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BlackRock’s funds have more than $1 trillion invested in just these 10 semiconductor stocks: 1. Nvidia: $388.6 billion 2. Broadcom: $150.4 billion 3. Micron Technology: $121.0 billion 4. AMD: $87.3 billion 5. Intel Corporation: $59.5 billion 6. Applied Materials: $58.0 billion 7. Lam Research: $57.5 billion 8. KLA Corporation: $38.1 billion 9. Marvell Technology: $25.5 billion 10. Texas Instruments: $24.6 billion Source: BlackRock Inc. 13F filing Q2 2026

Source: ET Government https://share.google/ehm5SS40xHIYeojpW

As PM Modi pushes for developing desi drones, Army plans to acquire munitions, surveillance systems worth Rs 20k crore NEW DELHI: PM Narendra Modi, in his I-Day speech on Saturday, stressed that “India must develop indigenous drone and counter-drone systems…

As PM Modi pushes for developing desi drones, Army plans to acquire munitions, surveillance systems worth Rs 20k crore NEW DELHI: PM Narendra Modi, in his I-Day speech on Saturday, stressed that “India must develop indigenous drone and counter-drone systems and take leadership in hypersonic defence technologies”. His statement came a day after the defence ministry on Friday issued the biggest-ever single purchase order for drones — 84 sets of loitering munition system along with 840 loiter munitions — under the fast-track procedure to Tata Advanced Systems Ltd (TASL) and Pune-headquartered NIBE Ltd. Friday’s order forms part of the Indian military’s broader and massive modernisation programme valued at over Rs 20,000 crore to induct advanced indigenous loitering munitions, surveillance systems, and high-altitude unmanned aerial platforms from domestic firms to shift towards drone-led network-centric warfare. A loitering munition system flies to a target area, loiters to search for enemies, and then crashes into the target like a missile to damage it. With increased use of drones in ongoing Ukraine-Russia and Iran-US conflicts, and learning lessons from the clash with Pakistan last year, India is rapidly arming three wings of its military with advanced and sophisticated drones to be combat-ready and has the technology edge over its enemy. After the Army, Indian Navy has also started the initial process to acquire medium-range loitering munition (LM) capable of sea-based (ship-mounted) operations. In a request for information (RFI), the defence ministry has sought details of a ship-launched LM with a minimum 1,000 km range, 9-hour loiter time and with a flight altitude of 15,000 ft. RFI says LM should have electro-optical, infrared seekers for day-night operations and should have its own power supply system. Speaking exclusively to TOI after bagging the bifurcated contract of providing 54 sets of munition systems with 540 loitering munitions (64%) of the total defence ministry’s order for the Army, Sukaran Singh, CEO & MD, TASL, said, “In India, sophisticated drone technology is normally imported and then mass-produced here. Problem with that is that you can’t make changes in such systems based on imported technology without taking permission from foreign OEM. Whereas, TASL has designed, developed and manufactured this advanced loitering munition system within the Indian ecosystem.” He further said, “From battery, this product required shifting to internal combustion (IC) engine technology as this munition system required much larger warhead, longer endurance, longer range and is autonomous.” Pointing out that TASL, which is the L1 vendor for the Army contract, is also separately developing 400-km-range systems, Singh said, “This system has already gone through the Army’s rigorous tests on high-altitude areas (like Siachen) and passed those tests (with flying colours).” The rest of the ministry’s LM order — 30 sets with 300 munitions (36%) — will be provided by Pune-headquartered NIBE as L2 vendor to the Indian Army. NIBE told TOI that its “LM system Vayu Astra-1 has been developed and manufactured in India after technology transfer from Israel. Vayu Astra-1 has been validated through high-altitude and desert trials before the company secured the Army contract.

IPOs in the last 8 months with excellent anchor investors 🕵🏼‍♂️ Some Investors that I follow 1. Ashish Kacholia Sir 2. Mukul Agarwal Sir 3. Madhusudan Kela sir, Ex CIO Reliance Mutual fund 4. Sunil SInghania, Abakkus Asset Managers 5. Prashant Jain sir, 3P India Fund

PM Modi | 80th Independence Day Economic Growth - India emerged as fastest-growing economy. - Strong growth achieved over 12 years. - Reform-led growth remains key focus. - Make in India drives self-reliance. - Vocal for Local supports domestic growth. - Swadeshi approach strengthens Aatmanirbhar Bharat. - Focus on increasing capacity and capability. *Defence & Manufacturing* - Defence sector expanded 4x in 12 years. - Textile production increased 5x. - Semiconductor plants started production. - Semiconductor capacity to scale further. - India targets greater manufacturing self-reliance. Nuclear Energy - India targets 100 GW nuclear capacity by 2047. - Aim to start five nuclear reactors. - Energy security remains major priority. - Alternative energy sources to be explored. Oil & Gas - Offshore exploration no-go areas eased. - Gas pipeline coverage expanded significantly. - Cities covered increased from 70 to 700. - Energy security remains key focus. Renewable Energy - Solar capacity rose from 2 GW to 160 GW. - Rooftop solar reached 50+ lakh households. - Renewable capacity expansion remains strong. - Hydrogen-powered train marks major milestone. Electrification - Household electrification reached 100%. - Major progress achieved over last decade. - Power access expanded across the country. Self-Reliance - India seeks reduced dependence on other nations. - Better and cheaper products for global markets. - Reform Express continues to drive transformation. - Aatmanirbhar Bharat remains strategic priority. Key Takeaway - PM Modi highlighted India's rapid economic transformation, rising defence and manufacturing capabilities, semiconductor expansion, energy security and renewable-energy growth. The focus remains on Aatmanirbhar Bharat through domestic manufacturing, higher capacity, nuclear expansion, energy diversification and reduced dependence on other nations.

