Gulab N

[Gulab N @gulabn]

RT @CNBCTV18News: 🎤 Lights. Stage. Action.

We're all set for CNBC-TV18 Future Female Forward - Season 4 (The Bengaluru Edition).

✨ An eve…

[CNBC-TV18 @CNBCTV18Live]

#CNBCTV18Market | #Trent falls nearly 10%, #KalyanJewellers drops over 6% while #CleanMax rises nearly 3% post #Q1 update

[RedboxGlobal India @REDBOXINDIA]

GMR AIRPORT: Q1 PASSENGER TRAFFIC REMAINED WEAK, WITH INTERNATIONAL PASSENGER TRAFFIC DECLINING 9% YOY|

HYDERABAD AIRPORT CONTINUED TO PERFORM WEAK , WITH APRIL–MAY 2026 PASSENGER TRAFFIC DOWN 12% YOY.

[RedboxGlobal India @REDBOXINDIA]

DIXON TECH: APPROVAL LETTER FOR JV WITH VIVO FROM THE GOVERNMENT HAS BEEN RECEIVED. - CNBC AWAAZ

[The Kobeissi Letter @KobeissiLetter]

BREAKING: President Trump says the US "stands ready, willing, and able to help" after two major earthquakes hit Venezuela.

The United States Geological Survey estimates the death toll from these earthquakes to reach between 10,000 and 100,000 people.

[CNBC-TV18 @CNBCTV18News]

South Korea’s KOSPI index was having one of the strongest rallies in the world this year—until it suddenly hit a wall. From controversial tax proposals to extreme AI stock euphoria, Nigel D'Souza breaks down the 5 major triggers behind the market's nervous reality check.

#KOSPI #SouthKorea #StockMarket #AIBoom #Investing #Samsung #SKHynix #CNBCTV18Digital

[CNBC-TV18 @CNBCTV18Live]

#OnCNBCTV18 | 📈“The theory that India underperformed due to a lack of an AI story doesn’t hold true,” says Devina Mehra of #FirstGlobal to CNBC-TV18

Key Takeaways:

🔹Suggest staying invested in the Indian market
🔹Have more of macro concerns related to IT svcs employment than biz concerns
🔹Overweight on pharma since 2024, continue to like the sector

[CNBC-TV18 @CNBCTV18News]

Brokerages On Reliance | Analysts See Multi-Year Upside

- CLSA retains Outperform with target of ₹1,800; Nomura, Jefferies & Motilal Oswal maintain Buy
- Reliance showcases AI as a core tool across businesses; first compute capacity targeted by end-2026
- Company targets doubling EBITDA over the next 5 years; Jio listing likely by end-2026

@sonalbhutra
@CNBCTV18News
@RIL_updates
#CNBCTV18Market #Reliance #AGM

[CNBC-TV18 @CNBCTV18Live]

Strongest #earthquake in nearly 150 years hits off #Cuba, shakes #Mexico, #Florida

https://t.co/BaMbvYeOFy

[Rashad Hajiyev @hajiyev_rashad]

A month-long wedge was tested 8 times with one false breakdown. Gold can't get enough. This formation gets narrower and narrower. Precious metals market price action becoming a little absurd...

[CNBC-TV18 @CNBCTV18News]

RBI MPC | RBI Governor Sanjay Malhotra announced India's real GDP growth estimate at 6.6% for FY27, lowered from 6.9% earlier.

Quarterly GDP growth estimates: Q1 @ 6.6% | Q2 @ 6.3% | Q3 @ 6.5% | Q4 @ 6.8%

#RBI #RBIMPC #GDP #SanjayMalhotra #IndiaInflation #RepoRate #ReverseRepoRate #CNBCTV18Digital

[CNBC-TV18 @CNBCTV18News]

#Gold and #silver prices declined, with silver falling more than 1% and gold easing 0.5%.

Markets are closely watching key US jobs data for clues on the Federal Reserve's next move.

#Commodities @anshul91_m

https://t.co/PfaO2kiP8U

[CNBC-TV18 @CNBCTV18News]

Australian Deputy PM Richard Marles hails Virat Kohli as a “huge name” in Australia, highlighting cricket as a strong bond between India and Australia.

Speaking alongside Kapil Dev, Marles recalled growing up watching Bishan Singh Bedi.

#Watch: https://t.co/Fapbmc38RM

#ViratKohli #IndiaAustralia #CricketNews #SportsNews

[CNBC-TV18 @CNBCTV18News]

US President Donald Trump said there is a "very good chance" of a nuclear deal with Iran, after revealing he delayed a planned military strike on Tehran. Saudi Arabia, Qatar and the UAE had urged him to allow more time for negotiations.

https://t.co/aF7V7WooRq

#Trump #Iran #IranNuclearDeal #USIranTalks #MiddleEast #SaudiArabia #NuclearWeapon #WestAsia #DonaldTrump #CNBCTV18Digital

[RedboxGlobal India @REDBOXINDIA]

Man Infra: Guidance - Concall Update

Management aims for the best-ever real estate sales in FY27, supported by the largest-ever launch pipeline of approximately INR5,600 crores GDV.

The company has set a combined sales target of over INR5,000 crores for FY27 and FY28, with FY27 alone targeting nothing less than INR2,500 crore.

For FY27, the company expects a 35% to 40% growth in revenue recognition compared to the previous year, driven by 1 million square feet of project launches and key projects nearing completion.

Management anticipates higher margins from ultra-luxury projects and aims to double its development portfolio to over INR35,000 crores GDV by 2031, expressing confidence in surpassing FY25's performance.

The company's policy is not to consider price appreciation in project feasibility studies, focusing instead on maintaining a healthy bottom line through absorption of inventory.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Japan's stock market surges +6% to its highest level on record as global technology stocks see massive gains.

[Yatin Mota @yatinmota]

BREAKING NEWS: GOVT NOTIFIES NEW FDI RULES

FDI RULES for countries having land border with India notified under FEMA law

Positive for Capital Goods and EMS companies

#Amber #Dixon #BHEL #China #JV

[The Kobeissi Letter @KobeissiLetter]

The semiconductor sector is taking over the market:

Semiconductor stocks now represent a record 16.1% of the S&P 500's market cap.

The percentage has TRIPLED since the 2022 bear market.

This is also now 11 percentage points above the 2000 Dot-Com Bubble peak.

By comparison, defensive sectors, including energy, healthcare, staples, and utilities, make up 19.2% of the S&P 500 index.

This is 4 percentage points below the previous low of 23.0%, set in 1999.

At this pace, the weight of the semiconductor sector will surpass that of defensive sectors by as early as next year.

Semiconductor stocks are reshaping the investing landscape.

[CNBC-TV18 @CNBCTV18News]

India US Trade Ties | BJP’s Ram Madhav Flags Emerging Strain

Ram Madhav Says
- India agreed to stop buying oil from Russia depsite opposition
* India agreed to a 50% tariff without saying too much
* Where exactly is India not doing enough to work with America?

@rammadhav_ @CNBCTV18News #IndiaUSTrade #India #US #Geopolitics

[The Kobeissi Letter @KobeissiLetter]

The market is numb to the headlines.

We just saw the worst possible outcome to US-Iran peace talks.

Not only was a deal not reached, but the US itself is now set to blockade the Strait of Hormuz, military action is back in discussion, and US oil prices are up to $105/barrel.

Meanwhile, the S&P 500 is down less than -0.5% today after rising +5% prior to negotiations on hopes of a peace deal.

The reality is that investors are preparing for prolonged inflation and the acceleration of the AI Revolution.

Own assets or be left behind.