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T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has raised concerns about future competition and weighed heavily on T-Mobile shares. Traders are split between viewing Starlink as a long-term threat and calling the selloff an overreaction, arguing that building a competitive network will take substantial time and infrastructure.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs agreement to acquire low-band spectrum for Starlink Mobile has intensified concerns about future competition, weighing on AT&T and other major wireless carriers. Traders are split between viewing the sharp selloff as an overreaction given the time and infrastructure needed to build a rival network and seeing a credible long-term threat; some are buying the dip for AT&Ts dividend.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax rallied alongside vaccine peers after reports of an NIH push to accelerate personalized cancer vaccines, with traders noting the move was largely sector-wide sympathy buying rather than a company-specific oncology announcement. The community also debated whether heavy short interest could amplify the move, while some pointed to Sanofis combination-vaccine trial as a separate potential catalyst.

Chevron Corporation. The Group's principal activities are providing administrative, financial and management support for fully integrated petroleum, chemicals and coal mining operations. Exploration and production operations consist of exploring, developing and producing crude oil and natural gas and marketing natural gas. Refining, marketing and transportation operations relate to refining crude oil into finished petroleum products, marketing crude oil, natural gas and transporting crude oil, natural gas and petroleum products. Chemical operations include manufacture and marketing of commodity petrochemicals, plastics for industrial uses and fuel and lubricant oil additives. The Other operations consist of coal mining operations, power generation business, worldwide cash management and debt financing activities, corporate administrative functions, insurance operations, real estate activities and technology companies.

Chevron Corp.

Middle East conflict and Strait of Hormuz supply risks are driving discussion of higher, volatile oil prices and Chevrons sensitivity to crude; traders debate whether the oil rally will translate into further gains for CVX or whether easing tensions and pullbacks in crude will weigh on shares. Chevrons planned Venezuela expansion is also discussed as a longer-term growth opportunity, with execution and political risks noted.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

Trumps claimed deal for Russian diesel supplies is prompting discussion about added fuel supply and possible downward pressure on oil, while ongoing Middle East supply risks keep some traders bullish. Reactions are mixed, with traders debating whether the potential supply increase outweighs geopolitical disruptions.

Zoracles

A sharp, high-volume rebound after a prolonged slide has sparked momentum and short-squeeze speculation, though traders disagree over whether the move can hold or is another brief pump. Some are also debating whether Zoras expansion into Solana-based attention markets could benefit the token, but the messages do not establish a confirmed catalyst for the surge.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

Rising Treasury yields and mortgage-backed-securities repricing are weighing on AGNC, with traders pointing to falling book value and leverage as risks behind the sharp selloff. Some fear the monthly dividend could be cut, while others view the decline as an oversold buying opportunity and continue accumulating for the yield.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunruns distributed AI-computing pilot, which would use customers solar-and-battery-equipped homes to host computing nodes, is driving attention and enthusiasm about a new data-center power opportunity. Traders are debating whether the concept can generate meaningful revenue, since the rollout is early and its economics remain unclear.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Exchange-delisting concerns are fueling bearish discussion, with traders debating the significance of Upbit and other platform changes; some holders argue the changes are limited or being mischaracterized. Bulls counter with JasmyChain activity and ecosystem partnerships as signs of development, while acknowledging that real adoption and token demand remain unproven.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadog is rallying to fresh highs amid strength in software stocks, with traders highlighting its breakout and momentum. Bulls point to AI-related observability demand, while skeptics warn that the valuation is stretched and the move could reverse.

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JK Cement invests ₹2.81 crore in renewable energy SPV for Rajasthan solar project

The project is linked to a Power Purchase Agreement for supplying 40 MWp solar power to JK Cement’s Gotan plant.

JK Cement to Procure Solar Power from Oriana’s 70 MW Solar Project

JK Cement will procure power from a 70 MW solar project for its Nimbahera facility in Rajasthan by acquiring a 26% equity stake in Truere Guj, a special purpose vehicle (SPV) of Oriana Power, under a captive user model.

JK Cement invests Rs 4.22 crore in Truere Guj SPV for renewable energy expansion

… , aligning with JK Cement‘s renewable energy strategy. The investment was executed … . Truere Guj SPV operates in the renewable energy sector, focusing on setting … , generating, and distributing power from renewable sources in India. The SPV is …

JK Cement Wins Preferred Bidder Status For 6.90 Hectare Limestone Block In Rajasthan

JK Cement Limited has been declared the preferred bidder for the Maliyakheri Limestone Block-I in Chittorgarh, Rajasthan, following participation in a government e-auction. The mining lease spans 6.90 hectares and strengthens the company’s access to key raw materials. The company received the intimation on April 25, 2026, at around 3 PM IST and disclosed it to exchanges under regulatory norms.

