The divergence suggests investors are growing weary of the AI-driven rally in chip stocks, while renewing interest in India's IT services firms after a years-long slump
Higher plant load factors, expanding regulated equity and an ambitious capacity addition plan leave NTPC well positioned to benefit from steady growth in power demand
The best way to play the AI trade, Wood believes, is the picks and shovels trade, in terms of companies who are profiting, or are likely to benefit directly from the hyperscalers' spending.
The NSE Nifty 50 index has been quoting below its long-term 200-day moving average since February 27, 2026.
Foreign investors slowed purchases of FAR government securities after a record June as higher crude oil prices and uncertainty over Bloomberg index inclusion hit sentiment
Despite weaker operational performance and lower order inflows in Q1, BEL remains confident of meeting FY27 guidance on sales, margins and fresh orders
Stock exchanges have asked brokers to tighten controls over OFS transactions after identifying shortcomings in order placement, particularly for large-value institutional bids
IT stocks extended gains as easing crude oil prices and improved domestic outlook supported sentiment, though broader market breadth remained weak
Sensex Today | Stock Market Highlights, Tuesday: In the broader markets, the Nifty MidCap was up 0.08 per cent, and the Nifty SmallCap was down 0.22 per cent
Valuation comfort is the greatest in large-caps and select midcaps right now, while small-caps deserve caution, said Neeraj Gaurh, fund manager and director at Anand Rathi AMC
Near-term oil prices are likely to remain extremely volatile. Prices could react sharply to any suggestion that Washington and Tehran are moving toward peace, although we remain doubtful.
Suzlon Energy posted 22 per cent Y-o-Y revenue growth to ₹3,829 crore in Q1FY27, while profit slipped 6 per cent Y-o-Y to ₹305 crore.
Notably, the management of DMart has indicated a store expansion target of around 15 per cent annually, implying approximately 75 new stores, which is below the market's expectation.
In the past six months, Cupid stock zoomed 191 per cent, as compared to 6.7 per cent decline in the BSE Sensex.
M&M, which manufactures SUVs and modern electric vehicles like the Scorpio-N, XUV700, and Thar, will post its Q1 FY27 results on Thursday, July 30.
For the quarter ended on June 30, Varun Beverages said that its PAT increased by 15.1 per cent Y-o-Y to ₹1,525.3 crore, driven by strong volume growth in India and International territories.
Analysts say TVS Motor is well positioned to sustain its outperformance, supported by consistent market share gains, a strong premium product pipeline, robust EV momentum, and ongoing capex.
Gravita Metal accounted for ₹92.24 crore, or 2.65 per cent, of the company's turnover, while contributing ₹1 crore, or 0.05 per cent, to Gravita India's net worth.
Breakout stocks: IDFC First Bank and Prestige Estates are up over 50% in FY27. The 'Golden Crossover' suggests that these stocks can potentially rally to record highs, says Jatin Gedia of Teji Mandi.
R R Kabel share price: The stock price of the wires & cables company quoted higher for the third straight trading day, soaring 16 per cent during the period.