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Syndax Pharmaceuticals, Inc. engages in the development of cancer therapies. Its products include SyndAccess, Revuforj, Niktimvo, and IncyteCARES. The company was founded by Richard A. Heyman, Eckard Weber, Peter Ordentlich, Ronald M. Evans and Michael Downes on October 11, 2005 and is headquartered in New York, NY.

Syndax Pharmaceuticals Inc

SNDX is trending due to its FDA-approved drug for a specific type of leukemia, though the drug carries warnings about potentially fatal side effects, leading to concerns about its safety profile.  Despite these concerns, some community members believe the drug's approval doubles its addressable market and view this as a long-term play, while others suggest a potential acquisition. Discussions also include potential market manipulation and the possibility of a short squeeze.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk ($TTD) is experiencing volatility, with community members noting a lack of clear news catalysts for recent price swings. Despite broader market rallies, $TTD struggles to hold gains, leading to frustration among investors and speculation about market manipulation. Some investors point to a potential inverse head and shoulders pattern and analyst price target reiterations as positives, while others highlight the company's upcoming earnings release and potential benefits from shifts in the ad tech landscape.

Newegg Commerce, Inc. is an e-commerce company. It offers direct sales and an online marketplace platform for IT computer components, consumer electronics, entertainment, smart home and gaming products. The firm also provides third-party logistics services globally. The company was founded on July 22, 2003 and is headquartered in City of Industry, CA.

Newegg Commerce Inc

NEGG is trending due to retail investors targeting a potential short squeeze, evidenced by high borrowing costs and significant social media discussion around depleting float. The community is actively discussing strategies to pressure short sellers, with some users calling for a coordinated effort to recall lent shares. Bullish sentiment seems tied to expectations around insiders increasing their positions.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It also operates the Nichols Ranch, Alta Mesa, and White Mesa Mill projects. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc ($UUUU) is experiencing significant price volatility, driven by unusual options activity and discussions around its strategic positioning in the uranium and rare earth elements sectors. Community members are actively debating whether recent price movements are due to manipulation, insider trading, or broader market corrections, with some highlighting the company's potential to benefit from government contracts and the shift towards domestic resource independence. The stock's price action is also being influenced by news of a joint venture in Australia and increased investment in the company.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending as analysts are raising price targets, citing increasing DRAM prices and AI demand, with UBS setting a target of $245 and Citi at $240. The community is closely watching for a breakout above $200 and speculating about potential partnerships, particularly with OpenAI, while also weighing its removal from the Chinese server market. Bullish sentiment revolves around Micron's undervalued status compared to its peers and the expectation of strong earnings reports driving further gains.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford's stock is trending downwards as a fire at a key aluminum supplier is expected to disrupt production, particularly for the profitable F-150 trucks. The community is debating whether this dip is an overreaction, a buying opportunity, or a sign of deeper issues with Ford's supply chain management and future guidance. Discussions also involve potential tariff relief and its impact on Ford's financials amid the aluminum shortage.

Neuphoria Therapeutics, Inc. is a clinical-stage biotechnology company dedicated to developing therapies that address the complex needs of individuals affected by neuropsychiatric disorders. It focuses on developing BNC210, an oral drug designed for the acute treatment of social anxiety disorder (SAD) and the chronic treatment of post-traumatic stress disorder (PTSD) by selectively targeting the a7 nicotinic acetylcholine receptor. The company was founded on December 23, 2024 and is headquartered in Burlington, MA.

Neuphoria Therapeutics Inc.

NEUP is gaining attention due to recent news of insider buying and a milestone payment from Merck, sparking discussions about its low float and potential for a short squeeze. The community is actively analyzing the stock's setup, watching for a breakout, with some eyeing a potential run toward double digits. However, the possibility of a near term offering is also being discussed.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

DECK is trending as the stock experiences high volatility following earnings and revised guidance, sparking debate about its valuation and future growth prospects. Community discussion revolves around whether the dip presents a buying opportunity or if deeper issues with consumer demand and tariffs will continue to pressure the stock. Analysts are weighing in with mixed opinions, contributing to the uncertainty surrounding DECK.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVDA is trending as the community discusses its continued strength in the semiconductor market, fueled by AI prospects and key partnerships, even amidst concerns of bubble territory. Recent advancements in graphics technologies and speculation around upcoming announcements at the GTC conference are adding to the bullish sentiment. Traders are closely watching for a potential breakout towards the $200 level, while also weighing the impact of broader market factors and potential government actions.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining Corp is trending amid discussions of a potential Newmont takeover of Barrick's Nevada gold assets and Scotiabank upgrading its rating to Sector Outperform. Community members are also discussing the company's solid liquidity and potential merger opportunities. Some are also pointing out recent job cuts with others expecting gold to soar further.

