Today: 2 July 2026

Marcin Frąckiewicz

Marcin Frąckiewicz is the founder and CEO of TS2 Space, a satellite communications company serving customers around the world. A graduate of the Warsaw School of Economics (SGH), he has more than two decades of experience in telecommunications, satellite services and technology ventures. He writes about satellite communications, space technology, artificial intelligence and the stock market, with a particular focus on technology companies, semiconductors, emerging industries and the trends shaping global innovation.

Cloud Titans Unleash AI Alliances and Mega-Deals – July 23–24, 2025 Cloud News Roundup

Applied Digital Corporation (APLD) — The Small‐Cap Stock Chasing a Generative‑AI Gold Rush (Oct 2 2025)

The following table summarises key trading statistics from APLD’s investor‑relations historical data page for the week leading up to 2 Oct 2025: The data show a clear upward trend through late September, culminating in a breakout on Oct 1–2 as speculation about a hyperscale contract intensified. Trading volumes were exceptionally high, reflecting heightened interest and volatility.
AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

AI Capex Boom at the Crossroads: Are the Hyperscalers Running into Trouble?

The gen‑AI capex boom has been one of the most powerful drivers of the post‑pandemic bull market. Hyperscale cloud providers—Amazon, Microsoft, Alphabet, Meta and newer players such as CoreWeave—have poured hundreds of billions of dollars into data centres, GPUs and networking equipment to support explosive demand for generative‑AI workloads. This spending has turned AI into what one blogger called “the thing that is eating the economy,” with some analyses showing AI investment adding more to U.S. GDP than consumer spending awealthofcommonsense.com. Yet Morgan Stanley believes this party is maturing. In a note to clients, Lisa Shalett argued that the AI‑led rally is “closer to the seventh inning than the first” morningstar.com. The central problem: hyperscalers’ free cash flow is shrinking even as capital investment accelerates. According to research firm Strategas, hyperscaler capex has quadrupled since 2022, depleting cash reserves and halting free‑cash‑flow growth morningstar.com. Without abundant free cash flow, investors may begin to question valuations and demand stricter return‑on‑investment discipline morningstar.com. Shalett warns that rotations into cyclical and small‑cap stocks may falter if the gen‑AI capex boom ends morningstar.com.
Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

Fair Isaac Corp’s 2025 Surge: How a Direct‑to‑Lender Move Disrupted Credit Bureaus and Re‑Energized FICO Stock

Recent price and volatility. FICO’s closing price of $1,512.71 on 1 Oct 2025 marks its last recorded trading session before the news. This figure is well below the all‑time high of about $2,382 recorded in November 2024 but still above the 52‑week low of $1,300 macrotrends.net. The company’s 50‑day moving average was $1,464.77 and the 200‑day moving average $1,703.46 marketbeat.com, suggesting shares had been consolidating after a sharp decline. Impact of direct licensing announcement. On 2 Oct 2025 FICO announced a groundbreaking Mortgage Direct License Program allowing lenders to obtain credit scores directly rather than through credit bureaus. The move cut the per‑score fee to $4.95 and eliminated credit bureaus’ 100 % markup reuters.com. Pre‑market trading saw FICO shares jump around 10 %, while rival credit bureaus Experian, Equifax and TransUnion fell 8–12 % reuters.com. Analysts from Raymond James and Citigroup said the program undermines the bureaus’ margin by allowing lenders to avoid markup fees reuters.com. Jefferies estimated bureau earnings could drop 10–15 % reuters.com.
2 October 2025
MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy (MSTR) on Oct. 2 2025: Why the Bitcoin Treasury King Keeps Making Headlines

MicroStrategy’s share price has been extremely volatile because the company’s value is tied to Bitcoin. After falling through the summer, shares rebounded strongly in late September as Bitcoin prices firmed. On Oct. 1 the stock rose 5.03 percent from $322.21 to $338.41, trading between $331.20 and $343.73 during the session stockinvest.us. Analysts at StockInvest observed that trading volumes were higher than normal and, although the stock had declined in six of the previous ten days, it remained up about 2.6 percent over two weeks stockinvest.us. Pre‑market quotes on Oct. 2 placed the stock around $348.33, suggesting investor optimism ahead of the open stockanalysis.com. Technical forecasts predicted an intraday trading range between $330.37 and $346.45 with near‑term support at $336.57 and resistance at $349.12 stockinvest.us. Despite describing the overall trend as falling, the same analysis upgraded MSTR from hold to buy because both short‑ and long‑term moving averages signaled upward momentum stockinvest.us.
2025’s Best Electric Car Revealed – The EV That Dominates in Range, Performance & Value

