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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors aggressively price in the company's expanding AI infrastructure footprint and recent strategic acquisitions, with community sentiment driven by a potential short squeeze and anticipation of upcoming earnings. Enthusiastic discussions are centered on the company's competitive positioning as a 'fourth hyperscaler' and its ability to secure major multi-billion dollar contracts, leading to significant momentum that has pushed the stock to new highs.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors scrutinize potential Matrix-M partnership developments following an earnings beat, while the community remains sharply divided over governance and the push for leadership changes via upcoming proxy votes. Discussions are heavily focused on the company's licensing platform strategy versus lingering concerns about cash burn and the lack of specific deal disclosures.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp (SNDK) is surging due to a massive, structural supply shortage of NAND and DRAM memory chips, with experts predicting demand will remain bottlenecked through 2027-2028. While some community members warn of a parabolic bubble and profit-taking risks, bulls are actively debating potential stock splits and the company's long-term dominance in the AI infrastructure supply chain.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is seeing significant investor attention driven by strong Q1 earnings, which highlighted 55% revenue growth and improved margins as the company transitions into a pure-play edge AI and defense-focused business. The community is actively discussing the stock's potential for rerating alongside the broader push for ruggedized, mission-critical AI infrastructure within defense and industrial sectors.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is currently at the center of investor discussion following a massive 15-year, multi-billion dollar lease agreement for its AI data center campus, which has fueled a significant shift in its growth narrative from Bitcoin mining to high-performance AI infrastructure. While the company's aggressive pivot and large contract wins have driven substantial price appreciation and excitement among long-term holders, community sentiment remains polarized, with some debating the impact of ongoing debt-financing strategies and the company's valuation compared to peers.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics Inc

Ernexa Therapeutics is seeing heightened activity driven by a new manufacturing collaboration with Cellipont Bioservices intended to advance their ovarian cancer candidate, ERNA-101, into clinical trials. While some investors are optimistic about the potential for a squeeze due to the company's low float and strong institutional presence, others are expressing significant caution regarding the stock's history of dilution and reverse splits.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is currently trending as investors focus on the company's strategic pivot to becoming a full-stack AI cloud provider following its recent $625 million acquisition of Mirantis. Community sentiment is highly optimistic, with many traders closely monitoring the upcoming earnings report and speculating on potential multi-billion-dollar hyperscaler partnerships to confirm the company's growth trajectory.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is trending as investors react to a pivotal transition toward AI infrastructure and high-performance computing, bolstered by a significant data center revenue beat and a partnership expansion with AMD. While some traders are expressing frustration over historical volatility and recent executive changes, the community remains actively focused on the stock's potential for a broader re-rating as it pivots to a vertically integrated energy and AI compute model.

Terrestrial Energy, Inc. is an advanced nuclear technology company focused on next-generation nuclear energy systems. The company is developing the Integral Molten Salt Reactor (IMSR), an innovative type of Generation IV molten salt reactor designed to produce reliable, low-carbon heat and electricity at competitive costs. The company is headquartered in Charlotte, NC.

Terrestrial Energy Inc.

Terrestrial Energy is currently trending as investors focus on its collaborative MOU with Riot Platforms to explore nuclear-powered data centers, a move that validates its molten salt reactor technology for AI energy demands. Community sentiment remains highly speculative and polarized, with long-term investors highlighting upcoming regulatory milestones and DOE-related catalysts while debating the company's timeline for commercialization compared to sector peers.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is seeing intense investor focus as the stock experiences significant volatility driven by its critical role in AI backend networking infrastructure. Community sentiment remains polarized between those viewing current fluctuations as a prime buying opportunity for a long-term AI backbone leader and skeptics who are concerned about valuation and recent, unexplained price swings.

