@Trendlyne

Stock market platform with the most powerful products around. Get the app: https://xitter.cf/t.co/bjCkVp9SW1

 Bengaluru, India
trendlyne.com
Joined February 2015
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Indian IT stocks posted their best week since 2008 as Q2 earnings and rising AI revenue revived investor interest. But cautious client spending and pressure on traditional services raise questions about whether AI growth can sustain a lasting recovery. trendlyne.com/posts/5904647/…
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The rupee’s fall is draining RBI reserves and reshaping corporate earnings. This week's COTW examines what’s driving the decline and how Indian companies are affected. trendlyne.com/posts/5904724/…
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5 Analyst Picks: 1) An IT services firm eyes $2B sales by FY27 2) A general insurer's Q2 profit up 15.5% YoY 3) A state-run bank logs 15% profit growth in Q2 4) A cable maker’s consumer goods sales jump 120% 5) A jewellery retailer eyes 705 stores by FY30 trendlyne.com/posts/5904867/…
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What's Happening in US Markets Now (1/3): 1) Micron settles labor dispute at Taiwan plant 2) Ares gets €1.5 bn Norges Bank logistics backing 3) Cencora to buy American Oncology for $2.4 bn 4) Talos insider sells shares worth $47.3 mn 5) TD Cowen cuts Chipotle on weak Oct sales
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What's Happening in US Markets Now (2/3): 1) Salesforce to buy Braze for $5.7 bn in AI push 2) Northern Trust approves $3.5 bn buyback 3) Linde doubles gas capacity to supply Tata Steel 4) Teledyne raises 2026 EPS guidance by 4.5% 5) Baird upgrades Northrop to ‘Outperform’
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What's Happening in US Markets Now (3/3): 1) Alcon Buys Neurotech Pharma for $550 mn 2) CME Group's Q3 revenue jumps 13% YoY 3) PS downgrades Braze over its acquisition deal by Salesforce for $5.7 bn 4) SpaceX surges on Q3 EPS beat 5) Oppenheimer upgrades Zoom to ‘Outperform’
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What's Happening in US Markets Now (1/3): 1) AST SpaceMobile rises on takeover speculation 2) AES wins EU approval for planned sale 3) Elbit Systems wins $235 mn defence order 4) Silgan to buy Trivium Packaging for $3.4 bn 5) MS upgrades Boyd Gaming on attractive valuation
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What's Happening in US Markets Now (2/3): 1) Accenture weighs $1.5 bn sale of China biz 2) KKR faces EU probe for alleged misleading info 3) Transocean wins $550 mn drillship contracts 4) Uber wins UK ruling in $453 mn lawsuits 5) JPMorgan upgrades Intel on improving execution
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What's Happening in US Markets Now (3/3): 1) Intuit to buy Sequence for billing automation 2) Kimberly-Clark weighs five-part bond sale 3) Bernstein upgrades Datadog on AI demand 4) Expand Energy names Danny Brown as CEO 5) JPM downgrades Eastman on spread contraction
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5 Analyst Picks: 1) A transformer maker guns for a $1B topline 2) An electrical co aims to invest ₹550 cr in factories 3) A department store tanks 7% on weak profitability 4) A healthcare co slumps on new government policy 5) An IT stock skyrockets ~27% trendlyne.com/posts/5900202/…
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What's Happening in US Markets Now (1/3): 1) CoreWeave falls on record credit risk 2) KFC to replace Pepsi with Coke in US outlets 3) Penske Auto to go private in $16.3 bn deal 4) Everpure insider sells shares worth $2.8 mn 5) Citi upgrades Cemex on Mexican market recovery
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What's Happening in US Markets Now (2/3): 1) Eli Lilly gets EU nod for Foundayo 2) International Seaways to buy Bruton for $370 mn 3) Proofpoint to acquire Varonis for $6.3 bn 4) CFG's Q3 EPS beats estimates by 1.4% 5) Baird downgrades Envista over high competition
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What's Happening in US Markets Now (3/3): 1) GE's JV to supply 300 engines to Turkish Airlines 2) Truist to sell $7.7 bn unsecured loan portfolio 3) UBS raises Ionis' target price to $88 4) OPKO to sell BioReference assets for up to $872 mn 5) GS downgrades ZTO to 'Neutral'
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What's Happening in US Markets Now (1/3): 1) Gibraltar to sell infra biz for $208 mn 2) Lockheed to invest $300 mn in Texas expansion 3) Gilead signs ~$1.9 bn deal with Vir Biotech 4) Rocket Lab falls on delayed Neutron rocket debut 5) GS upgrades Trane on faster organic growth
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What's Happening in US Markets Now (2/3): 1) BofA faces $1.2 bn fine on sanctions claims 2) Ultragenyx to sell FDA voucher for $203 mn 3) ServisFirst approves 2 mn share buyback 4) Talos insider sells shares worth $106.8 mn 5) GS downgrades Lennox on pricing pressure
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What's Happening in US Markets Now (3/3): 1) Alphabet's YouTube to launch audiobooks by 2027 2) Costco insider sells shares worth $1 mn 3) GS downgrades Par Pacific to 'Neutral' 4) CCC Intelligent to be acquired for $6.1 bn 5) Deutsche upgrades Fortrea on strong trial bookings
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What's Happening in US Markets Now (1/3): 1) Distribution Solutions to buy GradeEight 2) Liquidia surges as it settles patent dispute 3) American Electric to invest $4 bn in fuel cell project 4) GameStop CEO buys shares worth $22.8 mn 5) HSBC downgrades Adobe on AI-led concerns
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What's Happening in US Markets Now (2/3): 1) Raytheon wins $729 mn US Army order 2) AT&T to sell Mexico arm for $2 bn 3) Welltower to sell senior living sites for $290 mn 4) Ollie's Bargain approves $500 mn buyback 5) Canaccord upgrades BCE on AI infra initiatives
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What's Happening in US Markets Now (3/3): 1) GlobalFoundries wins role in $21 bn chip deal 2) National Fuel to demerge upstream & UIG biz 3) Barclays upgrades NatWest to 'Overweight' 4) Progressive's Q3 EPS misses estimates by 1.1% 5) MS cuts ACGL on soft reinsurance market
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