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Market participants are bracing for volatility surrounding a scheduled prime-time address from President Trump regarding the ongoing conflict in Iran, with the community sharply divided between expectations of a 'buy the rumor, sell the news' event and fears of a deeper escalation involving ground troops. Traders are closely monitoring the potential for significant moves in oil and equity indices as the market attempts to decipher whether the administration is signaling a strategic withdrawal or a major military shift.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and the online community fixate on the former President's aggressive rhetoric regarding military escalation in Iran, fueling intense debate over his geopolitical strategy and its impact on the markets. While supporters view his strong posture as a necessary display of dominance, critics are actively highlighting contradictions in his messaging and expressing deep concerns over the potential for prolonged conflict and economic instability.

Invesco QQQ Trust Series 1 - Units of beneficial interest

Market participants are intensely focused on the upcoming presidential address regarding the Iran conflict, with community debate split between expecting a major de-escalation announcement and concerns that the speech will merely justify a continued military presence. Traders are closely monitoring the potential for a 'sell the news' reaction following a sharp rally, while active discussions highlight ongoing uncertainty regarding oil supply and the geopolitical stability of the Strait of Hormuz.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as investors react to conflicting signals surrounding the Iran-U.S. conflict, with the community actively debating whether recent diplomatic overtures are genuine moves toward de-escalation or tactical market manipulation ahead of an upcoming national address. Despite volatility, traders remain focused on the strategic importance of the Strait of Hormuz and the potential for a sustained geopolitical energy risk premium.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as investors weigh anticipation for upcoming Q1 delivery results against broader market volatility and speculation surrounding a potential SpaceX IPO. Community discourse remains deeply divided between bullish sentiment regarding the company's long-term autonomy and robotics roadmap, and intense bearish concerns over slowing EV demand and high-profile geopolitical tensions.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is trending due to reports that Amazon is in talks to acquire the company, fueling widespread speculation about a potential bidding war involving other major tech players and SpaceX. Community members are actively debating the company's valuation, the strategic value of its spectrum assets in the direct-to-device space, and whether long-term shareholders should hold out for a significant acquisition premium.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors digest a mix of conflicting sentiments, including news of a new AI marketing hire, ongoing patent disputes in China, and heightened market volatility tied to geopolitical tensions in the Middle East. While some community members are capitalizing on short-term price swings and discussing technical resistance levels, the broader conversation remains divided between those viewing the stock as a reliable defensive asset and those frustrated by its relative underperformance against the wider market.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense investor scrutiny and volatility as community members weigh the impact of heavy AI infrastructure spending against broader geopolitical tensions and recent software-focused concerns. The stock remains a focal point for institutional put activity, with ongoing debates among traders regarding whether current price levels represent a deep-value opportunity or a precursor to further downside.

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 (SNDK) is experiencing extreme volatility driven by shifting sentiment regarding Middle East geopolitical tensions and conflicting narratives over memory sector demand, specifically related to Google's TurboQuant efficiency research. The community remains deeply divided, with bulls pointing to fundamental growth and potential recovery after a steep pullback, while bears argue the recent parabolic run-up was unsustainable and warn of further technical downside.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending amid intense debate over the company's reliance on debt-funded Bitcoin acquisitions, with traders sharply divided between bullish hopes for a massive price recovery and bearish concerns regarding dilution and potential liquidity risks. The stock is seeing high volatility and heavy options activity as market participants closely monitor the underlying performance of Bitcoin and broader macro uncertainties.