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Brief TMT & Internet: Primer: Ouster (OUST US) - Jan 2026 and more

In this briefing: Primer: Ouster (OUST US) - Jan 2026 IPO Rating: York Space Systems Aequitas: Amagi Media Labs IPO Trading - Healthy Demand with Decent Anchor SK Hynix (000660 KS/Buy)Fully Translating Price Strength into Earnings LTI Mindtree Ltd - Growth Momentum Continues; Navigating New Horizons 1. Primer: Ouster (OUST US) - Jan 2026 Ouster is a high-growth LiDAR technology company strategically focused on industrial, robotics, and smart infrastructure markets, which may offer a clearer path to commercialization than the highly competitive automotive sector. The company is demonstrating strong revenue growth and improving gross margins, driven by its digital LiDAR architecture and a growing emphasis on higher-margin software-attached solutions. However, it remains unprofitable with significant cash burn. Key challenges include navigating a competitive landscape with players like Luminar and Hesai, achieving profitability amidst ongoing operating losses, and managing risks associated with shareholder dilution from capital raises.

Brief TMT & Internet: IPO Rating: York Space Systems and more

In this briefing: IPO Rating: York Space Systems Aequitas: Amagi Media Labs IPO Trading - Healthy Demand with Decent Anchor SK Hynix (000660 KS/Buy)Fully Translating Price Strength into Earnings LTI Mindtree Ltd - Growth Momentum Continues; Navigating New Horizons CSAI: AI on Patrol; Next-Generation Video Surveillance 1. IPO Rating: York Space Systems ✅ IPO PROPHET RATING: 7.9/10 🏦 Deal Quality & Underwriters: 8.6/10 York Space Systems is entering the public markets as a scaled satellite manufacturing and mission systems provider focused on defense and national security customers. The company’s value proposition centers on execution, delivery reliability, and integration into government space architectures rather than experimental or consumer-oriented space narratives. York has built a repeatable manufacturing platform and accumulated a sizable backlog that provides forward revenue visibility. 2. Aequitas: Amagi Media Labs IPO Trading - Healthy Demand with Decent Anchor Amagi Media Labs (1232899D IN) raised around US$189m in its India IPO.

Brief TMT & Internet: Aequitas: Amagi Media Labs IPO Trading - Healthy Demand with Decent Anchor and more

In this briefing: Aequitas: Amagi Media Labs IPO Trading - Healthy Demand with Decent Anchor SK Hynix (000660 KS/Buy)Fully Translating Price Strength into Earnings LTI Mindtree Ltd - Growth Momentum Continues; Navigating New Horizons CSAI: AI on Patrol; Next-Generation Video Surveillance Singular Health Group Ltd - FDA clearance for key cloud product 1. Aequitas: Amagi Media Labs IPO Trading - Healthy Demand with Decent Anchor Amagi Media Labs (1232899D IN) raised around US$189m in its India IPO. AML provides cloud-native software infrastructure for content owners, broadcasters, and streaming platforms. AML enables its clients to manage, distribute, and monetize live, linear, and on-demand content seamlessly across traditional TV, Over-The-Top (OTT), and Free Ad-Supported Streaming TV (FAST) platforms. We have looked at the past performance and valuations in our previous note. In this note, we talk about the trading dynamics. 2. SK Hynix (000660 KS/Buy)Fully Translating Price Strength into Earnings We maintain our Buy rating on SK Hynix and raise our target price by 22.3% to W956,000 (from W782,000).

Brief India: LTI Mindtree Ltd - Growth Momentum Continues; Navigating New Horizons and more

In this briefing: LTI Mindtree Ltd - Growth Momentum Continues; Navigating New Horizons Can Fin Homes Ltd - Good Quarter; Growth to Strengthen from FY27 Onwards! Asian Bond Monitor: Take Profits TAC Index Weekly Air Cargo Bulletin 19 January 2026 Exencial Industry Tidings 1. LTI Mindtree Ltd - Growth Momentum Continues; Navigating New Horizons New Horizons to Navigate Future Growth: "Fit for Future" program has delivered ~230 bps of improvement over 9MFY26. This program is being replaced by “New Horizons" (a broader, enterprise-wide transformation initiative aimed at driving both growth and cost efficiencies over the medium to long term), which will balance growth and cost discipline Robust Deal Pipeline: LTIMindtree reported a strong order inflow of $1.7 Bn, up 6.4% QoQ, led by several high-quality deal wins. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2.

