by ET Markets | February 25, 2026 11:09 am | Indian Stocks, Market, News
Jamie Dimon warned markets resemble pre-2008 conditions, citing risky behaviour, elevated asset prices and AI-driven disruption. He said people are doing “dumb things” to make money, warned of cyclical downturns ahead, and cautioned that enthusiasm around artificial...
by ET Markets | February 25, 2026 11:07 am | Indian Stocks, Market, News
Vedanta Ltd shares surged on Wednesday after BofA Securities upgraded the stock to “Buy” from “Neutral” and raised its target price sharply to Rs 840 from Rs 480. The brokerage turned positive on the back of a stronger outlook for aluminium and supportive silver...
by ET Markets | February 25, 2026 11:06 am | Indian Stocks, Market, News
Global markets are witnessing a significant rotation from mega-cap tech to real assets, cyclicals, and industrials. In India, IT faces AI disruption fears, while banking and defensive sectors gain traction. Opportunities are emerging in pharmaceuticals’ GLP-1...
by ET Markets | February 25, 2026 11:05 am | Indian Stocks, Market, News
Bharti Airtel is entering lending with a new NBFC. This move is a modest allocation of its strong free cash flows. The company plans significant investments in data centres and home broadband. Investors are watching execution risks in this new venture. Airtel’s...
by ET Markets | February 25, 2026 11:05 am | Indian Stocks, Market, News
IBM shares saw a sharp 13% drop as fears of AI disrupting legacy systems resurfaced, wiping out significant market value. While some see this as an overreaction, the market debates AI’s impact on IBM’s core businesses. Analysts suggest resilient profit...
by ET Markets | February 25, 2026 11:04 am | Indian Stocks, Market, News
Prabhudas Lilladher has revealed its top stock picks. The brokerage highlights fourteen companies, including Adani Ports, HAL, and Titan. Analysts have set new price targets for these stocks. The firm remains optimistic about sectors like banking and capital goods....
by ET Markets | February 25, 2026 10:17 am | Indian Stocks, Market, News
Indian stock markets opened higher on Wednesday. Tech stocks bounced back after yesterday’s sharp decline. Sensex and Nifty 50 saw gains. IT and Metal sectors led the recovery. Foreign investors were net sellers, while domestic investors bought equities. US...
by ET Markets | February 25, 2026 10:16 am | Indian Stocks, Market, News
US consumer confidence unexpectedly rose in February, driven by younger demographics, yet concerns about job availability persist, reaching a five-year high. This mixed sentiment, influenced by policy uncertainty, presents a complex outlook for the Wall Street as...
by ET Markets | February 25, 2026 10:16 am | Indian Stocks, Market, News
Fintech firm One MobiKwik Systems saw its stock surge on BSE’s approval for its subsidiary’s broking operations, though gains were mostly trimmed. The company, which offers digital wallets and payment services, has faced prolonged underperformance since...
by ET Markets | February 25, 2026 10:15 am | Indian Stocks, Market, News
Gold reclaimed the Rs 1.6 lakh mark while silver surged Rs 7,200 on the MCX amid tariff uncertainty and geopolitical tensions. Experts expect continued volatility, with support from global cues and dollar movement, while advising cautious trading strategies as markets...
by ET Markets | February 25, 2026 10:12 am | Indian Stocks, Market, News
Dr. Reddy’s Laboratories shares are in focus today. The US SEC has concluded its investigation into allegations of improper payments to healthcare professionals. The regulator has decided not to recommend any enforcement action against the company. This...
by ET Markets | February 25, 2026 10:12 am | Indian Stocks, Market, News
Eternal, once a star stock, faces a slump. Competition in food delivery and quick commerce intensifies. Valuations were high, and a leadership change added uncertainty. While core businesses improve, investors seek predictable earnings. The company’s strong cash...
by ET Markets | February 25, 2026 10:11 am | Indian Stocks, Market, News
PNGS Reva Diamond Jewellery’s Rs 380 crore IPO enters Day 2 with 59% subscription and a grey market premium of Rs 4–5, implying modest listing gains. While institutional participation remains strong, retail demand is moderate. Brokerages remain divided, balancing...
by ET Markets | February 25, 2026 10:10 am | Indian Stocks, Market, News
The government will sell up to 4% of its stake in Indian Railway Finance Corporation. The Offer for Sale begins Wednesday for institutional investors and Thursday for retail investors. The floor price is set at Rs 104 per share. IRFC is the funding arm for Indian...
by ET Markets | February 25, 2026 10:10 am | Indian Stocks, Market, News
With improving earnings visibility and more reasonable valuations, investors can deploy fresh capital in diversified equity strategies. Multi-cap and flexi-cap funds are well-positioned to capture opportunities across market segments. Broad-based growth is expected,...
by ET Markets | February 25, 2026 10:07 am | Indian Stocks, Market, News
Aequs is investing ₹230 crore in its consumer electronics division to cut debt and boost capital expenditure. The company’s aerospace segment shows strong revenue visibility with an $814 million order book. A new facility in Tamil Nadu will focus on aero engine...
by ET Markets | February 25, 2026 10:06 am | Indian Stocks, Market, News
After three decades in markets, Vishal Malkan emphasizes survival over prediction, highlighting psychology as key to long-term trading success. He stresses discipline, adaptability, patience, and focus, advocating for risk management and capital preservation as...
by ET Markets | February 25, 2026 10:06 am | Indian Stocks, Market, News
US equities have seen strong gains driven by AI mega-caps. Concerns about market concentration and high valuations are prompting investors to look beyond the US. Asia, including India, South Korea, and Indonesia, shows improving fundamentals. Select European markets,...
by ET Markets | February 25, 2026 10:05 am | Indian Stocks, Market, News
India’s top financial institutions, LIC and mutual funds, have suffered significant losses as the Nifty IT index plunged 21%. Fears of AI disrupting the traditional IT labour-arbitrage model are driving this downturn, with analysts questioning the long-term...
by ET Markets | February 25, 2026 10:04 am | Indian Stocks, Market, News
Afcons Infrastructure’s shares slipped 4% following a contract termination notice from Société Autoroutière du Gabon. The €113.03 million project for National Road NR1 in Gabon is nearing completion. Afcons disputes the termination, asserting it is inconsistent...