🏦 PM Modi Sets Ambitious Targets for Global Indian Champions In his Independence Day address, PM Modi laid out a vision to significantly expand India’s corporate presence on the global stage: 👉🏻 50 Indian companies targeted in the Fortune 500 👉🏻 At least 1 Indian bank among the world’s Top 5 👉🏻 At least 1 Indian pharma company among global Top 5 👉🏻 Push for Indian companies to achieve global scale & competitiveness 📌 Investment Themes: Banking | Pharma | Manufacturing #Banking #Pharma #Manufacturing #ViksitBharat #IndiaGrowth

🇮🇳 PM Modi’s Big Semiconductor & Nuclear Push In his Independence Day address from the Red Fort, PM Narendra Modi outlined major targets under the Viksit Bharat 2047 roadmap: 👉🏻 5–8 additional semiconductor plants expected to come up 👉🏻 3 semiconductor plants have already started production 👉🏻 5 new nuclear reactors targeted within this decade 👉🏻 100 GW nuclear power capacity targeted by 2047 📌 Investment Themes: Semiconductors | Electronics | Nuclear Power | Capital Goods | Power Equipment #Semiconductors #NuclearEnergy #MakeInIndia #ViksitBharat #IndiaGrowth

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Growth Triggers for Ramkrishna Forgings. Flooded with demand. Inquiries and RFQs keep feeding the order book. Ring rolling is at 127% utilization. Booked for 2 to 3 years Guidance of 8000cr revenue by FY29. North America and Europe are firing. Exports 35% of revenue. Non CV business is expected to become major contributor going ahead. Foray into Titanium and Inconel forgings for aerospace, robotics and semis. Meaningful revenue still 2 years away. Net debt down to 1500cr from 1900cr.

BELRISE INDUSTRIES Q1 : CONS NET PROFIT UP 9% AT ₹121.7 CR (YOY), DOWN 7% (QOQ) REVENUE UP 13% AT ₹2,546.5 CR (YOY), FLAT (QOQ) EBITDA UP 5% AT ₹293 CR (YOY), UP 1% (QOQ) MARGINS 11.5% V 12.4% (YOY), 11.4% (QOQ)

NIFTY AROUND INDEPENDENCE DAY Since last 2 Years 14 Aug2024: 24144 14Aug2025: 24630 14 Aug2026: 24366 No return for past 2 years 🤔🤔🤔🤔 After Capital gain increased from 10% to 12.5% in July 2024 thereafter market is continously downward journey or range bound only. Union Budget was presented in July 2024 after govt elected in June 2024

Key Acquisition Adani Energy buys Vizag Power from REC Power; shares jump 2% https://shorturl.at/zowyo

Sunday Research - Data Centre Stocks Cloud & AI demand: India's cloud data centre capacity is around 1,280 MW and may grow four to five times by 2030. E2E Networks Ltd (NSE Listed) E2E Networks primarily operates in cloud computing, AI/ML cloud platforms…

BHARAT DYNAMICS Q1FY27 NET PROFIT 119 CR ( +549% YoY, +5% QoQ ) REVENUE 572 CR ( +131% YoY, +19% QoQ ) EBITDA 83 CR ( +283% YoY, +50% QoQ ) EBITDA MARGIN ( 14.5% VS -18.3% YoY, 11.5% QoQ )

TataSteel Board Approves Selling Jamshedpur Football Club To Churchill Club For ₹100

🚗 INDIA’S AUTO COMPONENT ECOSYSTEM IS GROWING! 🇮🇳 India’s auto-component industry continues to accelerate: 📈 FY26 turnover: ~₹7.6 lakh Cr ⚙️ OEM supplies: +16.3% 🌍 Exports: +5% 🔧 Aftermarket: +9% 🤖 EVs, electronics & advanced components driving the next growth cycle 🔎 Key players to watch: * Uno Minda * Sona Comstar * Motherson * Bharat Forge * Endurance Technologies * Schaeffler India * Craftsman Automation * Bosch India 🎯 My 5 to track: Uno Minda | Sona Comstar | Motherson | Endurance | Craftsman Automation The long-term theme: EV + electronics + localisation + exports + premiumisation. ⚠️ Disclaimer: For educational/informational purposes only. Not a buy/sell recommendation. Please do your own research and consider valuations, risks and your investment horizon before investing. #AutoComponents #India #EV #Stocks #Investing

MINDA CORPORATION, AJAY AGARWAL SAYS Will Deliver Double-digit Growth In FY27 As Well 50 Bps Margin Impact Due To Commodity Inflation Have Passed On Commodity Inflation To Most Of The Customers Will Pass On Costs To Customers, Margin In Absolute Terms Will Be Maintained Expect To Take PV Business From Current 19% Το 25% Contribution By FY30

India's Auto Component Ecosystem Continues to Grow Key Highlights • India's auto-component industry grew 12.7% in FY26, according to industry data. • Supplies of components to vehicle manufacturers increased 16.3%, supported by higher vehicle production. • India's auto-component industry reached a turnover of approximately ₹6.75 lakh crore in FY26. • Auto-component exports increased by around 5%, reflecting continued demand from international markets. • The replacement/aftermarket segment grew 9%, supported by India's expanding vehicle base and increasing formalisation of the repair market. • Technology transition: Increasing adoption of electronics and newer vehicle technologies is creating demand for more advanced components across the automotive ecosystem.