TOP STOCK IDEAS
600 million barrels gone, gas +47%, jet fuel +100%: is the global energy crisis 2026 from US– Iran war about to trigger inflation shock and global recession?
The global energy crisis 2026 is intensifying fast. Over 600 million barrels of oil supply are now lost, triggering a historic oil shock. The crisis is linked to tensions around the Strait of Hormuz, a key global energy route. US gas prices have surged 47% since December. Inflation is now nearing 4% again. Europe is facing a jet fuel spike above 100%, raising flight disruption risks. This global energy crisis 2026 is pushing oil prices higher worldwide. Supply chains are tightening. Energy inflation is spreading across sectors. The risk is clear. A prolonged oil supply shock could drive a global economic slowdown and reshape markets.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
Where to invest now: Chemicals, capital goods, and banking top the list, says Aditya Shah
Aditya Shah, Hercules Advisors Founder, suggests investing in India's domestic growth. His top picks are chemicals, capital goods, and banking. He advises caution on FMCG and defence sectors due to high valuations. Shah emphasizes selectivity and prioritizing companies with corrected prices. Investors should focus on domestic-facing businesses for potential gains.
UAE asks US for a wartime financial lifeline as Iran conflict drags: Report
The United Arab Emirates is in discussions with the United States regarding a potential financial backstop. This measure is being considered in anticipation of a deepening crisis stemming from the Iran war. UAE Central Bank Governor raised the possibility of a currency-swap line with US Treasury officials.
US-Iran war: Tehran doubles down on closing the Strait of Hormuz as the ceasefire nears expiration
US-Israel war with Iran: Tehran is maintaining its blockade of the Strait of Hormuz. This action continues as long as the United States maintains its blockade of Iranian ports. Mediators are working to extend a ceasefire between the two nations. Tensions remain high as the war enters its eighth week. The situation threatens global energy supplies and regional stability.
US Stocks | Kailera soars over 60% in Nasdaq debut as weight-loss drug race heats up
Kailera Therapeutics shares surged 62.5% in their Nasdaq debut after raising $625 million in a U.S. IPO priced at the top end of its range. Strong investor demand reflects growing excitement around weight-loss and GLP-1 drugs, a market expected to expand rapidly as firms challenge pharma giants like Eli Lilly and Novo Nordisk.
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Mutual funds bought 505 smallcap stocks in March crash. Two weeks later, they're winning big
Indian mutual funds bought smallcap stocks in March when retail investors sold. This strategy paid off as the Nifty Smallcap 250 index rose in April. Fund managers invested heavily in companies like Urban Company, Manappuram Finance, and Amber Enterprises. This broad buying across sectors indicates strong conviction.
ChatGPT maker OpenAI shifts its focus to business users amid Anthropic pressure
OpenAI is prioritising business AI tools to boost revenue. The company is launching a new model for professional work. This strategic shift aims to compete with rival Anthropic. OpenAI is moving away from some consumer offerings. This focus on high-value professional tasks is key to its future profitability. Business clients now represent a significant portion of OpenAI's income.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
Mutual funds raise tech exposure in March after 8-year low. Tactical move or trend reversal?
Mutual funds raised tech exposure in March after an eight-year low, driven by tactical rebalancing and improved valuations. Experts say global cues like US tech recovery and easing rate concerns are aiding sentiment. Despite recent losses of up to 25%, the sector outlook remains gradually positive, supported by AI and cloud trends, though near-term volatility persists.
ETMarkets Smart Talk | AI boom driving Indian family offices to global markets; US offers richer playbook: Amit Goel
Indian family offices are increasingly looking beyond domestic markets as the global AI boom reshapes investment strategies. Limited pure-play AI opportunities in India are pushing ultra-HNIs to allocate more capital to global markets, especially the US, where AI, cloud, and digital infrastructure offer broader opportunities, aided by easier overseas investing routes like GIFT City.
ChatGPT maker OpenAI shifts its focus to business users amid Anthropic pressure
OpenAI says it will introduce a new artificial intelligence model for "high-value professional work" as the company faces heightened competition with rival Anthropic in attracting corporate customers to adopt AI assistants in their workplaces. "You'll see a new model coming from us in short order. We feel very excited about it," Friar said in an interview with The Associated Press.
Ahead of Market: 10 things that will decide stock market action on Thursday
The Nifty 50 and BSE Sensex surged over 1.6% after US–Iran talks optimism boosted sentiment, driving broad-based buying. Falling volatility, strong technical signals, and sectoral strength supported bullish momentum despite key resistance levels ahead.
India's FDI plan for ecommerce; Tata charges up iPhone biz
India is planning to allow FDI in inventory-based ecommerce exclusively for exports. This and more in today's ETtech Top 5.
The Wealth Company MF unveils SIF brand, launches two funds with differentiated strategies
The Wealth Company Mutual Fund, part of the Pantomath Group, has launched its SIF brand ‘WSIF’ along with two new funds featuring differentiated long-short strategies. The new fund offerings aim to combine equity investing with tactical hedging approaches, marking the fund house’s entry into the emerging Specialised Investment Funds category.
Capital market stocks: Time to change strategy? 10 stocks from different parts of the ecosystem
The capital market infrastructure sector has grown into a full-fledged, publicly-traded ecosystem. Today, investors can pick from exchanges, depositories, registrar and transfer agents, commodity platforms, and at least five asset management companies. All of them listed, all of them profitable, and all of them with the same structural tailwind: The financialisation of Indian household savings. But have we reached a stage where the strategy needs a re-look?
