1, aim to increase transparency and will impact proprietary trading desks significantly by reducing leverage and increasing borrowing costs for brokers.

Torrent Pharma, Indus Towers among 9 stocks that hit 52-week highs & rallied up to 20% in a month

On Monday, the benchmark Sensex rose approximately 650 points to close at 83,277. During the surge, nine BSE 200 stocks touched their 52-week highs, marking their strongest performance in the past year. Investors view these breakouts as bullish signals, indicating robust upward momentum and the possibility of further gains.

D-Street’s newest row makes big revenue noise

Nine of India’s top 12 new-age firms grew revenues by 25% or more in October–December, driven by wider market reach and rising digital demand. Eternal, owner of Zomato and Blinkit, tripled its revenue, while Swiggy, Ather Energy, Lenskart, PB Fintech, Meesho and Nykaa saw 25–54% growth. Profits also rose at Nykaa, Eternal, Delhivery and Paytm.

RBI draft norms on mis-selling may hit private banks harder

New RBI draft norms to curb mis-selling of financial products are poised to impact private sector banks more significantly due to their higher reliance on insurance income. These banks have seen a notable increase in insurance income's share of their 'other income' over recent years, a trend less pronounced in public sector banks.

Embassy Developments gets MahaRERA nod for Alibaug project; estimated GDV at ₹400 crore

Shares of Embassy Developments Ltd ended at ₹63.48, down by ₹0.99, or 1.54%, on the BSE.

Seamec vessel chartered for ONGC west coast project in contract worth $460k

The total contract value is estimated at approximately $460,000, exclusive of GST, the company informed in regulatory filing. The vessel will be deployed for carrying out jobs related to diving under the ONGC contract.

Alkem Laboratories' arm Enzene Biosciences receives 6 US FDA observations, no data integrity issues

Shares of Alkem Laboratories Ltd ended at ₹5,475.55, up by ₹74.00, or 1.37%, on the BSE.

Cochin Shipyard bags Navy vessel contract worth ₹5,000 crore

The company emerged the lowest bidder (L1) for a tender floated by India’s Ministry of Defence to build five Next Generation Survey Vessels (NGSVs) for the Indian Navy. The contract is worth about ₹5,000 crore.

Reliance Consumer joins hands with TGI to tap Nigeria market

Reliance Consumer Products Ltd forms a majority-owned joint venture with Nigeria-based TGI Group to expand FMCG presence in Nigeria, leveraging TGI’s manufacturing and distribution strengths. Shares of Reliance Industries Ltd ended higher on Monday, Feburary 16, by 1.02% at ₹1,434.10 on the NSE.

REC arm sets up new company in Vizag to power upcoming green hydrogen project

The newly incorporated entity, registered on February 16, 2026, has an authorised and paid-up capital of ₹5 lakh. As a newly formed company, it is yet to commence operations and has no turnover.

Highway Infrastructure wins ₹155-crore NHAI order for Gujarat fee plaza projects

The contract involves engagement of the user fee agency at Moti Naroli, Ena, and Gandevi fee plazas along the eight lane Vadodara–Mumbai Expressway, covering multiple expressway sections. Shares of Highway Infrastructure Ltd ended at ₹54.24, down by ₹1.19, or 2.15%, on the BSE today, February 16.

Trade Setup for February 17: Nifty rebounds 211 points; eyes 25,800 as bulls regain control

The Nifty began trade 48 points lower, but quickly reversed course, rallying more than 300 points from the intraday low before settling 211 points higher at 25,682.

Texmaco Rail lands ₹219 crore Mumbai suburban rail contract

Texmaco Rail won contracts from Mumbai Railway Vikas and South Western Railway, raising its electrification portfolio to 3,702.62 TKM. Shares of Texmaco Rail & Engineering Ltd ended lower on Monday, February 16, by 1.99% at ₹111.24 on the NSE.