Indian equity markets are set for a record opening on Thursday, with the Gift Nifty, an early indicator for the Nifty 50 index, edging 325 points higher at 8:40 a.m. IST.&nbsp;&nbsp;The markets&nbsp;reached a one-year high on Monday, led by buying in banks, energy and IT stocks. The benchmark indices ended marginally higher on the special ‘Muhurat Trading’ session on Tuesday, with the Sensex gaining 0.07% and the Nifty climbing 0.10% higher.Asian markets were trading mixed on Thursday. Japan’s Nikkei was the biggest laggard, while the bourses in Shanghai, Shenzhen and Taiwan declined too. The primary index in Thailand was the top gainer.At the time of writing, the gold spot price fell 0.36% to $4,083.05&nbsp;per ounce. Brent crude traded up 2.33% at $64.05&nbsp;per barrel.Stock WatchBharat Electronics: Received a ₹633 crore order from Cochin Shipyard for sensors, weapon systems, and communication equipment, reinforcing its defence order book.Punjab National Bank: PNB has divested 10% of its stake in Canara HSBC Life Insurance, raising ₹1,007 crore by selling 9.5 crore shares at ₹106 each, thereby reducing its holding to 13%.Dr. Reddy’s Laboratories: The USFDA has issued a Voluntary Action Indicated (VAI) status for Dr. Reddy’s Srikakulam plant, closing the inspection with no significant observations.Torrent Pharmaceuticals: Received CCI approval for its ₹19,500 crore acquisition of JB Chemicals &amp; Pharmaceuticals, with minor voluntary modifications.Tata Motors: Delivered over one lakh passenger vehicles during the 30-day festive period, marking a 33% YoY rise, driven by strong SUV and EV demand.Ola Electric: Karnataka High Court grants temporary protection to CEO Bhavish Aggarwal and a senior executive amid an ongoing probe into an engineer’s death, which the company denies involvement in.Kirloskar Ferrous Industries: Bagged a ₹358 crore contract from ONGC for the supply of EUE tubing, pup joints, and crossovers, expanding its presence in the energy sector.HCL Technologies: Partnered with Dubai Islamic Bank to drive AI adoption across the bank’s ecosystem and strengthen its global digital transformation footprint.NMDC: Revised iron ore prices effective October 22, with Baila Lump set at ₹5,550 per tonne and Baila Fines at ₹4,750 per tonne.Lloyds Metals and Energy: Completed the acquisition of a 49.99% stake in Thriveni Pellets and allotted ₹285.88 crore worth of shares to Adler Industrial Services.Fusion Finance: Secured IRDAI’s Corporate Agent (Composite) license, enabling it to offer insurance products alongside financial services.Zaggle Prepaid Ocean Services: Signed a five-year deal with Megha City Gas Distribution to provide its Zaggle Fleet Program for efficient expense management.Nectar Lifesciences: Fully repaid secured debt of ₹1,338.35 crore, leading to the release of all consortium charges on company assets.Rubicon Research: Subsidiary Advagen Holdings will invest up to $3 million in Gen1E Lifesciences through a Series Prime Preferred Stock acquisition.United Breweries: Heineken reported mid-single-digit revenue growth in India despite volume declines due to heavy monsoons, with premium brands like Kingfisher Ultra Max driving gains.Filatex India: Signed an MoU with Revti Business and Wastewear to collaborate on textile waste recycling, product innovation, and global co-branding.Gulshan Polyols: Received ethanol supply orders worth ₹1,184.86 crore from oil marketing companies for ESY 2025–26.LTIMindtree: President &amp; Whole-time Director Nachiket Deshpande has resigned, effective October 31.Bharti Airtel: Shivan Bhargava, Director – Customer Experience, has resigned and will transition out of the company within 3, 4 months.Quarterly Earnings HighlightsJain Resource Recycling: Q2 consolidated profit surged 77.7% YoY to ₹99.2 crore from ₹55.8 crore, while revenue rose 51.8% to ₹2,113.7 crore. The company also signed a joint venture with C&amp;Y Group Investments to set up a recycling and manufacturing facility in Gujarat.Epack Prefab Technologies: The company reported a 104.2% YoY jump in profit to ₹29.5 crore, with revenue up 61.9% to ₹433.9 crore, reflecting strong execution and demand momentum.Q2 Results TodayHindustan Unilever, Colgate Palmolive (India), Laurus Labs, PTC India Financial Services, Tata Teleservices (Maharashtra), Fabtech Technologies, Jumbo Bag, Andhra Cements, Sagar Cements, South India Paper Mills, and Vardhman Textiles.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The digital broadcast on the facade of the Bombay Stock Exchange (BSE) displays the benchmark share index SENSEX crossing 32,000 points, on July 13, 2017 in Mumbai, India. (Photo by Kunal Patil/Hindustan Times via Getty Images)

