S&P 500, Nasdaq end higher on Amazon-OpenAI deal; Fed path forward grows murky

Artificial intelligence deals propelled the S&P 500 and Nasdaq higher on Monday, with Amazon's $38 billion agreement with OpenAI and Nvidia's chip allocation boosting tech stocks. Despite a foggy monetary policy outlook due to scarce economic data and a government shutdown, market sentiment was supported by positive trade news and dovish Fed commentary.

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Sensex, Nifty slip 0.7% as Fed’s cautious outlook damps investor sentiment

Indian stock markets experienced a decline on Thursday. The NSE Nifty and BSE Sensex closed lower. This downturn followed the US Federal Reserve's decision to cut interest rates by 25 basis points. However, the Fed indicated no further rate cuts are expected this year. This news impacted investor sentiment globally and in India. Foreign portfolio investors sold shares.

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Asian stocks open higher as Trump-Xi plan eases nerves

Asian stocks rose Friday as a planned meeting between US President Trump and Chinese President Xi Jinping eased trade tensions. Oil prices dipped ahead of US inflation data, with investors anticipating a Federal Reserve rate cut next week despite sticky inflation. Resilient earnings and potential positive US-China news support continued equity market optimism.

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Dollar edges up ahead of CPI, trade news; yen slips

The dollar is trading higher against major currencies. Traders are awaiting U.S. consumer inflation data. Tariff threats between Washington and Beijing are also being considered. The yen has weakened due to expectations of a stimulus package from Japan's new Prime Minister. Sterling is under pressure after British inflation data remained steady. Markets are anticipating interest rate cuts from the U.S.

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Stocks in news: RIL, HDFC Bank, YES Bank, IndusInd Bank, RBL Bank, Jain Resource

Indian markets closed the week strong with Nifty 50 reaching a new 52-week high. Investors are now watching quarterly results from Reliance Industries, HDFC Bank, and ICICI Bank. Other companies like JSW Energy and RBL Bank also reported significant developments. Sobha Realty plans major project launches. Federal Bank will consider fundraising plans. IndiGo is expanding its wide-body aircraft fleet.

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In US, journalists turn in access badges, exit Pentagon rather than agree to govt's new reporting rules

Dozens of reporters exited the Pentagon, turning in access badges to protest government-imposed restrictions on their work. News organizations rejected new rules from Defense Secretary Pete Hegseth, which would penalize journalists for reporting unapproved information. This action pushes the press further from the seat of military power, with many vowing to continue robust coverage despite the challenges.

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Vijay Kedia-backed cybersecurity stock announces 1:1 bonus issue. Check details

Shares of Vijay Kedia-backed TAC Infosec rose on news of a one-for-one bonus issue, backed by strong financial performance, including a 157% revenue rise and doubled profits. The company plans $100 million capex by 2030 to enhance AI-led cybersecurity, expand globally, and pursue a Nasdaq listing for its US arm.

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Banks set to impress in Q2, ECL phasing gives comfort to financials: Ashwini Agarwal

Banks and financials are poised for strong earnings this season, with reasonable valuations and benign credit costs fueling loan growth. Analysts anticipate positive news for both banks and NBFCs. Consumer sentiment is also showing signs of revival, particularly in discretionary spending, potentially extending beyond a short-term rebound.

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Top 5 small cap mutual funds with highest risk adjusted returns

Bandhan Small Cap Fund, Quant Small Cap Fund, Invesco India Smallcap Fund, HDFC Small Cap Fund, small cap funds, sharpe ratio, risk adjusted returns, mutual funds, mutual fund news

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US equities end lower as valuation concerns creep in

U.S. stocks closed lower on Wednesday as investors took profits amid concerns about high valuations flagged by Fed Chair Powell. The market awaits key inflation data, while sectors showed mixed performance, with materials declining and energy rising. Company news included a surge for Lithium Americas and a drop for Micron Technology, influencing overall market sentiment.

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BSE shares jump 3% to break two-day losing streak amid Sebi board meet buzz

BSE shares experienced a surge, climbing as high as 2.7% following reports that Sebi's board meeting wouldn't address ending weekly F&O contract expiries. This news reversed an 8% stock decline triggered by speculation about a shift to monthly expiries. While Sebi considers longer-duration F&O contracts, any changes will involve industry consultation, aiming to balance market quality and hedging.

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