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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares are volatile as investors weigh record quarterly results and a massive multi-year AI revenue outlook against a slight miss in fourth-quarter revenue guidance. While retail sentiment remains strongly bullish, traders are debating whether the company's long-term growth projections in the custom chip market are fully sustainable or if the stock is facing near-term institutional selling pressure and potential sector rotation.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood stock is trending amid a rally driven by recent Wall Street price target upgrades and investor optimism regarding the company's diversified revenue streams, including prediction markets and growth in its blockchain platform. While bullish sentiment dominates due to these positive analyst outlooks, some retail traders express frustration over price volatility and perceived algorithmic suppression.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending following a third-quarter "beat and raise" report, where strong demand for AI-driven servers and networking infrastructure prompted the company to increase its future guidance. While the community remains largely bullish on the stock as a value play within the AI space, the share price has faced pressure from investors weighing margin concerns and ongoing supply-chain constraints.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trading with high volatility as traders react to the upcoming Cybercab event, with sentiment divided between enthusiasm for the company's autonomous driving prospects and skepticism regarding the stock's premium valuation. While many are positioning for a potential breakout or short squeeze, others warn of a ‘sell the news’ event, highlighting the stock's recent price swings and long-term concerns over fundamentals.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares surged following a strong quarterly earnings report that featured an increase in full-year guidance and accelerating product revenue driven by enterprise AI demand. While many in the community expressed excitement over the beat-and-raise performance, some traders voiced skepticism regarding the company's valuation, noting its high forward P/E and lack of GAAP profitability.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as investors react to bullish analyst coverage from Berenberg, which initiated the stock with a Buy rating and a $25 price target. Sentiment is mixed, with some traders expressing frustration over recent price volatility while others remain optimistic about the company's long-term growth in the space sector, defense contracts, and AI-driven data capabilities.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx Pharmaceutical shares are trending following a significant sell-off caused by the Phase 3 Aspire study for its experimental Angelman syndrome drug, GTX-102, failing to meet primary and key secondary endpoints. While the news triggered widespread analyst downgrades and concerns over the company's growth pipeline and debt, many traders are discussing potential accumulation opportunities, citing the company's existing commercial revenue and an upcoming FDA decision on a separate therapy.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is trending as traders speculate on significant upside potential driven by the company's aggressive accumulation of Bitcoin through its treasury operations. Sentiment is heavily influenced by high short interest and anticipation of a potential short squeeze, though some investors remain cautious, citing concerns regarding past dilution.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

The stock is seeing upward momentum as traders react to positive developments in the cryptocurrency sector and anticipation surrounding upcoming legislative catalysts like the Clarity Act. While sentiment remains divided between bulls focused on long-term stablecoin adoption and skeptics questioning company fundamentals and bank competition, the recent price action has triggered active short-covering interest.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology is facing significant selling pressure and heightened volatility as traders debate whether the stock's recent pullback is an unwarranted overreaction to its quarterly results or a justified correction due to concerns over optical business growth, margins, and elevated market expectations. While many investors express frustration over the sharp decline and suspect institutional manipulation or short-selling, others view the current price as a compelling long-term buying opportunity given the company's strong revenue growth and AI infrastructure positioning.

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Kajaria Ceramics' net profit rises 62.32% in FY26; approves ₹297 crore share buyback

Kajaria Ceramics announced a significant 62.32 percent jump in net profit for FY26, reaching ₹487 crore. Total income also saw a rise. The company is investing ₹210 crore to expand its manufacturing capacity in Andhra Pradesh. Additionally, a share buyback of up to ₹296.7 crore has been approved. A final dividend of ₹6 per share is recommended.

Raja Venkatraman, MarketSmith recommend five stocks for 10 April

Following a significant drop in the Sensex on April 9, analysts predict a firm opening for Indian markets today, with the Gift Nifty showing positive signs. Recommended stocks for investors include Kajaria Ceramics and BHEL, along with specified buy prices and targets.

