Nvidia Stock Crash: Nvidia CEO Jensen Huang has been facing questions over his alleged links with a suspected Chinese spy. Read full report here

Solar panels generate electricity by absorbing sunlight. Cooler temperatures can improve their efficiency under comparable sunlight conditions. Read full report here

Diwali 2026 looks like a big win for D2C brands. Unicommerce data shows brand-website orders grew 30%, against 8% for marketplaces. ClickPost reports D2C sales value up 45%. But the two datasets disagree on how much each customer spent. ClickPost's group of about 400 brands saw average order value rise about 14%. Unicommerce's wider data shows it fell about 3%, with 85% of all festive orders under Rs 1,000.

Growster's analysis suggests there were two Diwalis. Premium brands in jewellery, skincare, and wellness sold bigger baskets. Mass-market brands sold smaller baskets, mostly in Tier 3 towns, while paying 15-20% more to win each customer.

Stock Market News: Companies are seeking valuations that already factor in substantial future growth. Investors are being asked to pay for earnings. Read full report here

Stock Market Today: The Federal Bank, RBL Bank, and IDFC First Bank were leading gains in the Nifty Private Bank. 

The Madras High Court has issued notice on a petition seeking cancellation of the CULT trademark registration held by a subsidiary of Cult.fit Ltd, bringing a legal challenge to the ownership of the flagship CULT trademark. Thus, raising questions about the company's right to the brand ahead of its proposed initial public offering (IPO).

Deepak Poduval, who co-founded the original CULT fitness business in Bengaluru in 2015, has filed a petition before the Madras High Court seeking the cancellation of the CULT trademark registration held by Cultfit Healthcare Pvt Ltd, a subsidiary of Cult.fit Ltd.

The court issued notice on 12 October 2026 in the rectification petition (OP(TM) No. 51 of 2026). On 5 November, it adjourned the case to 2 December 2026 so the registered owner could file its reply.

Poduval has also filed a suit before the Commercial Court in Bengaluru to have the 2017 deeds that purportedly transferred the brand declared void on the basis of forgery of the documents. That suit is next listed on 16 November 2026.

Gaurav Garg, Head - Research, Lemonn

Gold is attempting to recover after Tuesday's sharp sell-off, with technical buying and profit-taking supporting prices around the $4,050 level. However, the recovery remains cautious as stronger-than-expected US October inflation has pushed Treasury yields and the dollar higher, strengthening expectations of another Federal Reserve rate hike in December. Silver is outperforming gold, gaining over 2%, as bargain buying returns following its recent correction.

WTI crude is marginally lower in the latest snapshot, with markets balancing diplomatic uncertainty between the US and Iran against fresh supply-security concerns. Reports of attacks targeting Saudi Arabia's East-West pipeline and US strikes on Iran's Qeshm Island highlight the continuing vulnerability of regional energy infrastructure.The immediate focus across commodities remains on US inflation trends, Federal Reserve policy expectations and developments in Middle Eastern energy supply routes.

Stock Market LIVE: As of 11:00 AM, the Sensex rose 1,257.30 points or 1.55 per cent to 82,363.95, and the Nifty50 was up 333.95 points or 1.33 per cent at 25,378.60.

Stock Market LIVE: Kalyan Jewellers share price jumped 12.3 per cent to a 52-week high of Rs 686 per share on the National Stock Exchange (NSE). The sentiment for the stock improved after Q2FY27 consolidated net profit increased 64 per cent on year. 

Stock Market News: Punjab & Sind Bank, Indian Overseas Bank, and UCO Bank were the top gainers in the Nifty PSU Bank. 

The AI-driven market rally is increasingly facing a funding and policy test, with the US midterm outcome adding to concerns around an already debt-dependent technology build-out. The Nasdaq fell 5.5% on November 5, pushing it into correction territory, while Bitcoin declined 4.5% over the week and spot BTC ETFs recorded US$1.3B in net outflows. Historically, Bitcoin has fallen on 81% of days when the Nasdaq 100 has declined 3% or more, underlining the growing sensitivity of digital assets to broader technology market sentiment. Meanwhile, gold gained 6.4% as investors moved towards safe-haven assets. 

