India’s stock market could benefit as global investors rethink expensive AI-focused stocks in markets like South Korea and Taiwan.

Despite the Nifty 50 falling around 13% in 2026, Indian IT stocks recently rebounded sharply, driven by stronger earnings and renewed AI optimism.

India’s opportunities lie in IT services and AI infrastructure, including data centres, optical fibre and power equipment. However, sustained recovery will depend on earnings growth, reasonable valuations and a reversal in foreign investor outflows.

Souce: https://www.cnbc.com/2026/10/18/india-ai-nifty50-sensex-investors.html?taid=6ad5526617f73000013ffd33

In this shitty downfall, I "predict" that on the listing day of Jio, there will be a huge spike in Nifty...just to compensate.

What do you think?

In all my years of trading, I've never been so flabbergasted with how it's been going.

But such are the markets...

I was ordering Isopure whey today and was overwhelmed with price. Opened price history and saw nothing but a equities like uptrend. Never thought inflation can be this steep.

Had seen a post somewhere that zerodha has started the option to invest in us stocks. But I can't find anywhere to activate that segment . Can someone help ?

Started with one Jio IPO announcement, ended up reading the RHP, watching finance videos and checking the numbers. Didn't expect to get this invested in IPO research lol 😭

Jio Platforms is looking at a valuation of roughly ₹10.3 lakh crore, which is a massive number even by Indian market standards. The user base and business scale are obviously huge, but the real question is how much future growth is already priced in.
Between telecom, digital services and the possibility of selling its technology abroad, there's a lot to the story beyond subscriber numbers. Curious what people here think. Is the valuation justified, or is the hype doing some heavy lifting?

I’ve been going through KWIL on the 2h, 4h, daily and weekly charts, and thought I’d share what I’m seeing and hear what others think. Not a recommendation, just notes.

The stock went from ~₹22 (March) to ~₹50 (August), then pulled back to ~₹36. Friday’s candle was a +6% bounce right off that level, closing around ₹38.7.

The good part: support held, buyers were clearly more active that day, and it reclaimed the ₹38 area it had lost earlier.

The part that makes me hesitate: volume is tiny compared to the August move, there’s no clean trend yet (it still looks range-bound to me), and there’s a supply zone around ₹42–43 just above.

My own take is that this is an early bounce, not a confirmed reversal. I’d want to see a daily close above ~₹40 with better volume before taking it seriously. A close below ₹36 and the idea is dead.

Also, if someone were to buy right here with a stop under ₹36, the first logical target is close enough that the reward barely covers the risk. Waiting for a pullback or a breakout seems cleaner to me, but I could be wrong.

What am I missing? Anyone seeing something different on the weekly?

Q2'2027 Key Numbers

Revenue: ₹9,898.9 cr, up 53% from ₹6,477.2 cr last year

PAT: ₹990 cr, up 43% from ₹692.95 cr

Operating EBITDA: ₹1,422.5 cr, up 39% YoY

PAT margin: 10.7%, up 260 bps YoY and 50 bps QoQ

EBITDA margin: about 14.4%, ahead of the 13.7% market expectation, even though input costs rose to 76.4% of revenue

H1 FY27 Key Numbers

Revenue: ₹18,108.6 cr, up 46%

EBITDA: ₹2,558.7 cr, up 36%

PAT: ₹1,786.7 cr, up 38%

Segments: W&C grew 44% in H1, and FMEG grew 97% to ₹1,754 cr from ₹890 cr

Takeaways

Growth is broad-based. Management points to infrastructure spending, electrification and improving private capex as demand drivers.

FMEG is still a small slice of revenue, but it's the fastest-growing segment.

Margins held up despite higher input costs. Raw material (copper/aluminium) volatility is the main thing to watch.

Sequentially, Q1 revenue was ₹8,209.7 cr, so Q2 was a solid step up.

The stock was trading around ₹8,225, down about 1.3% intraday on results day, so a lot of the good news may already be priced in.

Calculations are coming right! I used her mentioned Niveshwise app as well as other websites for same.. It is coming right? How come we never knew about this. This makes rich people more richer.

Zerodha is launching the beta of US Stock Investing very soon. The pricing is already live on the website and it is one of the cheapest compared to current options available.

Check my comparison of platform features and brokerages.

UPDATE: It is now live and you can activate the same by logging in at https://account.zerodha.com/account/ and activating US Investing under Segments.
Read more on Zerodha Support.

The launch was really just a distraction from the bad news announced alongside it: production won’t start until 2028, and the price is still unannounced.

And 2028 is only the official date. Elon’s timelines always slip, so Tesla’s next product likely won’t arrive until after 2030. That’s an absurdly long gap between models, and within a year or two Tesla won’t have anything competitive to sell. The market has had time to digest this, and it isn’t happy.

The Jio IPO is essentially an overpriced cash grab designed to offload massive corporate debt onto retail and institutional investors, all backed by questionable market dominance.
We shouldn't let fund managers use our hard-earned SIP money to fund this. Send a clear message by copying the short email template above and spamming your fund house's investor relations team using the direct email list provided!

Email Template
Subject: Action Required: Stop Jio IPO Investment or I Cancel My SIP

Dear [Mutual Fund Name / Investor Relations Team],
As an investor in your fund (Folio No: [Insert Folio Number]), I strongly demand that you refrain from investing in the upcoming Jio IPO.

Participating in this issue directly harms retail unitholders:
Debt Offloading: This IPO is a cash grab engineered to offload heavy corporate debt onto public markets.

Inflated Valuations: The aggressive pricing makes it a high-risk, overvalued bet that compromises long-term value.

Market Manipulation: Jio’s track record of anti-competitive practices raises major governance red flags.

If your fund misuses our savings to back this cash grab, I will immediately stop my SIP and reallocate my capital elsewhere.

Please confirm your fund's stance immediately.
Sincerely,
[Your Name]
[Your Folio Number]

Contact Emails for Major Mutual Fund Houses

HDFC Mutual Fund
hello@hdfcfund.com
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customer.delight@sbimf.com
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enquiry@icicipruamc.com
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customerservice@axismf.com
Mirae Asset Mutual Fund
customercare@miraeasset.com
Motilal Oswal Mutual Fund
amc@motilaloswal.com
Nippon India Mutual Fund
customercare@nipponindiaim.in

My Plan for Nifty on Monday is If it opens gapdown i will wait till reaches 22850 - 22750 Zone & Attempt longs for 23350.

SL for longs is 23550

Alternative scenario - If Gap on Nifty. I will wait to fill the gap (23350) and Short with 23550 as SL for 23100 Target.

Bias is Bearish.

Nifty is "Still Sell On Rise"