Trading Radar For Oct 23: Ola, BEL, Tata Motors, NMDC, Torrent Pharma, Lloyds Metals, PNB Stocks Are In Focus

Hindustan Unilever and Colgate Palmolive (India) are among the companies expected to report their Q2 results on Thursday

Equity

Indian equity markets are set for a subdued opening on Friday, with the Gift Nifty, an early indicator for the Nifty 50 index, edging 0.02% higher to 25,606.5 at 8:25 a.m. IST.&nbsp;&nbsp;The markets&nbsp;ended positively on Thursday, reaching their highest levels in four months. FMCG, real estate, autos, and consumer durables stocks drove the markets while losses in banking stocks slightly offset overall gains.Asian markets appeared weak on Friday, with all major indices apart from South Korea’s KOSPI trading in the red. The bourses in Shenzhen and Hong Kong were the biggest laggards.Investors moved to gold’s safe haven as the metal’s price hit a fresh high again. At the time of writing, the gold spot price rose 3.6% to $4,341.72&nbsp;per ounce. Brent crude traded up 0.37% at $62.14&nbsp;per barrel.Stock WatchFortis Healthcare: IHH Healthcare Berhad has launched an open offer to acquire up to 26.10% in Fortis Healthcare and 26.11% in Fortis Malar Hospitals.Biocon: Biocon Biologics expanded its partnership with Civica to launch a private-label insulin Glargine in the U.S.JSW Energy: Subsidiary JSW Energy (Utkal) received a 400 MW, 25-year power supply award from Power Company of Karnataka, with coal procurement under the SHAKTI Scheme.Godrej Industries: Invested ₹409 crore more in Godrej Capital, increasing its stake to 91.11%.BEML: Signed an MoU with Kineco to collaborate on advanced composite manufacturing for aerospace and defence.Atlanta Electricals: Secured an order worth ₹183.54 crore from BNC Power Projects for supplying a mix of 315 MVA, 400 KV and 100 MVA, 132 KV transformers, along with a 400 KV bus reactor.PowerGrid Corp: Acquired Vindhyachal Varanasi Transmission for ₹19.84 crore.Eternal: Unit Blink Commerce (BCPL) has entered into a Business Transfer Agreement with another subsidiary, Blinkit Foods (BFL), under which the ‘Bistro by Blinkit’ quick service restaurant business will be transferred from BCPL to BFL for a ₹57 crore through a slump sale.Sanofi Consumer Healthcare India: Appointed Richard D’souza as Chief Financial Officer.Quarterly Earnings HighlightsInfosys: Q2 profit rose 13.2% to ₹7,364 crore on revenue growth of 8.6% to ₹44,490 crore, though margins dipped slightly to 21%. The company announced an interim dividend of ₹23 per share and guided FY26 revenue growth at 2% - 3% with an operating margin of 20% - 22%.Wipro: Q2 profit increased marginally by 1.2% to ₹3,246 crore, with revenue up 1.8% to ₹22,697 crore. IT services EBIT margin slipped to 16.7%, and the company guided Q3 IT services revenue between $2.59 - $2.64 billion.Jio Financial Services: Profit rose 0.9% to ₹695 crore as revenue surged 41.5% to ₹981 crore. AUM jumped sharply to ₹14,712 crore, while pre-provisioning operating profit improved to ₹579 crore.LTIMindtree: Q2 profit climbed 10.4% to ₹1,381 crore, driven by a 10.2% rise in revenue to ₹10,394 crore. Margins expanded 40 bps to 15.9%, and the firm declared an interim dividend of ₹22 per share.JSW Infrastructure: Profit declined 2.8% to ₹361 crore despite revenue rising 26.4% to ₹1,266 crore.Cyient: Profit slumped 28.8% to ₹128 crore despite a 3.7% dip in revenue to ₹1,781 crore. The company declared an interim dividend of ₹16 per share.Vikram Solar: Profit skyrocketed 1,646% to ₹129 crore as revenue nearly doubled to ₹1,110 crore, supported by strong execution and rising demand.Metro Brands: Profit fell 3.9% to ₹69 crore, though revenue rose 11.2% to ₹651 crore, reflecting steady consumer traction.CIE Automotive India: Profit grew 9.6% to ₹214 crore on revenue growth of 11.1% to ₹2,372 crore, aided by robust demand across key segments.Punjab &amp; Sind Bank: Profit surged 22.9% to ₹295 crore as NII rose 8.8% to ₹950 crore, with GNPA and NNPA ratios improving sequentially. The bank approved plans to raise up to ₹5,000 crore via equity and bonds and ₹3,000 crore via infrastructure bonds by March 2027.Rallis India: Profit inched up 4.1% to ₹102 crore despite a 7.2% decline in revenue to ₹861 crore.Sunteck Realty: Profit rose 41.4% to ₹49 crore, with revenue jumping 49.3% to ₹252 crore, led by strong project deliveries.PNB Gilts: Reported a loss of ₹45 crore versus a profit of ₹115 crore a year ago as revenue slipped 11.5% to ₹443 crore.Q2 Results TodayReliance Industries, JSW Steel, JSW Energy, 360 ONE WAM, Atul, AU Small Finance Bank, Bajaj Healthcare, Bank of India, Ceat, Central Bank of India, CESC, CRISIL, Dalmia Bharat, DCB Bank, Dixon Technologies, Havells India, Hindustan Zinc, India Cements, IndiaMART InterMESH, Jindal Saw, Jana Small Finance Bank, L&amp;T Technology Services, Oracle Financial Services Software, Polycab India, Poonawalla Fincorp, PVR Inox, REC, Shoppers Stop, Sobha, Solarworld Energy Solutions, Sterling and Wilson Renewable Energy, Tanla Platforms, Tata Technologies, Tejas Networks, TTK Healthcare, UCO Bank, and Ujjivan Small Finance Bank.Listing TodayCanara HSBC LifeActive IPOsMidwestFor updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Sensex, Nifty Poised For A Cautious Opening; Reliance, Infosys, Fortis, Wipro, Biocon, Vikram Solar, LTIMindtree Stocks Are In Focus