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<ul class="summary-bullets"><li>Infosys promoters will not participate in ₹18,000 crore share buyback</li><li>Reports suggest tariffs on Indian goods could be reduced to 15% - 16%</li><li>US clarifies that the $100,000 H-1B fee applies only to new petitions filed from outside the US by individuals without a valid H-1B visa</li></ul>&nbsp;Shares of Indian IT bellwether Infosys surged nearly 5% to ₹1,543.9 on Thursday following a series of positive triggers. These range from promoters opting out of the record ₹18,000 crore buyback to upbeat Q2 earnings and renewed optimism over a U.S.-India trade deal.&nbsp;<h2 class="st-heading-2">Promoters Won’t Participate In Share Buyback</h2>On October 22, Infosys announced that its promoters, including Nandan Nilekani and Sudha Murty, will not participate in the company’s ₹18,000 crore share buyback program. The IT giant plans to repurchase up to 10 crore shares at ₹1,800 per share, a 22% premium over Wednesday’s closing price, making it the company’s largest-ever buybackInfosys stated that since promoters have opted out, their equity holdings will be excluded from the entitlement ratio calculation. As of the September quarter, the promoter group collectively held a 14.3% stake in the company.The decision by promoters to abstain from the buyback is often seen as a vote of confidence in the company’s long-term growth prospects. It may also enhance the retail entitlement ratio once the process begins.<h2 class="st-heading-2">Trade Deal On The Horizon?</h2>India and the United States are<a href="https://stocktwits.com/news-articles/markets/equity/new-india-us-trade-deal-could-lower-tariffs-to-15-16-report/cLG4Ph1R3qC">&nbsp;reportedly</a> on the cusp of finalizing a long-overdue trade agreement. The deal could significantly lower U.S. tariffs on Indian goods from around 50% to around 15% to 16%, according to a report by Mint.U.S. President Donald Trump said he spoke with Prime Minister Narendra Modi on Tuesday, focusing mainly on trade and energy.&nbsp;<h2 class="st-heading-2">H1-B Visa Fee Clarification</h2>In what could be a huge relief for the Indian IT industry, the United States Citizenship and Immigration Services (USCIS) clarified that the recently introduced $100,000 fee applies only to new petitions filed from outside the U.S. by individuals without a valid H-1B visa.Crucially, those already inside the country on valid visas are exempt from this fee. This eases financial uncertainty for tech workers in transition and allows employers to proceed with change-of-status filings without the hefty surcharge.<h2 class="st-heading-2">Q2 Results See Improvement</h2>Infosys reported a consolidated net profit of ₹7,364 crore in Q2FY26, marking a 13.2% year-on-year rise, supported by steady growth in large deal wins. Revenue climbed 8.6% YoY to ₹44,490 crore, while operating margin stood at 21%.In constant currency terms, revenue grew 2.9%. The company also declared an interim dividend of ₹23 per share. Infosys expects FY26 revenue growth of 2% - 3% in constant currency with an operating margin range of 20% – 22%.<h2 class="st-heading-2">What Is The Retail Mood On Stocktwits?</h2>Despite the stock’s uptick, sentiment on Stocktwits shifted to ‘bullish’ from ‘extremely bullish’ a session earlier, amid ‘high’ retail chatter.<figure class="image"><img style="aspect-ratio:928/102;" src="https://news.stocktwits-cdn.com/Infosys_png_8ae103301b.webp" alt="Infosys.png" width="928" height="102"><figcaption>Infosys' Sentiment Meter and Message Volumes at 12:01 p.m. IST on October 23, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/INFY.NSE">Infosys shares</a> were also the biggest gainers on the Nifty 50 index on Thursday.Year-to-date, the stock has shed 18.4%.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

