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Cisco shares surge to record as AI demand lifts forecast and reshuffles jobs for silicon investment

Cisco shares surge to record as AI demand lifts forecast and reshuffles jobs for silicon investment

Cisco shares soared 17% to a record high after the networking giant delivered strong results tied to booming AI demand and raised its annual revenue forecast. The rally could be its biggest one-day gain in over two decades, reminiscent of the May 2002 surge that followed strong earnings after the dotcom crash. Cisco also announced nearly 4,000 job cuts and a $1 billion AI-focused restructuring, shifting spending into silicon, optics, security, and AI enablement.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Cerebras stock debuts on Nasdaq as CBRS starts trading today should investors buy

Cerebras stock debuts on Nasdaq as CBRS starts trading today should investors buy

Cerebras has begun trading on the Nasdaq Global Select Market under the ticker CBRS, marking its U.S. stock market debut. The move puts the chipmaker’s growth plans directly in front of investors, but debut stocks can be volatile. Here’s what the listing means, and the key factors to watch before deciding whether CBRS belongs in your portfolio.

Summarised by Beize from a story on The Economic Times on 14 May 2026

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Surya Roshni shares jump 25% on demerger buzz splitting steel pipe and lighting units

Surya Roshni shares jump 25% on demerger buzz splitting steel pipe and lighting units

Surya Roshni Ltd shares surged about 25% after speculation that the company could demerge its steel pipe and lighting businesses into separate entities. The stock jumped from around Rs 200 to Rs 253 as investors bet the restructuring would improve focus, unlock shareholder value, and potentially re-rate the businesses. No confirmed filing was highlighted in the report.

Summarised by Beize from a story on Republic on 14 May 2026
MCX shares soar to fresh record as gold lifts momentum and profits surge

MCX shares soar to fresh record as gold lifts momentum and profits surge

MCX shares climbed to a new high as investors cheered results and the tailwind from rising gold and silver prices. The exchange posted a fourfold jump in net profit and a threefold rise in revenue, reinforcing confidence even as the broader market stayed weak. Still, some analysts hold back, keeping a cautious view on what happens next.

Summarised by Beize from a story on The Economic Times on 14 May 2026
Ford shares soar up to 15% as Morgan Stanley bets big on energy storage

Ford shares soar up to 15% as Morgan Stanley bets big on energy storage

Ford surged as much as 15% after Morgan Stanley flagged upside for its energy storage business. The bank expects Ford could secure supply deals with large commercial buyers and hyperscalers, with its CATL partnership seen as a decisive edge. Analysts say the energy segment’s value is rising, changing how investors view Ford’s growth prospects.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Smallcaps surge up to 7 percent as IIFL Finance Meesho spark a sharp rebound

Smallcaps surge up to 7 percent as IIFL Finance Meesho spark a sharp rebound

Smallcap shares surged up to 7% on Wednesday, with names like IIFL Finance, Meesho, and GRSE outperforming benchmark indices. The move came even as investors stayed cautious elsewhere, yet the Nifty Smallcap 100 index posted strong gains. Market experts pointed to improving expectations for mid and smallcap earnings, treating recent pullbacks as entry opportunities.

Summarised by Beize from a story on The Economic Times on 13 May 2026

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Texmaco Rail shares jump 13% after 45% Q4 profit surge and Rs 4045 crore South Africa order win

Texmaco Rail shares jump 13% after 45% Q4 profit surge and Rs 4045 crore South Africa order win

Texmaco Rail & Engineering shares surged 13% after the company posted a 45% jump in Q4 net profit. Even with revenue softening, margins improved, lifting investor sentiment. The rally also drew fuel from a Rs 4,045 crore order win in South Africa and plans to expand into defence, sending the stock to an intraday high with a global growth outlook.

Summarised by Beize from a story on The Economic Times on 13 May 2026
SBI shares slide 20% from peak as Q4 NIMs shrink shakes investors—brokerages still see upside

SBI shares slide 20% from peak as Q4 NIMs shrink shakes investors—brokerages still see upside

State Bank of India shares have extended their decline, now down more than 20% from their peak, after Q4 results showed margin contraction and a sequential fall in net interest income. While investors react to the weaker trajectory, multiple brokerages continue to back the stock with revised targets, pointing to enduring fundamentals and a sustained “Buy” stance.

Summarised by Beize from a story on The Economic Times on 13 May 2026
Onward Technologies to repurchase Rs 180 crore shares at 20 premium without promoter participation

Onward Technologies to repurchase Rs 180 crore shares at 20 premium without promoter participation

Onward Technologies has approved a Rs 180 crore share buyback, repurchasing nearly 5.49 lakh shares at Rs 328 each, a 20% premium. This is the company’s first-ever buyback, with May 18 set as the record date. Promoters will not participate, and Centrum Broking has been appointed as the buyback manager.

Summarised by Beize from a story on The Economic Times on 12 May 2026
Tata Consumer Leads 5 F O Movers as Futures Open Interest Jumps sharply

Tata Consumer Leads 5 F O Movers as Futures Open Interest Jumps sharply

Five NSE F&O stocks saw sharp gains in futures open interest on May 11, pointing to more trader participation and new positioning. Dalmia Bharat, Tata Consumer Products, Kaynes Technology India, Bharti Airtel and Biocon all recorded notable jumps, suggesting heightened market activity behind the scenes even before price moves fully reflect it.

