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As the Nifty surges over 100 points, here is a look at the Nifty top contributors.

Financials buzzing in trade, Nifty Bank above 55,100; Axis Bank, Kotak Mahindra Bank, ICICI Bank top contributors to Nifty Banks’ gains.

Market extends gains, Nifty near yesterday’s high

HSBC upgraded Ambuja Cements to “buy” with a ₹700 target and Shree Cement to “hold” with a ₹32,200 target. It maintained a “buy” on Dalmia Bharat with a ₹2,900 target and a “hold” on ACC with a revised ₹2,040 target, keeping UltraTech as its preferred pick in the sector. here

SpiceJet finalises lease agreement for eight more Boeing 737 Aircraft.

Power, energy supply companies are buzzing in trade, up over 3% each.

The shares of the gold loan company, Muthoot Finance, have hit a record high on Tuesday.

Praveen Someshwar, MD & CEO, United Spirits LIVE

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JPMorgan has initiated coverage on India’s logistics sector, favouring B2C and B2B express logistics and oil & gas logistics. Delhivery and Aegis Logistics received ‘Overweight’ ratings with price targets of ₹575 and ₹895, implying 22% and 19% upside, respectively. TCI Express and Container Corp of India (Concor) got ‘Neutral’ ratings with targets of ₹750 and ₹590. here

Anant Raj extends gains, up nearly 3% after surging in trade yesterday; positive brokerage note data centre business.

Sigachi Industries up for 6th straight session, up more than 45% this month

Suzlon Energy bags the largest FY26 order of 838 MW from Tata Power Renewable Energy

M&M, Hero Motocorp, Kotak Mahindra Bank are the top gainers at the market opening hour.

Insolation Energy arm gets LoA for 25-yr O&M project from Jodhpur Vidyut Vitran Nigam, investment at ₹113 crore

The Nifty India Defence index has started the day in decline.

Coming up today at 12 PM, an exclusive interview with Christopher Wood, Global Head of Equity Strategy at Jefferies. He will share his latest views on the state of global equity markets, from stretched U.S. valuations and policy risks to China’s structural challenges.

We’ll also get his perspective on why India continues to stand out as a long-term growth story, what makes it different from other emerging markets, and how global investors are positioning in Indian equities.

Market opens flat, Nifty above 25,000

Pfizer highlights how AI is transforming healthcare in India by improving access, efficiency, and personalised care through data analysis and streamlined processes. here

Vedanta shares remained largely unchanged at ₹454.40, with weak stock performance overshadowed by high dividend yields amid concerns over delays in its proposed demerger. here

BofA on PB Fintech

Here are a couple of stock recommendations by Parag Thakkar, Senior Fund Manager at Fort Capital.

On the data centre:

The data centre seems to be a very interesting opportunity. So, Anant Raj, a disclaimer, we also have some small quantity in the portfolio. The company was reducing debt, they have large parcels of land, and now they are putting it to good use by building up data centres at a lower cost than other players. So that was a good point. To play data centres, in my view, both Reliance Industries and Adani group and L&T; L&T and Reliance are our large holding. They are also investing big in data centres. So, the theme is still emerging.

On the capital goods side, Cummins India, ABB India, Siemens, will be the beneficiaries of the data centre boom, but there we are restricted by the valuation constraint. Otherwise, that would also make sense. Siemens Energy is one stock which we have in the portfolio, but Reliance will be the big name through which we would like to play this entire new energy theme.

On Elgi Equipments

Apart from L&T, we also have other stocks which are looking interesting at this level because of US tariffs of 50% and it is a stock called Elgi Equipments, which is in our portfolio, and we are planning to add on every dip.

Rupee Opens At 88.07/$ Vs Monday’s Close Of 88.21/$

Sudarshan Sukhani, Technical TrendsBuy RBL Bank with a stop loss of ₹268Buy HUDCO with a stop loss of ₹219Buy Prestige Estates with a stop loss of ₹1,570Buy IOC with a stop loss of ₹142

Mitessh Thakkar, Bonanza PortfolioBuy DLF for a target price of ₹800 with a stop loss of ₹764-763.50Buy Godrej Properties for a target price of ₹2,100 with a stop loss of ₹2,003Buy Havells India for a target price of ₹1,630 with a stop loss of ₹1,578Sell Asian Paints for a target price of ₹2,450 with a stop loss of ₹2,527

HSBC CFO Pam Kaur says AI enhances banking efficiency by supporting employees and boosting productivity, but cannot replace humans. She emphasises human oversight and reskilling alongside AI adoption. here

Euro Pratik Sales raises ₹1.35 billion from anchor investors

According to a circular on the BSE website, Euro Pratik Sales Ltd. raised INR 1.35 billion by issuing 5.46 million shares at INR 247 a share to anchor investors. Domestic mutual funds have received 25.93% of the overall allocation for anchor investors.

JPM on the Logistics sector

JPM

Initiate OW on Aegis Logistic – TP ₹895

Cos’ capacity expansion, tie-ups with marquee customers, strong ROCE & high entry barriers are right ingredients for a continued re-rating

Initiate Neutral on TCI Express – TP ₹750

Worst is behind, but the changing industry landscape could challenge EPS growth

Concor – Neutral, TP ₹590

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