The Infosys Limited logo appears on a smartphone screen in this illustration photo in Reno, United States, on December 25, 2024. (Photo by Jaque Silva/NurPhoto via Getty Images)

Why Infosys Shares Are Surging: 4 Key Triggers Behind The Rally

Infosys promoters will not participate in ₹18,000 crore share buyback

Equity

Shares of IT bellwether Infosys fell 1.8% to ₹1,444.70 in early trade on Friday, despite reporting a decent Q2 print. This marks Infosys’ fifth straight session of declines.The <a href="https://stocktwits.com/symbol/NIFTYIT.NSE">Nifty IT index</a> was down 1.5%, the biggest sectoral laggard, with Wipro’s 4.4% fall being the top percentage decline.Net Profit Rises 13%Infosys reported a consolidated net profit of ₹7,364 crore in Q2FY26, marking a 13.2% year-on-year (YoY) rise, supported by steady growth in large deal wins. Revenue climbed 8.6% YoY to ₹44,490 crore, while operating margin stood at 21%.In constant currency terms, revenue grew 2.9% YoY. The company also declared an interim dividend of ₹23 per share.Infosys expects FY26 revenue growth of 2% - 3% in constant currency with an operating margin range of 20% – 22%.Developing Bearish Setup<a href="https://stocktwits.com/symbol/INFY.NSE">Infosys’ stock</a> continues to show weakness despite stable Q2 numbers, with charts indicating a developing bearish setup, said SEBI-registered <a href="https://stocktwits.com/Rajneesh_Sharma_Official">analyst Rajneesh Sharma</a>.<stembedurl>https://stocktwits.com/Rajneesh_Sharma_Official/message/632540835</stembedurl>The stock trades near ₹1,470, down almost 3% for the week, having slipped below its long-term support trendline.The 30-week moving average around ₹1,515 - ₹1,550 now acts as resistance, while a descending triangle pattern within the ₹1,350 - ₹1,950 range signals further caution, according to Sharma.&nbsp;Relative Strength remains weak versus the Nifty, and rising sell volumes reinforce the bearish bias. A close above ₹1,515 could revive momentum; until then, sentiment stays negative. Support lies at ₹1,350 - ₹1,375, he added.Despite operational discipline and strong deal flow, muted revenue visibility and technical breakdowns suggest limited near-term upside, according to Sharma.₹1,555 Could Signal Momentum ReversalTechnically, Infosys stock is hovering above a key support zone of ₹1,420 - ₹1,350, a region that has previously triggered short-term bounces, said SEBI-registered <a href="https://stocktwits.com/Ca_mayankchandel">analyst Mayank Singh Chandel</a>.<stembedurl>https://stocktwits.com/Ca_mayankchandel/message/632685516</stembedurl>However, the stock remains below its 21-day, 50-day, and 200-day exponential moving averages (EMA), indicating a weak broader trend. A sustained close above ₹1,555 could signal a potential reversal, he added.Retail BullishDespite the shares falling, retail sentiment flipped to ‘bullish’ amid ‘high’ market chatter on Stocktwits. It was ‘bearish’ a session earlier.<figure class="image"><img style="aspect-ratio:931/99;" src="https://news.stocktwits-cdn.com/Infosys_png_a6d2974615.webp" alt="Infosys.png" width="931" height="99"><figcaption>Infosys' Sentiment Meter and Message Volumes at 10:20 a.m. IST on October 17, 2025 | Source: Stocktwits</figcaption></figure>However, the stock has been under heavy selling pressure this year, declining more than 23%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