Indian conglomerate Reliance Industries is expected to post its Q2 earnings today

Indian conglomerate Reliance Industries is expected to post its Q2 earnings today.

Analysts have turned bullish on select IT and financial names, flagging potential breakouts in LTI Mindtree, Persistent Systems, and Cholamandalam Investment &amp; Finance. Technical charts across these stocks signal renewed upside, supported by volumes.Let’s take a look at their breakout recommendations:&nbsp;LTI MindtreeAnalyst&nbsp;<a href="https://stocktwits.com/financialsarthis">Financial Sarthis</a> expects a breakout in&nbsp;<a href="https://stocktwits.com/symbol/LTIM.NSE">LTI Mindtree</a>, with a volume spike for conviction. A close above ₹5,610 could take the stock higher to ₹5,900. They added that the stock has tested crucial resistance multiple times, and is now poised for a breakout once volumes support it.LTI Mindtree is all set to report Q2 earnings today. Data on Stocktwits showed that retail sentiment turned ‘bearish’ a day ago on this counter. It was ‘neutral’ last week.<figure class="image"><img style="aspect-ratio:800/97;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_102002_png_ca2e04184f.webp" alt="Screenshot 2025-10-16 102002.png" width="800" height="97"><figcaption>LTI Mindtree sentiment and message volume on Oct 16 as of 10:30 am IST. | source: Stocktwits</figcaption></figure>LTI Mindtree shares are flat year-to-date (YTD).<stembedurl>https://stocktwits.com/financialsarthis/message/632375418</stembedurl>Analyst&nbsp;<a href="https://stocktwits.com/Financewithpalak">Palak Jain</a> has flagged breakouts in two stocks: Cholamandalam Investment and Persistent.Cholamandalam Investment &amp; FinanceJain identified a cup and handle pattern breakout above a strong resistance zone with clear volume surge.She added that Cholamandalam is a leading NBFC with consistent profit growth, strong asset quality, and an expanding loan book. The management’s focus on scale and digital platforms holds well for the outlook of the company.&nbsp;Technical and fundamental alignment signal continuation of the long-term uptrend from this breakout, according to Jain. She recommended buying&nbsp;<a href="https://stocktwits.com/symbol/CHOLAFIN.NSE">Cholamandalam</a> above ₹1,699, with a stop loss at ₹1,529 for target prices of ₹1,750, ₹1,801, and ₹1,903.Data on Stocktwits showed that retail sentiment turned ‘bullish’ a day ago on this counter. It was ‘neutral’ last week.<figure class="image"><img style="aspect-ratio:809/100;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_102254_png_6bbce71fce.webp" alt="Screenshot 2025-10-16 102254.png" width="809" height="100"><figcaption>Chola Fin sentiment and message volume on Oct 16 as of 10:30 am IST. | source: Stocktwits</figcaption></figure>Cholamandalam Finance shares have surged 40% year-to-date (YTD).<stembedurl>https://stocktwits.com/Financewithpalak/message/632516556</stembedurl>Persistent SystemsJain noted a resistance breakout from a falling channel pattern with a volume spike, indicating renewed bullish momentum.She added that Persistent has reported consistent revenue and profit growth, high client retention, and leadership in digital transformation services. Technical and fundamental trends align for a fresh swing move, with upside momentum confirmed above resistance.Jain recommended buying&nbsp;<a href="https://stocktwits.com/symbol/PERSISTENT.NSE">Persistent</a>&nbsp;above ₹5,726, with a stop loss at ₹5,152 for target prices of ₹5,897, ₹6,069, and ₹6,413.Data on Stocktwits showed that retail sentiment moved to ‘extremely bullish’ a day ago on this counter amid ‘high’ message volumes. This comes after a strong Q2 earnings report this week.