Tesla’s Surprise Q3 2025 Delivery Surge: How a Tax‑Credit Rush Made EV History and Shook Up the Competition

The Q3 2025 delivery report shows a dramatic turnaround for Tesla. After declining deliveries in Q1 and Q2 nasdaq.com, the company delivered 497,099 vehicles, smashing its prior record of roughly 463,000 from Q3 2024 businesswire.com. Tesla produced 447,450 vehicles, meaning it drew down inventory by more than 49,000 units and reduced days‑supply. This reversal indicates Tesla intentionally built up inventory in previous quarters to prepare for the end‑of‑quarter tax‑credit rush. Notably, only 2 % of Q3 deliveries were under operating leases businesswire.com, suggesting most customers purchased outright or financed through loans. Tesla’s bread‑and‑butter Model 3/Y lineup accounted for over 96 % of deliveries. The company delivered 481,166 Model 3/Y vehicles while producing 435,826 businesswire.com, demonstrating strong global demand. Deliveries of other models—including the premium Model S/X, the still‑ramping Cybertruck and the Semi—totaled 15,933, with production of 11,624 businesswire.com. Tesla did not provide a model‑by‑model breakdown, but industry watchers believe the majority of these were Cybertruck deliveries as the ramp continued in Texas.
Capital One Savers Cheated Out of Billions – $425M Settlement Payout Deadline Fast Approaching

Deadline Looms: Capital One’s $425 Million Settlement Could Put Cash Back in Your Pocket—Here’s What You Need to Know

In January 2025, the Consumer Financial Protection Bureau accused Capital One of luring savers with promises of “high interest” returns on its 360 Savings account while quietly freezing that rate at 0.3%. The bureau said the bank simultaneously rolled out a 360 Performance Savings account with the same terms and conditions but far better returns—up to 4.3% during the Federal Reserve’s rapid rate hikes eu.usatoday.com. According to the CFPB, Capital One did not notify existing customers about the higher‑earning product and kept them in the dark about the rate differential masslive.com. The bureau’s director, Rohit Chopra, alleged that the practice “cheated families out of billions of dollars” and violated truth‑in‑savings rules eu.usatoday.com. Public outrage grew after reports showed that by August 2024 the performance account’s interest rate was 14 times the 0.30% paid on 360 Savings masslive.com. A class action lawsuit filed in Virginia federal court in 2024 accused the bank of misleading customers and demanded restitution. Rather than fight the case, Capital One agreed in May 2025 to a $425 million settlement that still requires court approval. The deal would compensate the estimated 4.7 million customers who held 360 Savings accounts between Sept. 18 2019 and June 16 2025
2 October 2025
Rising Short Interest and Record Distributions: Inside John Hancock’s Fundamental All Cap Core ETF & Closed‑End Fund Payout Boom

Rising Short Interest and Record Distributions: Inside John Hancock’s Fundamental All Cap Core ETF & Closed‑End Fund Payout Boom

John Hancock Investment Management, the asset‑management arm of Manulife, is known for its multi‑manager approach. On 2 November 2023 the firm expanded its ETF lineup by launching two actively managed funds, including the Fundamental All Cap Core ETF. According to John Hancock, JHAC is its first semi‑transparent ETF: it publishes a tracking basket of securities rather than disclosing full holdings daily, allowing managers to hide proprietary strategies and reduce front‑running risk johnhancock.com. The fund is managed by Emory W. Sanders Jr., CFA and Jonathan T. White, CFA, co‑leaders of the U.S. Core Value Equity Team at Manulife Investment Management johnhancock.com. Their mandate is to pursue long‑term capital appreciation by investing in U.S. companies across the market‑capitalisation spectrum via a bottom‑up fundamental approach johnhancock.com. This bottom‑up process distinguishes JHAC from passive index ETFs, but the non‑transparent model means investors must accept potential deviations from net asset value and higher trading costs. John Hancock warns that an active market for JHAC shares may not develop, and that investing in large‑, mid‑ and small‑company stocks carries volatility johnhancock.com.
2 October 2025
Occidental Petroleum’s Big Deal with Berkshire & What’s Ahead: Stock Performance, News and Analysts’ View (October 2 2025)

