The EU lacked the leverage to negotiate on its own terms, facing a stark reality about its global economic clout.

The focus of the U.S.-China meeting in Stockholm is on extending the three-month tariff truce, aiming to prevent another damaging escalation in the trade war between the world’s two largest economies.

Amnish Aggarwal of Prabhudas Lilladher suggests a stock-specific approach in the auto sector, highlighting Eicher Motors and M&M as strong domestic performers. He notes that oil marketing companies have performed well due to benign crude prices. While positive on defence stocks long-term, Aggarwal anticipates sideways movement in the near term after a rally post Operation Sindoor.

Macquarie remains bullish on Reliance despite a 7.5% yearly decline, assigning a Rs 1,580 target. Growth is expected across retail, Jio, and new energy segments. Revised earnings estimates reflect cautious optimism. Key risks include weak earnings delivery and muted Jio gains, but long-term prospects stay strong.

Six Nifty500 mid- and small-cap stocks hit 52-week highs despite market weakness led by Kotak s earnings. Gains range from 19% to 45% YTD, showing sector-specific resilience.

Devina Mehra from First Global suggests diversifying investments globally, being underweight on the US, and overweight on Europe, China, and slightly on India. She emphasizes that market leadership changes over time, cautioning against a buy and forget approach. Mehra advises investors to stay invested, as missing key market days can significantly impact returns, despite current uncertainties.

Paras Defence and Space Technologies shares experienced a 10% decline. This drop follows a reported 25% decrease in the company s consolidated net profit for the first quarter. Revenue also saw a 14% dip compared to the previous year. Despite this recent downturn, the stock has shown a 40% year-to-date return.

Adani Green Q1 Results: The company s total revenue from operations stood at Rs 4,006 crore, up 29% from Rs 3,112 crore reported in the corresponding quarter of the previous financial year.

Indian markets tumbled on Monday with Sensex falling 726 points and Nifty breaching 24,700. Weak Q1 results, stalled US trade talks, IT layoffs, and FII outflows dampened investor sentiment.

Elara Capital downgraded TCS to ‘accumulate’ from ‘buy’ and cut its target price, citing weak FY26 revenue outlook, subdued discretionary spending, and macro headwinds. Q1FY26 revenue and margins disappointed, while India business plunged sharply. Despite challenges, AI-led services showed traction, with 114,000+ employees trained in advanced AI skills.