&nbsp;<figure class="image"><img style="aspect-ratio:804/106;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_16_102920_png_2914cbe3bc.webp" alt="Screenshot 2025-10-16 102920.png" width="804" height="106"><figcaption>Persistent sentiment and message volume on Oct 16 as of 10:30 am IST. | source: Stocktwits</figcaption></figure>Persistent shares have declined 10% year-to-date (YTD).<stembedurl>https://stocktwits.com/Financewithpalak/message/632516652</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising chart and reflection of business buildings: stock photo courtesy of Yuichiro Chino via Getty Images

Breakout Radar: LTI Mindtree, Persistent, Cholamandalam Finance Show Bullish Setups

With volume surges and strong chart patterns emerging, analysts expect renewed upside in these names.

Indian equity markets are set for a firm opening on Tuesday, with the Gift Nifty, an early indicator for the Nifty 50 index, edging 0.2% higher to 25,198 at 8:20 a.m. IST.The markets&nbsp;ended higher for a third straight session on Monday, with buying seen across financials, technology, and banking stocks. FMCG, metals, and media stocks closed in the red.Most major Asian markets were up on Tuesday, except for the primary bourses in Australia, Malaysia, and Hong Kong.At the time of writing, the gold spot price was up 2.05% at $3,966.34&nbsp;per ounce, while Brent crude traded up 0.24% at $65.63&nbsp;per barrel.Stock WatchCoal India: Signs a non-binding MoU with Chhattisgarh Mineral Development Corp to jointly explore and develop critical and other minerals of mutual interest.LTIMindtree: Entered into a multi-year strategic partnership with a leading global media and entertainment firm to deliver technology and digital solutions.Oil India &amp; Mahanagar Gas: Oil India has signed an MoU with Mahanagar Gas to explore joint opportunities in the LNG value chain and emerging clean energy segments.Dilip Buildcon: Through its JV with APMPL, Dilip Buildcon has secured an LoA for developing a 100 MW solar power project to supply electricity to Madhya Pradesh Jal Nigam for 25 years.Brigade Enterprises: Signed a JDA for a premium residential project on a 6.6-acre land parcel in West Chennai, with an estimated GDV of ₹1,000 crore.Zydus Lifesciences: Received approval from Health Canada for its generic Liothyronine tablets (5 mcg and 25 mcg), used to treat hypothyroidism, which had annual sales of C$10.9 million in Canada.HCL Technologies: The company has joined the MIT Media Lab to collaborate on AI innovation and gain access to its global research network for developing scalable technology solutions.Prestige Group: Targeting an office portfolio of 30 million square feet by April 2028 and an annual rental income of ₹3,200 crore by December 2028.Aster DM Healthcare: Received NOCs from BSE and NSE for merging Quality Care India with itself.Garden Reach Shipbuilders &amp; Engineers: The government has appointed Niranjan Mukund Bhalerao as Director (Finance) and CFO of the company for a five-year term.NIBE: The company has secured orders worth ₹20.57 crore from a leading Indian infrastructure and defence company for the manufacture and supply of multiple structures.Reliance Industries, Bharti Airtel &amp; Vodafone Idea: In August 2025, Reliance Jio added 19.49 lakh wireless subscribers, Airtel added 4.96 lakh, while Vodafone Idea saw a loss of 3.08 lakh users.Mainboard ListingGlottis, Fabtech TechnologiesActive IPOsTata Capital, WeWork, LG Electronics India, Anantam Highways TrustFor updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Sensex, Nifty Poised For A Firm Opening; LTI Mindtree, Coal India, Dilip Buildcon, Brigade, NIBE Stocks Are In Focus

