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INSANE: 7 | Vintage Vibes

Intel Just Launched Its SuperClaw AI Tool. INTC Stock Is Finally Back from the Dead.

Intel just launched a new AI tool called SuperClaw. Already surging 483% this year, will the rise continue?

Ahead of a Major China Boeing Deal, Trump Invested Up to $5 Million in Boeing Stock

Ahead of a Major China Boeing Deal, Trump Invested Up to $5 Million in Boeing Stock

President Trump has invested somewhere between $1 million and $5 million in Boeing in the first quarter.

El Nino, Strait of Hormuz risks may fuel fresh global food inflation surge: Citi Research Report

El Nino, Strait of Hormuz risks may fuel fresh global food inflation surge: Citi Research Report

Global food prices are set to rise. Citi Research warns of increased inflation risks. Potential disruptions in the Strait of Hormuz and worsening El Nino conditions threaten supply. Agricultural commodity prices could surge in the coming months. Higher energy and fertiliser costs are also a concern.

The Economic Times

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Sandisk Stock Is Up 3,126% Since August. Wall Street Is Confident That More Upside Is Ahead.

Citi upped its price target on Sandisk by more than 50%

Citi Just Highlighted 2 Catalysts that Could Send SanDisk Stock Soaring Another 55%

Citi says another rally in Sandisk stock is imminent.

Analysts Think DRAM Prices Are Headed Higher Through 2027. That’s Reason to Buy Micron Stock

DRAM prices are rising fast on tight supply and AI demand, giving Micron a strong pricing tailwind through 2027.

Citi to boost Asia wealth business with 'significant' hires, global head says

Citigroup is focusing its global wealth management hiring on Asia. The region's private bank is growing faster and is more productive than other areas. Citigroup plans to hire about 100 private bankers worldwide. Asia is a key part of this strategy. The bank aims for significant growth in its wealth…

The Economic Times

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LIC shares jump 5% after Q4 results, first-ever bonus issue. Here's what brokerages say

LIC shares jump 5% after Q4 results, first-ever bonus issue. Here's what brokerages say

LIC shares jumped around 5% on Friday after the state-run insurer announced its first-ever 1:1 bonus issue and a Rs 10 dividend, alongside strong Q4 results. Consolidated net profit rose 23% year-on-year to Rs 23,467 crore, while net premium income increased 12% to Rs 1.65 lakh crore. For FY26, net…

The Economic Times

Paytm block deal: SAIF Partners, others likely to sell stake worth Rs 963 crore, says report

Paytm block deal: SAIF Partners, others likely to sell stake worth Rs 963 crore, says report

Paytm's existing investors are expected to sell shares in a block deal. The transaction will involve approximately 8.6 million shares. The floor price is set at Rs 1,120.65 per share. This stake sale is anticipated to be worth $100 million. Citi is reportedly managing the placement. This comes after a…

The Economic Times

Citi sees India tightening currency controls to halt Rupee slump

Citi sees India tightening currency controls to halt Rupee slump

India may introduce more measures in the coming months to support the rupee and boost foreign reserves, including possible curbs on overseas investments by domestic companies, according to Citigroup. The report said rising oil prices and pressure on the current account deficit have pushed policymakers to consider steps to limit…

The Economic Times

ITC Q4 preview: Will cigarette slowdown, tax hit weigh on earnings despite FMCG strength?

ITC Q4 preview: Will cigarette slowdown, tax hit weigh on earnings despite FMCG strength?

ITC is expected to deliver a muted Q4 as cigarette volumes stay flat and higher taxes weigh on margins, despite strong double-digit growth in its FMCG business. Brokerages foresee marginal revenue growth, pressure in agri and paper segments, and EBITDA contraction, with pricing actions and demand trends remaining key investor…

The Economic Times

Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages say

Vi shares double investments in 1 year. Here’s what analysts from Macquarie, JPMorgan, other global brokerages say

Vodafone Idea shares have surged over 100% in a year. Analysts from Macquarie, JPMorgan, and other global brokerages offer mixed views. While some see potential catalysts like government support and promoter infusion, many highlight significant challenges. Key concerns include securing crucial bank funding for capex and regaining market share. Investors…

The Economic Times

Citi Just Raised Its Price Target on Sandisk Stock by 50%. Here's Why.

