fuzz FM Markets

Gift Nifty points to a near-flat, gap-down start as markets digest Kevin Warsh's first Fed meeting as chair — and the hawkish surprise that sent the Nasdaq and Dow lower overnight. We break down what's rattling Asian markets, why oil and gold are moving in opposite directions, and the key Nifty and Bank Nifty levels to watch at the open.

Plus, the stock-specific stories in play today: Lupin's US pharma launch, HFCL's big-ticket BharatNet order, RVNL's double win, Apollo Hospitals clearing its RBI overhang, and block deal action in DOMS Industries and Bosch Home Comfort.

Tune in for your essential pre-market briefing on Fuzz FM, and join us again at 12:30 for Midday Pulse.

Disclaimer: For informational purposes only. Not investment advice.

Sensex closed 347 pts higher at 77,156, a fourth straight gain. Defence surged 3%, IDBI Bank jumped 17%, but Tata Motors PV crashed 10%. Stocks: IDBI Bank, Tata Motors, Trent, Nifty IT. For more, ⁠⁠askfuzz.ai⁠

Brent crude has slipped below 80 dollars a barrel, giving oil-sensitive sectors a fresh boost, but with the Fed decision due tonight, investors are watching whether this rally has more room to run. Nifty trades at 24,036 while IT has climbed over 4% in three sessions. Stocks moving: IDBI Bank, Apollo Tyres, Dixon Technologies, TCS, Trent, Brigade Enterprises. For more, askfuzz.ai

Gift Nifty's trading at 24,006, just 17 points above Tuesday's close. Nasdaq dropped 1.15% on Fed jitters, rates expected to hold at 3.8% tonight. Crude at $79 lifts oil names. Stocks in focus: HPCL, BPCL, IndiGo, Tata Motors, Wipro, Infosys, JK Cement. For more, ⁠askfuzz.ai⁠

Nifty settled at 23,989.15, up 135 points, as the US-Iran peace deal eased oil worries and lifted the rupee to 94.56. IT and FMCG gained while metals slid on falling aluminium prices. All eyes now turn to the Fed. Stocks moving: HCL Tech, Sonata Software, FACT, MMTC, Hindalco. For more, askfuzz.ai.askfuzz.ai

Nifty climbs to 23,918 as a US-Iran peace framework splits the tape wide open. IT surges past 28,298 on AI optimism, FMCG gains on cheaper oil, but metals unwind their war trade fast. Stocks moving: Sonata Software, FACT, MMTC, Vedanta aluminum, GIC Re, Hindalco, NALCO. For more, askfuzz.ai.

Two Stanford dropouts. A 10-minute delivery promise. And now, an IPO.

Revenue up 5x in two years. Losses close to 5,000 crore higher. Free cash flow at negative 4,300 crore. And the prospectus itself admits — Zepto has never generated positive cash flow. Not once.

We go past the headlines — into the unit economics, the advertising flywheel, the cash burn, and what the UDRHP actually says about the road to profitability.

For informational purposes only. Please consult a SEBI-registered investment advisor before making any investment decisions.

For more, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠askfuzz.ai⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

Nifty closes at 23,853, up 0.98%, as a US-Iran peace deal sends crude tumbling over 4% and the rupee strengthening to 84.71. Autos surge 2.60%, OMCs rally 5.5%, and Bank Nifty settles at 57,198. Stocks: Maruti, HPCL, BPCL, Kalyan Jewellers, Schneider Electric, Vedanta Aluminium. For more, askfuzz.ai

Nifty at 23,911 and the rupee at 94.70 as the US-Iran Strait of Hormuz deal drains the oil risk premium out of every India import cost. Auto is up 2.8%, airlines flying 7% higher, but IT climbing 1.36% with no oil link is the session's quiet tell. Stocks moving: Kalyan Jewellers, Five-Star Business Finance, Balkrishna Industries, IndiGo, SpiceJet, Asian Paints, L&T, Vedanta. For more, askfuzz.ai

A US-Iran peace deal is rewriting Monday's setup. Crude drops 5.6% to $80, Nikkei surges 5.4%, and Gift Nifty signals a 401-point gap-up open. Whether that holds is the question. Stocks in focus: Vedanta, JSW Energy, Dr Reddy's, Power Grid, Aurobindo, Reliance, HPCL.