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<ul><li>Reliance has been India’s largest buyer of Russian crude this year under a long-term deal with Rosneft</li><li>U.S. sanctions two major Russian producers, Rosneft and Lukoil</li><li>Indian OMCs are reviewing their Russian oil purchase to ensure compliance</li></ul>&nbsp;India’s largest private oil refiner, Reliance Industries, has reportedly ramped up crude purchases from the Middle East and the United States following Washington’s sanctions on two major Russian producers, Rosneft and Lukoil.Reliance has secured several grades, including Saudi Arabia’s Khafji, Iraq’s Basrah Medium, Qatar’s Al-Shaheen, and US West Texas Intermediate (WTI) crude, with cargoes expected to arrive in December or January, according to a Bloomberg report on Friday.In total, <a href="https://stocktwits.com/symbol/RELIANCE.NSE">Reliance</a> has purchased at least 10 million barrels from the spot market this month, with Middle Eastern grades accounting for the majority of the purchases, the report added.Reliance has been India’s largest buyer of Russian crude this year under a long-term deal with Rosneft. Following the US sanctions, the conglomerate is now considering halting Russian oil imports entirely to avoid exposure to potential penalties.A company spokesperson told Reuters that Reliance will remain “fully aligned with Government of India guidelines” as it reassesses its import mix.Other Indian refiners, including Indian Oil Corp, Bharat Petroleum Corp, and Hindustan Petroleum Corp, are also reviewing their Russian oil sourcing to ensure compliance.Analysts expect Russian crude flows to India to decline sharply, except for deliveries to Rosneft-backed Nayara Energy.India has long maintained that its energy policy is driven by price stability and reliable supply, but the latest US sanctions could prompt a shift. This comes as New Delhi engages with Washington on a trade deal aimed at sharply reducing the current 50% tariffs on Indian goods.Shares of Reliance Industries closed 0.2% higher at ₹1,451.1 on Friday. Spot Brent was up 0.2% at $66.09 per barrel.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Reliance industries logo is seen displayed on a mobile phone screen. (Photo Illustration by Idrees Abbas/SOPA Images/LightRocket via Getty Images)

Reliance Increases Crude Imports From Middle East, U.S. Amid Russian Crude Sanctions: Report

Reliance has been India’s largest buyer of Russian crude this year under a long-term deal with Rosneft

Equity

U.S. President Donald Trump has threatened India with “massive” tariffs if New Delhi does not stop purchasing Russian oil. Trump reiterated that Indian Prime Minister Narendra Modi told him India will stop buying Russian oil, according to a Reuters report.“I spoke with Prime Minister Modi of India, and he said he's not going to be doing the Russian oil thing. But if they keep doing it, they’ll be paying massive tariffs” Trump told reporters aboard Air Force One.However, India’s foreign ministry denied knowledge of any such conversation, emphasizing that its priority remains protecting the interests of Indian consumers.“It has been our consistent priority to safeguard the interests of the Indian consumer in a volatile energy scenario. Our import policies are guided entirely by this objective,” the foreign ministry statement said.When asked about India’s assertion, Trump replied, “But if they want to say that, then they’ll just continue to pay massive tariffs, and they don’t want to do that.”Simmering Trade TensionsTrump’s remarks come amid ongoing trade tensions between Washington and New Delhi, with Russian oil imports emerging as a key sticking point. The U.S. has maintained that revenues from Russian crude directly support Moscow’s war efforts in Ukraine, while half of Trump’s 50% tariffs on Indian goods reportedly stem from India’s continued oil trade with Russia.India Reduces ImportsData indicate that India’s import of Russian crude has been declining, even if it remains the biggest exporter. India is the second-largest importer of Russian oil after China.Between April and September 2025, India imported around 1.75 million barrels per day of Russian crude, which accounted for 36% of total oil imports, down from 40% a year earlier.&nbsp;However, the report suggests that the imports are expected to rise nearly 20% in October to 1.9 million barrels per day. Any potential decline in purchases may only appear in India’s import data by December or January, depending on existing orders and shipping schedules.Separately, Trump announced last week that he will meet Russian President Vladimir Putin in Budapest to work toward ending the “inglorious” Ukraine war, following what he called a “very productive” phone conversation.He confirmed that both sides will hold preparatory talks later this week, led by US Secretary of State Marco Rubio and Russia’s Foreign Minister Sergei Lavrov. The Kremlin confirmed the call.For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump speaks in the Oval Office of the White House on September 25, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Threatens “Massive” Tariffs If India Does Not End Russian Crude Imports

