Wall Street began higher on Thursday as Nvidia shares jumped, lifting overall sentiment. Investors also weighed fresh economic data and closely tracked developments tied to a high-stakes U.S.-China summit. With chip momentum in focus and geopolitics adding uncertainty, traders balanced near-term gains against potential volatility ahead.
Indian markets surged again as the BSE Sensex and Nifty 50 climbed more than 1% each, extending gains for a second consecutive session. The rally boosted BSE-listed companies’ market capitalization by over Rs 3 lakh crore. The move comes even as investors continue to weigh ongoing global and domestic challenges, making today’s push notable.
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Indian equities extended gains for a second straight day, with the Sensex crossing 75,000 and the Nifty holding above 23,500 despite a weak rupee nearing record lows. High oil prices added pressure, yet stocks opened higher and climbed, led by Bharti Airtel. Pharma and metal also joined the rally as investors stayed upbeat.
Indian benchmark indices extended their rally on Thursday, May 14. The Nifty gained about 150 points to around 23,550, while the Sensex jumped roughly 400 points to near the 75,000 mark. The move keeps the markets on a winning streak, with traders watching whether momentum can carry further into the session.
US stocks climbed to record closing highs as AI-linked tech and chip shares drove gains in both the S&P 500 and Nasdaq. The rally faced pressure from hotter-than-expected inflation data, with a jump in producer prices reviving expectations of prolonged Federal Reserve tightening. Investors also weighed Trump-Xi talks and rising geopolitical risks, alongside a Morgan Stanley S&P target upgrade.
Ather Energy surged up to 8.1% to a fresh intraday record on the BSE, before settling higher. The rally followed Prime Minister Narendra Modi’s call for EV owners to use their vehicles more, amid West Asia tensions that have lifted crude prices and rattled broader market sentiment. The momentum also tracked Ather’s improved FY26 financials and positive broker outlooks.
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In the five sessions ending May 08, the Sensex gained just 0.54% to close at 77,328, advancing in only two of those days. Yet 42 BSE 500 stocks advanced every single session between May 4 and May 08, and 14 of them delivered cumulative gains up to 25%.
Indian markets surged for a second straight session as Sensex gained 380 points and Nifty inched toward 24,400. The rally was driven by growing optimism that the Iran US conflict could de escalate sooner than feared, pulling midcap and smallcap stocks higher too. PSU Banks led sectoral gains amid improving risk appetite.
Japan’s Nikkei is climbing to a new all-time high as the yen strengthens after the last session, with traders pointing to possible Tokyo intervention. The move is reshaping expectations for currency-sensitive equities and creating fresh risk and opportunity for US investors watching how a stronger yen could affect Japanese earnings, exporters, and global flows.
Wall Street surged as the Dow jumped about 650 points and the Nasdaq gained sharply, powered by a dramatic 19% jump in AMD shares. Traders also latched onto rising U.S.-Iran ceasefire hopes, which drove oil prices down, eased inflation worries, pushed bond yields lower, weakened the dollar, and lifted gold to new highs.
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Indian markets gained momentum on Wednesday, with the BSE Sensex rising nearly 300 points to 77,315 and the Nifty 50 holding above 24,100. “Risk-on” sentiment returned as crude oil prices fell sharply, reportedly after U.S. President Donald Trump signaled potential progress toward peace with Iran. Banking and IT led sectoral strength, lifting investor confidence after recent volatility.
Indian markets opened higher on Wednesday, with the Sensex surging over 400 points and the Nifty reclaiming 24,100. Investors cheered easing geopolitical worries, softer crude oil prices, and a sharp drop in India VIX, signaling calmer conditions. The combination quickly improved sentiment, lifting benchmark indices in early trading.
Samsung Electronics has crossed a $1 trillion market valuation, propelled by surging demand for AI-related chips. The company’s shares have quadrupled, making it only the second Asian firm after TSMC to hit the milestone. Analysts say this underscores memory’s structural role in AI infrastructure, while also lifting sentiment across regional tech stocks.
Indian equities continue to climb, but experts warn the rally may be nearing near-term exhaustion as momentum slows. The broader uptrend is still intact, yet traders are urged to stay cautious ahead of key Nifty resistance around 24,300. Real estate stands out with early turnaround signals after a prolonged downtrend, while future rate-cycle changes could drive catalysts.
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Reddit stock jumped more than 12% after the company delivered a confident quarterly revenue forecast, with investors focusing on stronger returns from its AI-driven advertising products. The upbeat outlook suggests Reddit’s ad engine is converting better, fueling optimism that the platform can sustain growth and improve earnings momentum.
Wall Street’s Dow, S&P 500, and Nasdaq opened higher on Friday, building on their strongest monthly gains in years. Investors leaned into confidence from robust earnings, even as uncertainty around oil price volatility lingered. The early uptick signals buyers are still willing to chase momentum despite commodity-related risks.
The Government of Singapore’s India portfolio fell even as a handful of holdings powered ahead, with 10 stocks rallying as much as 70% over the past year. Gains were uneven—some delivered double-digit returns while others posted sharp declines. The portfolio also added five new stocks in the March 2026 quarter, signaling ongoing reallocation across sectors.
India’s small-cap stocks bounced back strongly in April, logging their best monthly rally in at least a decade after a sharp March sell-off. The Nifty Smallcap 250 jumped 17.1% as local investors stepped into beaten-down names, chasing “quality” businesses with stronger growth prospects and turning the momentum toward recovery.
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Bitcoin is hovering near the 80,000 level as markets debate what’s fueling the latest push. Billionaire Michael Saylor’s Strategy has been a major buyer, but its pace has reportedly slowed due to funding pressures tied to STRC shares. Meanwhile, broader risk-on moves and macro uncertainty keep the trend anything but clear.
Seven BSE largecap stocks surged to fresh 52-week highs, riding a broader market rally that lifted prices by as much as 50% over the past month. Adani Green and Adani Power led the move alongside Nestle India and other majors, highlighting strong momentum and investor appetite in largecap space.
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