Infosys Under Pressure Despite Solid Q2 Earnings; Technical Indicators Signal Caution

Analysts say muted revenue visibility and bearish chart patterns could cap near-term upside.

The Donald Trump administration is preparing a sweeping overhaul of the H-1B visa programme, a move that could significantly reshape how foreign professionals, particularly Indians, work in the United States.Beyond the proposed $100,000 mandatory fee, the administration plans to tighten eligibility norms and introduce new restrictions on how employers can use and qualify for the permit.What is the new proposal?According to the Department of Homeland Security, the proposed rule, titled “Reforming the H-1B Nonimmigrant Visa Classification Program,” seeks to revise exemptions to the annual cap, increase oversight of third-party job placements, and impose stricter scrutiny on employers found violating programme requirements.These measures are designed to “improve the integrity of the H-1B programme and protect US workers’ wages and working conditions,” DHS said.Which Sectors Could Be Affected?While the finer details remain unclear, the reforms could potentially narrow the categories of employers, including universities, nonprofit research bodies, and healthcare institutions, that currently benefit from cap exemptions. The rule is expected to be published by December 2025, according to the regulatory notice.H-1B: The NumbersThe H-1B visa enables American companies to employ skilled professionals. Each year, the US issues 65,000 H-1B visas, with an additional 20,000 reserved for those with advanced degrees from American universities.For thousands of Indian students and professionals, the visa serves as the primary route to gain US work experience and, eventually, permanent residence.Last month, the Trump administration announced the imposition of a $100,000 fee on all new H-1B visa applications. The move shocked Indian exporters, particularly the IT sector, which tanked 2.6% after the announcement.

Fresh H-1B Shock On The Horizon For Indian Firms? Higher Fees, More Scrutiny On The Cards

Beyond the proposed $100,000 mandatory fee, the Trump administration plans to tighten eligibility norms and introduce new restrictions on how employers can use and qualify for the permit

