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US ACCEPTS TEMPORARY LIFTING OF IRAN'S OIL SANCTIONS IN NEW NEGOTIATION TEXT. A SOURCE CLAIMS THIS IS DIFFERENT FROM PREVIOUS TEXTS, ALLOWING SANCTIONS TO BE WAIVED DURING NEGOTIATIONS. IRAN WANTS COMPLETE REMOVAL OF ALL SANCTIONS AS PART OF US COMMITMENTS, BUT US OFFERS ONLY A TEMPORARY WAIVER UNTIL A FINAL DEAL IS REACHED #BREAKING

Markets opened the week on shaky ground. GIFT Nifty signals a weak start, global equities are under pressure, oil prices continue to climb amid Middle East tensions, and the rupee has slipped below 96 as rising crude and a stronger dollar weigh on sentiment. Nifty faces key support at 23,500 — a breakdown could trigger fresh selling pressure toward 23,150 levels. Volatility remains elevated with India VIX near 19. A cautious mood prevails across global markets today.

TRAFFIC THROUGH THE STRAIT OF HORMUZ IS GRADUALLY RISING AS IRAN SAYS PASSAGE IS OPEN FOR VESSELS COORDINATING WITH ITS MILITARY, EXCLUDING “ADVERSARY-LINKED” SHIPS

BREAKING: Iran announces it will reopen its stock market on Tuesday for the first time since the Iran War began, ending an 80-day closure.

#Opendoor If mortgage rates keep easing and housing demand keeps improving like this, it should naturally become a strong tailwind for Opendoor.

TD Power Systems announced a 1:2 stock split. Record date yet to be announced. #TDPower

TD Power Systems is not just showing growth in revenue. Export demand + operating leverage + strong execution are all kicking in together now. Revenue up ~45% PAT up ~37% Operating cash flow jumped from ₹39 Cr to ₹129 Cr. Receivables reduced. Inventory reduced. Debt still very low.

#TDPower TD Power Systems delivered a really strong FY26. Revenue grew from ₹1,278 Cr to ₹1,856 Cr (~45% growth) PAT increased from ₹175 Cr to ₹239 Cr (~37% growth) But the most important part for me: Operating cash flow jumped from ₹39 Cr to ₹129 Cr. EPS also improved from ₹11.18 to ₹15.29. Strong execution + improving cash conversion is what

Politicians reducing convoys and taking public transport may look good optically, but it still feels like a reactive approach. Real progress comes from proactive governance—fixing root causes through better infrastructure, ease of governance, and fair policy support that genuinely enables growth and development. Strong systems matter more than symbolic gestures.

BREAKING: The odds of the Fed cutting interest rates in 2026 have collapsed to a new low of just 27%. There is now a higher chance of the Fed HIKING interest rates than cutting interest rates by December. Inflation is officially back in full swing.

@tushar9590 Many in the list. But to name one, it's MTAR. I regret agreeing that I missed the hospital and healthcare theme completely.

Name a stock you regret not having in your portfolio? For me it's Centum Electronics.

*IRAN ALLOWED 30 SHIPS TO PASS HORMUZ SINCE LAST NIGHT: STATE TV

News Wires: White House Official Confirms Agreement to Keep Strait of Hormuz Open.

Iran’s Foreign Minister Abbas Araghchi arriving in Delhi for the BRICS meet could be more important than many realize. If India can successfully negotiate safe movement of Indian ships through the Strait of Hormuz, it would be a massive strategic win for the country, especially for energy security and the economy. A lot is riding on diplomacy now.

People think this is just another diplomatic trip. It’s not. When a U.S. President travels to China with CEOs from Nvidia, Apple, Tesla, Boeing, BlackRock, Goldman Sachs, Qualcomm and others, this is about far more than politics. This is AI, semiconductors, supply chains, capital flows, manufacturing and global economic power all being negotiated at once. The scale of this Trump–Xi meeting is genuinely historic.

This is absolutely insane. President Trump is currently flying to China with all of the following people to request "deals" with China's President Xi: 1. Elon Musk, Tesla and SpaceX CEO 2. Jensen Huang, Nvidia CEO 3. Tim Cook, Apple CEO 4. Larry Fink, BlackRock CEO 5. Stephen Schwarzman, Blackstone CEO 6. Kelly Ortberg, Boeing CEO 7. Brian Sikes, Cargill CEO 8. Jane Fraser, Citigroup CEO 9. Larry Culp, General Electric CEO 10. David Solomon, Goldman Sachs CEO 11. Sanjay Mehrotra, Micron CEO 12. Cristiano Amon, Qualcomm CEO President Trump also says there are "many other" CEOs joining him on the trip who have not yet been disclosed. Never in history has such a trip even remotely near this scale and caliber occurred. This Trump-Xi meeting is far bigger than most realize.

Need to be extremely careful with the overheated US markets right now. AI, semiconductor, and momentum stocks have seen massive rerating driven by liquidity, capex optimism, and retail euphoria. Expectations are sky high now, leaving very little room for execution misses. Selective investing and patience matter more than chasing narratives at peak valuations. #StockMarket #USMarkets #AI #Semiconductors #Investing #WallStreet #Nasdaq #TechStocks

Missed the semiconductor rally in US markets and honestly feeling the FOMO now 😅 But after such a huge run-up, blindly chasing AI & semiconductor stocks may not be the smartest move either. Story is still strong for the long term. Maybe gradual buying during corrections makes more sense now than going all in at once. will gradually be adding top 2 to 3 market leaders in GPUs networking memory foundries equipment makers #AI #Semiconductors #NVIDIA

Everyone is focused on the rupee vs. the dollar. But the INR has actually weakened against almost every major currency this year. High oil prices and FII outflows are putting pressure on the rupee from all sides. Earlier RBI allowed weakness in the rupee to boost exports Oil remains the biggest factor to watch for India now. #Rupee #INR #IndiaEconomy

@safiranand Rightly said, and strong FII inflows generally support the Indian rupee.

Dear govt, if we focus on capital markets, we will reduce craze for gold anyways. And if people make better returns in mkts, they will be more tempted to see markets than be overseas. Also many may actually work from home (to see mkts). 😇