IT majors see selective demand recovery as deal pipelines hold strong
Management commentary suggests a gradual rebound in discretionary spending.
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Company-level coverage: earnings, guidance revisions, upgrades, and valuation calls.
Large-cap IT posts better-than-expected deal wins
Pipeline quality remains healthy despite near-term demand uncertainty.
Read full article →Brokerages lift targets for select private lenders
Credit costs and asset quality trends remain supportive.
Read full article →Capital goods rally extends on execution confidence
Order inflows and margin trajectory continue to improve.
Read full article →EV and premium segments support auto basket momentum
Analysts highlight sustained demand in higher-value models.
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