Profit by knowlytics
Track key corporate news, quarterly earnings summaries, startup funding updates, executive movements, and major company announcements across leading industries.
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.
Goldman Sachs’ India equity portfolio fell 6% in CY26 amid mixed stock performance. While 18 stocks declined sharply, eight delivered strong gains, led by GNG Electronics, TD Power Systems, and Inox India.
NSE’s proposed IPO could value the exchange at around Rs 5 lakh crore, making it one of India’s most valuable listed financial institutions. Centrum outlines two scenarios that could shape post-listing performance, with sustained earnings growth supporting premium valuations while regulatory changes and slower derivatives volumes pose key risks.
India’s market regulator has rejected Anil Ambani’s settlement bids concerning allegations of misusing nearly $700 million in company funds. The Securities and Exchange Board of India cited parallel investigations by other agencies, stating the transactions could be for personal enrichment. This marks the second settlement rejection for Ambani, with the group categorically denying the claims.
Despite the Sensex slipping 0.4% over the five trading sessions that ended June 25, several small-cap stocks extended their winning streak. Pearl Global Industries, TV Today Network and SKF India were among the top performers, with 10 stocks gaining in all five sessions and delivering returns of up to 19%.
Legendary investor Philip Fisher championed a qualitative approach to stock picking, emphasizing exceptional businesses with strong management and durable competitive advantages. His 15-point checklist, still relevant today, guides investors to look beyond numbers, focusing on long-term growth potential, innovation, financial strength, and, crucially, management integrity. Fisher’s philosophy stresses that identifying outstanding companies and holding them…
Noida-Greater Noida is rapidly becoming a prime healthcare hub in North India, fueled by population growth and corporate expansion. Despite increasing capacity, the region faces a significant shortage of super-specialty beds. Strong demand for various medical services is evident, with hospitals experiencing rising occupancy and robust revenue. Infrastructure development further bolsters the market’s long-term potential,…
Nomura expects consumer staples to deliver a strong start to FY27, forecasting double-digit sales growth for several companies in the June quarter. The brokerage is bullish on Nestle, Titan, Britannia, Tata Consumer and Marico, citing steady demand, pricing gains and margin support despite higher raw material costs.
Tata Sons has reported robust growth for FY26, with income from operations nearing ₹42,000 crore and net profit around ₹32,000 crore, a significant rebound from the previous year. The company doubled its dividend payout to Tata Trusts to over ₹3,000 crore. Key operating companies like TCS and Tata Motors, alongside emerging ventures such as Tata…
A recent tech sell-off exposed how modern speculation amplifies both rallies and reversals. Retail investors’ enthusiasm for leveraged products tied to AI chips and SpaceX, alongside financial engineering in crypto, led to rapid gains and equally swift losses. These products, designed for faster, more concentrated bets, are increasingly shaping market dynamics, bringing a casino-like element…