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The Latest Breaking News from Jefferies

How an iron ore empire began to raise doubts

Major commodity traders are cutting ties with Radiant World amid concerns, which suggest the company provided falsified documents to banks for financing. Glencore and Cargill have ceased new business dealings with Radiant World. Banks like Intesa Sanpaolo are reviewing their exposure to the firm. Radiant World denies the claims.

The Economic Times

Kospi’s mammoth 17% surge spells caution for Indian IT stocks. Why TCS, Infosys, others are down up to 5%

Kospi’s mammoth 17% surge spells caution for Indian IT stocks. Why TCS, Infosys, others are down up to 5%

Indian IT stocks declined after renewed optimism around global AI and cloud spending after strong earnings from tech giants. Meanwhile, global AI sentiment improved after Microsoft and Amazon reported strong cloud growth, while South Korean chipmakers Samsung and SK Hynix rallied sharply on robust results.

The Economic Times

IT stocks on a roll: TCS, Infosys, Coforge and others rally up to 5% for second straight day. What's driving this surge?

IT stocks on a roll: TCS, Infosys, Coforge and others rally up to 5% for second straight day. What's driving this surge?

Indian IT stocks rallied for a second straight session, buoyed by strong Q1 earnings, optimism around AI-driven demand and improving investor sentiment. Jefferies turned neutral on the sector, citing positive FPI feedback and potential tactical upside after a sharp correction. The rally came despite a global tech selloff, with investors…

The Economic Times

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Eternal shares jump over 20% in one month. Will the stock cross its October peak of Rs 368?

Eternal shares have surged over 20% in the past month. Analysts largely maintain a bullish outlook on the food delivery major. Experts highlight robust growth levers supporting future performance. Technical indicators suggest a positive shift in the stock's medium-term trend. The company's stock is currently trading below its October peak.

The Economic Times

Wall Street Just Tried Meta’s AI Glasses and Analysts Were Impressed. You’re Not Pricing This Catalyst In.

Meta's tiered AI glasses strategy could create years of repeat hardware sales and recurring revenue.

AAPL Stock Alert: What to Know as Apple Partners With Klarna to Lease iPhones

Apple shares rally on the launch of Apple Upgrade in collaboration with Klarna. Here’s what the new initiative means for AAPL stock heading into the earnings release.

Earnings tonic boosts FTSE 100 as oil falls back

Well-received earnings from Unilever, Croda and GSK spurred gains on the blue-chip FTSE 100.

Evening Standard

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Apple Stock: Is Wall Street Bullish or Bearish?

Apple Stock: Is Wall Street Bullish or Bearish?

While Apple has outperformed the broader market over the past year, Wall Street analysts maintain a neutral outlook about the stock’s prospects.

TCS, Infosys, Coforge, other IT stocks rally up to 10% after Nvidia-led chip rout. Is AI trade ending?

TCS, Infosys, Coforge, other IT stocks rally up to 10% after Nvidia-led chip rout. Is AI trade ending?

Indian IT stocks rallied on Tuesday, with TCS, Infosys, HCL Tech, Wipro, Coforge and Tech Mahindra gaining despite a global sell-off in AI-linked stocks. Investors tracked the sharp decline in Nvidia, Micron, SanDisk, SK Hynix and Samsung shares for clues on AI sector sentiment.

The Economic Times

US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: Jefferies

US faces risk of 'massive capital destruction' as Chinese AI models challenge hyperscalers: Jefferies

The United States could face "massive capital destruction" from its artificial intelligence (AI) investment boom as Chinese open-source AI models increasingly challenge the dominance and profitability of US hyperscalers, according to a report by Jefferies.

The Economic Times

Coal India shares fall 2% after Q1 results. What are Jefferies, other brokerages saying?

Coal India shares fall 2% after Q1 results. What are Jefferies, other brokerages saying?

Coal India shares fell after the state-run miner reported a marginal 1% year-on-year rise in Q1 FY27 consolidated net profit to Rs 8,852 crore, while profit declined over 18% sequentially. Despite the muted earnings, Jefferies maintained a Buy rating with a target price of Rs 500, citing expected recovery in…

The Economic Times

A Wall Street Firm Just Turned Bullish On Ford And GM. It Believes Gains Could Be As High As 22%

Jefferies has upgraded both Ford Motor and General Motors to "buy," arguing that improving earnings trends and stronger operating performance have created more attractive opportunities for investors.

