SHOCKING: 8 - What They Never Told You

Oil prices hover near $90 a barrel and gold hits two-month high as Trump makes new demands on Iran – as it happened

US president demands compensation for damage incurred by US, complicating standoff with Tehran

The Guardian - UK · Aug 11

Eternal vs Swiggy: The quick commerce war is on. Which stock should you own after Q1?

The rivalry in the quick commerce sector heats up as Q1 results show stark contrasts between Eternal and Swiggy. While Swiggy leans towards aggressive growth supported by robust funding, Eternal places its bets on profitability and improved operations. Both firms are vying for ambitious long-term goals that investors will be…

The Economic Times · Aug 11

Markets Pull Back for Incoming Inflation Data: Stock Market Today

Unease about negotiations to reopen the Strait of Hormuz boosted oil and yields but pressured stocks at the start of a big week for inflation data.

Kiplinger · Aug 10

Kalyan Jewellers shares jump 5% after Jefferies starts coverage with 'Buy'. More upside after 63% rally in 1 month?

Kalyan Jewellers shares witnessed an uptick on Friday after Jefferies initiated coverage with a Buy rating and Rs 830 target, implying 39% upside. The stock has rallied 63% in a month. Analysts see further gains, citing strong momentum, franchise-led expansion, healthy returns and improving operating performance.

The Economic Times · Aug 7

Jefferies' Chris Wood sells HDFC Bank, PB Fintech shares to buy 2 new stocks

Jefferies' Christopher Wood is reshuffling his India long-only model portfolio, dropping HDFC Bank and PB Fintech's PolicyBazaar in favor of Multi Commodity Exchange of India (MCX) and eyewear retailer Lenskart Solutions. The move, detailed in his GREED & fear report, signals a shift toward exchange infrastructure and consumer retail plays.

The Economic Times · Aug 7

Trent shares slide 3% after Q1. What Morgan Stanley, four other brokerages recommend

Trent shares fell 3% after the Tata Group retailer reported a 21% year-on-year rise in Q1 consolidated net profit to Rs 519 crore. Revenue from operations grew 18% to Rs 5,755 crore. On a sequential basis, net profit increased 25% and revenue rose 14%, although the stock came under pressure…

The Economic Times · Aug 7

Dear Quantinuum Stock Fans, Mark Your Calendars for August 11

Quantinuum is about to deliver its first public earnings report, which could determine its growth trajectory.

Barchart · Aug 5

UPI MDR explained: What potential charges above Rs 2,000 payments on Paytm, GPay & other apps mean for you and merchants

Government proposes changes to the Payment and Settlement Systems Act. This could allow a Merchant Discount Rate on select UPI transactions. Payments above Rs 2,000 to large merchants are a possible focus. This aims to support the payment ecosystem's continued investment and growth. Everyday UPI payments and person-to-person transactions will…

The Economic Times · Aug 5

Bharti Airtel shares jump 4% after Q1 results. Here’s what Jefferies, CLSA, others are saying

Bharti Airtel shares rose 4% after the telecom major reported a 37% year-on-year jump in June-quarter net profit and an 18% increase in revenue. Brokerages remained bullish, with target prices implying up to 21% upside, driven by strong subscriber additions, higher ARPU and robust cash flows.

The Economic Times · Aug 5

A $4 Billion Reason Why Amazon Stock Is Falling Today

Amazon stock sinks as Jeff Bezos files to unload 15 million company shares. But Jefferies recommends buying AMZN shares on the dip.

Barchart · Aug 4