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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet reported strong quarterly earnings and robust cloud growth, alongside a significantly higher-than-anticipated capital expenditure forecast for 2026, signaling aggressive AI investments. The market is actively discussing these results as a potential market-saving event and a clear commitment to AI leadership, even amidst some debate on the scale of spending.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is trending following better-than-expected Q4 earnings and achieving profitability, alongside a substantial stock buyback, which has bulls anticipating a significant rally. However, community discussion is divided, as some investors question the muted price action and the company's Q1 guidance, while others express ongoing concerns about long-term monetization strategies and leadership in the competitive social media sector.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending ahead of its upcoming earnings report, as the community debates whether its strong AI momentum with Gemini and Waymo will drive a market rally or if a "sell the news" reaction will trigger a broader tech sector pullback following its significant run.

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

Broadcom Inc

Broadcom is surging amid heightened community discussion driven by Google's substantial capital expenditure, signaling strong demand for its AI infrastructure, and fresh speculation about a massive custom silicon deal with OpenAI, positioning it as a key beneficiary in the rapidly expanding AI sector.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is actively discussed after its strong financial report, with the community balancing optimism for its AI and automotive growth against concerns regarding guidance and persistent competitive pressures in the semiconductor market.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm is trending after its Q3 earnings report revealed beats on revenue and EPS driven by AI-adoption and a strong Q4 revenue forecast, yet the stock experienced an immediate dip, sparking community debate about its high valuation versus its robust long-term growth story and new 'Physical AI' division.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending following mixed earnings, where an EPS beat was overshadowed by slightly missed revenue and lowered guidance, causing a sharp decline in share price. The community is actively debating whether this presents an oversold buying opportunity or reflects ongoing concerns about growth and tariff impacts.

Symbotic, Inc. is an automation technology company, which engages in a robotics and automation-based product movement technology platform. It focuses on developing, commercializing, and deploying innovative, end-to-end technology solutions for supply chain operations. It operates through the United States and Canada geographical segments. The company was founded by Richard B. Cohen on December 11, 2020 and is headquartered in Wilmington, MA.

Symbotic Inc - Ordinary Shares - Class A

Symbotic Inc 

Symbotic Inc. is trending after a strong earnings report exceeded revenue expectations and included a new customer win in the healthcare sector, fueling community excitement about its robotics and AI-driven warehouse automation solutions. While many celebrate significant gains, some investors debate the sustainability of the surge given its high valuation and recent stock offering.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy (FLNC) is seeing intense discussion after reporting a significant revenue increase and record backlog, driven by surging demand from AI data centers and new global projects. Despite an earnings miss, the community is weighing the company's reaffirmed outlook and its position as a leader in energy storage against ongoing profitability concerns and high short interest.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is actively discussed ahead of its earnings report, with many expecting a strong AWS performance fueled by AI demand, while also noting recent reports of potential multi-billion dollar investments in OpenAI to enhance its AI capabilities.

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The upcoming GST Council meeting on 9th September is expected to propose a revision of the tax slab from the current 12–28% to a simplified 5–18% structure. Additionally, a new &#39;Sin Tax&#39; is planned on tobacco and gutka-based products. This report analyzes the potential economic implications, sectoral opportunities, and equity market impacts of these proposed changes. 
Introduction 
The Government of India is considering reforms to simplify the GST structure and make it more consumer-friendly. Lower tax rates are anticipated to boost consumer demand, providing significant benefits to multiple sectors. This report identifies the key sectors likely to be impacted and evaluates representative stocks. 
Key Developments 
1. Proposed GST Rate Change: 12–28% → 5–18% 
2. Introduction of Sin Tax: Applicable on tobacco and gutka-based products 
3. Timeline: Policy announcement expected around Diwali 2025; impacts visible from subsequent financial quarter 
Sectoral Impact 
1. Auto Sector – Positive demand revival expected due to lower GST on vehicles. Beneficiary stocks: Tata Motors, TVS Motors, Maruti Suzuki, Auto Ancillary companies. 
2. Real Estate Sector – Lower GST on housing projects can revive demand. Beneficiary stocks: DLF, $Godrej Properties. 
3. Insurance &amp; Banking – Increased consumer spending and financing needs to boost BFSI sector. Beneficiary stocks: HDFC Life, ICICI Prudential, $SBI, HDFC Bank, other PSU &amp; private banks. 
4. Capital Goods &amp; FMCG – Companies like UPL, BEL to benefit from higher demand and improved margins. 
5. Negative Impact – Tobacco sector will face higher taxation under Sin Tax. 
Market Implications 
Short Term: Current market sentiment already factoring in rumors. No immediate buy/sell action advised. 
Medium Term (6 months): Policy implementation expected by Diwali 2025. Impact on earnings to reflect from the next-to-next quarter results. 
Long Term (1 year): Profitability of beneficiary sectors may improve 5–7%. Balance sheets expected to strengthen significantly. 
Strategic Recommendation 
Action Plan: Create a watchlist of favorite stocks in auto, real estate, insurance, capital goods, and banks. Avoid hasty purchases during rumor-driven rallies. Use market corrections in the next 6 months as entry opportunities. 
No Immediate Buy Call: This report is informative in nature, not an investment advice.

Bala Yogesh

Anubhav Mishra

StockTwits Web

Western Asset Intermediate Muni Fund Inc.

The upcoming GST Council meeting on 9th September is expected to propose a revision of the tax slab from the current 12–28% to a simplified 5–18% structure. Additionally, a new 'Sin Tax' is planned on tobacco and gutka-based products. This report analyzes the potential economic implications, sectoral opportunities, and equity market impacts of these proposed changes. 
Introduction 
The Government of India is considering reforms to simplify the GST structure and make it more consumer-friendly. Lower tax rates are anticipated to boost consumer demand, providing significant benefits to multiple sectors. This report identifies the key sectors likely to be impacted and evaluates representative stocks. 
Key Developments 
1. Proposed GST Rate Change: 12–28% → 5–18% 
2. Introduction of Sin Tax: Applicable on tobacco and gutka-based products 
3. Timeline: Policy announcement expected around Diwali 2025; impacts visible from subsequent financial quarter 
Sectoral Impact 
1. Auto Sector – Positive demand revival expected due to lower GST on vehicles. Beneficiary stocks: Tata Motors, TVS Motors, Maruti Suzuki, Auto Ancillary companies. 
2. Real Estate Sector – Lower GST on housing projects can revive demand. Beneficiary stocks: DLF, $Godrej Properties. 
3. Insurance & Banking – Increased consumer spending and financing needs to boost BFSI sector. Beneficiary stocks: HDFC Life, ICICI Prudential, 

, HDFC Bank, other PSU & private banks. 
4. Capital Goods & FMCG – Companies like UPL, BEL to benefit from higher demand and improved margins. 
5. Negative Impact – Tobacco sector will face higher taxation under Sin Tax. 
Market Implications 
Short Term: Current market sentiment already factoring in rumors. No immediate buy/sell action advised. 
Medium Term (6 months): Policy implementation expected by Diwali 2025. Impact on earnings to reflect from the next-to-next quarter results. 
Long Term (1 year): Profitability of beneficiary sectors may improve 5–7%. Balance sheets expected to strengthen significantly. 
Strategic Recommendation 
Action Plan: Create a watchlist of favorite stocks in auto, real estate, insurance, capital goods, and banks. Avoid hasty purchases during rumor-driven rallies. Use market corrections in the next 6 months as entry opportunities. 
No Immediate Buy Call: This report is informative in nature, not an investment advice.