The warning comes even as India’s Russian crude imports show signs of tapering off.

A White House official has reportedly said that Indian refiners are already cutting Russian oil imports by 50%, following productive trade talks between the two countries.This comes after US President Donald Trump’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-says-india-to-stop-buying-russian-oil-new-delhi-maintains-silence/ch6YpUER3VW">statement</a> that Prime Minister Narendra Modi assured him India would soon stop buying Russian oil.“So I was not happy that India was buying oil, and he (Modi) assured me today that they will not be buying oil from Russia. That’s a big step. Now we’re going to get China to do the same thing.” Trump told reporters during a White House event.India, on the other hand, has reiterated its position that the energy policy remains guided by the dual objectives of ensuring price stability and securing a reliable supply.“It has been our consistent priority to safeguard the interests of the Indian consumer in a volatile energy scenario. Our import policies are guided entirely by this objective,” the foreign ministry statement said, without referencing Trump’s comments.Data Shows Decreasing Russian Oil ImportsHowever, data indicate that India’s import of Russian crude has been declining, even if it remains the biggest exporter. India is the second-largest importer of Russian oil after China.Between April and September 2025, India imported around 1.75 million barrels per day of Russian crude, which accounted for 36% of total oil imports, down from 40% a year earlier.&nbsp;India’s reported reduction of Russian oil imports, while simultaneously increasing its purchase of US energy, could potentially ease the tensions between the two countries.The relationship has been rocky ever since the Donald Trump-led administration imposed punitive tariffs totaling 50% on Indian exports to the U.S, after criticizing India’s role in funding the war between Russia and Ukraine by purchasing the deeply discounted Russian crude oil.He had described the move as a punishment for India’s refusal to align with U.S. sanctions.End Of The War On The Horizon?US President Donald Trump announced that he will meet Russian President Vladimir Putin in Budapest to work toward ending the “inglorious” Ukraine war, following what he called a “very productive” phone conversation.In a Truth Social <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/115384956858741387">post</a>, Trump said Putin congratulated him on achieving “peace in the Middle East,” expressing hope that this success would aid negotiations to end the Russia–Ukraine conflict.He confirmed that both sides will hold preparatory talks next week, led by US Secretary of State Marco Rubio and Russia’s Foreign Minister Sergei Lavrov. The Kremlin confirmed the call.Trump is also set to meet Ukrainian President Volodymyr Zelenskyy at the White House today to reportedly coordinate diplomatic efforts and military aid.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

U.S. President Donald Trump (R) walks with Russian President Vladimir Putin as they arrives at Joint Base Elmendorf-Richardson. (Photo by Andrew Harnik/Getty Images)

India Reportedly Halves Russian Oil Buys As Trump Plans Putin Meeting To End Ukraine War

A White House official has said Indian refiners are cutting Russian oil imports by half after discussions between Prime Minister Modi and U.S. President Trump.

