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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

T-Mobile shares sold off sharply after SpaceX agreed to acquire low-band spectrum for Starlink Mobile, raising concerns about a future rival to established wireless carriers. Traders debate whether the threat could pressure T-Mobiles pricing and market share or whether the selloff overstates a challenge that would require substantial infrastructure and time to develop.

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 pressured AT&T shares as traders weigh the prospect of a new wireless competitor. The community is divided between those who see a lasting threat and dip buyers who argue that building a competitive network will take years and that the selloff is excessive.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the following business segments: Consumer and Business. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

SpaceXs agreement to acquire low-band spectrum has raised concerns that Starlink Mobile could eventually challenge established wireless carriers, weighing on Verizon shares. Traders are split between viewing the selloff as an overreaction given the time and infrastructure needed to build a competing network and treating the move as a longer-term competitive threat; some see the decline as a dividend-driven buying opportunity.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Goldman Sachs upgrade to Buy, citing Palantirs opportunities in sovereign AI and customized software, has helped fuel a rally to new highs. Bulls celebrate the momentum and potential AI growth, while bears argue the valuation is stretched and warn of a pullback.

Curaleaf Holdings, Inc. operates as a holding company with interest in medical and wellness cannabis operations. It operates through the Domestic Operations and International Operations segments. The company was founded on November 13, 2014 and is headquartered in Stamford, CT.

Curaleaf Holdings Inc

Curaleafs unsolicited Aurora Cannabis takeover bid is dominating discussion, with traders weighing the enhanced offer against Aurora shareholders resistance and debating whether the deal will proceed or draw competing interest. Views are split between those who see the acquisition as a strategic expansion and those who consider the terms inadequate for Aurora holders.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgos autonomous-lab expansionincluding Araceli imaging integration and Boston lab access for NSF X-Labs researchersis fueling attention, with bulls viewing it as progress toward AI-driven biology infrastructure. Skeptics counter that partnerships and lab buildouts still need to translate into revenue and stronger financial execution.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POETs business update on optical-engine production, customer qualification, improving yields and planned manufacturing expansion is driving discussion. Bulls view it as evidence of progress toward AI data-center commercialization, while skeptics say the update lacks named customers, confirmed sales and clear proof that the ramp is on schedule.

WorldFinancial

Traders are focused on World Liberty Financials preliminary, conditional OCC approval for a national trust bank and the potential for USD1 stablecoin adoption to support WLFI, with some also speculating that USD1s role at the UFC Freedom 250 event could draw attention. Bullish calls for a rebound based on these catalysts and limited circulating supply contrast with concerns about weak price performance, token-holder value, and Trump-family monetization.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

A DEA administrative law judges pause in the broader cannabis Schedule III proceeding, while considering whether to add a GAO report on drug-scheduling procedures, is driving attention and weighing on cannabis stocks. Traders are divided between viewing it as a temporary procedural delay and fearing a longer setback; some argue Trulieve is less exposed because its business is largely medical-focused.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

OpenAI CEO Sam Altmans description of Cerebras as a close partner with deep engagement on speed has helped ease concerns sparked by reports that OpenAIs Ultrafast inference mode would use Nvidia GPUs, prompting a volatile rebound discussion. Traders remain divided over whether the reassurance outweighs Cerebrass dependence on OpenAI, high valuation, and upcoming insider share unlocks.

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Zydus Wellness targets $500 million face wash market with tan removal launch

The product is clinically tested across Indian skin types and combines chocolate’s antioxidant properties with Vitamin C-rich cherry extract

Zydus Wellness taps Milind Soman as brand ambassador for Glucon-D recharge

Zydus Wellness has appointed actor Milind Soman as the brand ambassador for its new product, Glucon-D Recharge. This marks the company's entry into the performance hydration category. Glucon-D Recharge is designed to help Indians stay active consistently. The product is available in ready-to-drink bottles and sachet sticks. This expansion caters to evolving consumer needs beyond traditional energy powders.

Whey protein sachets boost mass market reach

Mumbai: Once sold in bulky tubs mostly to bodybuilders, whey protein is now showing up in sachets and single scoop packs as marketers emulate the playbook of everyday fast-moving consumer goods (FMCG) to drive penetration, affordability and on-the-go consumption amid rising demand."Everyone is becoming more aware of how short on protein they are," said Tarun Arora, chief executive officer of Zydus Wellness. This is pushing protein from a discretionary purchase toward a lifestyle staple.However, high costs, driven by expensive raw materials and supply chains, have historically kept the category out of reach for many, with kilogram packs often priced above ₹2,000. Hence the small packs, which are cheaper to try and easier to carry. 129738045 "Sachets should be a growth mechanism, not a margin lever. It is about lowering friction, not lowering price," Arora said.Companies such as Truebasics, MuscleBlaze, Wellbeing Nutrition and Optimum Nutrition now offer sachet bundles priced between ₹699 and ₹999, compared with ₹3,499-₹4,429 for 1-kg tubs.While sachets lower upfront costs, the per-gram price of protein can be up to 40% higher than bulk formats.

