THE TRUTH ABOUT: 11 | History Defined

MRNA Stock Spikes as Moderna Shares mRNA Pipeline Update

Moderna stock soars on positive updates during the Science Day presentation. Jefferies sees significant further upside in MRNA shares.

Barchart · Jun 29

Kotak Mahindra Bank shares fall 3% after CEO's surprise exit. What Nomura, Jefferies said

Analysts at Nomura and Jefferies, however, maintain 'Buy' ratings, with Nomura highlighting Anup Kumar Saha as a strong internal candidate. Despite the leadership change, analysts believe the bank's strategic direction will remain consistent.

The Economic Times · Jun 29

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

The Economic Times · Jun 27

Why Jefferies Is Betting That IREN Stock Will Gain 30% from Here

Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.

Barchart · Jun 22

Inside Zepto's profit push ahead of its IPO

Zepto's upcoming $1 billion IPO highlights the quick commerce sector's investment surge. Despite strong order volumes, Zepto's aggressive low-price strategy has led to significant operating losses, though per-order losses are narrowing. Investors will closely watch its ability to improve monetisation and profitability while maintaining growth.

The Economic Times · Jun 22

China's domestic economy remains weak despite export boom, says Jefferies report

China's economy shows a worrying trend: while exports are booming, especially in semiconductors, domestic demand is faltering. Consumer spending dipped in May, confidence remains low, and the crucial property sector is still struggling. Credit growth has also decelerated, indicating a reliance on external markets rather than internal strength. However, a…

The Economic Times · Jun 20

The Best Nasdaq Stocks to Buy for Long-Term Upside

The best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.

Kiplinger · Jun 19

Investing in SpaceX all about believing in Elon Musk: Chris Wood of Jefferies

Jefferies' Chris Wood says investing in SpaceX is ultimately a bet on Elon Musk rather than valuation metrics. He highlighted the explosive demand for leveraged SpaceX ETFs and warned that changes to index inclusion rules could reshape passive investing, further strengthening the dominance of US equities in global benchmarks.

The Economic Times · Jun 19

Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocks

Indian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI replacing traditional services and geopolitical headwinds are deepening the sector's pain. Analysts anticipate further moderation and a shift towards M&A and new client acquisition to counter slowing growth.

The Economic Times · Jun 19

GTA 6 Pre-Orders Open 25 June: Will Rockstar Charge $80 or $100? Gamers Brace for Sticker Shock

Take-Two opens GTA 6 pre-orders 25 June with Wall Street split on an $80 or $100 base price. Whichever number Rockstar picks will reset the ceiling for every AAA game that follows.

International Business Times UK · Jun 19