Some Indian refiners are reportedly preparing to gradually scale back imports of Russian crude, as the United States intensifies pressure on India to curb oil imports from Russia.The move follows U.S. President Donald Trump’s <a href="https://stocktwits.com/news-articles/markets/equity/trump-says-india-to-stop-buying-russian-oil-new-delhi-maintains-silence/ch6YpUER3VW">statement</a> that Prime Minister Narendra Modi assured him India would soon stop buying Russian oil.“So I was not happy that India was buying oil, and he (Modi) assured me today that they will not be buying oil from Russia. That’s a big step. Now we’re going to get China to do the same thing.” Trump told reporters during a White House event.India’s ResponseIndia’s foreign ministry reiterated that the country’s energy policy remains guided by the dual objectives of ensuring price stability and securing a reliable supply.“It has been our consistent priority to safeguard the interests of the Indian consumer in a volatile energy scenario. Our import policies are guided entirely by this objective,” the foreign ministry statement said, without referencing Trump’s comments.Russia Confident Of Partnership With IndiaMoscow has expressed confidence that its energy partnership with India would continue.“We continue to cooperate with our friendly partners. Our energy resource is in demand, it’s economically advantageous and practical, and I’m confident that our partners will continue to work with us, interact, and develop energy cooperation,” said Deputy Prime Minister Alexander Novak, referring to India.In August, the Donald Trump-led administration imposed punitive tariffs totaling 50% on Indian exports to the U.S, after criticizing India’s role in funding the war between Russia and Ukraine by purchasing the deeply discounted Russian crude oil.He had described the move as a punishment for India’s refusal to align with U.S. sanctions.Import Falls, But Russia Remains India’s Largest Oil ExporterBetween April and September 2025, India imported around 1.75 million barrels per day of Russian crude, which accounted for 36% of total oil imports, down from 40% a year earlier. Meanwhile, U.S. oil imports rose 6.8% to 213,000 barrels per day, with Middle Eastern crude accounting for 45% of these imports.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Two oil pumpjacks during sunset in Siberia.

India May Gradually Cut Russian Oil Imports Amid U.S. Pressure: Report

However, Russia has expressed confidence that its energy partnership with India would continue

In what could be a turning point in the India-US trade partnership, U.S. President Donald Trump has claimed that Prime Minister Narendra Modi assured him that India would stop buying Russian oil “within a short period of time.”Speaking at the White House, Trump told reporters that Modi had promised to halt imports, calling it “a big step” toward ending the conflict. He added that his administration would now push China to make a similar commitment.“So I was not happy that India was buying oil, and he (Modi) assured me today that they will not be buying oil from Russia. That’s a big step. Now we’re going to get China to do the same thing.” Trump told reporters during a White House event.However, India, one of Russia’s top oil customers alongside China, has not yet confirmed Trump’s claims. India currently ranks as the second-largest buyer of Russian oil after China.Russian Oil: The Key Reason Behind High TariffsIn August, the Donald Trump-led administration imposed punitive tariffs totaling 50% on Indian exports to the U.S, after criticizing India’s role in funding the war between Russia and Ukraine by purchasing the deeply discounted Russian crude oil.He had described the move as a punishment for India’s refusal to align with U.S. sanctions.Officials in New Delhi have consistently defended the purchases, saying they are essential for maintaining affordable energy prices and national economic stability.Russia Is Still India’s Largest Oil SupplierData from market tracker Kpler indicates that Russia remains India’s largest oil supplier, accounting for about one-third of imports in September, or roughly 1.6 million barrels per day. While state refiners have trimmed Russian imports in recent months, the reduction appears driven by market factors rather than U.S. pressure.India’s crude oil imports from Russia reportedly declined 8.4% year-on-year between April and September 2025, while US crude oil imports rose 6.8% to about 213,000 bpd during the same period.Brent crude futures were up 0.78% at $62.39 per barrel.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Turning Point? US President Trump Alleges Indian PM Modi Promised To Halt Russian Oil Imports

Russian oil import was the primary sticking point in the trade ties between India and the US, with Trump imposing a 50% tariff on Indian goods, blaming the country for funding the war between Russia and Ukraine

