Share Market News

From F&O exclusions and big-ticket investments to fresh order wins and regulatory updates, here are the key stocks set to be in focus today. Read on for the full details and what they mean for investors.

IT stocks tumbled to multi-month lows as fresh AI disruption fears rattled investors. Read more to understand what this means for the sector’s future.

Carlsberg may raise up to $700 million through a secondary IPO of its India unit, which holds a 22% beer market share and posted $1.1 billion in revenue.

Major banks, including Amex, SBI and ICICI, are tightening credit card rewards, cutting lounge visits and raising spend milestones such as ₹4 lakh and ₹7 lakh thresholds.

Reliance plans $110bn AI capex over seven years, including 10GW renewables and multi-GW data centres; spending seen back-loaded, with 120MW initial capacity in 2026 and asset monetisation support.

Saudi exports to India rise to 1.0–1.1 mbpd in 2026; Russian flows ease to 1.2 mbpd, with March projected at 0.8–1.0 mbpd as refiners rebalance crude sourcing.

Expect a cautious start on Monday as global cues remain mixed. Banks may support indices, but geopolitical tensions could limit gains. Nifty and Sensex can largely be range-bound through the session.

India can become a key APAC data hub if it leverages its large market, growing digital economy, and abundant renewable energy, according to Deloitte.

The EU may pause approval of its trade deal with the US amid uncertainty caused by recent tariff actions, with lawmakers seeking clarity before moving forward with ratification.

Clean Max shares fell nearly 25% after listing at a discount to their IPO price. Muted retail participation and a 94% overall subscription weighed on investor sentiment in early trade.

Gold and silver prices are expected to rise further next week. Analysts point to global trade tensions, Middle East geopolitical risks, and safe-haven demand supporting bullion. Persistent market uncertainties are likely to keep investor interest in metals elevated.

Shree Ram Twistex shares listed at ₹68 on NSE and ₹70 on BSE, marking a sharp discount to the issue price. The ₹110 crore IPO was subscribed 43.66 times during 23-25 February. Strong bidding was led by non-institutional and retail investors.