Occidental Petroleum’s Big Deal with Berkshire & What’s Ahead: Stock Performance, News and Analysts’ View (October 2 2025)

Occidental’s stock closed at ≈US$47.72 on 1 Oct 2025, slightly down from US$48.10 at the start of the week occidentalpetroleum.gcs-web.com. Within this period, daily volume ranged between roughly six and eight million shares, showing moderate trading interest occidentalpetroleum.gcs-web.com. Over the past month, OXY has traded in the mid‑40s to upper‑40s, reflecting volatility driven by oil price swings and speculation about the OxyChem sale. For context, the stock’s 52‑week high is US$56.49 and the low US$34.78 benzinga.com. The one‑month performance is essentially flat to modestly negative as the market digested the prospective divestiture and weaker oil prices.
iOS 26.0.1: Has Apple Finally Fixed the iPhone 17 Headaches? Everything You Need to Know

iOS 26.0.1: Has Apple Finally Fixed the iPhone 17 Headaches? Everything You Need to Know

The release of iOS 26 this autumn marked Apple’s most ambitious iPhone software overhaul since iOS 16. It introduced the new “Liquid Glass” interface, system‑wide customisation, improved widgets and the first wave of on‑device generative AI features collectively branded as Apple Intelligence. Unfortunately, the debut was marred by reports of buggy behaviour on the new iPhone 17 series—intermittent Wi‑Fi and cellular drop‑outs, camera glitches, blank icons and even Face ID failures. In response, Apple rushed out iOS 26.0.1, a minor update that aims to steady the ship while users await the more substantial iOS 26.1. This article examines what the patch addresses, which problems persist, and what’s on the horizon. Users of the new iPhone 17 and iPhone Air reported that their devices frequently disconnected from Wi‑Fi or Bluetooth networks and sometimes refused to join a cellular network after leaving airplane mode or moving between areas. Apple’s release notes for 26.0.1 confirm that the update “fixes an issue that may cause Wi‑Fi or Bluetooth to disconnect for iPhone 17 and iPhone 17 Pro models, and addresses an issue where iPhone 17 models might not connect to the cellular network after leaving Airplane Mode” Macrumors. These improvements should reduce dropped calls
2 October 2025
Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

Nebius Group Stock Soars on Microsoft AI Deal, $3B Funding Plan & Analyses: What You Need to Know on 2 October 2025

Nebius Group N.V., formerly part of the Russian internet company Yandex, rebranded and listed on Nasdaq in October 2024. The company positions itself as a “neo‑cloud” provider offering AI‑native cloud infrastructure built on Nvidia GPUs. Unlike traditional infrastructure‑as‑a‑service vendors, Nebius combines GPU compute with managed services like Kubernetes, PostgreSQL and data‑processing tools, allowing developers to build AI models more easily nasdaq.com. It operates a Finnish data centre, leases colocation facilities in Missouri, France and Iceland, and is constructing a new campus in New Jersey while negotiating a UK colocation deal nasdaq.com. Nvidia owns about 0.5 % of Nebius, and the company plans to deploy Nvidia’s Blackwell GPUs alongside existing H100, H200 and L40S chips nasdaq.com. Nebius owns or invests in several subsidiaries and stakes: Avride, which develops self‑driving ride‑hailing vehicles and delivery robots; TripleTen, an education platform for training software engineers; plus minority stakes in open‑source analytics database ClickHouse and crowd‑labeling platform Toloka nebius.com. This diversification offers potential optionality beyond its core AI cloud business, though the cloud operation currently drives most revenue.
Nebius (NBIS) Stock Rockets on $17B Microsoft AI Deal – Explosive Growth & Outlook Revealed

Biotech Boom: NBIS Surges After Microsoft‑NeoCloud AI Deal – Is a New Bull Market Ahead?