Tata Consultancy Services (TCS) shares fell 1% in opening trade on Friday after the IT bellwether posted a solid performance in the September quarter (Q2 FY26), beating market estimates. This was led by&nbsp;improving profitability, a strong order book &amp; AI-led transformation focus.&nbsp;Q2 profits rose 1.7% year-on-year (YoY) but fell 5% quarter-on-quarter (QoQ) to ₹12,075 crore, with revenues increasing 3.7% (QoQ) to ₹65,799 crore. Margins were steady at 24.76% and India’s largest IT services company declared a second interim dividend of ₹11 per share, with October 15 as the record date, and payable on November 4.&nbsp;The company reported total contract value (TCV) of $10 billion for the quarter, with multiple large deals across sectors. However, growth in its biggest market, North America, slowed slightly.TCS CEO K Krithivasan said, “We’re on a journey to become the world’s largest AI-led tech services company.” They are focusing on AI, talent building, and partnerships to drive long-term growth. The company ended the quarter with 6.13 lakh employees and an attrition rate of 13.8%.&nbsp;How To Trade TCS Stock?SEBI-registered analyst&nbsp;<a href="https://stocktwits.com/Ca_mayankchandel">Mayank Singh Chandel</a> believes that <a href="https://stocktwits.com/symbol/TCS.NSE">TCS stock</a> is showing signs of recovery. And a breakout above ₹3,203 could mark the beginning of a new uptrend.&nbsp;He noted that TCS stock has been in a downtrend since September 2024, trading below its 100 &amp; 200-day Exponential Moving Average (EMA), which shows weakness on the higher timeframe. But now it’s finding strong support around ₹3,030 to ₹2,915, a zone where buying interest is visible. The Relative Strength Index stood above 50, suggesting that momentum is improving.&nbsp;For a safer entry, Chandel advised traders to wait for a breakout above ₹3,203, which could confirm a fresh upside move.<stembedurl>https://stocktwits.com/Ca_mayankchandel/message/631768819</stembedurl>Rerating On The Cards<a href="https://stocktwits.com/frontwave">Front Wave Research</a> believes that TCS has bottomed out and is entering its next curve of growth: from cash preservation to capacity creation.&nbsp;Over the past decade, TCS has produced cumulative operating cash flows of ₹3.44 lakh crore, with free cash flow at ₹3.17 lakh crore, which translated into an impressive free cash flow conversion rate of approximately 92%.&nbsp;This performance ranks TCS among the highest globally for large-cap IT companies, they highlighted. It has also been a consistent compounding engine, earning and retaining cash faster than it could deploy.&nbsp;Front Wave flagged that despite generating more than ₹45,000 crore in annual free cash flow, TCS’s capital reinvestment ratio has historically stayed within the 6–10% range, which showed significant underutilisation of funds. And the time seems ripe to put it into action.&nbsp;TCS announced its plans for AI dominance and will be building a 1 GW AI data-centre build-out in India, its biggest capacity initiative in over a decade. Front Wave noted that this follows global playbooks similar to those of Google, Meta, and Amazon, which have funnelled surplus capital into data-infrastructure expansion. The analysts believe that this pivot could unlock a new volume-growth driver: moving from people-linked billing to infrastructure-linked scalability.<stembedurl>https://stocktwits.com/frontwave/message/631628613</stembedurl>What Is The Retail Mood?Data on Stocktwits shows that retail sentiment remained ‘neutral’ on this counter amid ‘high’ message volumes.&nbsp;<figure class="image"><img style="aspect-ratio:825/112;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_10_091206_png_c4bddd6490.webp" alt="Screenshot 2025-10-10 091206.png" width="825" height="112"><figcaption>TCS sentiment and message volume on Oct 10 as of 9:15 am IST. | source: Stocktwits</figcaption></figure>TCS shares have declined 25% year-to-date (YTD), primarily due to tariff and H1-B visa concerns in the US.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

(Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

TCS Q2 Results Beat Estimates — Should You Buy The Dip Or Wait For A Breakout?

Analysts believe the stock is nearing a turnaround zone, with a breakout above ₹3,203 likely to confirm a new uptrend.

Tata Consultancy Services (TCS), India’s largest IT services company, will kickstart the second quarter earnings season on Thursday, with results expected after market hours.According to multiple reports, the IT bellwether is likely to post a 1 - 3% sequential rise in revenue in Q2. Revenue is expected to come between ₹65,140 crore and ₹65,220 crore, compared to ₹63,437 crore in the previous quarter.Growth is expected to remain modest due to the ramp-down of the BSNL project, although foreign exchange gains may provide some cushion. The impact of wage hikes could weigh on margins.Net profit is projected to rise 1–2% sequentially to around ₹12,550-₹12,700 crore, with EBIT margins expected to remain flat at 24.3–24.5%. Deal wins are forecast between $7 billion and $9 billion, highlighting steady client demand despite macro uncertainties.Impact of H-1B Visa Fee HikeInvestors will track management commentary on U.S. tariff policies and the recent H-1B visa fee hike, both of which could influence TCS’s cost structure. The company came under the scanner recently after US Senators Charles Grassley and Richard J. Durbin questioned the company’s decision to hire thousands of H-1B visa workers, while conducting “massive layoffs” globally.Brokerage ViewsNomura kept the stock’s rating unchanged at ‘neutral’ while slashing its price target to ₹3,330 from ₹3,780. Nomura expects large caps to report modest revenue growth in a seasonally strong quarter, with revenue growth (in constant currency terms) of 0.2% for TCS and a flat sequential EBIT margin.Centrum expects TCS to post 1% constant currency (CC) revenue growth sequentially, driven by the BFSI and Hi-Tech verticals on a low Q1FY26 base. EBIT margins are likely to expand by around 24 bps due to cost optimization, while management commentary on demand trends and the deal pipeline will be crucial.Nuvama expects TCS to post a 0.2% QoQ CC/USD revenue growth, with the India business flat after BSNL ramp-down. Margins may rise 20 bps QoQ despite wage hikes, while outlook on US macro conditions and employee restructuring will be key monitorables.HFDC Securities believes that the recent H-1B visa fee increase is unlikely to disrupt operations in the near term but may gradually shift delivery models by raising onsite costs and boosting offshoring. Rupee depreciation is expected to support margins this quarter, partly offsetting selective wage hikes, while overall hiring in the sector remains subdued.Stock WatchAhead of the earnings, <a href="https://stocktwits.com/symbol/TCS.NSE">TCS shares</a> closed 1.94% higher at ₹3,031.5. Over the past three months, the stock has declined by over 11%.Retail sentiment has remained ‘bearish’ for a month. It was ‘bullish’ a month back.<figure class="image"><img style="aspect-ratio:913/85;" src="https://news.stocktwits-cdn.com/TCS_png_88298b6e13.webp" alt="TCS.png" width="913" height="85"><figcaption>TCS's Sentiment Meter and Message Volumes on October 8, 2025 | Source: Stocktwits</figcaption></figure>Year-to-date, the stock has lost a fourth of its value.For updates and corrections, email newsroom[at]stocktwits[dot]com.