India is exploring the possibility of importing more crude oil from the U.S. as part of a larger strategy to diversify its energy sources and reduce dependence on Russian supplies, Commerce and Industry Minister Piyush Goyal said at the U.S.–India Strategic Partnership Forum.He emphasized that India is a major energy importer and anticipates increasing energy trade with the U.S. in the coming years to ensure stability and foster broader cooperation.The minister noted that energy considerations will be central to ongoing trade talks between the two nations. New Delhi is pressing Washington to drop a 25% secondary sanctions charge on Indian exports and to lower reciprocal tariffs, thereby allowing enhanced energy trade and better terms.Meanwhile, U.S. Energy Secretary Chris Wright voiced support for deeper collaboration in energy, spanning natural gas, coal, nuclear, and clean technologies, and described India as an “awesome ally” with rising energy demands.Officials say that diversifying toward US energy can also help address India’s substantial trade deficit with the US, which reportedly surpassed $41 billion last year.However, other key issues, such as the increased fees for H-1B visas and the US’ proposal to enter India’s agriculture and dairy markets, are yet to be discussed.All Eyes on US-India Trade NegotiationsTalks between India and the US have been positive this week, as the two countries seek to find solutions and finalize a trade deal amid the 50% tariff on Indian goods.In August, US President Donald Trump imposed an additional 25% tariff on Indian exports, criticizing the country’s purchase of the heavily discounted Russian crude and directly funding the war between Russia and Ukraine.Earlier, Trump had imposed a reciprocal 25% tariff on Indian goods. The 50% tariff led to a strong selloff in key export sectors, including textiles, seafood, and jewelry.“China and India are the primary funders of the ongoing war by continuing to purchase Russian oil,” Trump said at his speech at the United Nations General Assembly (UNGA) on Tuesday.However, the tension seems to be easing with the US Secretary of State Marco Rubio <a href="https://stocktwits.com/news-articles/markets/equity/tariff-relief-us-secretary-rubio-hints-at-thaw-in-us-india-trade-tensions-amid-russian-oil-dispute/chDKxyfR3dx">indicating</a> that the issue regarding the additional tariffs could soon be resolved. Earlier this week, Rubio also described India as a relationship of “critical importance” to the U.S.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Union Commerce and Industry Minister Piyush Goyal during the American Independence Day celebration in the capital, on July 14, 2024 in New Delhi, India. (Photo by Manoj Verma/Hindustan Times via Getty Images)

India Looking To Expand Energy Partnership With US: Commerce Minister Piyush Goyal

Energy trade will be a central focus of India-U.S. talks, alongside discussions on tariffs and market access.

India’s renewable energy sector is facing challenges as several state-run power utilities continue to delay purchases, leading to a surplus. This has prompted the centre to actively engage with state governments to tackle the issue by buying more clean energy.“We are trying to convince state governments, which are waiting for power prices to decline further. A second round of talks will be held soon,” said federal minister Pralhad Joshi at the Confederation of Indian Industry's energy conference.According to government data, more than 44 gigawatts of clean energy remain unsold across the country. This surplus highlights a mismatch between supply growth and demand from state distribution companies, many of which are struggling with financial constraints and are hesitant to commit to long-term power purchase agreements.GST ImpactJoshi added that the GST reforms align with India’s commitment to energy transition and self-reliance, making renewable power more competitive compared to conventional sources.The GST Council recommended reducing the GST rate on all types of solar inverters from 18% to 5%. It also recommended a uniform 12% GST rate on parts and accessories for the manufacturing of solar power-based electronic items.With India targeting 500 GW of renewable capacity by 2030, the reforms are expected to accelerate investments in solar, wind, and green hydrogen projects.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 Rows of photovoltaic modules in an Iberdrola solar park in Germany at its official commissioning.

India Pushes States To Buy More Clean Power Amid Renewable Surplus

According to government data, more than 44 gigawatts of clean energy remain unsold across the country.

