Shares in US chipmaker Qualcomm skyrocketed on Monday after the company unveiled two new artificial intelligence processors designed for data centers, marking a major push into a market dominated by rivals Nvidia and AMD.

Telecom infrastructure firm Indus Towers posted a 17 per cent decline in consolidated net profit to Rs 1,839 crore in the second quarter ended September 30, 2025, due to pending dues from one of the large clients, according to the company filing.

Gold prices dropped sharply as optimism over a potential US-China trade deal boosted the dollar and weakened demand for safe-haven assets. Analysts expect key US data releases this week to influence gold’s direction, while technical indicators point to a neutral-to-weak setup, supporting a short-term ‘sell on rise’ trading strategy.

Indian stock markets surged on Monday. The Sensex and Nifty saw significant gains. This rally was fueled by encouraging U.S. inflation figures. Expectations for Federal Reserve rate cuts in 2025 increased. Positive developments in U.S.-China trade negotiations also boosted investor confidence. Global markets are showing a bullish trend.

Amnish Aggarwal of Prabhudas Lilladher shared insights on India s economic sectors, highlighting steady opportunities in insurance and infrastructure, with NCC remaining a solid bet. He noted mixed results for Kotak Mahindra Bank and cautioned on Ola Electric s need for renewed sales momentum. Aggarwal sees solar energy complementing, not replacing, thermal power in the long term.

Dalal Street bulls have regained control, with Nifty and Bank Nifty poised for fresh highs. Technical Analyst Rajesh Bhosale views short-term corrections as buying opportunities, expecting Nifty to soon reach new uncharted territory. He highlights CDSL and Tata Consumer as top trading picks, citing strong momentum and healthy corrections respectively.

Japanese government bond (JGB) yields rose on Monday as signs of easing trade tensions between China and the U.S. buoyed risk appetite, prompting a sale of safe-haven debt.

Realty firm Godrej Properties is expecting a revenue of more than Rs 10,000 crore from an upcoming housing project at Worli in Mumbai.

Foreign Institutional Investors (FIIs) increased holdings in 125 BSE-listed firms over three quarters, with over half delivering gains. Eleven stocks surged 80–200%, and five became multibaggers, boosting investor wealth.

Global commodity markets are experiencing volatility, with aluminium prices surging due to supply disruptions and strong Chinese demand, leading to record profits for smelters. Copper prices are also elevated due to supply issues, while steel faces pressure from falling demand and rising coking coal costs. Precious metals, gold and silver, are both viewed bullishly despite their differing market drivers.