Latest Stock Market News

Corporate India faces a margin headwind in FY27, with Crisil Intelligence forecasting a 50 basis point shrinkage due to rising crude and gas prices. Sectors with dual exposure to revenue and cost risks, like ceramic tiles and airlines, are most vulnerable. The duration of West Asia tensions will significantly determine the extent of margin erosion.

Shares of Indian power companies rose sharply as early summer heat pushed electricity demand higher. Limited solar output and supply constraints from LNG and hydro plants boosted thermal generation. Temperatures across key cities have been above normal. Rajkot in Gujarat recorded 42°C on Tuesday, the highest so far this year.

After a deep AI-driven selloff, US software stocks are showing signs of recovery. The S&P 500 Software Index posted its strongest weekly gain since May, supported by strong earnings growth, undervalued multiples, and large share buybacks. Investor sentiment is improving as fears of AI disruption ease.

Bitcoin consolidated near $70,000 despite positive institutional demand, as macro uncertainty persisted. While Spot Bitcoin ETFs saw significant inflows and whale holdings rose, the broader crypto market capitalization edged down. Analysts suggest cautious sentiment with limited near-term breakout probability above $75,000.

Indian stock markets face volatility due to geopolitical tensions and rising energy prices, disrupting recent stability. Despite caution, market expert Neeraj Dewan identifies selective long-term opportunities in sectors like energy, defensives, food delivery platforms, auto, and select PSU stocks, advising gradual accumulation on dips.

Shares of online food delivery giants Zomato and Swiggy tumbled sharply on Thursday as a commercial LPG shortage raised concerns over restaurant closures and limited menus. India’s heavy reliance on Middle Eastern LPG—around 90% of imports come from Qatar, Saudi Arabia, UAE, and Kuwait—has left the sector highly vulnerable.

Indian private banking stocks face selling pressure. Foreign institutional investors are driving this trend through ETF outflows, short positions in futures, and direct stock selling. Domestic investors are not stepping in to buy. A stronger dollar and rising oil prices add to market concerns. Experts suggest a cautious approach to investing, advising to buy dips gradually over time.

Analysts predict significant gains for seven Indian stocks in the next year. Allcargo Logistics, Tarsons Products, Ugro Capital, Awfis Space Solutions, and Puravankara are among those expected to see substantial growth. These projections are based on broker estimates and analyst price targets. Investors can explore these opportunities for potential wealth creation.

Shares of Adani Total Gas surged up to 14% and extended a two-day rally to nearly 39% after the government issued the Natural Gas (Supply Regulation) Order, 2026 to prioritise gas supplies to essential sectors amid Middle East conflict-driven disruptions. The move follows LNG shipment issues through the Strait of Hormuz, while rising gas prices and global supply concerns continue to roil energy markets.

Aluminium prices surged on Thursday, driven by ongoing concerns over a tightening global supply exacerbated by the Middle East conflict. The Shanghai and London Metal Exchanges saw significant gains as shipments through the Strait of Hormuz faced disruptions, fueling fears of a more acute supply squeeze.