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7 risks that could derail Niftyโ€™s 2026 rally before it reaches 29,000
https://economictimes.indiatimes.com/markets/stocks/news/7-risks-that-could-derail-niftys-2026-rally-before-it-reaches-29000/articleshow/126282254.cms

Despite Nifty's decade-long winning streak, 2026 targets of 29,000 face significant hurdles. Experts warn of potential derailment from a delayed US-India trade deal, global geopolitical chaos, and an AI bubble burst. Earnings-valuation mismatches, crude oil spikes, rupee depreciation, and an equity supply glut also pose substantial risks to the rally.
Vodafone Idea shares jump 10% as Rs 5,836 crore group settlement lifts survival hopes
https://economictimes.indiatimes.com/markets/stocks/news/vodafone-idea-shares-jump-10-as-rs-5836-crore-group-settlement-lifts-survival-hopes/articleshow/126283703.cms

Vodafone Idea shares jumped nearly 10% after regulatory filings showed the telecom operator will receive Rs 5,836 crore from Vodafone Group under a revised liability settlement, while separate reports pointed to fresh government relief on its adjusted gross revenue dues, together offering a rare boost to the debt-laden telco.
Defence stock thatโ€™s up 2,100% in 5 years bags second order in two days; shares jump 3%
https://economictimes.indiatimes.com/markets/stocks/news/defence-stock-thats-up-2100-in-5-years-bags-second-order-in-two-days-shares-jump-3/articleshow/126283737.cms

Apollo Micro Systems shares jumped after its subsidiary won a fresh โ‚น150 crore order from a private player, marking the second major contract in two days. Earlier, the company had secured orders worth over โ‚น420 crore, including a โ‚น419.39 crore contract from Coal India subsidiaries, boosting investor sentiment.
Shriram Finance shares hit record high, cross Rs 1,000 for first time. Too late to buy?
https://economictimes.indiatimes.com/markets/stocks/news/shriram-finance-shares-hit-record-high-cross-rs-1000-for-first-time-too-late-to-buy/articleshow/126283760.cms

Shriram Finance shares hit a record high as analysts upgraded target prices following MUFGโ€™s landmark investment and a credit rating upgrade, boosting confidence in the companyโ€™s capital strength and growth outlook.
2026 may not be for cement stocks but long term growth intact. What are analysts saying?
https://economictimes.indiatimes.com/markets/stocks/news/2026-may-not-be-for-cement-stocks-but-long-term-growth-intact-what-are-analysts-saying/articleshow/126283784.cms

After a weak 2025, Indiaโ€™s cement sector enters 2026 facing capacity pressure and pricing challenges, even as long term infrastructure driven demand remains intact.
Adani Power shares jump 7%, brokerages see multi-year earnings upcycle. Should you buy or sell?
https://economictimes.indiatimes.com/markets/stocks/news/adani-power-shares-jump-7-brokerages-see-multi-year-earnings-upcycle-should-you-buy-or-sell/articleshow/126284347.cms

Adani Power shares rose as much as 7% on Thursday, with brokerages highlighting a long runway for earnings growth driven by a sharp expansion in capacity, rising long-term power purchase agreements and improving cash-flow visibility as Indiaโ€™s baseload power demand strengthens.
What cigarette tax hike means for 37 lakh ITC shareholders? Jefferies explains
https://economictimes.indiatimes.com/markets/stocks/news/what-cigarette-tax-hike-means-for-37-lakh-itc-shareholders-jefferies-explains/articleshow/126285073.cms

Jefferies warned that the sharp hike in cigarette excise duty is clearly negative for ITC in the near term, likely hurting volumes and earnings. The brokerage called the move a major negative surprise for the legal cigarette industry, estimating over a 20% rise in effective tax incidence, and said it increases policy uncertainty despite its continued positive stance on ITC.
Rs 50,000 crore wiped out as ITC shares crack 10%, worst day in 6 years. Should investors buy the fear?
https://economictimes.indiatimes.com/markets/stocks/news/rs-50000-crore-wiped-out-as-itc-shares-crack-10-worst-day-in-6-years-should-investors-buy-the-fear/articleshow/126285452.cms

ITC shares fell sharply on Thursday, erasing over Rs 50,000 crore in market value after a steep new cigarette tax spooked investors. The excise hikeโ€”on top of GSTโ€”may force price increases of 15% or more, raising risks of volume loss and a shift toward illicit trade, analysts warned.
Dividend yield shake-up: Vedanta drops to 7th, smallcap surprise for top slot. Check top 10 stocks
https://economictimes.indiatimes.com/markets/stocks/news/dividend-yield-shake-up-vedanta-drops-to-7th-smallcap-surprise-for-top-slot-check-top-10-stocks/articleshow/126285715.cms

Vedanta has slipped to seventh place in Indiaโ€™s dividend yield rankings, with smallcap Multibase India taking the top spot at a staggering 24.8%, followed by Allcargo Logistics and Premco Global. SBI Securitiesโ€™ latest review highlights a major shake-up driven by sharp price moves and shifting payout trends across companies.
Bajaj Auto, TVS Motor among 10 stocks hit 52-week highs; gains of up to 20% in a month
https://economictimes.indiatimes.com/markets/stocks/news/bajaj-auto-tvs-motor-among-10-stocks-hit-52-week-highs-gains-of-up-to-20-in-a-month/slideshow/126287664.cms

Ten BSE-listed stocks, including Bajaj Auto and TVS Motor, hit fresh 52-week highs despite a flat market, extending monthly gains of up to 20% and signalling strong bullish momentum.
10 midcap stocks with consistently high RoE for 4 straight years
https://economictimes.indiatimes.com/markets/stocks/news/10-midcap-stocks-with-consistently-high-roe-for-4-straight-years/slideshow/126288871.cms

Ten NSE midcap companies have delivered a consistently strong RoE above 25% for four straight years, signalling robust profitability and management efficiency, StockEdge data shows.
Ahead of Market: 10 things that will decide stock market action on Friday
https://economictimes.indiatimes.com/markets/stocks/news/ahead-of-market-10-things-that-will-decide-stock-market-action-on-friday/articleshow/126289388.cms

The Indian market ended Thursday with the Sensex marginally lower and the Nifty slightly higher, as gains in IT stocks offset losses in FMCG counters like ITC following a new cigarette tax. Trading was thin due to global holidays, with attention now on Q3 earnings, budget cues, and global developments shaping 2026.
Market Trading Guide: Buy SBI and BoB on Friday for up to 8% short-term gains. Whatโ€™s working for PSU banks?
https://economictimes.indiatimes.com/markets/stocks/news/market-trading-guide-buy-sbi-and-bob-on-friday-for-up-to-8-short-term-gains-whats-working-for-psu-banks/slideshow/126289493.cms

SBI stock, Bank of Baroda, PSU banks, Nifty 2026, buy-on-dips strategy, technical analysis, short-term gains, stock recommendationsโ€‹
DU Digital under Sebi scanner: Regulator bars 26 individuals, slaps penalty after SME stock rallies 1,393%
https://economictimes.indiatimes.com/markets/stocks/news/du-digital-under-sebi-scanner-regulator-bars-26-individuals-slaps-penalty-after-sme-stock-rallies-1393/articleshow/126290565.cms

Sebi has barred 26 individuals from the securities market for up to two years for manipulating the price of SME-listed DU Digital Technologies, whose stock surged 1,393% between 2021 and 2023. The regulator ordered disgorgement of Rs 98.78 lakh plus interest and imposed penalties totalling Rs 1.87 crore after finding coordinated, deceptive trading.