LG Electronics’ ₹11,607.01 crore IPO opens for subscription today, with a price band of ₹1,080 - ₹1,140.

The Nifty Information Technology (IT) index rose 1.4% on Monday, with all ten constituent stocks advancing ahead of the July–September (Q2 FY26) earnings season. The rebound came after weeks of weakness as investors positioned ahead of sector commentary expected to address policy risks, visa changes, and muted global demand.Tata Consultancy Services (TCS) is set to kick off the earnings for the second quarter on October 9.At the time of writing, Tata Consultancy Services (TCS) was up 0.34% at ₹3,116.55, Infosys gained 0.23% to ₹1,576.94, Persistent Systems edged 0.15% higher to ₹5,198, and HCL Technologies added 0.13% to ₹1,444.50.IT Sector: Another Weak Quarter LikelySEBI-registered investment advisor&nbsp;<a href="https://stocktwits.com/TrueNorth_Capital">TrueNorth Capital</a> said Indian IT companies are heading into a third consecutive year of single-digit growth, with Q2 FY26 expected to remain subdued.&nbsp;<stembedurl>https://stocktwits.com/TrueNorth_Capital/message/630758705</stembedurl>It projected constant currency revenue growth of 0.5–1.5% sequentially, with HCL Technologies likely to outperform its peers, including Tata Consultancy Services (TCS), Infosys, Wipro, LTIMindtree, and Tech Mahindra.TrueNorth Capital highlighted that cautious enterprise spending and delayed decision-making by U.S. clients continue to weigh on growth. The banking, financial services, and insurance (BFSI) segment remains steady, while manufacturing, retail, and healthcare are under pressure.&nbsp;The firm noted that companies are caught in a “window of indecision” as clients hesitate on new tech investments.The advisory firm said the newly proposed $100,000 H-1B visa fee and the Hire American, Invest American (HIRE) Act will be key issues in management commentary. It added that the sector’s ongoing transition to artificial intelligence (AI) and generative AI remains in an early phase, with revenue benefits still years away.Brokerages Stay Cautious On Growth And MarginsBrokerages HDFC Securities and Nomura also expect a soft Q2 FY26 for Indian IT companies, citing persistent global macro uncertainty, weak discretionary spending, and pricing pressure.HDFC Securities said deal momentum improved late in the quarter, with projects in cost optimization, infrastructure modernization, and AI-led initiatives driving activity.&nbsp;It expects Infosys and LTIMindtree to post up to 1.8% sequential growth in constant currency, while peers remain flat. Infosys and HCLTech are expected to retain their full-year growth guidance of 1–3% and 3–5%, respectively.Nomura projects modest growth for large—cap companies, including TCS (0.2%), Infosys (1.4%), HCLTech (1.2%), Wipro (0.2%), Tech Mahindra (0.7%), and LTIMindtree (2.2%), as well as better traction among mid-tier firms such as Coforge and Persistent Systems.&nbsp;It expects Infosys and HCLTech to maintain stable earnings before interest and tax (EBIT) margin bands of 20–22% and 17–18%, respectively, and anticipates that BFSI demand will hold up despite policy uncertainty.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Muted Growth, Cautious Clients: IT Sector Faces Another Weak Quarter, Say Analysts