India is on track to remain the world’s fastest-growing major economy this decade, with clear winners across sectors that investors should keep on their radar.SEBI-registered analyst&nbsp;<a href="https://stocktwits.com/billiondreamz">Rohit Mehta</a> pointed to Prime Minister Narendra Modi’s Independence Day 2025 roadmap, which rolled out sweeping initiatives, including the ₹1 lakh crore Pradhan Mantri Viksit Bharat Rojgar Yojana (offering incentives for youth employment in private firms), to the Sudarshan Chakra Mission, a nationwide defence shield set for 2035.&nbsp;<stembedurl>https://stocktwits.com/billiondreamz/message/625723780</stembedurl>Other key measures include next-generation GST reforms due by Diwali, a tenfold expansion of nuclear energy capacity to 100 GW by 2047, indigenous semiconductor chip production, and the creation of a High-Powered Demography Mission and Reform Task Force.The IMF expects India’s GDP to grow 6.5% in FY26, among the highest globally. Mehta said the country’s young population, rapid digital adoption through UPI, fintech and e-commerce, rising consumption, and government-led infrastructure spending will keep momentum strong.Sectoral Themes And Stocks To WatchOn consumption, Mehta flagged Hindustan Unilever and Avenue Supermarts as key names riding on middle-class spending power.&nbsp;In infrastructure and capex, he pointed to Larsen &amp; Toubro, UltraTech Cement and Adani Ports, backed by the government’s record ₹11.11 lakh crore capex plan in FY26.Banks and financials also stand out. Credit growth in excess of 15% year-on-year has helped HDFC Bank, ICICI Bank and Bajaj Finance emerge as the top three direct beneficiaries, said Mehta.“Make in India” icons Reliance Industries, Tata Steel, and Bharat Electronics figure on the list of companies to gain from production-linked incentives of ₹1.97 lakh crore.&nbsp;Digital and tech players will remain at the heart of the long-term story, and Mehta has Infosys, TCS, and Paytm on his watchlist as the country’s digital economy marches closer to the $1 trillion mark by 2030.&nbsp;Adani Green Energy, NTPC, and Tata Power are set to gain from the government’s aggressive drive to achieve 500 GW of renewable capacity by 2030, in the clean energy space.The Bigger Picture“The India growth story is not a one-to-two-year play but a multi-decade opportunity,” Mehta said, highlighting the need for diversification across consumption, infrastructure, banking, manufacturing, and renewables for investors seeking exposure to India's growth story.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Can India Power The Next Global Bull Market? SEBI Analyst Flags Banking, Infra, Tech, Energy Stocks For The Long Haul

India’s economy is forecast to stay among the world’s fastest-growing, with structural reforms, digital adoption and rising consumption driving long-term opportunities across sectors.

State-run Oil &amp; Natural Gas Corporation (ONGC) is projected to report a sequential drop in June-quarter net profit, weighed by lower crude realizations and reduced sales volumes, partly offset by slightly higher gas prices.According to reports, revenue is estimated at ₹34,982 crore, down over 10% on both an annual and a sequential basis, while net profit is forecast at ₹7,558.90 crore, down 15% QoQ but up 17% YoY. EBITDA is expected to remain flat sequentially, supported by steady margins despite a 2 - 3% decline in crude volumes and a 1.5% dip in gas volumes.Technical Assessment<a href="https://stocktwits.com/symbol/ONGC.NSE">ONGC’s</a> chart shows the stock at a critical crossroads. After slipping nearly 21% from its all-time high of ₹327.60, prices are now hovering in the ₹220 - ₹225 support zone. This level has historically attracted buyers, making it a potential launchpad for a short-term rebound toward ₹257.60, said SEBI-registered <a href="https://stocktwits.com/billiondreamz">analyst Rohit Mehta</a>.<a href="https://stocktwits.com/billiondreamz/message/624550405">https://stocktwits.com/billiondreamz/message/624550405</a>However, a decisive breakdown below ₹220 could open the door to further downside, with sentiment likely turning sharply bearish, Mehta added.Fundamental WatchThe stock’s valuation offers some comfort, Mehta noted. It trades at just 0.86x book value and boasts a healthy dividend yield of 5.25%, backed by a 37.9% payout ratio. However, growth concerns persist, with sales CAGR over five years at a modest 10.8% and average ROE at 13.6%.Its shareholding pattern shows promoter stakes steady at 58.89% in June 2025, while both FIIs and DIIs trimmed holdings marginally. Financially, ONGC’s performance has been mixed with Q4FY25 sales slipping 0.77% YoY but rising 2.84% sequentially. Operating profit fell 4.9% YoY and 9% QoQ. EPS took the biggest hit, down 26.98% YoY.What Is The Retail Mood?Retail sentiment on Stocktwits shifted to ‘neutral’ from ‘bearish’ a day earlier.<figure class="image"><img style="aspect-ratio:856/88;" src="https://news.stocktwits-cdn.com/ONGC_png_90a46a95c9.webp" alt="ONGC .png" width="856" height="88"><figcaption>Sentiment Meter and Message Volumes at 03:23 p.m. IST on August 11 | Source: Stocktwits</figcaption></figure>ONGC shares were trading marginally higher on Monday. YTD losses stand at 2.2%.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

 (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

ONGC Q1 Earnings Preview: SEBI RA Rohit Mehta Flags ₹220 As Key Support For Possible Bounce

Retail sentiment on Stocktwits turned ‘neutral’ ahead of the results. It was ‘bearish’ a day earlier

ONGC Q1 Earnings Preview: SEBI RA Rohit Mehta Flags ₹220 As Key Support For Possible Bounce 

Retail sentiment on Stocktwits turned ‘neutral’ ahead of the results. It was ‘bearish’ a day earlier.

