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Indian IT firms face a muted September quarter. Investor hopes for a turnaround are tempered by analyst Ambareesh Baliga. The H-1B visa issue and AI adoption will shape the sector s future. Real estate shows polarized growth, favoring affordable and luxury segments. Investors should focus on developers in these areas. The market navigates global and domestic pressures.

Rubicon Research IPO: Rubicon Research is trading at a grey market premium of ₹90, roughly 19% above the upper price band, reflecting strong listing expectations driven by investor interest in the healthcare and pharmaceutical sector.

Anurag Singh observes an "everything rally" across asset classes, driven by anticipated central bank rate cuts and signs of geopolitical stability. He remains optimistic about India s domestic market resilience, advocating for a 70-30 equity-debt portfolio. Singh expresses caution on gold and Bitcoin, favoring traditional equity and bond investments.

MosChip Technologies launched AgenticSky, a suite of Agentic AI accelerators designed to help OEMs develop adaptive, autonomous, and trust-driven products for machines, devices, and edge systems. The platform reduces development cycles by up to 40% and offers reusable cores for visual intelligence, human-machine interaction, device optimization, and wearables, providing a scalable framework for next-generation AI-powered product innovation.

Investors in Nippon India Silver ETF witnessed a sharp 9% surge in an hour, despite silver prices falling 0.75%, highlighting a liquidity mismatch in the ETF market. The fund’s NAV hit a record ₹165 per unit, diverging significantly from the underlying metal’s value.

Bitcoin held steady around $121,917 on Thursday. Ethereum saw a slight dip, while other major tokens like Solana and Dogecoin experienced gains. The overall crypto market capitalization edged up. Bitcoin is trading within a tight range, with institutional interest remaining steady. Experts suggest Bitcoin is consolidating after a strong rally, with a bullish outlook for future growth.

DSM Fresh Foods, Zappfresh’s parent, debuted on BSE SME at Rs 120, a 20% premium over IPO. Strong subscription from NIIs and QIBs highlights robust investor interest in India’s meat delivery sector.

Largecap IT firms demonstrate resilience against regulatory challenges and demand uncertainties, with free cash flow yields between 5-6%. Analysts anticipate a 7% EPS CAGR from FY26-FY28, favoring Infosys, LTIMindtree, and HCL Tech for their stability and cash flow strength.

European shares opened lower on Thursday, pulled down by banks after heavyweight HSBC dropped following its proposal to privatise Hong Kong s Hang Seng Bank, although gains in mining and technology stocks helped limit the overall losses.

Japan s Nikkei share average rallied to a fresh high on Thursday, with index heavyweight SoftBank Group surging more than 11% as investors bought into its vision of artificial intelligence-powered robots.