TCS Q2 Earnings Preview: Analysts Expect Soft Growth, Investors Eye H1-B Cost Impact

Project ramp-downs and wage hikes are likely to affect margin expansion. 

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

A late correction on Friday dragged the benchmark Indian indices to their biggest intra-day declines in a month.The Nifty 50 index closed 0.95% lower at 24,654.7, while the Sensex declined 0.9% to end at 80,426.46. This marked the sixth consecutive session of declines. On a weekly basis, the Nifty 50 index shed 2.65%, its biggest drop in seven months.While every sectoral index closed in the red, IT and pharmaceutical stocks saw the biggest selling pressure. Pharma stocks fell after U.S. President Donald Trump <a href="https://stocktwits.com/news-articles/markets/equity/trump-shocks-pharma-with-100-tariff-on-imported-drugs-unless-companies-build-in-america/chDVGpjR3I2">declared</a> a 100% tariff on branded and patented pharmaceutical products starting October 1.Retail sentiment for the <a href="https://stocktwits.com/symbol/NIFTY50.NSE">Nifty 50 index</a> remained ‘neutral’ on Stocktwits. It was ‘bullish’ a week back.<figure class="image"><img style="aspect-ratio:934/97;" src="https://news.stocktwits-cdn.com/Nifty50_png_01c1de94c5.webp" alt="Nifty50.png" width="934" height="97"><figcaption>Nifty 50's Sentiment Meter and Message Volumes on September 26 | Source: Stocktwits</figcaption></figure>Stock WatchNotably, 44 of the 50 constituents of the Nifty 50 ended in the red. <a href="https://stocktwits.com/symbol/INDUSINDBK.NSE">IndusInd Bank</a> (-3.9%), <a href="https://stocktwits.com/symbol/M&amp;M.NSE">Mahindra &amp; Mahindra</a> (-3.8%), and <a href="https://stocktwits.com/symbol/TATASTEEL.NSE">Tata Steel</a> (-2.9%) were the biggest laggards, while <a href="https://stocktwits.com/symbol/LT.NSE">L&amp;T</a> (+2.7%) and <a href="https://stocktwits.com/symbol/TATAMOTORS.NSE">Tata Motors</a> (+1.45%) held firm in a weak market. Jaguar Land Rover (JLR) began a “phased restart” of its operations with parts of its IT system back up and running, after a cyberattack had suspended operations since the beginning of the month.Shares of debt-ridden telecom operator <a href="https://stocktwits.com/symbol/IDEA.NSE">Vodafone Idea</a> fell as much as 9% after the Supreme Court deferred its Adjusted Gross Revenue (AGR) dues hearing to October 6.<a href="https://stocktwits.com/symbol/WAAREEENER.NSE">Waaree Energies’</a> price fell over 7% following reports that the U.S. is investigating the company for allegedly evading antidumping and countervailing duties on solar cells.<a href="https://stocktwits.com/symbol/RITES.NSE">Rites</a> climbed nearly 2% in morning trade after it signed a contract with South Africa-based Talis Logistics to supply diesel-electric locomotives worth $18 million. However, the stock failed to hold firm in the late sell-off and ended 2.1% lower.Shares of <a href="https://stocktwits.com/symbol/HAL.NSE">Hindustan Aeronautics</a> (HAL) closed 0.9% lower despite bagging a massive ₹62,370 crore order from the Ministry of Defence for 97 Tejas Mk-1A fighter jets.&nbsp;Analysts TakeSEBI-registered <a href="https://stocktwits.com/kyalashish">analyst Ashish Kyal</a> noted that despite being in oversold territory, the Nifty 50 index has failed to show any meaningful pullbacks, with the mid-hourly Bollinger Bands acting as resistance.<stembedurl>https://stocktwits.com/kyalashish/message/630086324</stembedurl>Kyal recommends holding off on buying unless the index moves above 24,990, while support remains near the Gann magnet level of 24,728.Another SEBI-registered <a href="https://stocktwits.com/Japfinserve">analyst, Varunkumar Patel</a>, highlighted that technically, the Nifty has fallen below the critical 25,000 mark, with the next support at 24,750. Given the tariff shock, even this level appears vulnerable, and a breach could trigger further short-term declines.<stembedurl>https://stocktwits.com/Japfinserve/message/630081276</stembedurl>The market stance remains cautious and defensive. With aggressive FII short positions and ongoing global and domestic headwinds, traders are advised to avoid over-leveraging, stick to strict stop-losses, and refrain from high-risk trades until the situation becomes clearer, he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Onlookers standing outside the Bombay Stock Exchange (BSE) react as they watch share prices on the digital broadcast on the facade of the BSE on August 19, 2013 in Mumbai, India.  (Photo by Kunal Patil/Hindustan Times via Getty Images)

Nifty, Sensex See Biggest Weekly Decline In Seven Months As Pharma, IT Stocks Drag

While every sectoral index closed in the red, IT and pharmaceutical stocks saw the biggest selling pressure.

