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Your India-focused, AI-assisted, daily podcast explaining the most important finance & business happenings in plain English.

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fuzz FM

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30 paź 2026

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Odcinki

Caliber Mining IPO: The coal contractor betting big on Coal India's outsourcing 17.07.2026

Caliber Mining and Logistics Limited is a Maharashtra-incorporated contract mining and logistics company operating across five segments: Coal Mining Services, Coal Logistics, Rake Loading, Rail Coordination Services, and Coal Trading. Coal Mining Services dominates at  86.08%  of revenue (₹1,44,417.52 Lakh in FY2026), with Logistics contributing 12.44%. The company commenced logistics in FY2016 an...

Closing Call: Banks, IT rallied, pharma alone lagged 17.07.2026

Nifty 50 closed at 24,334.30, up 1.09%, as banks and IT led a broad rally on strong earnings while pharma and midcaps struggled to keep pace. VIX rose 2.08% amid late profit booking. Stocks moving: Tech Mahindra, Federal Bank, Jio Financial, CEAT, Wipro. For more, askfuzz.ai

Mid-Day Pulse: Wipro sinks 3%, rest of IT soars 17.07.2026

Nifty 50 climbs to 24,278 as private banks and IT power a broad rally, but breadth cracks beneath it, with midcaps and pharma sliding into the red. Wipro is the lone IT laggard after a weak Q1, while Reliance awaits earnings tonight. Stocks moving: HCL Tech, Tech Mahindra, Wipro, Jio Financial, CEAT. For more, askfuzz.ai

Opening Bell: Nifty eyes 24,020 as Asia bleeds, earnings bite 17.07.2026

Sharp risk-off across Asia. Nikkei down 4%, KOSPI off 6.37%. Gift Nifty at 24,093.5 signals a near-flat start, but earnings reactions could test support quickly. Stocks in focus: Tech Mahindra, Wipro, Ceat, Piramal Finance, Borosil Renewables. For more, askfuzz.ai

MSCI Rebalancing: Adani Green, Groww & Laurus Labs in focus 16.07.2026

India's upcoming MSCI index rebalancing could trigger $2.3 billion in passive inflows, with Groww, Adani Green, and Adani Energy Solutions leading as high-probability inclusions. Here's what drives the flows and what it means for investors. Want to read instead of listening? Click here.

Closing Call: Nifty 50 closed flat as IT offset drag 16.07.2026

Nifty 50 closed at 24,072.75, down 6 points, but the flat headline hides a real split. Crude pressure pinned financials while IT and auto held firm. MRPL and BHEL delivered earnings surprises even as ICICI Lombard crashed on claims. Stocks moving: MRPL, BHEL, ICICI Lombard, Dixon, Wipro. For more, askfuzz.ai

Mid-Day Pulse: IT stocks rally, financials retreat 16.07.2026

Nifty 50 holds near flat at 24,135.75 as IT extends gains on earnings strength while Nifty Bank and financials slip into the red, a split tape steepening into Sensex expiry. ICICI Lombard's profit collapse is deepening the pain. Stocks moving: HCL Tech, Infosys, ICICI Lombard, MRPL, Dixon Tech. For more, askfuzz.ai

Opening Bell: Nifty 50 support at 23,986 faces a test 16.07.2026

Iran's Hormuz closure and today's Sensex expiry have set a watchful mood on Dalal Street ahead of the bell. Gift Nifty holds at 24,070, just 8.5 points above Nifty's close, as expiry swings loom. Nikkei has slid 2.65% overnight. Stocks in focus: TCS, HDFC Bank, Sun Pharma, ICICI Bank, SBI. For more, askfuzz.ai

Millworks SME IPO: 37x revenue growth, one giant red flag 15.07.2026

Millworks' revenue is up 37x in under 3 years with 45%+ margins- but almost all its revenue comes from a handful of customers, and there are red flags in the fine print. We break down the growth, the risks, and everything in between before bidding closes July 16. To read the article, here's the link .

Closing Call: Sensex erases 565-point rally as crude oil surges 15.07.2026

Sensex and Nifty ended Wednesday in the green, but the real story was what held them back. US-Iran tensions pushed brent crude above $85, erasing a 500-point morning surge driven by softer US inflation data. We break down why oil hits India harder than most, which sectors held up (banking, autos, pharma) and which didn't (IT, FMCG), and what the falling VIX is actually telling you. Plus: Nuvoco Vi...

Mid-Day Pulse: Banks climb as IT bleeds on IBM shock 15.07.2026

Nifty holds at 24,146 despite Brent crude near 86 dollars and fresh Iran strikes, with VIX down to 13.13 showing no panic. Mutual funds had cut IT exposure to a record low 5.9% before the IBM shock hit. Stocks moving: L&T Technology Services, Nuvoco Vistas, Ather Energy, Patanjali Foods, Tata Elxsi. For more, askfuzz.ai

Opening Bell: IBM crash tests Indian IT pre-open 15.07.2026

Gift Nifty trades at 24,044.5, just 7.5 points below Tuesday's close, masking a sharper story underneath. IBM's Q2 miss triggered its worst single-day drop in nearly 6 decades, dragging Infosys and Wipro lower overnight as funds reassess Indian IT. Stocks in focus: Infosys, Wipro, LTTS, Tata Elxsi. For more, askfuzz.ai

DMart quit 13 cities. Here's why that's smart! 14.07.2026

DMart's dramatic pullback from 24 to 11 cities reveals the brutal economics of quick commerce. Here's what the numbers say about the battle between value and speed. Want to read instead of listening? Click here .

