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REVEALED: 3 | Vintage Vibes

Bajaj Auto shares rise 3% after firm posts record Q4 profit. Here’s what Jefferies, Nomura and other brokerages are saying

Bajaj Auto shares rose over 3% after the company posted its highest-ever quarterly profit of Rs 2,746 crore for Q4FY26, up 34% year-on-year, prompting bullish brokerage commentary. Revenue from operations climbed 32% to Rs 16,006 crore, while EBITDA rose 36% with margins expanding to 20.8%. The stock traded at Rs…

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…

The Economic Times

Paytm shares climb 5% after Q4 results. Do Jefferies and Bernstein see further upside?

Paytm's parent company, One 97 Communications, reported a profit of Rs 184 crore for the fourth quarter. This led to a significant rally in its shares. Revenue from operations also saw an increase. Analysts maintain positive ratings, citing strong revenue momentum and controlled expenses. The company's financial performance shows improvement…

The Economic Times

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North American trade deal at risk as U.S., Canada exchange barbs

Trade experts and lawyers can't rule out the possibility that the U.S.-Mexico-Canada Agreement will implode.

Axios

LAC Stock Alert: Why Analysts Are Split on Lithium Americas

Lithium Americas shares have been varying calls from Wall Street analysts. Here’s the bull and bear argument tied to LAC stock currently.

Barchart

CEO Eliott Hill Just Bought 24,000 Shares of Nike Stock. Should You?

The CEO share purchase adds a bullish signal for Nike, but investors may still face a slow rebound ahead.

Barchart

Jefferies Analysts Think Kratos Defense Stock Can Gain 26%. Why?

An upcoming production ramp-up in the Valkyrie drone is expected to help Kratos.

Barchart

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Should You Buy the Dip in Fastenal Stock Today?

Fastenal shares sink despite in-line Q1 earnings. Jefferies reiterates its bullish view, calling for about 13% upside in FAST stock from current levels.

Barchart

Michael Burry Is Buying Alibaba Stock. Should You?

Michael Burry unveiled that he has entered a new position in Alibaba, representing over 6% of his portfolio.

Barchart

Lockheed Martin Just Scored a $4.7 Billion Army Contract. Does That Make LMT Stock a Buy?

Lockheed Martin has secured a $4.7 billion Army contract. But does that warrant buying LMT shares at current levels? Let’s find out.

Barchart

Why Jefferies Analysts Think Twilio Stock Can Gain 20% from Here

AI vendors could potentially disrupt Twilio.

Barchart

How Instacart Stock Could Be an Unlikely Winner From the Latest LLM Updates

Jefferies believes this commerce stock could actually benefit from AI instead of becoming a victim.

Barchart

New Sam’s Club Price Hikes Take Effect May 1. Should You Buy Walmart Stock First?

Analysts are considering the impact on WMT stock following Sam Club's membership fee hikes.

Barchart

Jefferies Is Betting on Robinhood to Become a ‘Super App.’ Is That Possible in the Age of AI?

Jefferies initiated coverage of Robinhood with a Buy rating and says it appears clear that the company is becoming a financial super app.

Barchart

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Nike Plunges After Q4 Guidance Disappoints. Should You Buy the Dip or Stay Away?

Nike shares tumble as disappointing guidance overshadow market-beating Q3 release. Jefferies analyst explains why NKE stock is super attractive to own on the post-earnings slump.

Fortune

Wall Street CEO tells interns to ‘act immediately like this is 100% your full-time career’—it’s one of 20 top tips Rich Handler has for Gen Z

Rich Handler, CEO of the $8.2 billion financial firm Jefferies, said that Gen Z interns should act like mature adults, but also find time for fun.

Fortune

China could be the ‘big winner’ in the AI race, thanks to abundant power, cheap manufacturing, and an open-source craze

Mohit Kumar, Jefferies’s global macro strategist, cites valuations, cheap power, and “wider adoption of AI” for his bullishness on China’s tech sector.

Kiplinger

Dow Dives 739 Points as Oil Prices Spike: Stock Market Today

Surging oil prices sparked another volatile session for stocks on Thursday – and exacerbated worries of rising inflation.

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Barchart

Why Jefferies Says Microsoft Stock Looks Cheap Despite AI Growth

Microsoft’s AI engine is firing and the stock still looks cheap.

Barchart

Dear DocuSign Stock Fans, Mark Your Calendars for March 17

Investors closely watch DOCU as it prepares to release its Q4 FY2026 earnings.

Barchart

Dear AeroVironment Stock Fans, Mark Your Calendars for March 10

Geopolitical tensions and rising drone demand are putting AeroVironment in the spotlight ahead of its March 10 earnings report.

Barchart

Sea Limited Stock Is Now Deeply Oversold. Should You Buy the Dip?

Sea stock sinks as investors punish the earnings miss in Q4. But there are ample reasons for long-term investors to load up on SE shares today.

The Guardian - UK

Maritime insurers cancel war risk cover in Gulf as Iran conflict disrupts shipping

Strait of Hormuz is effectively closed and vessels rerouted, sending some freight costs surging

Axios

Trump teases AI electricity pledge. Here's when tech giants will sign it

It's the Trump administration's latest response to election-year voter angst over data centers' electricity demands.

Barchart

Software Stocks Have Been Hit Hard, but Jefferies Still Likes This 1 Stock

The software application names may be under pressure, but this resilient financial software maker is catching Jefferies’ attention for all the right reasons.

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