The Nasdaq Biotechnology Index tracks companies listed on the Nasdaq Stock Market that are classified as biotechnology or pharmaceutical businesses. The index is modified‑capitalisation weighted, meaning larger companies carry more influence but weightings are capped to enhance diversification. It started with a base value of 200 in 1993 and currently contains around 251 components indexes.nasdaqomx.com. The index is widely followed because it provides a benchmark for biotech investors and is the basis for several exchange‑traded funds. Short‑term trend: The NBIS surged on Oct 2 following several upbeat sessions. On Oct 1 it rose more than 2 %, reaching 5,007.41 indexes.nasdaqomx.com, and the Oct‑2 move extended the breakout above 5,000. This two‑day gain of roughly 2.6 % reflects renewed investor interest as AI‑related optimism offset lingering regulatory concerns.
Siemens Energy Hits Record Highs as Analysts Boost Targets: How AI, Grid Demand and a Wind Turnaround Drive the Stock Rally

Siemens Energy Hits Record Highs as Analysts Boost Targets: How AI, Grid Demand and a Wind Turnaround Drive the Stock Rally

Siemens Energy AG emerged in 2020 from the spin‑off of Siemens’ Gas and Power division. The company is headquartered in Munich and operates four main segments—Gas Services, Grid Technologies, Transformation of Industry and Wind Power. In FY 2024 Siemens Energy generated €34.5 billion in revenue, with operating income of €2.125 billion and net income of €1.335 billion en.wikipedia.org. The group employed roughly 102,000 people in 2025 en.wikipedia.org. The stock’s trajectory over the past two years has been dramatic. After quality problems at the wind‑turbine unit caused a 35 % share‑price collapse in June 2023, the company launched a comprehensive turnaround plan. By mid‑2024, thanks to record orders in its gas and grid divisions, the shares had climbed more than 300 %, making Siemens Energy the best performer in the STOXX 600 and leading to a resounding recovery en.wikipedia.org. The rally continued into 2025, with the stock reaching €109.25 in February—a new record high welt.de.
Electronic Arts Stock Skyrockets on $50 Billion Buyout Rumors – Latest Price & Outlook (Sept 2025)

Electronic Arts’ $55 Billion Buyout: Massive LBO, Saudi Ambitions and What It Means for Gamers and Industry

Electronic Arts, the publisher behind EA Sports FC, The Sims, Battlefield and other franchises, agreed to be taken private in a transaction valued at $55 billion—the largest leveraged buyout in history reuters.com. Under the terms, a consortium led by the Saudi sovereign wealth fund PIF will purchase all outstanding shares for $210 each, representing a 25 % premium over EA’s share price before the announcement reuters.com. Silver Lake and Affinity Partners will co‑invest. The financing relies on $36 billion in equity and $20 billion of debt provided by JPMorgan, meaning the new owners borrow against EA’s future cash flows reuters.com. EA has long been considered a prime takeover target thanks to its portfolio of evergreen sports titles that generate predictable income through annual releases and live‑service microtransactions reuters.com. The consortium’s backers argue that taking the firm private will allow management to invest in riskier projects like original IPs or advanced AI technology without pressure from quarterly earnings calls. Andrew Wilson told employees the new partners bring “deep experience across sports, gaming and entertainment” and have “conviction in our people and long‑term vision”.
$100B in Crypto? How Digital Asset Treasury (DAT) Stocks Became the Hottest Trend in Finance

‘Uptober’ Fever: Bitcoin Bulls Bet on a Historic Q4 – Could Prices Leap to $140,000?

Bitcoin enters October 2025 at an inflection point. The world’s largest cryptocurrency smashed through $116,000 at the start of the month and flirted with $120,000 just days later coindesk.com cointelegraph.com. This has reignited talk of “Uptober,” a moniker for Bitcoin’s tendency to perform well in October and November, and speculation abounds about whether the token could reach $140,000 or even higher before 2026. This report synthesizes recent reporting from mainstream financial outlets and crypto analysts to explain the drivers behind the rally, examine the predictions and odds, highlight key risks and provide context on how the current cycle fits into Bitcoin’s four‑year rhythm. Historical data shows that Bitcoin’s best months are October and November. A review of performance from 2013–2024 reveals average gains of about 22 % in October and 46 % in November fool.com. Some years have been extraordinary; Bitcoin surged 168 % in Q4 2020 and 215 % in Q4 2017 fool.com. Conversely, August and September tend to be the weakest months fool.com.
Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