JK Cement Strengthens Dealer Partnerships with ‘Gathbandhan 2026’, Rewards Top Performers with cars in Lucknow

Flagship dealer program celebrates performance, partnership, and shared growth Lucknow, Uttar Pradesh, India (NewsVoir) Reinforcing its commitment to strong dealer relationships, JK Cement hosted the latest edition of its flagship ‘Gathbandhan’ program in Lucknow, where the company rewarded 21 top-performing dealers with cars across key performance categories. The event brought together leading dealers and channel […]

Brief India: The Bank Nifty Overhaul: How SEBI Is Trimming The "Big Two"? and more

In this briefing: The Bank Nifty Overhaul: How SEBI Is Trimming The "Big Two"? How Middle East Conflict Outting Pressure on Indian Airlines: Indigo, Air India, Spicejet and Akasa Exencial Industry Tidings - 06-03-2026 Aequitas: Lohia Corp Pre-IPO- Strengthening Global Presence Amid Cyclical Pressures JK Cement: Industry-Leading Growth to Continue. Maintain BUY 1. The Bank Nifty Overhaul: How SEBI Is Trimming The "Big Two"? The final phase of the Bank Nifty’s structural makeover wraps up on March 30, 2026, capping a four-month transition to a more diversified 14-stock index. Heavyweights HDFC Bank and ICICI Bank are seeing a combined outflow of ~$670Mn (approx. INR 5,600 crore), while mid-tier and PSU banks are getting a seat at the big table. Expect a less "top-heavy" index where a bad day for one mega-bank no longer tanks the entire sector, offering a more balanced reflection of India’s banking health. 2. How Middle East Conflict Outting Pressure on Indian Airlines: Indigo, Air India, Spicejet and Akasa Regional conflict involving the US, Israel, and Iran has triggered unprecedented airspace closures across West Asia, forcing Indian carriers to cancel hundreds of flights and ground widebody fleets.

Brief India: How Middle East Conflict Outting Pressure on Indian Airlines: Indigo, Air India, Spicejet and Akasa and more

In this briefing: How Middle East Conflict Outting Pressure on Indian Airlines: Indigo, Air India, Spicejet and Akasa Exencial Industry Tidings - 06-03-2026 Aequitas: Lohia Corp Pre-IPO- Strengthening Global Presence Amid Cyclical Pressures JK Cement: Industry-Leading Growth to Continue. Maintain BUY AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts 1. How Middle East Conflict Outting Pressure on Indian Airlines: Indigo, Air India, Spicejet and Akasa Regional conflict involving the US, Israel, and Iran has triggered unprecedented airspace closures across West Asia, forcing Indian carriers to cancel hundreds of flights and ground widebody fleets. IndiGo faces a 19-20% total capacity hit; Air India faces 40%-plus disruption. With ATF forming 35-45% of costs, any crude spike compounds direct revenue losses. The near-term pain is real but manageable for IndiGo, whose long-term thesis stays intact. SpiceJet, burdened by wet-lease obligations and a thin balance sheet, faces a structurally more dangerous squeeze. 2.

Brief India: Exencial Industry Tidings - 06-03-2026 and more

In this briefing: Exencial Industry Tidings - 06-03-2026 Aequitas: Lohia Corp Pre-IPO- Strengthening Global Presence Amid Cyclical Pressures JK Cement: Industry-Leading Growth to Continue. Maintain BUY AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts Why Have Indian Sugar Stocks Rallied Against the Market, and What Lies Ahead? 1. Exencial Industry Tidings - 06-03-2026 Petroleum coke supply to India at risk amid Strait of Hormuz tensions Cement industry to report yet another quarter of double-digit growth in revenues India faces higher LNG costs amid Strait of Hormuz tensions 2. Aequitas: Lohia Corp Pre-IPO- Strengthening Global Presence Amid Cyclical Pressures Lohia Corp (LC) is looking to raise about US$183m in its upcoming India IPO. Lohia Corp is a manufacturer of machinery and equipment used in the production of technical textile. LC is a market leader in India’s Raffia machinery industry, with a 40.7% domestic market share by value and 15.4% share among global players, providing end-to-end manufacturing solutions.

Brief India: JK Cement: Industry-Leading Growth to Continue. Maintain BUY and more

In this briefing: JK Cement: Industry-Leading Growth to Continue. Maintain BUY AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts Why Have Indian Sugar Stocks Rallied Against the Market, and What Lies Ahead? Primer: Linde India Ltd (LIIL IN) - Mar 2026 Exencial Industry Tidings 05-03-2026 1. JK Cement: Industry-Leading Growth to Continue. Maintain BUY We maintain BUY on JK Cement (JKCE), with an unchanged target price of INR 6,495/share (15x FY28E consolidated EBITDA) As per our recent interaction with the management, JKCE remains on a solid footing in Q4FY26 The company is confident of delivering 10%+ YoY volume growth in Q4, led by healthy demand and timely commissioning of its central/eastern capacities Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only. Refer full disclaimer below. 2. AC Industry Turnaround: Riding The Great Indian Cooling Boom from El Niño to GST Cuts We are structurally bullish on AC Industry given massive under-penetration at 8% , though FY25 suffered volume pressures from unseasonal extended monsoons and deferred consumer purchasing behavior A 10% GST reduction and El Niño heatwaves will drive recovery; notably, Voltas Ltd (VOLT IN) reported 11% january volume growth after 9 declining months.

JK Cement commissions ₹500 crore, three MTPA plant in Bihar’s Buxar

JK Cement has inaugurated its first manufacturing plant in Buxar, Bihar, with a capacity of 3 million tonnes per year. The ₹500 crore facility is expected to slash logistics costs and accelerate deliveries to the Bihar market, reducing reliance on supplies from the Prayagraj plant in Uttar Pradesh.

J.K. Cement Ltd. engages in the manufacturing and distribution of cement. Its products include grey cement, white cement, waterproof cement, and wall putty. The company was founded by Lala kamlapat Singhania on November 24, 1994 and is headquartered in Gurugram, India.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	23.69	--	--	N/A
Q1 '26	35.67	--	--	N/A
Q4 '25	41.87	--	--	N/A
Q3 '25	28.28	--	--	N/A
Q2 '25	24.38	20.80	-14.70%	MISSED

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JKCEMENT.NSE Earnings

Upcoming Earnings: Q2 '26

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