India’s renewable energy, pharmaceutical, and infrastructure sectors are gaining investor attention heading into July, driven by structural growth drivers such as government incentives, global demand, and a stable policy environment.SEBI-registered analyst&nbsp;<a href="https://stocktwits.com/billiondreamz">Rohit Mehta</a> said smart money is rotating into these three sectors, driven by long-term fundamentals.&nbsp;<stembedurl>https://stocktwits.com/billiondreamz/message/619543180</stembedurl>In renewable energy, Mehta cited India’s ₹24,000 crore PLI scheme for solar modules, rising domestic installations toward the 175+ GW 2030 target, and global deals like Waaree Solar Americas’ 540 MW order.&nbsp;He flagged&nbsp;<a href="https://stocktwits.com/symbol/WAAREEENER.NSE">Waaree Energies</a>,&nbsp;<a href="https://stocktwits.com/symbol/INOXWIND.NSE">Inox Wind</a>,&nbsp;<a href="https://stocktwits.com/symbol/SERVOTECH.NSE">Servotech Power</a>, and&nbsp;<a href="https://stocktwits.com/symbol/KPIGREEN.NSE">KPI Green Energy</a> as key stocks to watch.In pharma, Mehta noted a shift from low-margin generics to high-value contract research and manufacturing services (CRAMS), contract development and manufacturing organizations (CDMO), and biosimilars, driven by the China+1 strategy and increased production-linked incentive (PLI) support.&nbsp;<a href="https://stocktwits.com/symbol/SUVEN.NSE">Suven Pharma</a>,&nbsp;<a href="https://stocktwits.com/symbol/DIVISLAB.NSE">Divi’s Labs</a>,&nbsp;<a href="https://stocktwits.com/symbol/BIOCON.NSE">Biocon</a>,&nbsp;<a href="https://stocktwits.com/symbol/NEULANDLAB.NSE">Neuland Labs</a>, and&nbsp;<a href="https://stocktwits.com/symbol/SYNGENE.NSE">Syngene</a> were highlighted for their strong positioning.On infrastructure, Mehta pointed to ₹11 lakh crore in capital expenditure plans in the FY26 Budget and continued momentum in railways, metros, defense, and electrification.&nbsp;He named&nbsp;<a href="https://stocktwits.com/symbol/LTTS.NSE">L&amp;T</a>,&nbsp;<a href="https://stocktwits.com/symbol/IRB.NSE">IRB Infra</a>,&nbsp;<a href="https://stocktwits.com/symbol/KEC.NSE">KEC International</a>,&nbsp;<a href="https://stocktwits.com/symbol/KNRCON.NSE">KNR Construction</a>,&nbsp;<a href="https://stocktwits.com/symbol/AHLUCONT.NSE">Ahluwalia Contracts</a>,&nbsp;<a href="https://stocktwits.com/symbol/POLYCAB.NSE">Polycab</a>, and&nbsp;<a href="https://stocktwits.com/symbol/KEI.NSE">KEI Industries</a> as top beneficiaries.For updates and corrections, email newsroom[at]stocktwits[dot]com.

July Stock Themes: SEBI RA Rohit Mehta Flags Renewables, Pharma, Infra Sectors For Big Rotations

India's clean energy push, pharma transformation, and record capex plans are drawing investor focus heading into July, with key beneficiaries emerging across all three sectors. 

Current Price	35,626.90
Prev Close	35,619.15
Open	35,664.05
Dividend Yield	N/A
50-Day Moving Average	N/A
Beta	N/A
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52-Week High	39,635.65
52-Week Low	30,007.05
Market Capitalization	N/A
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Price to Book	N/A
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