US stocks opened higher as Intel’s sharp profit surge fueled technology gains, pulling the S&P 500 close to an all-time high. Optimism around potential US-Iran talks added support, even as oil prices stayed volatile. Strong results from Procter & Gamble also helped, while Charter Communications slid after reporting weaker performance.
Reliance Jio reported Q4FY26 revenue of Rs 38,259 crore, up 13% from Rs 33,986 crore a year earlier. Cons PAT increased 13% YoY to Rs 7,935 crore, while ARPU climbed to Rs 214. The results highlight stronger topline momentum and improving per-user monetisation as the quarter closes.
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Friday trading saw a sharp dip in Indian indices as heavy IT selling pulled down the BSE Sensex and Nifty 50. Infosys was among the notable losers, while select stocks such as Himadri Speciality Chemical and Adani Energy Solutions rose on the back of earnings and fresh momentum, highlighting a split market mood.
IndusInd Bank reported a standalone net profit of Rs 533 crore in Q4, reversing a year-ago loss of Rs 2,236 crore. While profit dipped sequentially, the lender still declared a final dividend of Rs 1.5 per share. The results mark a sharp turnaround and signal improving fundamentals for the bank’s earnings trajectory.
Oracle Financial Services Software shares surged up to 8% to an intra-day high of Rs 8,779 after the company reported strong Q4FY26 results. Net profit jumped 30.7% year-on-year, helping push investor sentiment higher during Thursday’s trading. The move underscores renewed optimism around the company’s earnings momentum going into the next quarters.
Tech Mahindra shares fell nearly 3% on Thursday, sliding to an intraday low of ₹1,418 and extending a four-day losing streak. The drop came as investors weighed a quarterly profit miss against the company’s record-high total dividend of ₹51 per share for FY26. Despite net profit rising 16% year-on-year to ₹1,354 crore, results came in about 10% below analyst estimates.
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Jio is set to start the Q2 earnings season, with Airtel and Vodafone Idea to follow in the weeks ahead. Analysts will focus on subscriber and revenue momentum, margins, and operating performance. While Airtel is expected to show relatively healthy growth, Jio’s outlook appears modest and Vodafone Idea’s results may continue to reflect its ongoing struggle to sustain traction.
Market watchers are bracing for a tougher stretch at HCL Tech after the latest quarterly results missed expectations on both growth and margins. Although the company highlighted new deal wins, investors are questioning their quality and long-term sustainability amid ongoing geopolitical risks. Forward guidance implies results may land near the lower end of projections.
Indian markets inched higher as auto stocks supported the index while IT and pharma weighed on sentiment. GMDC stood out among the biggest gainers, joining Netweb and MosChip in sharp moves attributed to earnings, market bids, and sector rotation. On the other side, Apollo Micro, SpiceJet, and Vedanta slipped amid earnings pressure and bid or demand concerns.
Indian indices closed higher as auto, pharma and metal stocks lifted sentiment. NMDC, Apollo Hospitals, Nykaa and BDL surged after earnings, while Suzlon, RVNL and Waaree Energies declined on weaker results and profit booking. The day’s sharp moves highlight how quickly investor expectations can flip between buyers and sellers.
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Even as India’s restaurant sector stayed sluggish in Q1 FY25, McDonald’s India flipped the script. After three straight quarters of falling revenue and rising losses, the company reported growth in both revenue and profits, signaling a clear recovery despite tough overall market conditions.
Eternal, Ola Electric, BLS International, Nestle, TAC InfoSec, and Tata Investment were among the top movers on Thursday, with big swings tied to earnings updates, new contracts, and product launches. The mix of results and announcements fueled volatility across D Street as investors repositioned quickly.
Intel’s upbeat Q2 outlook, powered by strong demand for AI-focused server chips, beat expectations and lifted investor confidence. The company forecast revenue of $13.8–$14.8 billion and also delivered better-than-expected earnings guidance. Shares jumped about 19% in extended trading, adding roughly $64 billion in market value, as CEO Lip-Bu Tan pushes a turnaround plan of cost cuts, asset sales, and partnerships.
India’s IT sector is facing short-term disappointment after recent earnings, with investors focusing on margin pressure and conservative growth guidance. Experts, however, argue the long-term outlook remains stable, pointing to AI-driven efficiency gains—especially for large firms—and the potential for steadier, sustainable growth as valuations cool.
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India’s markets are reacting to West Asia developments, and Kotak Institutional Equities’ Sanjeev Prasad warns of potentially severe macro fallout. He outlines two paths: a “bad” outcome with lingering pain, and an “ugly” one if conflict drags on. While Nifty 50 earnings may stay resilient due to insulated sectors, economically sensitive companies face sharper risk.
Even as Salesforce expects its fastest revenue growth in three years, the software sector’s outlook remains shaky. Investors are spooked by AI disruption despite CEOs pitching proprietary data and in-house models. A broader selloff suggests promises aren’t enough; analysts want proof that AI can lift revenue and improve customer retention in upcoming earnings.
Indian equity benchmarks roared back on Tuesday as the Sensex jumped 548 points to cross 79,000 and the Nifty reclaimed 24,500 in the opening hour. Strong institutional buying, supportive Asian cues, and heavyweight momentum from names like ICICI Bank and Reliance helped markets rebound, with investors turning attention to upcoming Q4 corporate earnings despite oil-linked anxieties.
Sunteck Realty reported a 34% increase in FY26 net profit to Rs 202 crore, driven by strong sales momentum and steady margins. Revenue grew 32% for the full year, while operational pre-sales rose 25% annually, signaling continued demand and a supportive topline for the real estate developer.
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Intel’s shares surged after the US chipmaker beat earnings expectations, offering a potential turnaround. Even as it posted a reported loss, revenue rose and management signaled further growth ahead. CEO Lip-Bu Tan tied the momentum to the AI revolution, citing strengthening demand for Intel processors, including for local network processing.
Indian stock indices ended flat as investors reacted to mixed earnings and debut performances. Muthoot Finance, Pfizer and Prime Focus climbed on strong Q1 results, while JSW Cement, NMDC and Vodafone Idea declined. The market’s tepid close underscores how corporate updates and trading history shaped day-to-day sentiment across sectors.
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