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The Latest Breaking News from Jefferies

Only 1/5th the size of NSE? Why Jefferies predicts 27% upside for this near-monopoly stock

Jefferies has initiated coverage on MCX with a Buy rating and a target price of Rs 3,600, implying 27% upside. The brokerage expects strong earnings growth, driven by rising retail participation in commodity derivatives, new product launches, and multiple growth catalysts, while highlighting the exchange’s near-monopoly position in non-agri contracts.

The Economic Times

Washington Said The SAVE Act Was Clarity For Crypto. The Market Is Reading It As Uncertainty Instead.

Washington Said The SAVE Act Was Clarity For Crypto. The Market Is Reading It As Uncertainty Instead.

Expectations for the bill to pass by the end of 2026 have fallen to 48%, down from 70% in mid-May, reflecting shifting sentiment around the timing of legislation and ongoing policy disagreements.

International Business Times

Amazon Could Be About to Reap the Rewards of a Software Spending Boom

Amazon Could Be About to Reap the Rewards of a Software Spending Boom

A Jefferies survey of 40 IT executives found 95% plan to increase cloud budgets in 2026, with AWS named a key beneficiary, countering bearish sentiment around Amazon's CapEx spending.

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3 Top Financial Institutions Announce Over $70 Billion in Share Repurchases

JPMorgan announced a $50 billion buyback, Morgan Stanley reauthorized a $20 billion program, and Jefferies approved $250 million in repurchases alongside dividend increases.

Maruti Suzuki shares jump 5% after Jefferies upgrades rating to Buy. Here's the latest target price

Maruti Suzuki shares rose nearly 5% after Jefferies upgraded the stock to ‘Buy’ and raised its target price to Rs 16,500, citing strong passenger vehicle demand, easing crude prices and lower metal costs. The brokerage expects steady earnings growth and sees valuations as reasonable after recent underperformance.

The Economic Times

Palo Alto Networks Continues Perfect Execution Amid AI Risks. Here’s What to Know Before Buying PANW Stock at a Questionable Valuation.

As PANW enables enterprises to respond to cyber threats quickly and safely, questions remain on its high valuation.

Here Is How to Play FuelCell Energy Stock After the Jefferies Upgrade

Jefferies upgraded FuelCell to "Buy," citing Fit Energy deal as pivotal toward its investment thesis.

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MRNA Stock Spikes as Moderna Shares mRNA Pipeline Update

MRNA Stock Spikes as Moderna Shares mRNA Pipeline Update

Moderna stock soars on positive updates during the Science Day presentation. Jefferies sees significant further upside in MRNA shares.

Kotak Mahindra Bank shares fall 3% after CEO's surprise exit. What Nomura, Jefferies said

Kotak Mahindra Bank shares fall 3% after CEO's surprise exit. What Nomura, Jefferies said

Analysts at Nomura and Jefferies, however, maintain 'Buy' ratings, with Nomura highlighting Anup Kumar Saha as a strong internal candidate. Despite the leadership change, analysts believe the bank's strategic direction will remain consistent.

The Economic Times

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Chris Wood’s big warning: The specific risk that will finally trigger the end of AI trade

Jefferies strategist Chris Wood believes the AI boom will end not because of a chip glut, but when investors realise hyperscalers cannot generate adequate returns on massive AI investments. He warns that concerns over capital misallocation, rather than supply, could trigger a prolonged pause in the AI trade.

The Economic Times

This Analyst Just Upgraded FuelCell Stock. Here's Why.

This Analyst Just Upgraded FuelCell Stock. Here's Why.

FuelCell stock extends gains as Jefferies upgrades it to “Buy.” Here’s why the investment firm turned bullish on FCEL shares today.

Memory expert predicts huge RAM price hikes over the rest of 2026 — but I'm not buying it (the forecast, or the RAM)

Memory expert predicts huge RAM price hikes over the rest of 2026 — but I'm not buying it (the forecast, or the RAM)

Fed up with high RAM prices? They could get way worse in 2026, and this is getting seriously depressing now.

Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocks

Jefferies initiates coverage on GE Vernova, bullish on 2 other power transmission stocks

Jefferies has initiated coverage on GE Vernova T&D India with a Hold rating and a target price of ₹6,000, citing limited upside despite strong sector tailwinds. The brokerage remains bullish on Hitachi Energy India and Siemens Energy India, reiterating Buy ratings with target prices of ₹43,145 and ₹4,500, respectively.

