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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs Buy upgrade, citing Palantirs opportunities in sovereign AI and customized software, is a key focus as shares break to fresh highs. Bulls celebrate the momentum and speculate about short-covering, while skeptics warn that the valuation is stretched and the rally could pull back.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has fueled a sharp selloff in T-Mobile and other U.S. wireless carriers, as traders weigh the prospect of a new competitor. The community is divided between viewing the deal as a long-term threat and calling the drop an overreaction, arguing that building a competitive network will take substantial time and infrastructure.

StarkNet is a permissionless decentralized Layer 2 (L2) validity rollup, built to allow Ethereum to scale via cryptographic protocols called STARKs, without compromising Ethereum’s core principles of decentralization, transparency, inclusivity and security. The StarkNet Token is needed to operate the ecosystem, maintain and secure it, decide on its values and strategic goals, and direct its evolution. This token will be required for (i) governance, (ii) payment of transaction fees on StarkNet, and (iii) participation in StarkNet’s consensus mechanism.

Starknet

STRK is attracting attention amid a rally and renewed focus on Starknets post-quantum security, privacy features and Bitcoin DeFi, including discussion of a quantum-resistant transaction test and strkBTC. Bullish traders see these developments as differentiators, while skeptics continue to point to token unlocks and dilution as potential selling pressure.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladocs weaker quarterly outlook, driven largely by BetterHelps transition from cash-pay customers to insurance, is fueling debate over whether the shift can restore growth. Bears cite declining revenue and lost confidence in management, while bulls argue insurance demand is strong but provider capacity and execution will take time to catch up.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs agreement to acquire low-band spectrum for its Starlink Mobile ambitions has fueled a sharp selloff in AT&T shares. Traders debate whether it signals a meaningful long-term competitive threat or an overreaction, arguing that a competing network would take substantial time and investment; many are buying the dip and pointing to AT&Ts established business and dividend.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has fueled concerns that it could eventually compete with Verizon and other wireless carriers, weighing on VZ shares. Traders are split between seeing a meaningful long-term threat and calling the selloff overdone given the time, investment, and infrastructure needed to build a competing network; some are buying the dip for Verizons dividend.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Attention centers on TG Therapeutics scheduled MSToronto presentations, especially initial Phase 1 azer-cel findings in progressive MS and BRIUMVI trial data. Traders see the late-breaking presentation as encouraging but not proof of efficacy, while upcoming BRIUMVI subcutaneous Phase 3 results also support bullish interest; buyout and short-squeeze claims remain speculation amid volatile trading.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in November 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinet is drawing attention for its breakout to fresh highs amid strength across cybersecurity stocks, as traders see rising AI-related security risks as a sector tailwind. Bulls point to strong momentum, while skeptics warn that stretched valuations and light trading volume could leave the rally vulnerable to a pullback.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is drawing attention around managements updates on optical-engine production, customer qualification, manufacturing yields and planned capacity expansion. Bulls view the reported progress as evidence the company is moving toward commercialization, while skeptics remain frustrated by limited customer and order details and question whether the ramp will translate into meaningful revenue.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Attention centers on Himaxs upcoming quarterly results and whether revenue growth and margins can support its valuation, alongside longer-term hopes for CPO and automotive demand. Traders are split between buying the pullback and concerns about semiconductor weakness and rumored CPO competition.

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KEC International bags new orders worth ₹1,002 crore across businesses

The EPC company secured HVDC transmission, wind energy, railway signalling and cables orders across India and the Americas, strengthening its presence in the power and infrastructure segments.

KEC International bags new orders worth Rs 1,002 crore

RPG Group firm KEC International announced new orders totaling Rs 1,002 crore. These orders span transmission and distribution, renewable energy, and transportation sectors. The company secured a significant HVDC transmission line order in Western India. Renewable energy business received an order for a 100+ MW wind project in Southern India. Transportation business secured orders in the automatic block signalling segment.

Brief India: KPIT: Q4FY26 Earnings Preview - Growth Is Reviving and more

In this briefing: KPIT: Q4FY26 Earnings Preview - Growth Is Reviving Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement? Primer: KEC International (KECI IN) - Apr 2026 1. KPIT: Q4FY26 Earnings Preview - Growth Is Reviving KPIT Technologies (KPIT) 's competitors like Tata Elxsi and L&T Technology (LTTS) have reported improving demand in the automotive segment which suggests that KPIT's Q4FY26 earnings could come out strong. Both Tata Elxsi and LTTS reported positive growth in their automotive vertical after a streak of negative growth for the past few quarters. Even the impact of AI is going to be limited in the automotive segment, as solutions in automotive vertical are mission-critical and highly regulated; however, KPIT's stock has declined significantly. 2. Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability AI is real, but the capital cycle is ahead of demand: profits sit in infrastructure, while applications remain under-monetised and structurally weak.

