JPMorgan’s top stock ideas for 2026

Alphabet and Allstate are among the JPMorgan’s top ideas for a year in which AI will continue to drive the market.

Alphabet and Allstate are among the JPMorgan’s top ideas for a year in which AI will continue to drive the market.

This week, Medline launched the biggest IPO of 2025. But, it wasn’t the only large public listing this year, according to a CNBC Pro data analysis.

Aditya Birla Real Estate has a pipeline totaling nearly ₹70,000 crore in Gross Development Value (GDV) over the next two to four years. This includes ₹5,100 crore in unsold inventory from ongoing projects, ₹46,200 crore from upcoming launches and ₹18,600…

Aarti Industries Ltd signed long-term methanol and toluene supply deals with GCC and South-East Asia firms, boosting feedstock security and reporting strong Q2 FY26 financial growth.

Shares of Mazagon Dock are down 37% from their record high levels of ₹3,775, while those of Cochin Shipyard and Garden Reach are down 40% and 37% respectively from their record high levels that they had surged to earlier this…

Based on current operations, Shree Cement estimates a loss of cement production of around 10,000 tonnes per day, as per its exchange filing.

SEBI’s expense ratio changes are less damaging than feared, say Amisha Vora of PL Capital and DP Singh of SBI Mutual Fund, though brokers face near-term pressure.

While any potential relief for Vodafone Idea is sentimentally positive for Indus Towers, Motilal Oswal is of the view that the risk reward is uncompelling at the current market price.

Brokerage firm Macquarie is of the view that incremental projects, resulting from the US Biosecure Act, are expected to contribute to revenue and earnings only after a lag that will last between 12 months to 24 months.

The brokerage described Lenskart as India’s leading eyewear retailer with a fully integrated supply chain, which provides a competitive edge in costs, design and operating efficiency compared with peers.