The Economic Times

Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investors

Beyond Jio IPO: 5 triggers Mukesh Ambani has lined up to revive Reliance shares for 44 lakh investors

Reliance Industries is charting a new course to boost its stock for 44 lakh investors, moving beyond a potential Jio IPO. Billionaire Mukesh Ambani has unveiled five key growth drivers, including revitalizing the O2C business, scaling up new energy ventures, building India's AI backbone, expanding FMCG operations to a Rs…

The Economic Times

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Why Jefferies Is Betting That IREN Stock Will Gain 30% from Here

Thanks to a string of major AI deals and an expanding cloud platform, IREN has won over Jefferies, which sees more than 30% upside ahead.

The Economic Times

Inside Zepto's profit push ahead of its IPO

Zepto's upcoming $1 billion IPO highlights the quick commerce sector's investment surge. Despite strong order volumes, Zepto's aggressive low-price strategy has led to significant operating losses, though per-order losses are narrowing. Investors will closely watch its ability to improve monetisation and profitability while maintaining growth.

The Economic Times

China's domestic economy remains weak despite export boom, says Jefferies report

China's economy shows a worrying trend: while exports are booming, especially in semiconductors, domestic demand is faltering. Consumer spending dipped in May, confidence remains low, and the crucial property sector is still struggling. Credit growth has also decelerated, indicating a reliance on external markets rather than internal strength. However, a…

The Best Nasdaq Stocks to Buy for Long-Term Upside

The best Nasdaq stocks to buy include familiar tech-related names, as well as companies with strong long-term upside potential operating in other sectors.

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The Economic Times

Investing in SpaceX all about believing in Elon Musk: Chris Wood of Jefferies

Jefferies' Chris Wood says investing in SpaceX is ultimately a bet on Elon Musk rather than valuation metrics. He highlighted the explosive demand for leveraged SpaceX ETFs and warned that changes to index inclusion rules could reshape passive investing, further strengthening the dominance of US equities in global benchmarks.

The Economic Times

Explained: Why Accenture's warning sparked a Rs 1.35 lakh crore meltdown for TCS, Infosys, other IT stocks

Indian IT majors faced a brutal sell-off, losing Rs 1.35 lakh crore after Accenture's revenue guidance cut. Structural fears around AI replacing traditional services and geopolitical headwinds are deepening the sector's pain. Analysts anticipate further moderation and a shift towards M&A and new client acquisition to counter slowing growth.

International Business Times UK

GTA 6 Pre-Orders Open 25 June: Will Rockstar Charge $80 or $100? Gamers Brace for Sticker Shock

Take-Two opens GTA 6 pre-orders 25 June with Wall Street split on an $80 or $100 base price. Whichever number Rockstar picks will reset the ceiling for every AAA game that follows.

The Economic Times

Jefferies raises Polycab share price target after 30% rally in 2026. Here are 5 reasons why

Polycab India gained up to 4% after Jefferies raised its target price to Rs 10,920 and reiterated its Buy rating. The brokerage cited market share gains, data centre opportunities, a healthy order pipeline, diversified revenue streams and strong earnings growth expectations despite the stock’s sharp rally this year.

PayPal winds down venture arm as fintech giant restructures under new CEO

The fintech is exploring the sale of parts of its portfolio on the secondary market.

The Economic Times

$320 billion danger: Jefferies warns 70 large EM funds are underweight India

Despite record FII outflows from Indian equities since September 2024, Jefferies said India remains a consensus underweight among emerging market investors. Its analysis of 70 EM funds managing $320 billion showed 61% remain underweight India. Concerns over rich valuations versus growth and uncertainty around the AI/DRAM cycle may delay foreign…

The Economic Times

AI euphoria to end? Chris Wood warns mega IPOs, bond pressures may trigger tech correction

Jefferies strategist Christopher Wood has warned that the AI-driven stock rally may face a near-term correction amid rising bond yields, crowded positioning and upcoming mega IPOs. While AI spending remains strong, concerns over valuations, liquidity shifts and uncertain returns suggest increased volatility in global technology stocks.

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