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India
4532 posts
TCS expands Siemens Energy alliance to strengthen HyperVault and industrial AI capabilities
AI needs power before scale. TCS and Siemens Energy are turning HyperVault into a test of India’s data centre infrastructure race.
Sun Pharmaceutical (NSE: SUNPHARMA) bets $11.75bn on Organon (NYSE: OGN) to become a top global pharma player
Sun Pharma is borrowing scale to escape the generics trap. Organon could reshape its global pharma identity if execution holds.
Pine Labs (NSE: PINELABS) targets D2C checkout gap with Shopflo acquisition as online payments scale
Pine Labs needs more than payments scale. Shopflo gives it a checkout layer where India’s D2C conversion battle may be won.
UCO Bank (NSE: UCOBANK) Q4 FY2026 profit rises 22.66% as loan growth and asset quality strengthen
UCO Bank’s loan growth is accelerating while the stock is still below its highs. Is FY2026 the start of a PSU bank re-rating?
SAP Q1 2026: Cloud revenue surges 27% as Klein defends AI story against a halved stock
SAP cloud revenue jumped 27% in Q1 2026, but the harder question is whether one quarter can rebuild conviction in a stock down 48% from peak.
Is Payoneer Global stock (NASDAQ: PAYO) setting up for a rerating on May 7?
Payoneer Global stock (NASDAQ: PAYO) heads into May 7 earnings with B2B growth, buybacks, and execution risk all in focus. Read the full roadmap.
Ericsson posts 6% organic growth in Q1 2026 as currency headwinds mask gains across four global markets
Ericsson posts 6% organic Q1 2026 growth and nearly doubles free cash flow, but SEK 3.8B restructuring charges and legal risks complicate the recovery story. Read more.
EZE Cloud Consulting adopts Workday across five Asian markets to back AI-first growth strategy
EZE Cloud Consulting rolled out Workday across five Asian markets in three months. Read what this AI-first move could mean for growth, credibility, and competition.
Tata Elxsi (NSE: TATAELXSI) Q4 FY26 results show margin recovery, but can deal wins revive a premium valuation?
Tata Elxsi’s Q4 FY26 results showed stronger margins, profit growth, and fresh deal wins. Read what this could mean for growth, valuation, and investors.
Tesla (NASDAQ: TSLA) eyes larger Model Y for India as premium EV strategy evolves
Tesla plans a larger Model Y for India, signaling a premium SUV push. Read what it means for Tesla, rivals, pricing strategy, and the EV market.