Defense Stock Plummets 19%: Why DroneShield’s Mega Crash Is All Over the Headlines (Plus EU’s ‘Drone Wall’ & ASML Boom)

DroneShield, headquartered in Sydney, specialises in technologies that detect and defeat unmanned aerial systems. Its DroneGun and DroneSentry products combine radar, radio‑frequency sensors and signal jamming to intercept drones without kinetic damage. Over the past year, geopolitical conflicts and high‑profile drone attacks have driven governments and critical infrastructure operators to invest heavily in counter‑UAS solutions. DroneShield responded by signing new contracts, including two U.S. Department of Defense orders worth US$7.9 million, which pushed its total deliveries above 4,000 systems Proactiveinvestors. Investors interpreted these contracts as validation of the firm’s technology and future revenue potential. With demand surging, DroneShield’s shares rallied spectacularly through 2025. In late September, the stock jumped more than 23 % in a single day as momentum traders piled in, bringing year‑to‑date gains to 577 % Finanzen. The run‑up was fuelled by speculation that the company could become a leading global supplier of counter‑drone systems amid rising geopolitical tensions. Analysts at Finanzen.net noted that despite a lack of fresh company announcements, investors believed “momentum” would continue as defence budgets expanded Finanzen. Yet only days later, shares plunged 19 %, signalling that traders were locking in profits and perhaps reacting to the company’s rich valuation. The decline underscores how
Amazon’s All‑New Luna: How Snoop Dogg, Social Games and 50+ Free Titles Redefine Prime Gaming

Amazon’s All‑New Luna: How Snoop Dogg, Social Games and 50+ Free Titles Redefine Prime Gaming

Amazon launched Luna in 2022 as a competitor to Xbox Cloud Gaming and Nvidia GeForce Now. Three years later, executives admit that the service hasn’t reached its potential. Jeff Gattis told Variety that the revamped Luna is “rebuilt and reimagined from the ground up,” from the user interface to how people interact with games variety.com. Prime members told Amazon that gaming hardware is expensive, games are intimidating and isolating, and that they want social experiences rather than solitary play amazongames.com. Gattis argues the industry hasn’t welcomed the hundreds of millions of people who want to play on the big screen but don’t own consoles or gaming PCs amazongames.com. He notes that only about 300 million people own consoles, while more than 3 billion play on smartphones amazongames.com. For Amazon, those numbers present a huge opportunity. At the same time, cloud gaming services face fierce competition and scepticism. While Microsoft’s Game Pass and Nvidia’s GeForce Now boast larger catalogues, Amazon hopes that bundling Luna into Prime will make it less of a niche product. Some analysts have questioned Amazon’s claim that gaming needs a rethink; Wccftech notes that many mobile players may simply prefer phone gaming and that the success of
2 October 2025
Fortnite Servers Go Dark for v37.31 Update: New Daft Punk Experience, Modes and Fixes — What Went Down on Oct 2 2025

Fortnite Servers Go Dark for v37.31 Update: New Daft Punk Experience, Modes and Fixes — What Went Down on Oct 2 2025

Epic Games scheduled maintenance for the v37.31 update on Oct 2 2025. According to the company’s public‑status page, the maintenance was set for 08:00–09:30 UTC, and matchmaking was disabled 30 minutes earlier status.epicgames.com. The status board listed Fortnite’s core services — game services, login and matchmaking — as under maintenance during this window status.epicgames.com, indicating that players would be unable to log in or join matches. Epic urged players to keep an eye on the @FortniteStatus feed for updates. Third‑party trackers reported similar times. Sportskeeda wrote that downtime would start at 4 AM ET and last about 90 minutes sportskeeda.com, while other outlets like Emegypt and GamesRadar echoed the same schedule and reminded players to log out before the servers shut down emegypt.net gamesradar.com. As usual, matchmaking was disabled roughly half an hour before maintenance began.
2 October 2025
Tesco Shares Soar After Double‑Digit Dividend Hike: What Investors Need to Know

