The AI infrastructure boom has rewritten the investment narrative for India’s fibre and telecom infrastructure sector. As hyperscalers commit over $700 billion in annual AI capex, Indian fibre makers are moving from commoditised telecom suppliers to strategic AI infrastructure partners. This report examines the mechanics behind the sector’s re-rating — from fibre architecture shifts and supply-chain bottlenecks to billion-dollar order books, valuation framework changes, and the risks investors must still weigh.
25 May 2026|06:22 PM
Sterlite Technologies rallied to a new 52-week high after securing a ₹10,622 crore multi-year AI data centre connectivity deal from a US hyperscale client. Backed by strong momentum in AI optical networking, hyperscale infrastructure spending, and robust revenue visibility, the stock has emerged as one of the biggest multibaggers of 2026.
25 May 2026|05:15 PM
Dalal Street witnessed a powerful broad-based rally on May 25, 2026, as easing geopolitical tensions, a sharp fall in crude oil prices, and strong Q4 earnings lifted investor confidence. Sensex gained over 1,073 points while Nifty crossed the 24,000 mark, led by PSU Banks, Private Banks, Auto, and Infrastructure stocks. Eicher Motors and Adani Enterprises emerged among the key market movers amid strong earnings and improving regulatory visibility.
25 May 2026|05:11 PM
The Indian rupee strengthened to 95.20 against the US dollar on Monday as optimism over a possible US-Iran peace agreement, falling crude oil prices, and progress in India-US trade negotiations boosted market sentiment. Investors are now closely watching the RBI’s $5 billion USD/INR swap auction scheduled this week.
25 May 2026|12:43 PM
Wipro has announced its largest-ever ₹15,000 crore share buyback at ₹250 per share, offering a 23% premium to shareholders. Here’s everything investors need to know about the record date, eligibility, retail participation, and expected acceptance ratio.
25 May 2026|12:21 PM
The AI infrastructure boom has rewritten the investment narrative for India’s fibre and telecom infrastructure sector. As hyperscalers commit over $700 billion in annual AI capex, Indian fibre makers are moving from commoditised telecom suppliers to strategic AI infrastructure partners. This report examines the mechanics behind the sector’s re-rating — from fibre architecture shifts and supply-chain bottlenecks to billion-dollar order books, valuation framework changes, and the risks investors must still weigh.
25 May 2026|06:22 PM
As the Indian rupee weakened to 96.96 per US dollar, the RBI stepped in with a $5 billion currency swap to inject liquidity and stabilise the banking system. The move comes amid rising crude oil prices, geopolitical tensions in West Asia, and sustained foreign investor outflows that have intensified pressure on the rupee and India’s financial markets.
22 May 2026|08:03 PM
A new McKinsey report projects India’s electrical equipment industry could become a $235 billion powerhouse by 2035, driven by renewables, EVs, and grid expansion. But the report also warns that without aggressive manufacturing investment, India risks becoming dangerously dependent on imports, especially from China, in critical sectors like batteries, solar modules, and power electronics.
22 May 2026|07:21 PM
Successful investors remain composed during market fluctuations, steering clear of panic-driven selling.
28 Mar 2025|05:12 PM
In CY24, FIIs trimmed in large caps but increased in SMID (taking more risk within overall selling context).
13 Mar 2025|02:41 PM
In the United States, the 401(k) revolution fueled retail participation akin to the current SIP phenomenon in India.
10 Feb 2025|05:25 PM
Last Updated On:26 May , 2026 | 12:00 AM
Company | LTP(₹) | Change(%) |
|---|---|---|
ADANIENT | 2969.3 | +119.60 (4.20%) |
TMPV | 385.6 | +12.35 (3.31%) |
TECHM | 1458.7 | +23.20 (1.62%) |
Top Gainers as per Nifty50
View All Gainer & LoserFunds Name | Returns | NAV |
|---|---|---|
Nippon India Taiwan Equity Fund (G) | 228.19 1 Yrs Returns | 37.6824 |
ICICI Pru Silver ETF | 174.22 1 Yrs Returns | 263.6732 |
DSP Silver ETF | 174.01 1 Yrs Returns | 254.7031 |
Expiry Date: 2 Jun 2026
Script name | Put | Call | Ratio |
|---|---|---|---|
| NIFTY | 64,990.64 | 70,098.14 | 0.93 |
Script name | Put | Call | Ratio |
|---|---|---|---|
| NIFTY | 2,93,547.41 | 3,00,732.77 | 0.98 |
Note: Put / Call contract in thousand
Eicher Motors rallied sharply after posting robust Q4FY26 results driven by record Royal Enfield sales and improved VECV performance. The company also announced a new 50:50 joint venture with Volvo Group focused on financing and leasing services in India.
25 May 2026|12:13 PM
GAIL shares jumped over 6% intraday after the company announced its Q4FY26 results. While revenue remained stable, profitability declined due to weak petrochemical margins, higher gas costs, and forex-related pressures. However, strong gas transmission earnings and positive FY27 volume guidance kept investor sentiment upbeat.
25 May 2026|12:08 PM
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The Union Budget 2026 stands out as a future-facing, productivity-led Budget, deeply inspired by ideas from the Viksit Bharat Young Leaders Dialogue. With a strong focus on manufacturing, MSMEs, infrastructure, healthcare, and technology, this Budget lays the foundation for long-term economic resilience amid global volatility. At its core, the Government’s Sankalp is anchored in three Kartavya, starting with accelerating economic growth by enhancing competitiveness, innovation, […]
9 Feb 2026|05:39 AM
Learn about the common mistakes investors make when investing in AIFs and how to avoid them. Gain insights on risk management, due diligence, and strategic planning to maximize your AIF investment success.
2 Jan 2025|07:24 AM
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