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Global Markets | Australian shares hit record high as investors focus on strong earnings, shrug off hot CPI

by ET Markets | February 25, 2026 1:09 pm | Indian Stocks, Market, News

Australian shares reached a record high, driven by strong blue-chip earnings from companies like Woolworths and WiseTech. Despite a hotter-than-expected inflation report, the market focused on robust corporate performance, with miners also contributing to the gains....

Angel One 1:10 stock split tomorrow: What shareholders should know

by ET Markets | February 25, 2026 1:07 pm | Indian Stocks, Market, News

Angel One has set February 26 as the record date for its 1:10 stock split, a move aimed at enhancing liquidity and accessibility for retail investors. Shareholders holding the stock on this date will receive 10 shares for every one held, with the face value of each...

Decoded: The viral doomsday AI memo that roiled Wall Street

by ET Markets | February 25, 2026 1:06 pm | Indian Stocks, Market, News

A viral 7,000-word Substack essay by Citrini Research founder James van Geelen sparked a sharp selloff on Wall Street by outlining a hypothetical 2028 “Global Intelligence Crisis.” The scenario imagines AI wiping out white-collar jobs, crushing software revenues,...

Anthropic’s ‘misanthropic’ moment for Indian IT! Claude parent’s valuation tops the whole industry

by ET Markets | February 25, 2026 1:05 pm | Indian Stocks, Market, News

Amid the rapid rise of artificial intelligence, AI firm Anthropic — valued at about $380 billion — has overtaken the combined market capitalisation of India’s top IT companies, including TCS, Infosys, Wipro, HCL Technologies and Tech Mahindra, which together are worth...

Bitcoin, Ethereum jump 3% in one day as Trump’s State of the Union address lifts crypto sentiment

by ET Markets | February 25, 2026 1:04 pm | Indian Stocks, Market, News

Bitcoin and Ethereum saw a 3% surge on Wednesday, driven by positive sentiment following President Trump’s State of the Union address. This rebound followed a choppy week, with major altcoins also experiencing gains. The crypto market capitalization rose to...

Piyush Pandey sees buying opportunity in IT stocks despite AI fears

by ET Markets | February 25, 2026 1:04 pm | Indian Stocks, Market, News

Piyush Pandey believes AI disruption fears for Indian IT stocks are overblown, with current valuations being “extremely comfortable.” He sees long-term opportunities outweighing short-term volatility, predicting improved performance in FY27 compared to...

Softer dollar, modest inflows offer breathing room to Indian rupee

by ET Markets | February 25, 2026 12:06 pm | Indian Stocks, Market, News

The Indian rupee held steady near 90.92 against the dollar, supported by a weaker greenback and foreign bank sales. Local stocks, particularly IT shares, rebounded, contributing to modest dollar inflows. Global markets were buoyed by AI enthusiasm and anticipation...

Indian bonds rise after strong buying sparks RBI participation bets

by ET Markets | February 25, 2026 12:05 pm | Indian Stocks, Market, News

Indian government bonds saw a rise today. Strong buying from the ‘others’ investor category boosted prices. This group includes insurers, pension funds, and potentially the Reserve Bank of India. Such purchases suggest increased liquidity in the market....

Rs 3 lakh crore added! 5 key factors behind 700-point Sensex surge, Nifty above 25,600

by ET Markets | February 25, 2026 12:04 pm | Indian Stocks, Market, News

Indian stock markets saw a significant rebound on Wednesday. The Sensex and Nifty 50 indices surged, recovering from a previous day’s sharp decline. This rally boosted the market capitalization of BSE-listed firms substantially. Key sectors like IT and Metal led...

Chakri Lokapriya sees value in cyclical and PSU stocks despite market volatility

by ET Markets | February 25, 2026 12:04 pm | Indian Stocks, Market, News

Market strategist Chakri Lokapriya identifies selective opportunities in cyclical sectors, railways, defence, and PSU banks, citing strong order books and reasonable valuations for long-term investments. While near-term capex may be subdued due to US Supreme Court...