Stocks to Watch on February 17: JSW Infra, Cochin Shipyard, Lupin and more

From Cochin Shipyard emerging as the lowest bidder for ₹5,000 crore Navy vessel contract to Lupin signing a licence and supply agreement with Spektus Pharma, these are some of the stocks to watch ahead of Tuesday's trading session.

HFCL bags ₹61 crore optical fibre cable orders from private telecom operator

HFCL Limited and HTL Limited secured orders worth ₹60.95 crore for optical fibre cables from a domestic telecom operator, boosting their telecom infrastructure pipeline for execution by May 2026.

US futures steady after soft CPI; markets closed for Presidents’ Day

US stock futures were steady after Presidents’ Day, with S&P 500 up 0.1 percent and Nasdaq 100 down 0.2 percent. AI disruption and Federal Reserve rate cut expectations shape market sentiment.

Sensex Today | Stock Market LIVE Updates: Nifty aims higher levels on weekly expiry session

Sensex Today | Stock Market LIVE Updates: One of the important cues in today's session will be the trade data that saw India’s merchandise trade deficit increase to a record $34.68 billion in the month of January, sharply higher than $25.04 billion in December.

China’s AI surge could challenge US tech dominance, analysts warn of a tech shock

China’s AI surge, backed by Xi Jinping and a 60.06 billion yuan fund, is challenging US tech dominance, with DeepSeek and Huawei narrowing the gap and sparking global tech sphere debates.

Brookfield-backed Clean Max Enviro Energy fixes price band for its ₹3,100 crore IPO

At the upper price band, Clean Max Enviro Energy aims to raise ₹3,100 crore. This comprises a fresh issue of ₹1,200 crore and an offer for sale of 1.80 crore equity shares.

CBA cautions Australian spending surge may fade as rates climb

Australian household spending rose in January, supported by summer events and a resilient labour market, but the Commonwealth Bank of Australia warns higher interest rates and moderating income growth could slow momentum in 2026

Palo Alto softened China link in global hack report amid retaliation fears: Report

Palo Alto Networks softened language linking China to a global cyberespionage campaign amid fears of retaliation

Global trade success depends on stronger domestic manufacturing: NITI Aayog’s Suman Bery

Electronics exports spotlighted in latest Trade Watch as India looks to deepen global value chain integration

IT sell-off erases Rs 3 lakh crore this week, dragging benchmarks lower

Indian equities ended the week in the red as a sharp 8 per cent slump in IT stocks wiped out nearly Rs 3 lakh crore in market capitalisation

US consumer prices undershoot forecasts in January, core inflation firms

US consumer prices rose less than expected in January, easing headline inflation, but core prices firmed

Japan's GDP falls short of expectations, putting pressure on Takaichi after landslide victory

Japanese economic growth fell short of market expectations in late 2025, official data showed Monday, adding to pressure on Prime Minister Sanae Takaichi

Stock market today: Sensex eases to 82,548, Nifty dips 0.1% in early deals

At 9:17 am, the Sensex was down 77.86 points, or 0.09 per cent, at 82,548.90. The index touched an intraday high of 82,587.47 and a low of 82,276.95 in the opening minutes

UK minimum wage hikes may be weighing on youth jobs, says Bank of England’s Catherine Mann

The UK's unemployment rate for 18–24-year-olds stood at 13.7 per cent in the three months to November, up from 10.2 per cent three years earlier. That marks the highest level for the cohort since late 2020

AI must not be controlled by a few geographies: MeitY Secy S Krishnan | AI Summit exclusive

In an exclusive interview with Firstpost at Electronics Niketan, MeitY Secretary S Krishnan outlines India’s roadmap for democratic AI, semiconductor scale-up, and strategic tech resilience in a fractured global landscape.

India WPI inflation rises to 10-month high of 1.81% in January

India’s wholesale price inflation climbed for the third straight month in January 2026, driven by higher food articles, non-food items, and manufactured products.

Buy, sell or hold: Citi raises target price on R R Kabel; maintains buy on Hyundai Motor

Citi provides a mixed yet constructive outlook on three Indian companies. Hyundai Motor India faces cost pressures but shows medium-term promise. R R Kabel demonstrates strong earnings momentum and re-rating potential. LIC Housing Finance benefits from margin expansion and stable asset quality, though growth is modest. These insights guide investors on potential upsides and current market positions.