Closing Call: Nifty 50 snapped winning streak, oil shock bites 14.07.2026

Nifty 50 closed at 24,052.05, down 159 points, snapping a three-session rally as Brent crude surged near $85 a barrel on US-Iran tensions. Autos and banks bore the brunt while pharma bucked the trend. Stocks moving: HCL Technologies, Biocon, Nuvoco Vistas. For more, askfuzz.ai

Mid-Day Pulse: Pharma up, autos, banks slide on oil 14.07.2026

Nifty 50 slips to 24,078 as an oil and rupee shock batters autos and banks, but one sector is quietly cashing in while HCL Tech falls despite a 20% profit jump. Stocks moving: HDFC Bank, Biocon, CONCOR, Nuvoco Vistas, IDBI Bank, HCL Technologies. For more, askfuzz.ai

Opening Bell: Oil surge tests rupee ahead of WPI data 14.07.2026

Gift Nifty signals a 163.5-point gap down to 24,047.5 as an overnight Nasdaq selloff and rising VIX set an edgy tone. Traders await today's WPI print before the bell. Stocks in focus: HCL Technologies, Grasim Industries, Alembic Pharmaceuticals, Welspun Enterprises, Biocon, BEL, Emcure. For more, askfuzz.ai

Closing Call: Kalyan Jewellers soars 7.25%, up 50% in 4 days 13.07.2026

Nifty closed flat at 24,211 after Sensex plunged 700 points at the open on US-Iran strikes and crude near $80, but IT staged a dramatic rescue as the rupee's slide to 95.62 boosted dollar earnings across the sector. Stocks moving: TCS, Infosys, HCL Technologies, DMart, Kalyan Jewellers. For more, askfuzz.ai

Mid-Day Pulse: VIX spikes 9.71%, Nifty 50 holds 24,100 13.07.2026

Nifty is trading at 24,166, down 0.17%, as a war-driven oil spike and a 9.71% VIX surge split the market clean in two, IT sailing while rupee-hit sectors struggle under rate fear. Stocks moving: TCS, Infosys, HCL Technologies, Zensar Technologies, Kalyan Jewellers India, Avenue Supermarts. For more, askfuzz.ai

SBI Funds Management IPO: Inside India's largest AMC IPO since LIC 11.07.2026

SBI Funds Management, India's largest mutual fund house managing over ₹12.5 lakh crore, is going public with a ₹11,693 crore IPO opening July 14. The entire issue is an Offer for Sale- SBI and Amundi are cashing out stakes, not raising fresh capital for the company. It's the biggest listing since LIC, priced at a valuation discount to peers like HDFC AMC and ICICI Pru because of its heavie...

This stock is up 930% in a year and it just got a fresh reason to keep climbing 11.07.2026

"Shot its shot" turned out to mean a 930% stock run, a mid-year guidance upgrade, and one of the best quarters in the company's history. But Cupid Limited isn't just riding momentum; it's building factories, signing global health procurement deals, and quietly expanding into retail, all at once, which is either the sign of a company that knows exactly where it's going, or one that's moving too fas...

Closing Call: Midcap 100 closed at a record high 10.07.2026

Nifty closed at 24,200, up 1.02%, with breadth turning emphatically positive as gainers beat losers by more than two to one. TCS's Q1 beat sparked an IT rebound, but realty and PSU banks stole the day, pushing Bank Nifty past 58,000. Stocks moving: TCS, Indian Bank, Zensar Technologies. For more, askfuzz.ai

Mid-Day Pulse: TCS is igniting the IT sector rally 10.07.2026

Nifty is up 0.85% at 24,165.70 as TCS's blowout Q1 earnings, revenue up 14% with a $9.5 billion order book, ignite a broad IT rally, even as Nifty Pharma slides on Dr Reddy's fifth straight losing session. Stocks moving: TCS, Infosys, LTIMindtree, Kalyan Jewellers, Dr Reddy's. For more, askfuzz.ai

Opening Bell: Gift Nifty tests gap, TCS meets view 10.07.2026

Gift Nifty is up 149.7 points at 24,112.5, a 0.62% gap built on overnight Wall Street and Asia strength. But TCS's in-line results and lingering US-Iran risk could test buyer conviction today. Stocks in focus: TCS, M&M, Dixon Technologies, Apollo Micro Systems, Torrent Pharma. For more, askfuzz.ai

Closing Call: Kalyan jumped 18%, Dr. Reddy's sank 09.07.2026

Nifty closed at 23,962.80, up 0.34%, as Sensex snapped a two day losing streak with a 238 point gain despite profit booking. Realty surged 3.5% while IT and Auto lagged, and Kalyan Jewellers exploded 18% as Dr Reddy's sank 6%. Stocks moving: Kalyan Jewellers, Dr Reddy's, Swiggy, Phoenix Mills. For more, askfuzz.ai

Happy Steels IPO: Undervalued opportunity? 09.07.2026

Happy Steels is a niche manufacturer of forged and precision-machined driveline components serving automotive, EV and defence markets, with a sharp turnaround in FY26 profitability. The company is also building an export business rapidly while seeking fresh capital to expand capacity and reduce debt. However, investors need to weigh its attractive valuation against high customer concentration, ele...

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