Dalal Street opened under pressure once again on Friday, with all major sectoral indices declining. The benchmark&nbsp;Indian indices are on track for a fifth consecutive session of losses.At 10:15 a.m. IST, the <a href="https://stocktwits.com/symbol/NIFTY50.NSE">Nifty 50 index</a> was down 0.41% at 24,788.55, while the Sensex fell 0.45% to 80,796.30. 36 of the 50 constituents of the Nifty50 index were trading lower.Markets were dragged lower by strong selling in pharmaceutical stocks after US President Donald Trump<a href="https://stocktwits.com/news-articles/markets/equity/trump-shocks-pharma-with-100-tariff-on-imported-drugs-unless-companies-build-in-america/chDVGpjR3I2"> declared</a> a 100% tariff on branded and patented pharmaceutical products starting Oct. 1.The <a href="https://stocktwits.com/symbol/NIFTYPHARMA.NSE">Nifty Pharma index</a> was down 2.3% in early trade, with <a href="https://stocktwits.com/symbol/NATCOPHARM.NSE">Natco Pharma</a> (-4.7%), <a href="https://stocktwits.com/symbol/LAURUSLABS.NSE">Laurus Labs</a> (-3.7%), and <a href="https://stocktwits.com/symbol/BIOCON.NSE">Biocon</a> (-3.3%) leading the declines. Sun Pharma was down 2.9%, while Dr Reddy's fell 1.2%.The United States remains the largest export destination for Indian pharmaceuticals, accounting for 31% of the country's $27.9 billion pharma exports in FY24, as per data from the Pharmaceuticals Export Promotion Council of India.Broader markets followed a similar trend, with the <a href="https://stocktwits.com/symbol/NIFTYMIDCAP100.NSE">Nifty Midcap 100 index</a> falling 0.81% and the <a href="https://stocktwits.com/symbol/NIFTYSMLCAP100.NSE">Nifty Smallcap 100 index</a> slumping 1.2%.Retail sentiment for the Nifty50 remained 'bearish' as the selloffs continued. It was 'bullish' last week.<figure class="image"><img style="aspect-ratio:916/96;" src="https://news.stocktwits-cdn.com/Nifty_50_png_45d26ed85d.webp" alt="Nifty 50.png" width="916" height="96"><figcaption>Nifty 50's Sentiment Meter and Message Volumes at 10:15 a.m. IST on September 26 | Source: Stocktwits</figcaption></figure>Stock Watch<a href="https://stocktwits.com/symbol/SUNPHARMA.NSE">Sun Pharma</a> was the biggest laggard on the Nifty 50 index, followed by IT majors <a href="https://stocktwits.com/symbol/INFY.NSE">Infosys</a> (-1.7%), <a href="https://stocktwits.com/symbol/WIPRO.NSE">Wipro</a> (-1.65%), and <a href="https://stocktwits.com/symbol/WIPRO.NSE">Tech Mahindra</a> (-1.6%).<a href="https://stocktwits.com/symbol/CARYSIL.NSE">Carysil</a>, a manufacturer and exporter of home furnishing products, fell nearly 8% after Trump announced a 50% tariff on kitchen cabinets and bathroom vanities, and 30% on upholstered furniture.Shares of beleaguered telecom firm <a href="https://stocktwits.com/symbol/IDEA.NSE">Vodafone Idea</a> dropped 3% ahead of the Supreme Court hearing on the company's plea against the central government's adjusted gross revenue (AGR) demand.On the other hand, <a href="https://stocktwits.com/symbol/TATAMOTORS.NSE">Tata Motors</a> gained 2.2% after its UK subsidiary, Jaguar Land Rover (JLR), announced progress in restoring digital systems that were affected by a cyberattack earlier this month. The stock had shed nearly 3% in the previous session after reports emerged that the cyberattack could cost the company around £2 billion.<a href="https://stocktwits.com/symbol/RITES.NSE">RITES</a> surged 5.6% after the public sector undertaking received a Letter of Award from Talis Logistics, South Africa, worth $18 million for supplying and commissioning overhauled Cape gauge ALCO diesel-electric locomotives.<a href="https://stocktwits.com/symbol/NAZARA.NSE">Nazara Technologies</a> was up 1.5% after the stock began trading ex-bonus and ex-split. The company had recently announced a 1:1 bonus issue and a 1:2 stock split.Bearish ChartsTechnically, the 24,900-24,920 zone is a key support area&nbsp;for the Nifty where a short-term pullback could occur. If this level fails to hold, the next significant support lies at 24,800–24,760, coinciding with the 100-day exponential moving average (EMA) and the 61.8% Fibonacci retracement, said SEBI-registered&nbsp;<a href="https://stocktwits.com/BHARATSHARMA_StockAce_RA">analyst Bharat Sharma</a><stembedurl>https://stocktwits.com/BHARATSHARMA_StockAce_RA/message/629997553</stembedurl>A recovery from these levels will face stiff resistance near 25,000, and reclaiming this mark will be challenging without strong buying momentum.In the near term, the market is likely to witness "sell on rise" opportunities below 25,000 as sentiment remains weak, Sharma said.For Nifty, Immediate intraday support is seen at 24,880, below which the index could slide toward 24,800–24,760-24,720, the analyst added.Resistance is placed around 24,950, and a breakout above this level could trigger a retest of 25,000 and higher levels up to 25,140. Overall, the positional outlook remains bearish with a cautious eye on a potential pullback, Sharma said.On the charts, Nifty formed a bearish candle, reflecting continued pressure at higher levels. Indicators such as the relative strength index (RSI) have weakened further, suggesting a loss of momentum, while the moving average convergence/divergence (MACD) remains above the signal line but is showing early signs of fatigue, according to ASEBI-registered&nbsp;<a href="https://stocktwits.com/Ca_mayankchandel">analyst Mayank Singh Chandel</a>.<stembedurl>https://stocktwits.com/Ca_mayankchandel/message/630006102</stembedurl>Support is now at 24,800-24,750, aligned with the 61.8% retracement and 100-day EMA. A breakdown here could push the index toward 24,700 - 24,600. Resistance lies at 25,000, with a stronger supply zone at 25,100 - 25,150, Chandel said.Derivatives data confirm these levels, with heavy call writing at 25,000 and 25,100 reinforcing overhead resistance, while fragile support remains at 24,800 and 24,900, he added.Overall, the trend favors bears unless Nifty reclaims and sustains above 25,000. Until then, further declines toward the 24,600 zone cannot be ruled out, the analyst said.Nifty faces intraday resistance between 25,009 - 25,075, while support is seen around 24,738–24,800, said <a href="https://stocktwits.com/aymr_sebi_ra">A&amp;Y Market Research</a>.<stembedurl>https://stocktwits.com/aymr_sebi_ra/message/630079301</stembedurl>Bank Nifty has resistance levels at 55,055 - 55,168 and support near 54,492 - 54,587. These ranges will likely guide market moves, with a breakout or breakdown signaling the next direction.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