On the policy front, pro-crypto lawmakers secured a majority in the US House but hold only 50 seats in the Senate, leaving the 60-vote threshold for most legislation out of reach and pointing to a slower path for market-structure reforms. Despite the broader market correction, equity net inflows on Binance rose to US$503M in the week of November 2-8, with technology stocks attracting US$388M, including US$256M in semiconductor-linked inflows. Looking ahead, the sustainability of AI investment, the Federal Reserve's December rate decision and Anthropic's IPO roadshow will be important factors shaping risk appetite across technology and crypto markets.

Stock Market News: Sensex, NIfty rally has created a strong start. But investors still need to track crude oil prices, FII inflows, and other factors. Read full report here

HDFC Bank share price: The banking stock, which slipped to a 52-week low of Rs 726.75 on April 2 this year, has recovered 7% till date.

Stock Market News: Indian equities and several Asian markets traded higher on expectations of lower oil prices, robust earnings from banks and corporates, and renewed buying by foreign investors.

Qualcomm has begun implementing job cuts across its global operations, including India and the US. Read full report here

Vikram Subburaj, CEO, Giottus.com

Silver led the rebound as India's bullion futures market returned to its regular morning session on November 11. At 9:05 am IST, December gold on MCX was up Rs.755, or 0.54%, at Rs. 1,41,280 per 10 grams. Silver gained Rs.2,938, or 1.61%, to Rs.1,85,514 per kg. Both contracts opened higher, following the recovery already under way in Asian trading.

On COMEX, December gold was up $25.20, or 0.63%, at $4,055.40 per troy ounce at 8:42 am IST. December silver gained $1.19, or 2.31%, to $52.41 at 8:52 am. The scale of the recovery matters. Silver was only 28 cents below its pre-inflation-report settlement. Gold was still nearly $60 short. Silver has recovered most of Tuesday's loss, while gold has recovered less than a third.

Tuesday's selling followed US inflation of 0.4% for October, against a 0.3% forecast. The surprise strengthened the case for a larger December Fed hike and pushed the two-year Treasury yield up 18 basis points to 4.73%. Wednesday's gains recover some of the ground lost in that sell-off. Friday's US producer-price report will test whether the rebound can hold if yields rise again.

For Indian buyers, the rupee matters too. If it strengthens as traders expected this morning, each dollar of bullion costs fewer rupees. That can soften the rise in domestic prices even when COMEX is gaining.

Stock Market Today: Brent crude extended losses as US President Donald Trump said that the war with Iran could end soon amid a positive response from Tehran. The January futures were quoted at $91.88 per barrel on the Intercontinental Exchange, down 0.18 per cent. 

Brent crude extended losses as US President Donald Trump said that the war with Iran could end soon amid a positive response from Tehran. 

Prediction markets have begun tracking when Huang could resign or be removed as Nvidia CEO. Read full report here

Piyush Walke, Derivatives Research Analyst, Delta Exchange

"Bitcoin fell to an 11-week low following hotter-than-expected October inflation data. The Consumer Price Index (CPI) rose 0.4% month-on-month, exceeding expectations, while core inflation increased 0.3%. Energy price growth, slowed to 0.7% from 5.2% in September.
Bitcoin's price action signals weakening buying momentum, particularly after breaking below the $76,400-$77,000 zone, which has now turned into resistance. Buyers need to reclaim this range to improve the technical outlook. On the downside, $73,008 remains the key support. A sustained break below this level could trigger further declines toward $70,000 and $66,282.
Ethereum, meanwhile, found support around the psychological $2,000 mark, managing to stay above this level. The immediate resistance stands at $2,100, while $2,000 remains a crucial support zone."

Brent's slide to a two-month low on signs of an Iran-US de-escalation is easing India's oil-import bill, and FIIs have been net buyers for seven straight sessions as the Nifty 500 closed firmer at 23,567. We're leaning into capex and input-cost beneficiaries, anchored by a pharma export hedge in case the crude rally reverses.