Buy, Sell or Hold: Motilal Oswal maintains buy on Castrol India; Nuvama recommends buy on Devyani International

Brokerages maintain a constructive outlook on select consumer and QSR stocks, citing margin resilience and growth potential. Castrol India and Emami are favored for their operational strengths, while Devyani International shows long-term expansion promise despite near-term challenges. Analysts highlight earnings recovery and significant upside potential.

Buy, Sell or Hold: Morgan Stanley remains neutral on Physicswallah; Citi maintains sell on Page Industries

Brokerages offer mixed views as markets remain volatile. Morgan Stanley maintains a Neutral stance on Physicswallah due to execution risks in its K-12 foray, despite strong quarterly growth. Motilal Oswal turns constructive on Tata Steel, raising its target price on an improved volume and pricing outlook.

Market Trading Guide: Bajaj Finance and a smallcap stock offer up to 5% upside in near term. Here’s why

Nifty ended sharply lower as broad-based selling pushed the index below key technical levels, with volatility rising. Rupak De of LKP Securities warned of near-term weakness toward 25,000 unless resistance is reclaimed. Technical analysts suggested buying Kirloskar Oil Engines and Bajaj Finance on breakout patterns.

Anant Raj, Netweb Tech, other data centre stocks surge up to 7%. What’s triggering the surge?

Indian data centre stocks rallied as the Union Budget announced a tax holiday until 2047 for foreign cloud service providers, aiming to position India as a global hub. Companies like Anant Raj, Techno Electric, and Netweb Technologies are expected to benefit from increased data centre development and infrastructure demand.

Groww shares slide nearly 5% after Budget raises STT on F&O trades

Billionbrains Garage Ventures, Groww's parent, saw its shares tumble following the Union Budget's hike in Securities Transaction Tax on futures and options. The increased STT rates, impacting derivatives trading, led to a broad sell-off in brokerage and exchange stocks. While potentially equity-positive long-term, the move could cause short-term portfolio rebalancing.

Budget 2026 signals continuity with reform push, says Nilesh Shah

Nilesh Shah of Kotak MF highlights the Union Budget 2026's focus on continuity, fiscal prudence, and long-term growth drivers. The budget prioritizes reforms and execution, with capital expenditure exceeding net market borrowing for the first time. While STT hikes and SGB taxation pose challenges, increased focus on skilling and manufacturing are seen as positives.

Shareholder Lock-In: Lenskart, NSDL, eight others to see shares worth ₹30,000 crore free up this week

A total of 10 companies will see shares worth over ₹30,000 crore free up for trade this week as their shareholder lock-in periods expire. These include Lenskart Solutions, Orkla India, Akums Drugs, Studds Accessories, Aditya Infotech, NSDL, Sri Lotus Developers, M&B Engineering, Laxmi India Finance and Dr. Agarwal's Health Care.

Rupee opens higher at 91.73 on post-budget optimism, likely RBI selling

Budget measures to enhance FPI inflows, RBI selling US dollar seen propping up the rupee

Top Nifty50 stocks analysts suggest buying in this volatile week

Stock Reports Plus, powered by Refinitiv, is a comprehensive research report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.

Top Stock Picks: Budget 2026 announcements can give a boost to these Capital Goods names

From a medium-term perspective, announcements around new rail infra (high-speed corridors and a dedicated freight corridor), steps to promote the data center ecosystem and steps to scale up manufacturing in multiple end markets (such as electronics) should also provide the order inflow opportunities for various E&C and electrical equipment providers, according to CLSA.

Two real estate stocks can do well amidst sector underperformance, CLSA says after Budget 2026

While the limitation on MAT credits could weigh on earnings in the mid-term, CLSA believes the longer-term gains from the expansion of GCCs and data centres are likely to more than offset this impact, making the overall policy direction positive for the segment.