Kajaria taps Rashmika Mandanna and Ranveer Singh to ride on India’s premium housing boom

Kajaria Ceramics is launching a major marketing campaign. The company features Bollywood stars Ranveer Singh and Rashmika Mandanna. This initiative aims to boost its presence in the premium home improvement sector. The campaign highlights Kajaria's tiles and bathware. It seeks to position the brand as a one-stop shop for stylish homes. This strategy targets aspirational Indian consumers.

Kajaria Tiles Extends Partnership with RCB Women’s Team

Mumbai (Maharashtra) [India], January 9: Kajaria Ceramics Ltd., India's No.1 tile company, together with Royal Challengers Bengaluru (RCB), announced today the extension of their partnership, with Kajaria Tiles continuing as the Principal Sponsor of the RCB Women's Team. The renewed association builds on a successful collaboration that began with the inaugural season of the Women's T20 League in 2023.

Indian equity benchmarks end flat in thin year-end trade; IT losses weigh

India’s equity benchmarks closed little changed on Wednesday in a subdued session marked by thin year-end volumes, with losses in information technology stocks weighing on sentiment. The Nifty 50 fell 0.13% to 26,142.1, while the BSE Sensex shed 0.14% to 85,408.7. Fifteen of the 16 major sectors declined. Small-caps rose 0.3%, while mid-caps fell 0.6%. Analysts said thin year-end trading kept volatility in check, with global volumes typically light ahead of the Christmas and New Year holidays. Indian markets will be closed on Thursday for Christmas. Investors are awaiting further cues, including a potential India-U.S. trade deal and October-December earnings, for a directional trade in the market. Motilal Oswal Financial Services said the earnings revision trends in the past four months have beaten its expectations. “The backdrop for earnings has improved vs last year, engineered by a series of stimulative fiscal and monetary measures,” the brokerage firm said. IT stocks fell 0.5% on the day after U.S.

Brief India: Primer : Belrise Industries Ltd and more

In this briefing: Primer : Belrise Industries Ltd Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE Ambuja Cement: Subsidiary Merger: A Value Accretive Deal. Maintain BUY Event Driven: The Adani Cement Empire’s Merger Analysis Decoding the Cobrapost Allegations on Murugappa Group: Noise Vs. Structural Governance Risk 1. Primer : Belrise Industries Ltd Recently-Listed 2W Specialist Executing Tier-0.5 Transformation Amid Balance Sheet Reset Ambitious 4 W Diversification Strategy t o Reduce Concentration Risk Operating Performance Exceeding Guidance w i t h Margin Expansion 2. Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE We attended Kajaria Ceramics' analyst con call today Management launched "Project Manthan" in Apr–May 2025 to unify sales teams across divisions, streamline processes, and boost cost efficiency via manpower rationalization, optimized raw material use, lower travel expenses, and forgone promoter salaries During the rollout of a new vendor onboarding system under this initiative, the company found that there was an embezzlement amounting to ~INR 200mn as advance payments for a capex for a new plant at Kerovit Global Pvt Ltd— a wholly owned subsidiary of Kajaria Bathware Pvt Ltd—perpetrated by the subsidiary’s CFO in the past two years Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE and more

In this briefing: Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE Ambuja Cement: Subsidiary Merger: A Value Accretive Deal. Maintain BUY Event Driven: The Adani Cement Empire’s Merger Analysis Decoding the Cobrapost Allegations on Murugappa Group: Noise Vs. Structural Governance Risk LIC Housing Finance (LICHF): Growth Still Elusive But Asset Quality Has Normalized 1. Kajaria Ceramics: Operational Lapse, Strengthening Processes. Maintain REDUCE We attended Kajaria Ceramics' analyst con call today Management launched "Project Manthan" in Apr–May 2025 to unify sales teams across divisions, streamline processes, and boost cost efficiency via manpower rationalization, optimized raw material use, lower travel expenses, and forgone promoter salaries During the rollout of a new vendor onboarding system under this initiative, the company found that there was an embezzlement amounting to ~INR 200mn as advance payments for a capex for a new plant at Kerovit Global Pvt Ltd— a wholly owned subsidiary of Kajaria Bathware Pvt Ltd—perpetrated by the subsidiary’s CFO in the past two years Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: The Market Cycle Puzzle and more