Tesco Shares Soar After Double‑Digit Dividend Hike: What Investors Need to Know

Tesco’s half‑year results highlight how the UK’s largest grocer continues to grow despite intense competition from German discounters Aldi and Lidl. Group sales climbed 5.1% to £33 billion while adjusted operating profit edged up 1.5% directorstalkinterviews.com. Chief executive Ken Murphy said the business grew sales in each of its divisions and achieved market‑share gains by “investing significantly in value, quality and service” and through “early, disciplined and targeted” savings to offset cost inflation directorstalkinterviews.com. Price perception is a critical battleground in UK grocery. Tesco’s “Aldi Price Match” and Clubcard Prices schemes allowed it to sharpen pricing while retaining margins. Its loyalty‑card analytics have become a powerful tool: the Clubcard program is used by around 21 million UK households and provides personalised offers that drive repeat shopping. Murphy highlighted that Tesco’s price position versus the market is now more than 300 basis points better than two years ago directorstalkinterviews.com, while customer satisfaction scores and brand perception have improved. These metrics illustrate how investment in data‑driven promotions can yield market‑share gains even in a low‑growth environment.
2 October 2025
Netflix Stock Skyrockets: Will Its Ambitious Deals and Plans Drive It Even Higher?

Netflix’s Bold Moves and Musk’s Backlash: Why Analysts Bet Big on the Streaming Giant’s Future

Institutional money continues to stream into Netflix. Woodward Diversified Capital LLC increased its position by 23.2%, bringing its holdings to 1,345 shares valued at roughly $1.8 million marketbeat.com. This represents 0.9% of Woodward’s portfolio, signaling confidence in Netflix’s growth prospects. Another investment firm, Panoramic Capital Partners LLC, purchased 234 shares worth approximately $304,000 marketbeat.com. The broader institutional ownership remains high marketbeat.com, though not all insider activity is bullish: CFO Spencer Neumann and CEO Gregory Peters recently sold shares marketbeat.com. Analysts largely view Netflix as a growth stock, albeit with caution. Goldman Sachs lowered its price target from $1,310 to $1,300, citing rising competition but still seeing 8.6% potential upside marketbeat.com. The broader consensus remains upbeat: 23 analysts rate the stock a Buy, nine rate it Hold, and only three Sell, giving an average target price near $1,334 marketbeat.com. Other brokerages such as Evercore ISI and Jefferies maintain price targets above $1,350, while Barclays remains bearish with a $1,100 target, underscoring divergent views on Netflix’s ability to outgrow competitors. ts2.tech.
Microsoft (MSFT) Stock Update & Insight Report – 2 Oct 2025

Microsoft’s Big AI Gamble: Nadella Hands Over Commercial Reins to Focus on Datacenters and AI — What It Means for Customers, Partners and Competitors

Satya Nadella’s memo announcing the promotion of Judson Althoff to CEO of Microsoft’s commercial business reads like a mission statement for the AI era. Nadella describes the generational platform shift to artificial intelligence as “tectonic” and argues that Microsoft must combine sales, marketing, operations and engineering to meet customer needs and build the new AI frontier blogs.microsoft.com. The reorganisation brings marketing chief Takeshi Numoto and chief operating officer Carolina Dybeck Happe under Althoff’s oversight. Nadella emphasised that consolidating operations within the commercial organisation will “tighten the feedback loop” between customer needs and product delivery theverge.com. Althoff, who has led the Microsoft Customer and Partner Solutions group since 2021, now commands a business unit generating roughly three‑quarters of Microsoft’s revenue geekwire.com. MCAPS has been described by Nadella as Microsoft’s “number one seed” and its most important growth engine crn.com. By elevating Althoff, Microsoft follows its strategy of giving CEO titles to leaders of large divisions — as it has done with gaming and AI businesses — signalling the growing autonomy of its commercial arm theverge.com.
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Stock Market Today

  • Textile Shares in India Lead as Trade Deals Fuel Optimism
    July 2, 2026, 1:32 AM EDT. Shares in India's textile sector-including suppliers of T-shirts, towels, and bed linen to chains like Walmart Inc.-have been among this year's top movers. Investors are betting the sector could keep rising as new trade deals drive demand for Indian exports. The outlook depends on continued strength in overseas trade.
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