Intel is set to report first-quarter results as its stock trades in a significant rally, with Lam Research and Tesla also scheduled to release quarterly earnings in the same window. Intel enters the print under heightened scrutiny: the chipmaker has been navigating a foundry strategy pivot, cost restructuring, and competitive pressure from AMD and Nvidia across both its client and data center segments. Investors will watch whether revenue stabilization and margin trajectory support the stock's recent advance or expose it as premature. Lam Research, a key supplier of semiconductor etch and deposition equipment, offers a forward read on wafer fabrication spending and the broader capex cycle across chipmakers. Tesla's report draws attention to automotive margins, energy storage growth, and any updated volume guidance after a turbulent delivery period. Across all three, the earnings window functions as a real-time stress test for sentiment in semiconductors, electric vehicles, and capital equipment, three sectors under simultaneous pressure from tariff risk and demand uncertainty.
The Indian government has launched an OFS to sell up to 6.5% of its LIC stake, opening for non-retail investors on August 4, 2026, at a floor price of Rs 382 per share, about 11% below Monday's close. The discounted offering is likely to pressure LIC shares in the near term as supply increases sharply.
More than a dozen major Indian companies including Bharti Airtel, ONGC, Pidilite, Nykaa, DLF, and Ather Energy report April-June 2026 earnings on August 4. Results span telecom, energy, consumer goods, real estate, and EV sectors, giving markets a broad read on corporate health mid-earnings season.
Amazon shares hit a new all-time high Monday, pushing its market cap above $3 trillion following a sustained post-earnings rally. The milestone places Amazon among the very few companies globally to reach this valuation, with investor focus on AWS and advertising growth driving the move.
Sensex Gains 500 Points as Oil Falls on Iran Talks
The Sensex rose around 500 points and the Nifty crossed 24,500 on Monday after Donald Trump announced talks with Iran, pushing oil prices lower. IndiGo, ITC, FMCG, and metals led the gains as cheaper crude eased cost and inflation concerns.
