Latest Stock Market News

Bitcoin experienced a surge, trading near $110,203, while Ethereum saw losses at $4,383. Analysts suggest Bitcoin is poised for a rally with strong market structure and spot demand. A whale s significant ETH acquisition signals market rotation. Metaplanet increased its Bitcoin holdings to 20,000 BTC. Despite caution, institutional interest in Bitcoin remains robust, potentially challenging previous highs as demand stabilizes.

Anlon Healthcare, a Gujarat-based API and pharma intermediates manufacturer, will debut on the stock exchanges on Wednesday after its Rs 121 crore IPO was subscribed nearly 7 times. Despite strong fundamentals and capacity expansion plans, the grey market premium suggests muted listing gains. Analysts remain optimistic about its long-term growth potential amid rising demand and the “China + 1” supply shift.

India s smartphone market sees a surge in 5G adoption. Data traffic grows due to fixed wireless access and GenAI. Telcos are building data centers integrated with core networks. India s data center capacity is projected to reach 3 GW by 2028. Airtel focuses on domain-specific AI, while Reliance aims for gigawatt-scale AI-ready data centers.

Experts predict silver will outperform gold in 2025, ending a four-year trend. Silver s year-to-date gains of 42% already surpass gold s 36%. This surge is driven by strong industrial demand from sectors like solar and EVs, creating a supply deficit. Analysts suggest silver s undervaluation and gold s overheated market position further support this forecast.

Railway and defence stocks are recovering, sparking discussions about their value. Experts suggest long-term growth potential in defence, electronics, and renewable energy. Banking sector remains strong, particularly PSU banks. Focus shifts to domestic growth, with rural demand and consumption driving financial plays. Investors are eyeing sectors aligned with government spending for future gains.

British borrowing costs increased. Thirty-year gilt yields reached a high not seen in nearly three decades. Global government borrowing costs also rose. Concerns exist about high inflation in Britain. Heavy borrowing and slow economic growth are factors. Finance Minister Rachel Reeves may raise taxes. This could further challenge economic growth. Germany s 30-year yield also increased.

Sebi has cleared 13 IPOs in a week, including Urban Company’s ₹1,900 crore issue. The IPO will raise ₹429 crore via fresh shares and ₹1,471 crore through an OFS by investors such as Accel, Elevation, Tiger Global, and Vy Capital, down from the earlier planned ₹3,000 crore.

Many of these stocks have also delivered robust gains in FY26 (since April), with several rallying sharply.

Ola Electric surged 55% in a month following PLI scheme inclusion and strong technical momentum. Analysts cite breakout patterns, higher volumes, and support zones driving upside, despite Q1 net losses. PLI incentives and cost-structure improvements bolster prospects, making the stock a key focus for medium-term gains.

Despite tariff concerns, market veteran Vikas Khemani remains bullish on India’s growth story, citing GST rationalisation and falling interest rates as key consumption drivers. He warns investors against chasing hype-driven valuations, urging focus on fundamentals and long-term opportunities.