Page 2 - Markets News
Tata Power dips 3% post Q3 miss, renewables shine; brokerages retain 'Buy'
Tata Power reported a consolidated revenue from operations of ₹14,485 crore, down 4 per cent Y-o-Y compared to ₹15,118 crore in the year-ago quarter
 "Tata Power dips 3% post Q3 miss, renewables shine; brokerages retain 'Buy'")
Defence stocks under pressure; HAL, BDL, MTAR fall up to 8%; here's why
Thus far in the month of February, the Nifty India Defence index slipped 5.5 per cent, as against 1.3 per cent rise in the Nifty 50.
 "Defence stocks under pressure; HAL, BDL, MTAR fall up to 8%; here's why")
Construction sector set for rebound; Ambit bets on GR Infra, PNC Infra
Within the sector, Ambit said its framework favours GR Infraprojects, citing superior diversification, large scale, and a strong executable order book
 "Construction sector set for rebound; Ambit bets on GR Infra, PNC Infra")
Westlife Foodworld shares soar 11% even as analysts flag demand concerns
Motilal Oswal said it has largely retained its estimates for FY27 and FY28, even as demand remained under pressure in the third quarter
 "Westlife Foodworld shares soar 11% even as analysts flag demand concerns")
IDBI Bank extends rally, stock up 4%; analyst predicts further 18% upside
IDBI Bank stock has gained 13 per cent in February so far after the Union Budget rekindled hopes of disinvestment. Bonanza technical analyst expects the stock to target ₹125 - ₹130 in the near-term.
 "IDBI Bank extends rally, stock up 4%; analyst predicts further 18% upside")
Devyani International shares extend surge after 'positive start' to CY26
Devyani International reported a net loss of ₹10.3 crore for the quarter, compared to a loss of ₹0.5 crore in the same period last year
 "Devyani International shares extend surge after 'positive start' to CY26")
Gold prices can hit $6200/oz; bull-market not over yet, says UBS
Silver, on the other hand, UBS said, is likely to remain volatile going ahead in the backdrop of the sharp run seen in the last few months and the ensuing correction seen in the white metal recently.
 "Gold prices can hit $6200/oz; bull-market not over yet, says UBS")
IT shares in focus as ADRs slide overnight; why are tech stocks falling?
ADRs of Wipro and Infosys fell by up to 3.3 per cent on Wednesday, extending losses after declining around 6 per cent amid rising concerns about the global tech sector
 "IT shares in focus as ADRs slide overnight; why are tech stocks falling?")
BSE Oil & Gas index hits 52-wk high; what's driving ONGC, OIL India stocks?
In the past one month, the BSE Oil & Gas index has outperformed the market by gaining 2.2 per cent, as against 2.2 per cent decline in the BSE Sensex.
 "BSE Oil & Gas index hits 52-wk high; what's driving ONGC, OIL India stocks?")
Silver, gold ETFs slide up to 20% amid renewed pressure on metal prices
In the two days after that, silver and gold recovered 11 per cent and 6.5 per cent, with the prices once again seeing pressure in trade today
 "Silver, gold ETFs slide up to 20% amid renewed pressure on metal prices")
IndiGo shares drop 4% as CCI orders probe into Dec flight disruptions
More than 10.4 lakh passengers were affected by flight cancellations in December, with over 93 per cent of the total passengers getting impacted by IndiGo cancellations
 "IndiGo shares drop 4% as CCI orders probe into Dec flight disruptions")
Trent Q3FY26 results trigger mixed brokerage calls on growth, margins
Brokerages, however, agree that Trent continues to grow steadily, expand its store network and improve profitability, broadly in line with expectations
 "Trent Q3FY26 results trigger mixed brokerage calls on growth, margins")
India's $36 billion arbitrage trade braces for lower returns after tax hike
The government announced the decision in parliament on February 1, saying the tax hike was aimed at curbing high-risk speculative trading in the options market
 "India's $36 billion arbitrage trade braces for lower returns after tax hike")
Dividend stocks: NTPC, Hudco, REC, 21 others to remain in focus today
Dividend stocks today: Here is the complete list of stocks that will remain in focus today as they are set to trade ex-dividend tomorrow
 "Dividend stocks: NTPC, Hudco, REC, 21 others to remain in focus today")
Asian shares falter as AI cost fears fuel global tech selloff jitters
The recent selloff, triggered by a new legal tool from Anthropic's Claude large language model, has wiped out about $830 billion in market value since January 28
 "Asian shares falter as AI cost fears fuel global tech selloff jitters")
Trillion-dollar tech wipeout ensnares stocks exposed to AI disruption fears
In the span of two days, hundreds of billions of dollars were wiped off the value of stocks, bonds and loans of companies big and small across Silicon Valley
 "Trillion-dollar tech wipeout ensnares stocks exposed to AI disruption fears")
Time to buy SMIDs? Analysts eye valuation comfort, India-US deal fine print
This crackdown in SMIDs, analysts said, has effectively flushed out "froth" from the broader markets, making risk-reward favourable for smaller companies
 "Time to buy SMIDs? Analysts eye valuation comfort, India-US deal fine print")
Stocks to Watch today: Bharti Airtel, LIC, Trent, NSDL, Tata Power, Marico
Stocks to Watch today, February 5, 2026: Medanta, JSW Cement, Cummins India, Emcure Pharma, Bajaj Finserv, Metropolis, Emami, Lupin, and NHPC are among the top stocks to watch today
 "Stocks to Watch today: Bharti Airtel, LIC, Trent, NSDL, Tata Power, Marico")
Trading guide: Nifty eyes 26,000; BPCL, REC, Indus Towers on analyst radar
Stocks to buy: Ajit Mishra of Religare Broking recommends buying BPCL, Indus Towers, and REC; also suggests Nifty trading strategy
 "Trading guide: Nifty eyes 26,000; BPCL, REC, Indus Towers on analyst radar")
RBI buy-sell swap auction draws bids over twice the notified amount
Three-year dollar-rupee swap draws $25 billion in bids against $10 billion on offer
 "RBI buy-sell swap auction draws bids over twice the notified amount")