Alphabet saw a surge in cloud computing demand. The company is increasing its capital spending. This is to about $85 billion. Alphabet beat Wall Street estimates for revenue and profit. Google Cloud sales grew significantly. AI features and a steady digital ad market helped. The company s shares initially dipped but then rallied. This was due to strong cloud demand details.

Shiv Chanani of Baroda BNP Paribas MF advises mutual fund investors to define their goals and investment timeframe. A three-to-five-year horizon suits midcap, smallcap, or sector-specific funds. He highlights the structural growth potential of midcap, smallcap, and consumption themes in India. Chanani believes India s limited global export share shields it from major tariff headwinds.

Bajaj Housing Finance shares: The company’s total operating revenue reached ₹2,616 crore, marking an 18% increase from ₹2,209 crore in the same quarter last year. Profit after tax (PAT) saw a slight sequential decline of 0.6% compared to ₹587 crore reported in Q4 FY25.

Systematic Investment Plan inflows reached a record high in June. This signals strong investor confidence despite market fluctuations. Ajay Garg of SMC Global Securities credits this to financial literacy and Gen Z participation. Tax relief and digital access also play a role. The market faces tariff concerns and global headwinds. However, domestic investors and IPO activity show resilience.

Amid global uncertainty, gold maintains its strength above $3,400, while silver rallies by over 30% in 2025. Central bank demand and geopolitical tensions support gold, while silver s volatility requires a higher risk appetite. The rupee faces pressure but remains fundamentally strong, and the dollar index acts as a key swing factor for bullion prices.

Vishal Goenka highlights a policy divergence in the US bond market due to reduced long-term Treasury issuance, potentially impacting global interest rates. India s corporate bond market, though growing, lags significantly behind the US. Record issuances in India are driven by RBI s accommodative stance and strong institutional demand, while structural reforms are needed to deepen market participation.

Persistent Systems shares: Revenue from operations grew 21.8% year-on-year to ₹3,333.59 crore and rose 2.8% quarter-on-quarter. In dollar terms, revenue reached $389.7 million, reflecting an 18.8% YoY increase and a 3.9% sequential rise.

Aditya Infotech, known for its CP Plus video security products, is launching its IPO on July 29, aiming to raise Rs 1,300 crore. The IPO includes a fresh issue of Rs 500 crore and an OFS of Rs 800 crore, with a price band of Rs 640-675 per share.

BEML has received an order worth approximately Rs 293.82 crore from the Defence Ministry for supplying High Mobility Vehicles. The company also signed agreements with DRDO for manufacturing advanced systems for the Indian Army. BEML s Q4 net profit increased by 12% to Rs 287.5 crore. Revenue rose by 9.1% to Rs 1,652.5 crore, driven by strong performance across business segments.