Citi Just Raised Its Price Target on Sandisk Stock by 50%. Here's Why.

Sandisk shares are up as Citi raised the price target sharply to $2,025. Here’s why analyst Asiya Merchant recommends buying SNDK stock at current levels.

The AI Boom Is Likely to Keep Pushing DELL Stock Higher

The AI Boom Is Likely to Keep Pushing DELL Stock Higher

DELL stock is a buy for value investors.

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Citi Just Set a Fresh Street-High Target of $287 on Nebius Stock. Here’s Why Analysts Are Bullish.

Nebius is rapidly scaling its full-stack AI cloud platform, building key partnerships including a $27 billion multi-year deal with Meta, and gaining multiple strategic acquisitions. These moves are prompting growing analyst optimism even as the stock trades at a premium valuation.

As AI Revenue from Chips Swells, Broadcom Is Positioned to Accelerate Growth

Citi raised its price target on Broadcom and is bullish on the company ahead of earnings on June 3.

The Economic Times

Cipla shares rally 8% despite 55% YoY slump in Q4 profit. Why Citi, Nuvama, other brokerages hiked target

Cipla shares surged on Thursday, extending gains to nearly 11% in two sessions, after several brokerages turned bullish on the stock despite a weak Q4 performance. The stock hit an intraday high of Rs 1,432.10 as investors focused on future growth prospects over near-term earnings pressure.

The Economic Times

TVS Motor shares fall 4% after Q4 results. Here’s why Morgan Stanley, Goldman Sachs remain bullish

TVS Motor Company's shares fell over 4% after reporting a 19% YoY net profit jump to Rs 772 crore for Q4 FY26. Despite a 30% revenue increase, sequential profit declined 8%.

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The Economic Times

Nvidia stock hits new all-time high as NVDA nears historic $5.5 trillion valuation amid explosive AI rally - Could Nvidia stock still rise higher from here?

NVDAjust crossed another historic line on Wall Street. Nvidia stock surged to a fresh all-time high Wednesday, briefly pushing the company’s valuation close to an astonishing $5.5 trillion.

The Economic Times

Vodafone Idea board to weigh fundraise through equity after AGR relief

Vodafone Idea board will consider raising funds via equity shares and warrants as sentiment improves after AGR relief and regulatory clarity. The stock has rallied sharply in recent months on reduced dues, leadership changes and stake-related developments. Brokerages turn more positive, citing improved visibility for fundraising and network expansion plans.

The Economic Times

Swiggy shares plunge 7% after Q4 results. What are Nomura, Citi and others saying?

Swiggy shares plunged 7% after the company reported a Q4 FY26 net loss of Rs 800 crore. Despite narrowing losses and strong growth in food delivery and Instamart, brokerages flagged rising competition in quick commerce. Nuvama, Nomura and Citi retained bullish ratings, citing improving margins, strong execution and long-term growth…

The Economic Times

Evening peak power demand exposes gaps in India’s energy transition: Citi

India's power sector is shifting focus from electricity shortages to ensuring reliable power during non-solar hours. Rapid renewable energy growth creates challenges for evening and night-time demand. The country needs enhanced transmission and storage infrastructure. Battery storage and flexible thermal generation will be crucial. Delays in capacity additions could lead…

The Economic Times

Polycab soars 6% as brokerages hike target prices up to Rs 10,500 after Q4

Polycab India shares jumped 6% to Rs 8,938.70 after the company posted stronger-than-expected Q4 results, triggering a wave of target price hikes by brokerages. Consolidated revenue rose 27% YoY, while EBITDA grew 13%. Analysts said the performance stood out despite geopolitical disruptions, weak March demand and channel destocking, with Citi…

Why 1 Citi Analyst Is Betting Big on CoreWeave Stock Before Earnings on May 7

With a $155 price target, Citigroup is betting CoreWeave’s momentum is far from over, while the company gears up for its next earnings release.

Third RBA rate hike might not be the end for borrowers

Mortgage holders are back to square one after a third straight Reserve Bank rate hike, adding hundreds of dollars more to interest repayments since February.

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