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The Latest Breaking News from Jefferies

Shopify Stock Just Scored a New ‘Buy’ Rating. Here's What to Know.

Shopify stock gains as Jefferies upgrades it to "Buy." Here’s how high it believes SHOP shares could realistically fly in 2026.

CEO of big memory chip maker says 2027 could be the 'worst year in the industry's history' — and other RAM crisis rumblings back up that dire prediction

CEO of big memory chip maker says 2027 could be the 'worst year in the industry's history' — and other RAM crisis rumblings back up that dire prediction

Fresh RAM misery, including a seriously gloomy forecast from the boss of a big chip maker, intensifies fears that this crisis is here to stay.

The great Adani trade is back with Rs 1.4 lakh crore bang! Why Adani Enterprises is Nifty’s hottest stock now

The great Adani trade is back with Rs 1.4 lakh crore bang! Why Adani Enterprises is Nifty’s hottest stock now

Adani Enterprises shares have rallied significantly this year, becoming Nifty's top performer. Investors are betting on its airports-to-copper portfolio to create new listed companies. The company recently raised substantial capital through a qualified institutional placement. This funding will support business expansion, debt repayment, and strategic investments. Analysts expect strong earnings…

The Economic Times

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Airfares Up 20%: Delta CEO Says This Summer's Flight Prices Won't Fall

Airfare prices 2026 remain elevated after Delta Air Lines CEO Ed Bastian told CNBC on July 10 that the roughly 20% jump in domestic ticket prices is "sustainable," citing strong demand and four carriers controlling 73% of U.S. traffic — even as jet fuel costs are projected to fall 20%…

International Business Times

NSE listing to "complete the trioka" and unlock value, drive governance upgrade: Report

A potential NSE listing is positioned as the final step to "complete the trioka" of India's market infrastructure, with forward-looking benefits expected in transparency, valuation discovery and global index inclusion, according to a research report by Jefferies.

The Economic Times

A $225 Million Reason to Sell FuelCell Energy Stock Now

FuelCell has priced a $225 million upsized public offering, leading to a sell-off.

Christopher Wood warns of AI fatigue. Why Jefferies is turning to India and China

Christopher Wood of Jefferies warns that the AI trade is showing signs of fatigue as investors seek cheaper value opportunities. With India and China positioned to benefit from a rotation away from crowded AI winners, Wood believes picks-and-shovels companies will continue to outperform amid massive AI capex and uncertain monetisation.

The Economic Times

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Alibaba Stock Just Got a Major Boost as Financials Justify Its CapEx

Alibaba Stock Just Got a Major Boost as Financials Justify Its CapEx

A strong pre-earnings update has shifted the conversation around Alibaba from spending concerns to AI-driven opportunity.

Markets Have Been Anything But Calm. Jefferies Thinks These Low-Stress Stocks Can Still Deliver Returns.

Markets Have Been Anything But Calm. Jefferies Thinks These Low-Stress Stocks Can Still Deliver Returns.

Jefferies says a group of established companies with healthy cash flow and limited momentum could offer investors a steadier place to ride out a volatile market.

International Business Times

NSE IPO: 5 reasons Jefferies believes the exchange stands out globally

NSE IPO: 5 reasons Jefferies believes the exchange stands out globally

As NSE nears its IPO, Jefferies says its dominant market position and strong profitability set it apart from global peers.The brokerage expects the listing to attract significant investor interest.

The Economic Times

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Explained: Why did Samsung shares crash 10% even after tech giant forecast 19x jump in profit

Samsung Electronics shares plunged 10% despite forecasting a 19-fold jump in second-quarter profit, as investors worried the AI-driven memory chip boom may be peaking. Analysts said strong earnings were already priced in, while concerns over slowing AI infrastructure spending triggered a sharp sell-off across semiconductor stocks.

The Economic Times

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies Says Microsoft Stands Out in Strong Cloud Spending as Azure Gains Market Share. What This Means for MSFT Stock.

Jefferies highlights Microsoft as a clear standout in the strong cloud spending environment.

Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfire

Jefferies' Christopher Wood warns Microsoft, Meta, and Alphabet AI spending may backfire

Jefferies strategist Chris Wood has warned that Wall Street's hyperscalers risk massive capital destruction from excessive AI spending, arguing markets may soon push back against rising debt-funded investments. He also flagged geopolitical risks and drew attention to growing concerns that AI valuations could become detached from economic fundamentals.

The Economic Times

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

AI capex cycle likely to end with market pushback, not spending cuts: Jefferies

Global brokerage Jefferies suggests the AI investment boom might falter not due to tech giants cutting spending, but investor impatience for returns. A significant wealth transfer to North Asia, evident in surging Korean and Taiwanese market caps, highlights where AI capital is flowing. US hyperscalers' recent underperformance and increased debt…

The Economic Times

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The Economic Times

Nokia: How a forgotten stock from Finland doubled investors wealth in AI comeback story

Nokia shares have doubled in 2026 as investors increasingly view the company as an AI infrastructure player. Strong cloud and AI orders, broker upgrades and growing data-centre demand have boosted optimism, though sustained hyperscaler spending remains critical to its long-term growth outlook.

Back-to-Back Upgrades Signal Rising Institutional Support for FuelCell Energy Stock

FuelCell Energy has received a "Buy" from R. Riley just days after Jefferies' stock upgrade.

The Economic Times

The surprising reason India's most expensive stocks often keep rising

Indian stocks defy logic, with expensive companies consistently outperforming. This trend, observed over 15 years, sees sectors like defence and retail surge despite high valuations, driven by structural shifts and strong earnings. Jefferies highlights the power sector as the next potential beneficiary, citing strong demand and private sector capex. Investors…

FuelCell Energy Could Be an Unexpected Winner of the AI Power Boom

A major AI data center agreement and analyst upgrade are driving FuelCell Energy's bullish sentiment.

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The Economic Times

Only 1/5th the size of NSE? Why Jefferies predicts 27% upside for this near-monopoly stock

Jefferies has initiated coverage on MCX with a Buy rating and a target price of Rs 3,600, implying 27% upside. The brokerage expects strong earnings growth, driven by rising retail participation in commodity derivatives, new product launches, and multiple growth catalysts, while highlighting the exchange’s near-monopoly position in non-agri contracts.

International Business Times

Washington Said The SAVE Act Was Clarity For Crypto. The Market Is Reading It As Uncertainty Instead.

Expectations for the bill to pass by the end of 2026 have fallen to 48%, down from 70% in mid-May, reflecting shifting sentiment around the timing of legislation and ongoing policy disagreements.

Amazon Could Be About to Reap the Rewards of a Software Spending Boom

A Jefferies survey of 40 IT executives found 95% plan to increase cloud budgets in 2026, with AWS named a key beneficiary, countering bearish sentiment around Amazon's CapEx spending.

3 Top Financial Institutions Announce Over $70 Billion in Share Repurchases

JPMorgan announced a $50 billion buyback, Morgan Stanley reauthorized a $20 billion program, and Jefferies approved $250 million in repurchases alongside dividend increases.

The Economic Times

Maruti Suzuki shares jump 5% after Jefferies upgrades rating to Buy. Here's the latest target price

Maruti Suzuki shares rose nearly 5% after Jefferies upgraded the stock to ‘Buy’ and raised its target price to Rs 16,500, citing strong passenger vehicle demand, easing crude prices and lower metal costs. The brokerage expects steady earnings growth and sees valuations as reasonable after recent underperformance.

Palo Alto Networks Continues Perfect Execution Amid AI Risks. Here’s What to Know Before Buying PANW Stock at a Questionable Valuation.

As PANW enables enterprises to respond to cyber threats quickly and safely, questions remain on its high valuation.

Here Is How to Play FuelCell Energy Stock After the Jefferies Upgrade

Jefferies upgraded FuelCell to "Buy," citing Fit Energy deal as pivotal toward its investment thesis.

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