Rupee opens 22 paise stronger; 10-year bond yields rise to one-year high

The Indian rupee opened stronger at 91.76 against the US dollar as RBI sold dollars offshore. Nirmala Sitharaman announced record borrowing of ₹17.2 lakh crore in the Union Budget 2026-27.

What is India’s orange economy that Budget 2026 puts the spotlight on?

India’s Union Budget 2026 places the spotlight on the ‘orange economy’, covering creative sectors such as animation, gaming, design and live entertainment. Backed by the Economic Survey 2025-26, the government aims to boost jobs, skills, urban services and tourism through targeted policy support

F&O profits at risk: How much one lot of Nifty futures and options costs after the STT hike

The Union Budget 2026 has increased Securities Transaction Tax (STT) on equity derivatives, impacting futures and options trading costs. STT on Nifty futures has risen from 0.02% to 0.05%, increasing the cost per lot by approximately Rs 500. Options trading also sees a 50% STT hike on premiums, raising concerns about market liquidity and foreign participation.

Sensex jumps over 200 pts, Nifty above 24,800 as investors assess annual budget

Sensex and Nifty rebounded from losses in a special weekend session, as investors assessed the implications of the federal budget, which fell short of expectations for measures to attract foreign capital.

Budget 2026: Equity markets, capital expenditure, and foreign flows – Insights from Sundararaman Ramamurthy

Following Union Budget 2026, market participants are analyzing its impact. Sundararaman Ramamurthy believes the STT hike will encourage longer-term equity investments and attract foreign funds by strengthening India's manufacturing and infrastructure. The budget's significant capital expenditure projection is seen as a step towards developed India.

Hindustan Copper shares in focus as global copper prices slide

Hindustan Copper shares will be in focus on Monday as sliding global copper prices dampen sentiment across metal stocks. A sharp drop in LME copper has raised concerns over near-term pressure on the company, with traders watching how the commodity weakness influences the stock’s movement after its recent rally and correction.

Budget lays strong foundations for long-term growth: Anish Shah

Mahindra Group CEO Anish Shah calls the Union Budget excellent for India's future growth. He highlights its role in sustaining economic momentum amid global challenges. The budget focuses on infrastructure, SMEs, and manufacturing, boosting competitiveness. It also emphasizes self-reliance and inclusion for farmers, women, and youth. Increased defence spending and the India-EU FTA are seen as positive steps.

ETMarkets Smart Talk| 10–15% allocation to gold and silver is enough for portfolios: Sandeep Bagla

Gold and silver have maintained their value in a volatile 2026, prompting investor interest. However, experts advise limiting precious metal exposure to 10-15% to avoid deviating from core asset allocation, even amidst talk of a commodity supercycle. Earnings are tepid, with banks performing adequately, while most sectors are expected to miss high market expectations.

Banking Central | How Budget’s banking agenda can reshape credit, institutions and markets

For the banking sector, Budget 2026 is not about short-term giveaways. It lays the ground for institutional strength, greater inclusivity and the foundation of a more resilient and market-oriented financial system

MCX shares in focus after 17% fall in 2 days as gold, silver prices plummet up to 33%

MCX shares are under scrutiny as gold and silver prices experience a significant decline, impacting volume and earnings. This volatility stems from speculation surrounding US monetary policy and the Federal Reserve chair nomination. Despite external pressures, MCX reported a substantial 151% year-on-year jump in net profit for Q3FY26, driven by robust operational performance and increased trading activity.

ITC shares in focus as cigarette prices rise after excise duty hike

ITC shares are expected to remain in focus after cigarette prices rose sharply following the implementation of higher excise duties from February 1. The tax hike has raised demand and margin concerns, pressured the stock in recent sessions, and intensified worries around illicit trade despite stable underlying business fundamentals.

Metal stocks brace for further sell-off in copper, volatility in gold, silver

The pressure on metal stocks mirrors continued weakness in global commodity markets. Copper fell further on Monday, adding to the steep correction seen at the end of last week, as traders brace for heightened volatility following a turbulent start to the year.