Analysts expect Indian IT firms to post muted Q2 FY26 results amid weak global demand, cautious client spending, and policy-related headwinds

Indian IT stocks fell sharply on Monday, with the sectoral index down 2.6% after U.S. President Donald Trump announced a $100,000 fee on new H-1B visa applications.&nbsp;The IT index was the biggest sectoral loser of the day, dragging the benchmark Nifty 50 lower by 0.1%.All 10 stocks on the index traded in the red, led by Persistent Systems, which slid 3.4%, Mphasis down 3.4%, LTIMindtree off 3.3%, TCS lower by 2.2%, and Tech Mahindra, alongside Infosys, which slipped 0.6%.Visa Shock And Industry ImpactSEBI-registered analyst&nbsp;<a href="https://stocktwits.com/Ca_mayankchandel">Mayank Singh Chandel</a> said Trump has shaken the H-1B visa program with a proposed $100,000 fee for each visa, hitting Indian IT companies the hardest as they are the largest users.&nbsp;<stembedurl>https://stocktwits.com/Ca_mayankchandel/message/629462555</stembedurl>“This could raise costs sharply and also reduce opportunities for Indian tech workers,” he said, noting that Infosys, TCS, and Wipro may feel the pressure.Chandel added that while the fee may seem like a significant blow today, in the long run, it could encourage Indian IT firms to rely less on visas and strengthen their teams back home.Technical OutlookOn the market side, Chandel pointed out that the IT index has been under pressure since December 2024. It briefly recovered above its 200-day exponential moving average (EMA) in June before slipping again; however, it is now showing short-term strength as it trades above the 21-day and 50-day EMAs.&nbsp;He highlighted Coforge, LTIMindtree, and Mphasis as holding above key averages, while Infosys and TCS remain below their 200-day EMAs but are near important support zones.GCC Expansion And Outsourcing PushSEBI-registered platform&nbsp;<a href="https://stocktwits.com/EquityInsights">Equity Insights Elite</a> said the new U.S. Executive Order marks a drastic shift in immigration policy.&nbsp;<stembedurl>https://stocktwits.com/EquityInsights/message/629388394</stembedurl>They noted that instead of paying $100,000 per visa, U.S. tech giants may accelerate building Global Capability Centers in India, which already hosts more than 1,600 GCCs with 1.7 million employees.&nbsp;The order could also give a fresh push to outsourcing for cost-sensitive projects, benefiting Indian IT firms.Talent ShiftsAccording to Equity Insights Elite, the fee may also trigger a “brain gain” for India as skilled professionals return, while U.S. startups without deep pockets could struggle. They added that students may increasingly look to Canada, the UK, or Australia instead of the U.S.&nbsp;“The $100,000 H-1B fee may look like a roadblock, but it could be a turning point for India’s IT sector,” they said, framing it as short-term pain but a potential long-term opportunity.What Is The Retail Mood?On Stocktwits, retail sentiment for NIFTYIT was ‘bullish’ amid ‘normal’ message volume.<a href="https://stocktwits.com/symbol/NIFTYIT.NSE">The Nifty IT index</a> has risen 2.2% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

H1-B Visa Shock: SEBI Analysts See Short-Term Pain, Long-Term Gain For Indian IT 

Analysts said the Nifty IT index, which has been under pressure since late 2024, is showing short-term strength above key moving averages, with Coforge, LTIMindtree, and Mphasis standing out.

LTM Ltd. operates as a technology consulting firm, which engages in cloud and infrastructure, cyber security, data and insights, digital engineering, disruptive SaaS, and platform operations services. It operates through the following segments: Banking, Financial Services and Insurance, Technology, Media and Communications, Manufacturing and Resources, Consumer Business, and Healthcare, Life Sciences and Public Services. The company was founded on December 23, 1996 and is headquartered in Mumbai, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	47.49	--	--	N/A
Q4 '25	47.56	46.93	-1.32%	MISSED
Q3 '25	47.76	32.71	-31.52%	MISSED
Q2 '25	43.13	47.23	9.51%	BEAT
Q1 '25	40.20	--	--	N/A

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