BSE shares experienced a surge, climbing as high as 2.7% following reports that Sebi s board meeting wouldn t address ending weekly F&O contract expiries. This news reversed an 8% stock decline triggered by speculation about a shift to monthly expiries. While Sebi considers longer-duration F&O contracts, any changes will involve industry consultation, aiming to balance market quality and hedging.

Indian government bonds experienced a slight dip in early trading on Friday as traders adjusted positions before the weekly debt auction. The yield on the benchmark 10-year note edged up to 6.4718%. Market participants are awaiting the details of India s second-half borrowing plan and closely monitoring the August inflation data, projected at 2.1%.

Dev Accelerator’s Rs 143 crore IPO has been oversubscribed 22.36 times on its final day, with strong demand from retail investors (77.60x) and NIIs (26.45x). Shares are trading at a 13% grey market premium, suggesting a potential listing near Rs 70, though GMP may fluctuate with market sentiment.

The ECB kept rates at 2%, signaling caution. Markets cut rate-cut bets, boosting the euro. Inflation projections send mixed signals, leaving uncertainty on future policy despite balanced risks outlined by Lagarde.

Eightco Holdings, the Wall Street penny stock, surged 3,000% in a single day after announcing a private placement linked to Worldcoin. However, shares gave up roughly two-thirds of those gains over the next three sessions, sliding from $45 to around $14 amid profit-taking.

Dev Accelerator s IPO witnessed strong retail investor interest, subscribing over 48 times on the second day, despite valuation concerns. SBI Securities estimates a high FY25 P/E multiple of 310.10, significantly above peers. While SBI Securities suggests caution, Anand Rathi recommends subscribing, citing the company s expanded services and long-term potential.

The Trump administration has sought emergency court approval to fire Fed Board member Lisa Cook ahead of next week’s rate-setting meeting, following a lower court block.

Waaree Energies shares experienced a slight dip on Friday after a significant three-day rally, yet remain up nearly 30% over the last three months. The renewable energy firm s market capitalization briefly exceeded ₹1 lakh crore, prompting profit-booking. This pullback follows strong Q1 FY26 results, with net profit jumping 89.1% to ₹745.20 crore, driven by growth across its solar business verticals.

Amid speculation over changes to index derivatives expiry cycles, Jefferies warns that BSE could face cuts of 20–50%, while Nuvama Wealth Management may see profits impacted. The brokerage modelled four scenarios, including fortnightly and monthly expiries. In a fortnightly expiry scenario with separate settlements, BSE’s options revenue could fall 38%, leading to a 22% drop in total revenue and a 21% profit hit by FY27.

Indian stock market shows resilience after positive signals between Narendra Modi and Donald Trump. Domestic investors provide support while foreign investors are cautious. Reserve Bank of India allows rupee to depreciate to boost exports. Experts believe corporate earnings may improve in coming quarters. Breakthrough in US tariff talks or government reforms could trigger foreign investment.