Brief India: Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability and more

In this briefing: Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement? Primer: KEC International (KECI IN) - Apr 2026 Primer: Minda Corp Ltd (MDA IN) - Apr 2026 1. Artificial Intelligence (AI): Mapping the Value Chain and Testing Economic Sustainability AI is real, but the capital cycle is ahead of demand: profits sit in infrastructure, while applications remain under-monetised and structurally weak. To justify current capex, AI must become a top-10 global sector (~US$700bn–US$1tn), yet demand is still developing and heavily subsidised. Investment strategy: stay long infrastructure, neutral hyperscalers, and avoid applications where deflation, competition, and weak pricing power cap returns. 2. Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth Varun Beverages, a leading PepsiCo bottler, delivered 16.3% volume growth , completed the Twizza acquisition , signed the Crickley Dairy deal and declared Rs. 0.50 dividend.

Brief India: Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth and more

In this briefing: Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement? Primer: KEC International (KECI IN) - Apr 2026 Primer: Minda Corp Ltd (MDA IN) - Apr 2026 Aequitas: Playsimple Games Limited Pre-IPO Tearsheet 1. Varun Beverages: Africa Bets, Volume Surge, and a Summer Built for Growth Varun Beverages, a leading PepsiCo bottler, delivered 16.3% volume growth , completed the Twizza acquisition , signed the Crickley Dairy deal and declared Rs. 0.50 dividend. With India capacity stabilized, capex reducing to Rs. 500-600 crore , and a stronger summer outlook, operating leverage is improving, supporting sustained double-digit volume growth visibility over the medium term. A volume-first strategy in India and faster-than-expected Africa scale-up, with ~Rs. 1,000 crore incremental revenues , positions VBL for stronger earnings growth and diversification beyond seasonal dependence. 2. India-New Zealand FTA: What Lies Beneath The "Once-In-A-Generation" Agreement?

Sensex, Nifty Poised For A Positive Opening; BEL, Axis Bank, Infosys, Jio Fin, IEX, Oberoi Stocks Are In Focus

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IT giants Infosys, Wipro, and LTIMindree are expected to post their Q2 earnings today

Mega Order Win Boosts KEC International; SEBI Analyst Sees Room For Breakout Above ₹950

The analyst highlighted KEC’s steady recovery after a 52% drop from its peak, noting an ascending triangle formation and signs of accumulation that could set the stage for a stronger medium-term uptrend.

Nifty Opens Firm Above 25,250 Ahead Of Expiry; HCL Tech, RBL Bank Among Top Movers

Analysts expect a buy-on-dips strategy to remain effective as long as Nifty stays above 25,150.


Sensex, Nifty Poised For A Subdued Opening; HCL Tech, RBL Bank, JustDial, Tata Investments, KEC Stocks Are In Focus

LG Electronics India is expected to list today. Reports indicate a strong debut with grey market price at nearly ₹400

Diwali Picks 2025: Axis Direct Lists Nine Stocks With Upto 23% Upside Potential

The list includes DOMS, KEC International, Kotak Bank, among others. The brokerage has issued a ‘buy’ rating for all nine stocks.

KEC International Ltd. engages in the provision of infrastructure engineering, procurement, and construction services. The firm operates through the following segments: Engineering, Procurement and Construction business (EPC) and Others. The EPC segment comprises of infrastructure related projects, systems, products and related activities for power transmission and distribution, railways track laying, electrification, civil, urban infrastructure, and oil and gas pipelines laying. The Others segment includes cable business. It operates through the following geographical segments: India, UAE, Brazil, Mexico, and USA. The company was founded in 1945 and is headquartered in Mumbai, India.

Current Price	365.75
Prev Close	350.00
Open	360.00
Dividend Yield	1.07%
50-Day Moving Average	416.08
Beta	0.15
Avg. Volume	1.09M
PE Ratio	17.78

52-Week High	893.00
52-Week Low	348.00
Market Capitalization	93.13B
EPS (Annual)	22.75
Price to Book	1.60
Revenue Per Employee	4.89M

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