Ahead of Market: 10 things that will decide stock market action on Wednesday
Indian markets ended lower as stalled US-Iran talks triggered broad selling across sectors. Nifty and Sensex declined sharply, though technical indicators suggest near-term uptrend remains intact, with key support at 23,500 and resistance near 24,100 amid cautious investor sentiment.
Ceasefire not good for stock market? BNP Paribas cuts Nifty target for 2026, but picks 9 stocks
BNP Paribas turned cautious on India’s markets after the crude spike, cutting its 2026 Nifty target to 25,500 and warning of fiscal and earnings pressure. Still, the brokerage sees opportunities in defensives and strong private-sector lenders, naming nine stocks—including M&M, Infosys, Titan and HDFC Bank—as likely outperformers.
JPMorgan CEO Jamie Dimon shares the best parenting advice his father gave: 'Do the best you can, make the world a better place, treat everyone...'
JPMorgan Chase CEO Jamie Dimon has reflected on the simple yet lasting advice he received from his father, saying it continues to shape his outlook on life and leadership. Growing up in Queens, Dimon said his family emphasized values over career expectations, with no pressure to enter finance despite his father being a stockbroker. The core message at home was to do the best one can, make a positive difference in the world, treat everyone with respect, and live with a sense of purpose
Nifty finds support: Nagaraj Shetti spots 2 breakout stocks worth watching
Nifty's Monday pullback is a technical dip, not a trend reversal, says HDFC Securities analyst Nagaraj Shetti. After forming a higher bottom, the index finds strong support at 23,400-23,500, with 24,500 the near-term target once it clears 24,100. Shetti recommends buying Glenmark Pharmaceuticals (target Rs 2,310, stop Rs 2,150) and Oberoi Realty (target Rs 1,800, stop Rs 1,630).
Quote of the day by Charlie Munger, “It takes character to sit there with all that cash and do.....” — Here’s a timeless motivational quote by the mind behind Berkshire Hathaway’s legendary success
Quote of the day by Charlie Munger: In 2026, over $900 billion in market value reflects the success of Berkshire Hathaway. The strategy is simple. Long-term investing wins. Warren Buffett and Charlie Munger built wealth through patience, discipline, and rational thinking. Their motivational quotes are not theory. They are proven principles. Avoid quick money traps. Focus on compounding returns. Stay consistent in volatile markets. Read daily. Think independently. These timeless lessons shape modern financial success.
Tata to probe TCS Nashik case; Sharon Pais takes over Myntra
Tata Sons chairman N Chandrasekaran has ordered a probe into the sexual harassment case at TCS Nashik. This and more in today's ETtech Top 5.
Weekly Top Picks: These stocks scored 10 on 10 on Stock Reports Plus
Stock Reports Plus, powered by Refinitiv, undertakes detailed company analysis for 4,000+ listed stocks. In addition to detailed company analyses, the report also collates analysts’ forecasts and trend analysis for each component. An average score in Stock Reports Plus is calculated by undertaking quantitative analysis of five key investment tools – earnings, fundamentals, relative valuation, risk, and price momentum.
Large AI firms hoovering maximum funding, not enough for smaller startups: Y Combinator’s Ankit Gupta
Ankit Gupta spoke to ET ahead of the accelerator’s Startup School event in Bengaluru on April 18 — the first in India. In order to tap aspiring entrepreneurs across colleges and universities, Gupta said YC will be visiting IIT Delhi this week and holding a programme there.
Tata Chemicals, Tata Investment Corp shares rally up to 12% amid Tata Sons IPO buzz
Shares of Tata Chemicals and Tata Investment Corporation rose sharply on Monday amid growing buzz around a potential Tata Sons IPO. Support from key Tata Trusts members and stakeholders has raised expectations of value unlocking and improved governance.
Nifty Bank vs IT: Anand James on how to trade this week
Anand James sees sustained buying lifting Nifty toward 24,900 as volatility eases. Bank Nifty shows strong bullish momentum with potential to 57,300, backed by derivatives and heavyweight reversals. IT remains weak with bearish indicators, while realty stocks and select trades offer upside opportunities.
Nifty holds 24,000; 23,700 key support as Akshay Bhagwat bets on Power Grid, Adani Ports
Nifty holds above 24,000, with key support at 23,700 and resistance at 24,300-24,500. Easing volatility fuels a positive outlook. Top stock picks include Power Grid for a breakout, Jubilant FoodWorks on dips, and Adani Ports for momentum. Realty's surge is seen as a rebound, with Oberoi Realty showing medium-term promise.
From LLMs to superintelligence, Vijay Kedia decodes AI stack for investors
Investor Vijay Kedia outlines AI’s evolution in investing, from LLMs offering insights to agentic and multi-agent systems executing trades, culminating in AGI and superintelligence capable of autonomous, superior decision-making, transforming investing from tips to intelligent, adaptive systems in modern markets
Tata Investment, Tata Chemicals shares surge up to 8% after Mistry backs Tata Sons listing push
Shares of select Tata group companies moved sharply higher after Shapoorji Pallonji Mistry backed the case for listing Tata Sons, calling it a "necessary revolution" rather than a regulatory compulsion. Tata Chemicals rose as much as 8%, while Tata Investment Corporation gained around 6%, reflecting renewed investor interest in holding company and group-linked plays.
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