(Photo by Indranil Aditya/NurPhoto via Getty Images)

Sensex, Nifty Today: Indian Stocks Face 5th Day Of Losses On Trump's Pharma Tariffs — SEBI RAs Flag Key Levels to Watch

The Nifty Pharma index was down 2.3% in early trade, with Natco, Biocon, and Laurus Labs among the top laggards.

Indian equity markets ended lower for a second straight session on Monday, dragged by IT stocks, after US President Donald Trump increased the fee for H1B visas to $100,000.Barring metals, all indices closed in the red, with IT (-2.9%) and Pharma (-1.4%) among the top decliners.Broader markets are set for a weak opening on Tuesday, as Gift Nifty, an early indicator for the Nifty 50 index, edged 0.19% lower to 25,256 at 8:15 a.m. IST. Investors will be monitoring the Manufacturing and Services PMI data due later today.Asian markets were mixed in early trade, with Shenzhen leading the declines while Taiwan emerged as the top gainer. Gold spot price gained 1.47% to ₹3,739.84 per ounce, while Brent crude traded down 0.50% at $66.24 per barrel.Stock Watch&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;Vedanta: Indian government rejects Vedanta’s application for extension of contract for a key Cambay basin oil and gas block.Alkem Laboratories: The company launched Pertuza injection, a pertuzumab biosimilar, in India for treating HER2-positive breast cancer.JBM Auto: Subsidiary JBM Electric Vehicles partnered with the UAE’s Al Habtoor Motors, which will exclusively import and distribute JBM’s electric buses in the region.KEC International: The company won new transmission and distribution orders worth ₹3,243 crore in the UAE and the US, taking YTD order inflows to ₹11,700 crore.Birla Corporation: Its subsidiary RCCPL was declared the preferred bidder for the Guda-Rampur limestone and manganese block in Telangana.Brigade Enterprises: The firm signed a JDA to develop a 7.5-acre residential project in South Bengaluru with a GDV of about ₹1,200 crore.Rail Vikas Nigam: RVNL emerged as the lowest bidder for a ₹145.3 crore Southern Railway project to build traction sub-stations in Salem.Emkay Global Financial Services: Kirti Doshi acquired over 21% stake in the company with an investment of ₹227.5 crore.Suraj Estate Developers: The company launched Suraj Park View 1, a residential tower in Mumbai’s Dadar (West), with a GDV of ₹250 crore.JK Lakshmi Cement: Commissioned a 1.35 MTPA grinding unit at Surat and expanded capacity to 18 MTPA, while also acquiring a 26% stake in Ampin C&amp;I Power Four for solar power sourcing.Universal Cables: CFO Amit Kumar Chopra has resigned.Amber Enterprises India: Raised ₹1,000 crore via QIP by issuing 12.58 lakh shares at ₹7,950 each to marquee institutional investors.Coforge: The board appointed John Speight as Executive Director from October 2025.NTPC Green Energy: The company commissioned 9.9 MW of wind capacity in Bhuj, raising NGEL Group’s installed capacity to 7,382.475 MW.Vikran Engineering: Q1 profit rose 31.7% YoY to ₹5.65 crore from ₹4.29 crore, while revenue grew 17% to ₹159.2 crore from ₹136 crore.Hyundai Motor India: The company achieved 11,000 dealer billings on the first day of Navaratri, its best in five years.Maruti Suzuki India: The automaker delivered nearly 30,000 ca₹and recorded 80,000 enquiries on the first day of Navratri.Active IPOSeshaasai Tech, Saatvik Green Energy, GK Energy, Atlanta Electricals, Ganesh Consumer Products, Jaro Institute of Tech Management and Research, Solarworld Energy Solutions, Anand Rathi Share and Stock BrokersResults TodayAsian Hotels (West) and Sudarshan Chemical IndustriesFor updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

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 September 23: Vedanta, KEC International, Birla Corp, NTPC Green Stocks Are On Investors’ Watchlist

Euro Pratik Sales is set to list on the primary indices today.

Indian IT majors are facing renewed pressure after the US announced a steep hike in H-1B visa fees to $100,000.&nbsp;The move threatens to sharply raise costs for companies dependent on sending engineers onsite, even as margins remain tight and demand visibility uncertain, said SEBI-registered <a href="https://stocktwits.com/Rajneesh_Sharma_Official">analyst Rajneesh Sharma</a>.<stembedurl>https://stocktwits.com/Rajneesh_Sharma_Official/message/629474321</stembedurl>While firms are exploring alternatives like O-1 and L-1 visas, challenges persist regarding costs and approval rates. For investors, the development adds a structural overhang to the outsourcing model that underpins sector revenues, he said.How to trade IT stocks now?Infosys, TCS, HCLTech, and Wipro are all testing crucial support zones. Infosys is trading at around ₹1,496, down 2.9% for the week, and sitting inside a descending triangle, Sharma noted. A break below ₹1,385 could trigger a sharp fall toward ₹1,250 - ₹1,100, with bullish momentum only above ₹1,645.TCS closed at ₹3,072.80, slipping 3%, and is nearing the apex of a falling wedge. The ₹3,000 - ₹3,050 range is critical, Sharma said, and a breakdown could lead to a fall to ₹2,850, while only a move above ₹3,195 with volume would turn momentum positive.HCLTech, at ₹1,440.10, remains trapped inside a descending channel. Its key support lies at ₹1,315 - ₹1,360, but failure to hold could drag it toward ₹1,209, the analyst added.Wipro, in contrast, showed relative strength, gaining 2.1% to ₹250.40. The stock is consolidating within a ₹243 - ₹271 range, and only a breakout above ₹271 can signal upside toward ₹285.What should traders do?On the technical charts, the Nifty IT index is still loosely holding its long-term rising trendline support but remains below both the 50-day and 200-day exponential moving averages (EMA), said <a href="https://stocktwits.com/Finkhoz">Finkhoz RoboAdvisory</a>.<stembedurl>https://stocktwits.com/Finkhoz/message/629475891</stembedurl>The EMAs are sloping downward, a sign of medium-term weakness. The large red candle and the relative strength index (RSI) below 50 points to waning momentum, the analyst said.If the current support gives way, the next key zone is around 34,000, which could either trigger a technical bounce or lead to a deeper downside.While the sector may see choppiness as firms adjust, long-term resilience remains intact.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

South Korean traders were net sellers of U.S. stocks for the first time since before Trump assumed office for a second term in January.

How To Trade IT Stocks Now? SEBI Analysts Weigh In Amid H1-B Fee Hike

Choppy waters ahead for Indian IT stocks as visa fee hike threatens cost structures. Analysts share crucial support zones to track for Infosys, TCS, HCLTech, and Wipro. 

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