Summarised by Beize from a story on The Economic Times on 12 May 2026

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Micron stock rockets near 800 as Deutsche Bank targets 1000 in a blistering rally

Micron stock rockets near 800 as Deutsche Bank targets 1000 in a blistering rally

Micron (MU) jumped 6% to about $790, testing a 52-week high near $818, as Deutsche Bank lifted its price target to $1,000. The turnaround is driven by a surge in DRAM revenue, up 207%, and total revenue rising to $23.86 billion. Despite the run, MU trades at a forward P/E of 12—half the sector’s median—raising the question: will momentum last or fade fast?

Summarised by Beize from a story on The Economic Times on 11 May 2026
Australian shares slide as banks stumble and CSL tanks 16 percent amid outlook cut

Australian shares slide as banks stumble and CSL tanks 16 percent amid outlook cut

Australian shares fell as banks weighed on sentiment and biotech leader CSL plunged 16% after cutting its full-year 2026 outlook. The company also flagged a $5 billion impairment, dragging the healthcare index 6.5% to an over eight-year low. Broader risk appetite was further dented by rising US-Iran tensions influencing global markets.

Summarised by Beize from a story on The Economic Times on 11 May 2026
MCX shares jump 4% on surprise earnings surge and triple revenue growth

MCX shares jump 4% on surprise earnings surge and triple revenue growth

MCX shares rose about 4% even as broader markets stayed weak after the exchange posted a sharp Q4FY26 turnaround. Net profit jumped 291% year-on-year while revenue more than tripled, supported by higher participation and strong performance across commodity segments. The company also declared a final dividend of Rs 8 per share.

Summarised by Beize from a story on The Economic Times on 11 May 2026
Goldman Sachs flags 12 alpha stocks as $22 billion FII exit spooks markets

Goldman Sachs flags 12 alpha stocks as $22 billion FII exit spooks markets

Goldman Sachs has picked 12 Indian stocks as medium-term alpha plays even as it warns the record $22 billion FII selloff in 2026 could extend further. Foreign investors have already withdrawn more than last year’s full total, driving one of India’s sharpest equity outflows in over two decades. The move comes amid persistent global risk-off sentiment.

Summarised by Beize from a story on The Economic Times on 11 May 2026

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Titan shares drop 6% despite 35% profit growth as analysts flag overseas losses

Titan shares drop 6% despite 35% profit growth as analysts flag overseas losses

Titan reported a strong Q4FY26 with 35% net profit growth and a 50% surge in jewellery sales, yet shares slid around 6%. The drag came from international business losses that outweighed the domestic momentum. Even so, most brokerages stayed positive, keeping Buy or Overweight calls and lifting price targets on the long-term jewellery outlook.

Summarised by Beize from a story on The Economic Times on 11 May 2026
Nifty stays bullish but stalls at 24600 as traders wait for breakout clues

Nifty stays bullish but stalls at 24600 as traders wait for breakout clues

The Nifty is holding a bullish structure but moving in a tight range, with resistance building near 24,600. Analysts point to mixed cues as traders wait for a clear move, watching 23,800 for support. Bank Nifty momentum is improving, suggesting participation may broaden once direction emerges. Stock picks are also in focus for active traders.

Summarised by Beize from a story on The Economic Times on 11 May 2026
SEBI proposes sweeping buyback rule changes open market return and tighter promoter safeguards explained

SEBI proposes sweeping buyback rule changes open market return and tighter promoter safeguards explained

SEBI is proposing major changes to India’s share buyback framework. Open market buybacks are set to return, while the mandatory role of merchant bankers may be scaled back. The regulator also plans tighter safeguards around promoter shareholding and minimum public shareholding. The overall goal is to simplify buyback execution while strengthening investor protection.

Summarised by Beize from a story on The Economic Times on 9 May 2026
Intel stock jumps 490% but the real turnaround may lag far behind

Intel stock jumps 490% but the real turnaround may lag far behind

Intel’s shares have surged roughly 490% over the past year, fueling headlines about a dramatic comeback. But the move may reflect Wall Street’s optimism more than Intel’s pace of execution, suggesting investors are betting on a turnaround that could be unfolding more slowly than the stock implies.

Summarised by Beize from a story on TechCrunch on 8 May 2026

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BHEL stock jumps 85 percent as FIIs and MFs buy, retail trims holdings fast

BHEL stock jumps 85 percent as FIIs and MFs buy, retail trims holdings fast

BHEL shares have surged about 85% over the past year, driven by strong earnings that brought fresh institutional interest. FIIs and mutual funds have increased exposure, signaling conviction in the turnaround. Meanwhile, retail investors have trimmed their holdings, highlighting a sharp ownership churn even as the stock’s momentum continues to attract larger players.

Summarised by Beize from a story on The Economic Times on 8 May 2026
MRF Q4 Profit Jumps 37% to Rs 680 crore and Dividend at Rs 229 per Share

MRF Q4 Profit Jumps 37% to Rs 680 crore and Dividend at Rs 229 per Share

MRF reported a 37% year-on-year rise in Q4 profit to Rs 680 crore. Alongside the results, the company’s board recommended a final dividend of Rs 229 per share, pending shareholder approval at its upcoming annual general meeting. Investors will now watch for how the dividend vote shapes sentiment going forward.

Summarised by Beize from a story on The Economic Times on 7 May 2026
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