Massive AI capex not a bubble, but software & IT business models at risk: Arvind Sanger

by ET Markets | February 25, 2026 11:11 am | Indian Stocks, Market, News

Massive AI investments by US tech giants are unlikely to be a bubble, but could fundamentally disrupt traditional software and IT services, including Indian firms. Arvind Sanger of Geosphere Capital believes AI adoption presents a structural wave of value creation,...

Mobilise App SME IPO Day 3: Check GMP, subscription status and key details

by ET Markets | February 25, 2026 11:10 am | Indian Stocks, Market, News

Mobilise App Lab’s Rs 20.10 crore SME IPO has drawn strong investor interest, with 12x subscription by Day 2 and a grey market premium of Rs 8 signaling a potential Rs 88 listing. The SaaS company aims to fund product development, expansion, and talent acquisition as...

Global Market | Hot Streak or Turning Point? Kospi’s historic run leaves investors weighing what comes next

by ET Markets | February 25, 2026 11:10 am | Indian Stocks, Market, News

South Korea’s KOSPI index is surging towards historic highs, driven by tech leadership in AI and semiconductors, alongside policy reforms aimed at improving corporate governance and shareholder returns. This rally, exceeding 40% this year, is sparking debate on...

JPMorgan CEO Jamie Dimon warns AI and ‘dumb things’ can trigger a 2008-like crisis

by ET Markets | February 25, 2026 11:09 am | Indian Stocks, Market, News

Jamie Dimon warned markets resemble pre-2008 conditions, citing risky behaviour, elevated asset prices and AI-driven disruption. He said people are doing “dumb things” to make money, warned of cyclical downturns ahead, and cautioned that enthusiasm around artificial...

Vedanta shares rise 5% as BofA upgrades stock to Buy, raises target price by 75%. Here’s why

by ET Markets | February 25, 2026 11:07 am | Indian Stocks, Market, News

Vedanta Ltd shares surged on Wednesday after BofA Securities upgraded the stock to “Buy” from “Neutral” and raised its target price sharply to Rs 840 from Rs 480. The brokerage turned positive on the back of a stronger outlook for aluminium and supportive silver...

Global Market | Jonathan Schiessl on how investors can navigate global market volatility

by ET Markets | February 25, 2026 11:06 am | Indian Stocks, Market, News

Global markets are witnessing a significant rotation from mega-cap tech to real assets, cyclicals, and industrials. In India, IT faces AI disruption fears, while banking and defensive sectors gain traction. Opportunities are emerging in pharmaceuticals’ GLP-1...

Airtel’s ₹14,000 crore NBFC bet small vs ₹60,000 crore FCF; dividend upside likely: IIFL Capital

by ET Markets | February 25, 2026 11:05 am | Indian Stocks, Market, News

Bharti Airtel is entering lending with a new NBFC. This move is a modest allocation of its strong free cash flows. The company plans significant investments in data centres and home broadband. Investors are watching execution risks in this new venture. Airtel’s...

IBM stock in spotlight after sharp moves. Is volatility creating opportunity?

by ET Markets | February 25, 2026 11:05 am | Indian Stocks, Market, News

IBM shares saw a sharp 13% drop as fears of AI disrupting legacy systems resurfaced, wiping out significant market value. While some see this as an overreaction, the market debates AI’s impact on IBM’s core businesses. Analysts suggest resilient profit...

Stocks to buy: Adani Ports, HAL, Titan among Prabhudas Lilladher’s 14 top picks

by ET Markets | February 25, 2026 11:04 am | Indian Stocks, Market, News

Prabhudas Lilladher has revealed its top stock picks. The brokerage highlights fourteen companies, including Adani Ports, HAL, and Titan. Analysts have set new price targets for these stocks. The firm remains optimistic about sectors like banking and capital goods....

Sensex rallies over 500 points, Nifty above 25,550 as IT stocks bounce back

by ET Markets | February 25, 2026 10:17 am | Indian Stocks, Market, News

Indian stock markets opened higher on Wednesday. Tech stocks bounced back after yesterday’s sharp decline. Sensex and Nifty 50 saw gains. IT and Metal sectors led the recovery. Foreign investors were net sellers, while domestic investors bought equities. US...
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