Market News

Key factors to watch as Indian markets look ahead to new trading week

The Indian stock market gained approximately 3% over the past week, recovering from earlier declines amid global uncertainty. Analysts indicate that upcoming factors including the RBI Monetary Policy Committee meeting, crude oil prices, and corporate earnings will be critical in determining market direction in the coming week.

Bengaluru real estate firm Assetz files IPO papers with Sebi

Assetz Ltd, a Bengaluru-based real estate developer, has filed preliminary IPO documentation with India's securities regulator via the confidential route, targeting a capital raise of Rs 1,200 crore. The company plans to use the proceeds for land acquisition and expansion into the Mumbai Metropolitan Region.

AI Selectivity Reshapes Stock Market As Investors Demand Proof

Investors are becoming more selective about artificial intelligence investments during earnings season, favoring companies demonstrating clear returns like Microsoft and Amazon while penalizing Meta and Alphabet for rising expenses and weakening cash flows. This shift has broadened market gains beyond technology into financials, energy, and healthcare, with European equities outperforming despite strong earnings growth across the US and Europe.

10 BSE Large-Cap Stocks Show 25-37% Upside Potential

Trendlyne's consensus estimates have identified 10 large-cap stocks listed on the BSE with potential upside ranging from 25% to 37% over the next 12 months. The list is led by HDFC Bank and HDFC Life, followed by ICICI Prudential, Axis Bank, Reliance Industries, Swiggy, and other major companies.

FPIs Turn Buyers After 4 Months, Inject Rs 20,200 Cr in July

Foreign portfolio investors reversed a four-month selling streak in July, bringing in Rs 20,200 crore into Indian equities as net buyers for the first time since March. The inflow was driven by attractive valuations and solid corporate earnings, with capital also flowing into debt markets.

Top 10 Indian Firms Gain Rs 2.51 Lakh Crore in Market Value

Nine of India's ten most valued companies experienced significant market capitalization increases, with Bajaj Finance leading gains at Rs 80,000 crore. The collective rise across these firms underscores renewed investor confidence in India's blue-chip stocks.

AI May Disrupt IT Revenue But Could Drive Next Growth Phase

According to Rohan Korde of Baroda BNP Paribas Mutual Fund, artificial intelligence poses near-term risks to India's $280-billion IT services industry through disruption of traditional revenue streams, but also presents opportunities for the sector's next expansion phase. The fund manager identifies enterprise AI deployment, data engineering, cybersecurity, cloud integration, and specialised chip infrastructure as growth areas, while favoring exposure to financial services, healthcare, and consumer services over the next three to five years.

Goldman Sachs Eyes Broader Space Sector Growth Beyond Launch Services

Goldman Sachs research indicates space stocks offer significant long-term growth potential as the industry expands into satellites, orbital broadband, communications, and defence applications beyond traditional rocket launch services. The bank warns that high valuations and extreme volatility may create an uneven investment path for market participants.

573 Indian Companies Set to Report Q1 Earnings This Week

This week marks a significant earnings cycle in India with 573 companies scheduled to announce their June quarter results, including major firms such as Bharti Airtel, Nykaa, Trent, Hero MotoCorp, State Bank of India, and Titan Company. The announcement wave spans from Tuesday through Saturday and will provide crucial insights into corporate performance during the first quarter of the fiscal year.

Silver Storm Parks & Resorts Completes IPO, Raises ₹82.43 Crore

Silver Storm Parks & Resorts Limited successfully concluded its initial public offering, raising ₹82.43 crore with strong participation across all investor categories. The company plans to expand its attractions portfolio with new cable car facilities, a forest village, and snow parks in multiple locations including Lucknow.

GHCL Q1 profit jumps 32% to Rs 191 cr amid cost controls

GHCL reported a 32% increase in net profit to Rs 191.18 crore in Q1, driven by lower operating expenses despite a 3.06% decline in total income. The company warned of margin pressure ahead while positioning new projects for commercial operations in Q2 FY27.

CDSL Q1 net profit rises 15% YoY to Rs 118 crore

Central Depository Services (India) Limited reported a 15% year-on-year increase in net profit to Rs 118 crore for Q1, with operating revenue climbing 13% to Rs 293 crore. The results indicate steady growth in the Indian securities depository sector amid continued market activity.

Nifty Lacks Direction; Analyst Shah Outlines Bajaj Finance, Eternal Strategy

According to reports, analyst Sudeep Shah from SBI Securities indicated that the Nifty index lacks clear directional movement on technical charts. Shah provided strategic outlooks for individual stocks including Bajaj Finance and Eternal, alongside guidance for the banking sector and broader index positioning for the week ahead.

Musk's Wealth Halves as SpaceX Share Crash Wipes $600 Billion

Elon Musk's net wealth declined from approximately $1.33 trillion to $684 billion following a 46% crash in SpaceX shares, according to Bloomberg reports. The over $600 billion erosion represents one of the largest wealth declines among global billionaires, underscoring the concentration of Musk's assets in the space exploration company.

Dhaval Packaging to raise Rs 36.36 crore via IPO on BSE SME

Dhaval Packaging Limited will launch its initial public offering on July 30, aiming to raise Rs. 36.36 crore through a fresh equity issue for capacity expansion and debt reduction. The company is targeting listing on the BSE SME platform on August 6.

CleanMax Posts Rs 55 Crore Q1 Profit Amid Strong Revenue Growth

Clean Max Enviro Energy Solutions reported a net profit of Rs 55 crore in the June quarter, driven by a 107 percent year-on-year revenue increase and record capacity additions. The renewable energy company plans to raise Rs 2,500 crore through debenture issuance to fund future expansion.

AI Investor Leopold Aschenbrenner's $45B Fund Faces Massive Losses

Leopold Aschenbrenner's Situational Awareness hedge fund, which peaked at approximately $45 billion in early July, has suffered significant losses in recent weeks due to declines in major AI semiconductor holdings and adverse movements in short software positions. The fund's deterioration highlights growing volatility in technology-focused investment strategies amid shifting market sentiment around artificial intelligence.

AI Capex Spending Risks Massive Losses, Warns Market Strategist

A prominent market strategist has cautioned that technology companies' heavy capital expenditure on artificial intelligence infrastructure may result in substantial financial waste. The warning reflects growing concerns about whether AI investments will deliver adequate returns as market sentiment shifts against Big Tech spending priorities.

Wood warns AI capex binge may burn billions as markets turn against Big Tech

Chris Wood has reiterated his longstanding warning that major technology hyperscalers risk squandering substantial capital on artificial intelligence infrastructure spending. Wood's thesis suggests AI economics may resemble the lower-margin airline sector rather than generating the concentrated profits seen in internet-era winners.

Divi's Labs Q1 Profit Surges 66% to Rs 902 Crore on Revenue Growth

Divi's Laboratories reported a 66% year-over-year increase in net profit to Rs 902 crore during Q1 FY27, supported by revenue from operations growing 28% to Rs 3,080 crore. The company's total income rose over 24% while total expenses increased more moderately at 9%, demonstrating improved operational leverage during the quarter ended June 30, 2026.