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The Latest Breaking News from Jefferies

HDFC Bank shares crash 5%, wipe off Rs 70,000 cr from investor wealth. Why Jefferies, Nomura, others see up to 28% upside?

HDFC Bank shares fell sharply on Monday after its Q1FY27 earnings failed to impress investors, wiping out nearly Rs 70,000 crore in market value. Despite margin pressure and a muted market reaction, brokerages including Jefferies, Nomura, Motilal Oswal and Anand Rathi retained bullish ratings, seeing up to 28% upside in…

The Economic Times

Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet

Shopify's Quiet AI Strategy Could Be Its Biggest Advantage Yet

Jefferies upgraded Shopify to Buy with a $160 price target, citing its role in agentic commerce, ahead of an earnings report expected to show accelerating AI-driven orders.

After record $29 billion selloff, FIIs buying India again. Chris Wood explains why

After record $29 billion selloff, FIIs buying India again. Chris Wood explains why

After a record $29 billion foreign selloff, FIIs have turned net buyers of Indian equities in July. Jefferies' Christopher Wood says the earlier outflows were driven by the AI-led rally in Korea and Taiwan, adding that sustained inflows will depend on the AI trade cooling or Indian valuations becoming more…

The Economic Times

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Groww shares rebound 4% after Thursday's slump. Why are Jefferies, Motilal bullish on the stock?

Groww shares rebounded on Friday after a sharp decline in the previous session as brokerages remained upbeat following strong Q1FY27 earnings. Jefferies, JM Financial and Motilal Oswal reiterated Buy ratings, citing robust profit growth, improving operating leverage, market share gains and diversified revenue streams, with targets of Rs 250.

The Economic Times

RIL investors lose Rs 3.5 lakh crore this year. Can Q1 earnings bring the stock back to life?

Reliance Industries investors have lost significant wealth this year. The company's stock has faced pressure due to various business segment concerns. Upcoming first-quarter earnings results are crucial for investor sentiment. Analysts expect steady performance driven by oil-to-chemicals and digital services. Positive results could lead to a stock price rally and…

The Economic Times

Investors are watching Jio but Mukesh Ambani-led RIL’s Q1 surprise may come from refining

Reliance Industries' upcoming first-quarter earnings may depend on refining gains. Jio's steady expansion is expected to provide a stable growth engine for the company. Refining margins surged dramatically, raising expectations for the oil-to-chemicals business. However, planned refinery shutdowns could impact the full benefit of margin upswings. Investors will focus on…

The Economic Times

RIL Q1 preview: Will strong O2C performance drive overall earnings growth?

Reliance Industries is expected to post a steady June-quarter (Q1) performance, with brokerages projecting consolidated EBITDA growth of 4–10% year-on-year. The recovery is largely driven by the oil-to-chemicals (O2C) business, which is benefiting from stronger refining margins, improved petrochemical spreads, a weak rupee and SEZ refinery gains.

The Economic Times

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Shopify Stock Just Scored a New ‘Buy’ Rating. Here's What to Know.

Shopify stock gains as Jefferies upgrades it to "Buy." Here’s how high it believes SHOP shares could realistically fly in 2026.

CEO of big memory chip maker says 2027 could be the 'worst year in the industry's history' — and other RAM crisis rumblings back up that dire prediction

CEO of big memory chip maker says 2027 could be the 'worst year in the industry's history' — and other RAM crisis rumblings back up that dire prediction

Fresh RAM misery, including a seriously gloomy forecast from the boss of a big chip maker, intensifies fears that this crisis is here to stay.

The great Adani trade is back with Rs 1.4 lakh crore bang! Why Adani Enterprises is Nifty’s hottest stock now

The great Adani trade is back with Rs 1.4 lakh crore bang! Why Adani Enterprises is Nifty’s hottest stock now

Adani Enterprises shares have rallied significantly this year, becoming Nifty's top performer. Investors are betting on its airports-to-copper portfolio to create new listed companies. The company recently raised substantial capital through a qualified institutional placement. This funding will support business expansion, debt repayment, and strategic investments. Analysts expect strong earnings…

The Economic Times

Airfares Up 20%: Delta CEO Says This Summer's Flight Prices Won't Fall

Airfares Up 20%: Delta CEO Says This Summer's Flight Prices Won't Fall

Airfare prices 2026 remain elevated after Delta Air Lines CEO Ed Bastian told CNBC on July 10 that the roughly 20% jump in domestic ticket prices is "sustainable," citing strong demand and four carriers controlling 73% of U.S. traffic — even as jet fuel costs are projected to fall 20%…

International Business Times

NSE listing to "complete the trioka" and unlock value, drive governance upgrade: Report

NSE listing to "complete the trioka" and unlock value, drive governance upgrade: Report

A potential NSE listing is positioned as the final step to "complete the trioka" of India's market infrastructure, with forward-looking benefits expected in transparency, valuation discovery and global index inclusion, according to a research report by Jefferies.

The Economic Times

A $225 Million Reason to Sell FuelCell Energy Stock Now

A $225 Million Reason to Sell FuelCell Energy Stock Now

FuelCell has priced a $225 million upsized public offering, leading to a sell-off.

Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China

Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China

Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.

The Economic Times

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Alibaba Stock Just Got a Major Boost as Financials Justify Its CapEx

A strong pre-earnings update has shifted the conversation around Alibaba from spending concerns to AI-driven opportunity.

International Business Times

Markets Have Been Anything But Calm. Jefferies Thinks These Low-Stress Stocks Can Still Deliver Returns.

Jefferies says a group of established companies with healthy cash flow and limited momentum could offer investors a steadier place to ride out a volatile market.

The Economic Times

NSE IPO: 5 reasons Jefferies believes the exchange stands out globally

As NSE nears its IPO, Jefferies says its dominant market position and strong profitability set it apart from global peers.The brokerage expects the listing to attract significant investor interest.

The Economic Times

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Samsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memory chip boom may be peaking. Analysts said strong earnings were already priced in, while concerns over slowing AI infrastructure spending triggered a sharp sell-off across semiconductor stocks.

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Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

The Economic Times

Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfire

Jefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arguing markets may soon push back against rising debt-funded investments. He also flagged geopolitical risks and drew attention to growing concerns that AI valuations could become detached from economic fundamentals.

The Economic Times

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

Global brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience for returns. A significant wealth transfer to North Asia, evident in surging Korean and Taiwanese market caps, highlights where AI capital is flowing. US hyperscalers' recent underperformance and increased debt…

The Economic Times

Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback story

Nokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, broker upgrades and growing data-centre demand have boosted optimism, though sustained hyperscaler spending remains critical to its long-term growth outlook.

Back-to-Back Upgrades Signal Rising Institutional Support for FuelCell Energy Stock

FuelCell Energy has received a "Buy" from R. Riley just days after Jefferies' stock upgrade.

The Economic Times

The surprising reason India's most expensive stocks often keep rising

Indian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defence and retail surge despite high valuations, driven by structural shifts and strong earnings. Jefferies highlights the power sector as the next potential beneficiary, citing strong demand and private sector capex. Investors…

FuelCell Energy Could Be an Unexpected Winner of the AI Power Boom

A major AI data center agreement and analyst upgrade are driving FuelCell Energy's bullish sentiment.

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