Hyperscalers are accelerating data-centre leasing as power constraints and lengthy development timelines limit supply. North American non-commenced leases reached 25.5 GW in Q2 2026, up sharply year-on-year, with third-party operators expected to deliver an increasing share of future capacity.
Meta shares hit a 4.96% intraday high after the company agreed to pay up to $16.68 billion to settle claims that Facebook and Instagram harmed young users. The settlement covers claims by 29 US states and requires Meta to introduce usage limits and stronger safeguards for children on its platforms.
The BSE and NSE have imposed financial penalties exceeding Rs 59 lakh on three public sector power companies: NTPC, REC, and SJVN. The fines are due to violations related to board composition listing regulations. In their defense, the companies argue that the appointment of directors falls under presidential powers. They are currently seeking waivers for these penalties.
India Inc’s annual M&A volumes have more than doubled since fiscal 2017 as companies pursue faster growth, market expansion and new capabilities. Crisil Ratings found two-thirds of major debt-funded acquisitions broadly met expectations, while integration and regulatory challenges hurt others.
Indian equities ended lower on Wednesday as sectoral divergence weighed on benchmarks. Nifty fell 0.52% and Sensex 0.24%, while broader markets were mixed. Banks and metals gained, but telecom, IT and infrastructure stocks declined amid technical caution.
Zerodha CEO Nithin Kamath said slower market activity and regulatory changes have challenged brokerage growth, while warning that rising margin trading funding poses risks. Despite weaker trading activity, Zerodha’s customer assets continue growing, supported by trust, technology and financial content.
Warren Buffett’s investment philosophy emphasizes that an asset’s long-term value cannot sustainably outpace its earnings. While sentiment and speculation can drive prices temporarily, lasting value creation depends on businesses generating consistent and growing profits that support valuations.
Ventura Securities has initiated coverage on Meesho and LG Electronics India with Buy ratings, seeing up to 35% upside. The brokerage expects Meesho to benefit from value-commerce growth and improved monetisation, while LG India could gain from appliance premiumisation, localisation, exports and rising demand for cooling solutions.
Six BSE 100 stocks, including TVS Motor, Paytm and Divi’s Laboratories, hit fresh 52-week highs despite a weak Sensex session, with gains reaching 34% over the past month.
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