International Business Times

Why Jefferies’ Chris Wood, billionaire John Paulson say gold’s long term bull market is just getting started

Why Jefferies’ Chris Wood, billionaire John Paulson say gold’s long term bull market is just getting started

Despite gold's recent pullback from record highs, Jefferies' Chris Wood and billionaire investor John Paulson believe the long-term bull market is only beginning. They cite central bank buying, weakening faith in fiat currencies and risks from the AI investment boom as key drivers supporting higher gold prices over time.

The Economic Times

Chris Wood warns of massive capital destruction in US as China challenges AI boom

Chris Wood warns of massive capital destruction in US as China challenges AI boom

Jefferies strategist Chris Wood warns that the AI infrastructure boom could trigger massive capital destruction as cheaper Chinese open-source models challenge US dominance. With hyperscalers set to spend nearly $1.6 trillion over two years, investors are increasingly questioning whether returns will justify the unprecedented capex and rising debt.

The Economic Times

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The Economic Times

Infosys shares fall 3% as JPMorgan downgrades stock, Jefferies cuts target after Q1 results

Infosys shares fell after global brokerages turned cautious following the company's Q1 FY27 results and a cut to the upper end of its revenue growth guidance. JPMorgan downgraded the stock, while Jefferies lowered its target price, citing weaker demand visibility despite strong deal wins and rising AI-led revenue.

The Economic Times

HDFC Bank shares slide 10% in four days after Q1 results but brokerages see up to 40% upside. Here’s why

HDFC Bank shares have fallen nearly 10% in four sessions since its Q1 FY27 results despite reporting steady earnings growth. Brokerages remain bullish, citing improving margins, healthy loan growth, lower credit costs and attractive valuations, with target prices implying upside potential of up to 40% from current levels.

The Economic Times

Eternal shares jump 3% after Q1 results. Jefferies, CLSA and 4 other brokerages weigh in

Shares of Eternal climbed 3% after its Q1FY27 earnings, with brokerages reaffirming bullish views on the stock. JPMorgan, CLSA, Jefferies, Nomura, Motilal Oswal and Emkay retained positive ratings, citing accelerating growth in food delivery and Blinkit, improving quick commerce profitability, stronger margin guidance and management's confidence that competitive intensity has…

The Economic Times

Profit up 35%, shares down 15%: What went wrong at Bandhan Bank?

Bandhan Bank shares hit the 15% lower circuit despite a 35% jump in Q1 profit, as investors focused on the lender's sharp cut to its FY27 RoA guidance. Brokerages remained divided, with concerns over margin pressure and funding costs overshadowing stronger earnings and improved asset quality.

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The Economic Times

InMobi appoints JPMorgan, Jefferies for nearly $1 billion IPO

The SoftBank Group Corp.-backed firm is likely to seek a valuation of $5 billion to $6 billion in a share offering, Bloomberg News reported last year, which would place it in the mid-range of Indian publicly traded tech firms.

Fervo Energy Just Scored a New ‘Buy’ Rating. Here’s Why.

While Fervo Energy has stumbled since its IPO, Jefferies is tuning out the near-term noise and has flipped bullish on FRVO. Should investors follow suit?

The Economic Times

HDFC Bank shares fall for 2nd day but Jefferies, others brokerages remain bullish. Should you buy the dip?

HDFC Bank shares extended losses for a second straight session after its Q1 FY27 earnings, but brokerages remain optimistic on the stock. Jefferies, Motilal Oswal, Nomura and JM Financial have retained their bullish ratings, with target prices implying upside of up to 35% from current levels.

The Economic Times

Cause for concern? HDFC Bank is lagging ICICI Bank where it matters as investors count Rs 5 lakh crore loss

HDFC Bank's stock has declined significantly this year, losing considerable investor value. Analysts note a widening operating gap between HDFC Bank and ICICI Bank. Margins are under pressure for HDFC Bank, while loan growth lags peers. ICICI Bank shows stronger earnings, better margins, and faster credit growth. Investors await margin…

The Number Tesla Stock Bulls Are Really Waiting for This Earnings Season Has Nothing to Do With Cars

Elon Musk promised Optimus production will begin in July. He will deliver the Q2 earnings on July 22, and analysts will be looking for answers.

AMD Stock Alert: What to Know Ahead of Advanced Micro Devices' AI Event This Week

Jefferies recommends buying AMD stock ahead of its AI event on July 22. Here’s what its analyst expects from AMD at the upcoming event.

The Economic Times

FIIs and mutual funds increase stakes in Groww. Should you buy, sell, or hold?

Groww's parent, Billionbrains Garage Ventures, saw FIIs and mutual funds raise stakes in Q1FY27 as net profit surged 94% YoY, prompting Jefferies, JM Financial and Motilal Oswal to set a Rs 250 target price, implying about 21% upside from current levels.

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