In this briefing: The Market Cycle Puzzle HDFC Bank (HDFCB IN) Tactical View After RBI OKs 9.5% IndusInd Bank (IIB IN) Stake Buy The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase The Beat Ideas: SBI Cards - Is the Worst Now Behind Us? Kajaria Ceramics Fraud- Capex and Control Failure 1. The Market Cycle Puzzle Gold has staged a convincing relative breakout. In the last cycle, the turn was accompanied by similar turns in value/growth, size and U.S./international leadership. This time, leadership rotation hasn’t happened. We attribute this to the “debasement trade” will carry on and hard assets will continue to dominate in the next multi-year market cycle. This time is different. Investors shouldn’t depend on a rotation from growth to value, large cap to small cap, and U.S. to non-U.S. equities in the near future. 2. HDFC Bank (HDFCB IN) Tactical View After RBI OKs 9.5% IndusInd Bank (IIB IN) Stake Buy The Reserve Bank of India has given the green light for HDFC Bank (HDFCB IN) subsidiaries to jointly buy up to 9.5% of Indusind Bank (IIB IN) .

Brief India: HDFC Bank (HDFCB IN) Tactical View After RBI OKs 9.5% IndusInd Bank (IIB IN) Stake Buy and more

In this briefing: HDFC Bank (HDFCB IN) Tactical View After RBI OKs 9.5% IndusInd Bank (IIB IN) Stake Buy The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase The Beat Ideas: SBI Cards - Is the Worst Now Behind Us? Kajaria Ceramics Fraud- Capex and Control Failure Hindalco: 44% Upside as Earnings De-Link from LME Volatility 1. HDFC Bank (HDFCB IN) Tactical View After RBI OKs 9.5% IndusInd Bank (IIB IN) Stake Buy The Reserve Bank of India has given the green light for HDFC Bank (HDFCB IN) subsidiaries to jointly buy up to 9.5% of Indusind Bank (IIB IN) . HDFC Bank (HDFCB IN) reached oversold state, according to our model , but this is a bullish trend pattern and so we think this week is a good time to buy. The stock could rally, and if the rally unfolds from this week onward it could reach the 1037-1062 profit target zone. 2. The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase GE Vernova T&D has secured a landmark HVDC-VSC order for the Khavda-South project , materially improving multi-year revenue visibility.

Brief India: The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase and more

In this briefing: The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase The Beat Ideas: SBI Cards - Is the Worst Now Behind Us? Kajaria Ceramics Fraud- Capex and Control Failure Hindalco: 44% Upside as Earnings De-Link from LME Volatility Exencial Industry Tidings 22/12/2025 1. The Beat Ideas on GE Vernova T&D: Khavda HVDC Win Powers the Next Growth Phase GE Vernova T&D has secured a landmark HVDC-VSC order for the Khavda-South project , materially improving multi-year revenue visibility. The win reinforces GVT&D’s positioning in India’s grid transformation, strengthens backlog to record levels , and supports sustained earnings growth through FY28. With HVDC, grid digitalization, and capex acceleration aligned, GVT&D remains a high-quality transmission compounder with incremental upside optionality. 2. The Beat Ideas: SBI Cards - Is the Worst Now Behind Us? Q2FY26 witnessed sequential NIM stability at 11.2%, but the adverse product mix shift toward transactors , coupled with higher operating costs, led to a lower pre-provision operating profit and PAT.

Kajaria Ceramics Ltd. is a holding company, which engages in the manufacture and trade of ceramic wall and floor tiles, as well as polished and glazed vitrified tiles. It operates through the Tiles and Others segments. The Tiles segment manufactures and trades ceramic and vitrified wall and floor tiles. The Others segment manufactures sanitaryware and faucets. The company was founded by Ashok Kumar Kajaria on December 20, 1985 and is headquartered in New Delhi, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	11.18	--	--	N/A
Q1 '26	9.58	--	--	N/A
Q4 '25	9.96	--	--	N/A
Q3 '25	7.36	--	--	N/A
Q2 '25	7.93	8.40	5.88%	BEAT

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