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As the indices struggle to make a breakthrough in a stagnant session, these are the biggest volume based movers among Nifty 500 stocks.

Deven Choksey, MD, DRChoksey Finserv

On IT

Deven Choksey, MD, DRChoksey Finserv

On BPO businesses

We believe that this particular business is undergoing a transformation, and they’re using AI agents at the forefront to probably produce the solution. I’m not too sure whether these companies have started changing the revenue model.

The revenue model, if it becomes an outcome-based revenue model, which means the kind of business that they would assume from their clients if they end up I think, providing services in that direction, could possibly have a relatively better revenue going forward.

But whether this transition is completely happening at this point in time or is it still in the transition process, I’m not too sure. So, we are not taking any fundamental call on these companies.

Deven Choksey, MD, DRChoksey Finserv

On NBFCs

Dabur falls over 1% over top-level management rejig

IT sector is under pressure; most major stocks are down nearly 2% each, tracking global cues & amid AI uncertainty

Nvidia Says: To collaborate with E2E, L&T & Yotta For advanced AI factories

E2E Networks is building an Nvidia Blackwell GPU cluster on its TIR platform

Qualcomm commits up to $150 m for AI VC fund in India

Adani Ports signs strategic IMEC partnership with Port of Marseille Fos to boost trade, innovation & energy transition

CNBC-TV18 accesses US FDA observations for Aurobindo’s Unit-7

Mitessh Thakkar, President – Retail Research, Bonanza Portfolio

Sudarshan Sukhani, Proprietor, Technical Trends

Dr Reddy’s To CNBC-TV18

gRevlimid Opportunity Has Eroded From The US Market

Pricing Pressure Is A Reality Of The US Market

Seeing Increased Competition In The US, 5 ANDAs Earlier Vs 20 Now

Severe Competition Has Eroded Attractiveness Of The US Mkt, But Still See Opportunities

Have A Few Biosimilars For The US

Denosumab & Rituximab Have Complete Response Letters From US FDA

Rituximab Likely To Be Launched In FY27

Generics Form A Large Portion Of The US Market

Indian Manufacturers Do Not Have Enough Margin To Absorb Trump’s Tariffs

M&A Strategy Is To Look At Longer Life Cycle Products, Stable Margin

Will Look At M&A In Brands, Branded Consumer Health Opportunities

Dr Reddy’s To CNBC-TV18

Very Little Outstanding From The Canadian Regulator On Semaglutide

If All Goes Well, Will Stick To The Timeline Guided On Semaglutide

Outstanding Issues More Or Less Resolved When It Comes To Semaglutide For Canada

We Will Be Alone In The Semaglutide Market Initially In Canada For The First Few Months. Competition Will Come In After A Few Months

Will See Price Erosion For Semaglutide After A Few Months In The Canadian Market

Plan To Launch Semaglutide In Other Markets As Well, Wherever We Have Access

Made A Number Of Submissions, Registrations, Awaiting Approvals In Other Mkts For Semaglutide

Canadian Market Will Be A Lucrative Semaglutide Opportunity In The Near Term

India Will Be A Competitive Semaglutide Market But With High Volumes

In-licensing Has Aided The Indian Market

Working With Innovators For In-licensing Products In India

Goal Is To Continue Growing In India In Double Digits

Qualcomm CEO To CNBC-TV18

Familiarity With Personal Computers, Cloud & The Internet Has Evolved As Smartphones Put Computing In Everyone’s Hands

Laptops Haven’t Disappeared With Technological Advances, But Their Usage Has Evolved

A New Class Of Mobile Devices, Such As Wearables, Now Comes Equipped With AI Agents

Given The Rapid Growth Of The Internet, AI Is Poised To Become Even More Powerful

AI Has The Potential To Empower People Just As The Internet Transformed Access To Information

Qualcomm Commits Up To $150 million For AI VC Fund In India, according to a Bloomberg report.

Godfrey Phillips India gained nearly 11% following reports of cigarette price hikes.

Shares of Netweb rose after the company announced that it had launched AI Supercomputing Systems Powered by NVIDIA Sovereign AI Development.

Kenneth Andrade, Old Bridge Asset Management

Uncertain About The Pace Of AI Adoption By IT Companies

Large Cos Can Show Reasonable Amount Of Growth

Automotive & Value Chain Sectors Are Seeing Substantial Ongoing Capex

As We Enter FY27, Will Remain Cautious Before Assuming Double-digit Earning Growth

Domestic Volume Growth & European Pricing Support Should Bolster Ferrous Metals

Rising Basic Metal Prices Are A Major Distraction

Girish Pai, Research Analyst -Head of Instl Eq Research, BOB Capital Markets On CNBC-TV18

OMCs lower as Brent falls below $68/bbl, Oil India & ONGC decline over 3% each

The shares of MapMyIndia have surged over 8%.

Market opens higher, Nifty above 25,750, Defence & IT stocks in focus

Rupee Check | Rupee Opens At 90.65/$ Vs Tuesday’s Close Of 90.67/$

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