Brief India: GR Infraprojects Ltd - Robust Order Book To Drive Growth; Retain BUY and more

In this briefing: GR Infraprojects Ltd - Robust Order Book To Drive Growth; Retain BUY Aurobindo Pharma Ltd - Operational Beat Sansera Engineering Ltd - ADS Growth Momentum & Capacity Expansion to Drive Visibility Event Driven: Edelweiss ~ How Housing Finance Stake Sale Unlocks Value? Primer: Zydus Wellness (ZYWL IN) - Feb 2026 1. GR Infraprojects Ltd - Robust Order Book To Drive Growth; Retain BUY Strong & Well-diversified Order Book Ensuring Revenue Visibility: The company’s order book position, including L1 projects, stands at Rs 24,965 Cr, comprising Roads, Railways, Transmission, Telecom/Optical Fibre, and Tunnel works, providing healthy revenue visibility for the next 24–36 months. A pick up in revenue is due to the oil & gas sector, and it is expected to contribute further Rs 1,000 Cr in FY27. We expect revenue to grow at 17% CAGR over FY25–FY27E. Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.

Brief India: Event Driven: Edelweiss ~ How Housing Finance Stake Sale Unlocks Value? and more

In this briefing: Event Driven: Edelweiss ~ How Housing Finance Stake Sale Unlocks Value? Primer: Zydus Wellness (ZYWL IN) - Feb 2026 Lucror Analytics - Morning Views Asia Aequitas: JSW Cement IPO Lockup Expiry - US$180m Lockup Release, But Shares Have Traded Down Aditya Birla Capital (ABCAP IN): Global Index Inclusion & Big Impact 1. Event Driven: Edelweiss ~ How Housing Finance Stake Sale Unlocks Value? Edelweiss Financial Services (EDEL IN) is divesting a controlling 73% stake in Nido Home Finance to Carlyle Group and Aditya Puri for approximately INR 2,100 crore The transaction infuses INR 1,500 crore capital into Nido for growth while providing liquidity to Edelweiss for reducing corporate debt and strengthening its balance sheet This strategic move unlocks significant value by monetizing a mature asset at a premium valuation while pivoting the group towards an asset-light business model 2. Primer: Zydus Wellness (ZYWL IN) - Feb 2026 Zydus Wellness holds a dominant market position in several of its core product categories, including a near-monopoly in the sugar substitute market with 'Sugar Free' holding a 95.9% share, and a leading position in the glucose powder segment with 'Glucon-D' at 58.8%.

Indian Equities Decline In Choppy Trade; SEBI RAs See Rangebound Session Despite GST Boost

Equity

Nifty gave up early gains on Friday, with IT and FMCG stocks dragging benchmark indices

Zydus Wellness Shares Extend Gains, But SEBI Analyst Sees Growth With Caution

The analyst rated the stock 7.3/10, noting steady sales growth but warning that volatile margins and profits make long-term visibility uncertain.

Nifty Reclaims 24,600 Led By Buying In Auto, IT Stocks; Midcaps & Smallcaps Outperform

Zydus Wellness jumped 11% on an overseas acquisition, while PG Electroplast gained on a new manufacturing MoU. Broader market momentum supported the rally.


Zydus Wellness Makes First Global Buy, Acquires UK’s Comfort Click For £239 Million

The acquisition will mark Zydus’ foray into the fast-growing vitamins, minerals, and supplements (VMS) market. 

Nifty Tops 24,500 As Strong GDP Data Lifts Market Sentiment; Midcaps, Smallcaps Shine

Analysts remain watchful of resistance zones despite the strong start, while retail sentiment remains ‘bearish’ on Stocktwits.


Zydus Wellness Ltd. engages in the business of development, production, marketing, and distribution of health and wellness products. The firm markets its products under the following brand names: Sugar free, Complan, Glucon-D, Everyuth, Nycil, and Nutralite. The company was founded in 1994 and is headquartered in Ahmedabad, India.

Current Price	493.00
Prev Close	497.70
Open	494.05
Dividend Yield	0.28%
50-Day Moving Average	522.89
Beta	0.05
Avg. Volume	569,960.67
PE Ratio	82.96

52-Week High	611.85
52-Week Low	367.55
Market Capitalization	157.68B
EPS (Annual)	6.20
Price to Book	2.68
Revenue Per Employee	10.43M

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