Where We're Concentrated
The basket clusters around three threads: engineering and capex names positioned for India's infrastructure spend, materials and chemicals riding softer crude-linked input costs, and one consumption name catching the FII rotation back into discretionary plays. The hedge is export pharma, insulated if the Iran talks stall and oil snaps back. What breaks the thesis: a reversal in Tehran-Washington talks that re-prices Brent higher, or an inflation surprise that delays rate-cut hopes.

Conviction Picks
Highest Conviction
Engineers India
Softer crude cuts input costs for EPC order books right as India's infrastructure capex cycle keeps running.
Grasim Industries
Cement and chemicals both benefit as softer oil-linked costs meet resilient construction demand across India.
HEG Advanced Materials
Graphite-electrode demand tracks India's steel-capacity additions, a direct read on the industrial capex upcycle.
Honasa Consumer
A domestic consumption play catching the FII rotation back into discretionary names as risk appetite returns.
Granules India
Export-oriented pharma is the hedge here, insulated if the Iran de-escalation trade reverses and crude snaps back.
One Thing to Watch
October CPI print tomorrow at 4pm A print above RBI's 6% ceiling would push back rate-cut bets and test the FII-led rally; staying inside the band keeps today's capex and consumption trade intact.

Qualcomm Layoffs: The reported severance package could be significantly higher for employees who have spent several years at Qualcomm. Read full report here

In the last three decades, Jensen Huang has transformed Nvidia from a graphics-chip maker into a central supplier of artificial intelligence infrastructure. Read full report here

At the close on Monday, the total market cap of all BSE Sensex Companies stood at Rs 5,06,41,936 crore

Nischal Shetty, Founder, WazirX

"Crypto markets extended their pullback as hotter US inflation, rising Treasury yields and continued ETF withdrawals outweighed support from strong Chinese trade and lower Brent prices. Bitcoin declined 1.93% to around $73,517, while Ethereum fell 3.29% to nearly $2,053. Both assets are now testing important support regions, although lower volatility across traditional markets suggests investors have not moved entirely away from growth-oriented assets.

Bitcoin is trading close to its long-term support at $73,100-$73,500. Holding this region could help the market stabilize, while a recovery through $75,600-$76,400 would improve short-term momentum. If immediate support gives way, attention may shift toward $71,800-$72,200.

Ethereum's RSI near 30 indicates stretched selling momentum as price approaches support at $2,030-$2,050 and the psychological $2,000 level. Resistance sits at $2,100-$2,150, followed by $2,170-$2,200. Futures traders may look for stronger volume, rising open interest and balanced funding before viewing any resistance test as confirmation of a broader recovery.

The macro environment remained demanding. US inflation increased 0.4% month-on-month, while firm employment kept economic growth supported. Treasury yields approached 5% as markets increased expectations of a December Federal Reserve rate hike, tightening global liquidity. However, China's exports rose 35.2%, imports accelerated and Brent declined 1.2%, providing support through stronger trade and lower energy-driven inflation pressure.

Asian equities offered a partial counterbalance, led by gains in the KOSPI and Nikkei, while US technology shares declined modestly and the VIX fell 2.31%. Institutional activity remained cautious, with Bitcoin ETFs recording $201 million in outflows and Ethereum ETFs losing $184.6 million. ETF selling added pressure, but derivatives liquidations, exchange supply and macro positioning also influenced the decline. Similarly, future inflows may strengthen underlying demand without producing immediate gains if broader financial conditions remain restrictive."

Vikram Subburaj, CEO, Giottus.com

Bitcoin recovered to $73,837 on Wednesday morning after touching $72,691 overnight. It was still down 1.46% over 24 hours, while Ether fell 2.81%. The latest selling followed a US inflation report that showed core prices rising 0.3% in October, above the 0.2% forecast. That puts a larger December rate hike in play. The two-year US Treasury yield jumped 18 basis points to 4.73%, giving investors a better return on cash parked in short-dated government debt. Bitcoin was already facing weak demand through US spot ETFs, which recorded $1.48 billion in net withdrawals in November through Monday.

Friday's US producer-price report could move yields again. 

Our advice: If you had planned to buy Bitcoin this week, consider making a smaller first purchase and keeping the rest in cash until after the release. That leaves room to reassess if Bitcoin revisits the overnight low near $72,700.