Anas Ali

Bezos' comments sit awkwardly against the recent track record of the company he founded.

NDTV Profit takes you through a series of charts that break down the structure of the offer, the marquee names cashing out, the financial engine under the hood, and the long road that brought NSE to this point.

Cook flagged the DRAM market in particular, noting that more supply is being diverted toward high-bandwidth memory used in AI servers, leaving less available for consumer devices.

According to Singh, maintaining existing growth momentum and completing one acquisition worth roughly $500 million would be sufficient to achieve the FY30 target.

This comes on the back of an NDTV Profit report on Tuesday, which pointed to an inter-ministerial committee granting approval to the Vivo JV after a meeting on Saturday, though the approval has not been confirmed by the government.

JPMorgan expects the operations to start after 60-90 days in the third quarter of FY27, once the JV gets approved and assumes it could contribute 11 million to mobile volumes for Dixon Tech in FY27 and 22 million in FY28.

Top picks include consumer electronics player LG Electronics India, private sector lender Bandhan Bank, IT solutions provider Coforge, real estate developer Prestige Estates, and high-performance computing player Netweb Technologies.

The management of Dixon Tech has indicated that the deal could represent a Rs 30,000 crore revenue opportunity

"We have got PEs of 70, 80. I wouldn't buy a PE of 80 today," he said, noting that even some global technology leaders trade at lower valuations.

HCLTech's surge in trade today mirrors the sentiment in the broader IT pack, with Nifty IT emerging as the biggest sectoral gainer in trade.

Morgan Stanley said the key to watch will be proof points of real-world use cases at HCLTech's global enterprise clients over coming quarters.

Top picks include Federal Bank, GAIL (India), automotive heavyweight Eicher Motors, Grasim Industries, and gold loan financier Manappuram Finance.

Brokerages remain positive on Suzlon given the company's long-term strategy to resolve execution bottlenecks.

This rally comes after a long period of drawdowns, with shares of HPCL, BPCL and IOC falling 12%, 22% and 25%, respectively, since the start of the war in late February.

The recovery in IT stocks comes just dafter the index shed over Rs. 50,000 crore in market capitalisation in first 15 minutes of trade on Friday.

Check out top stocks under brokerages' radar heading into trade today.

Top picks include private sector lender Federal Bank, digital financial platforms Groww and Angel One, electronic manufacturing services major Dixon Technologies, and spirits manufacturer Allied Blenders and Distillers.

The company said the adjustment is aimed at partially offsetting cost pressures while maintaining the overall value proposition of each offering.

This rally comes on the back of a Ministry of Finance notification that directed no customs duty shall be required to be paid on goods for nuclear energy generation imported between April 1, 2019 and January 31, 2026.

The notification primarily benefits Nuclear Power Corporation of India, the state-owned operator that imports fuel assemblies for its reactor fleet, though NPCIL is unlisted.