Latest after the Bell 🕓 4.00 PM – Monday, 16th February 2026
Indian benchmark indices rebounded strongly, ending the session with solid gains after the previous day’s decline. Globally, a continued fall in the US 10-year bond yield, following softer inflation data, strengthened expectations of a Federal Reserve rate cut later this year, while investors awaited the upcoming Fed minutes for further cues. Domestically, sentiment was supported as India hosted a major global AI summit in New Delhi, with Prime Minister Narendra Modi highlighting India’s ambition to emerge as a key player in advanced artificial intelligence. Sectorally, power, PSU banks, realty, private banks, infrastructure, capital goods, and energy stocks gained 1–2%, while media and auto indices declined 0.5–1%.
NIFTY (25682.75) (0.83%)
SENSEX (83277.15) (0.79%)
BANKNIFTY (60949.10) (1.27%)
Key Takeaways
✅REC and PFC merger is a structurally positive development for India’s power financing ecosystem. The combined entity, with Rs 5.5 trillion in rupee bonds, may prompt portfolio rebalancing by investors due to regulatory exposure limits, improving market liquidity. More importantly, the enlarged balance sheet will enhance lending capacity, raising single-project funding thresholds and easing credit access for large, complex power projects. This is expected to support refinancing needs, accelerate infrastructure development, and strengthen long-term growth prospects for the power sector.
✅The RBI’s new lending norms, effective April 1, will sharply tighten bank funding for brokers and capital market intermediaries. Banks must now provide only fully secured loans, impose stricter collateral and higher haircuts, and bar financing of proprietary trading. The move is expected to raise funding costs, squeeze margins, and reduce leverage, impacting earnings and trading volumes across brokerage and exchange stocks.
✅Mutual funds sharply raised their exposure to PSU banks in January, pushing sector weight to a three-year high of 3.7%, up 30 basis points month-on-month. The allocation also rose 90 basis points year-on-year, reflecting renewed confidence in state-run lenders. Strong gains in stocks like SBI, improving asset quality, attractive valuations, and solid earnings outlook drove buying interest, while several fund houses raised PSU bank allocations above the broader market average.
✅IT stocks rebounded after a massive eight-session sell-off that wiped out nearly Rs 5.7 lakh crore in market value and pushed Nifty IT down 19%. Shares of Infosys, Wipro and other majors recovered as JPMorgan turned contrarian, calling the sharp correction a buying opportunity. The brokerage sees deep value in large-cap IT names, believes concerns around AI disruption are overstated, and expects Indian IT firms to remain critical in global enterprise technology spending.
Volume Shockers
✔️ENGINERSIN (12.37%)
✔️ NATCOPHARM (6.99%)
✔️GMRAIRPORT (6.90%)
✔️RHIM (5.86%)
✔️AKUMS (5.73%)
✔️ NIFTY50 Adv-Dec 37/13
✔️ INDIA VIX 13.35 (0.35%)
✔️ Nifty PCR (17 FEB) 1.08
✔️ Bank Nifty PCR (24 FEB) 1.14
✔️ Nifty Midcap (0.48%, 59723.00)
✔️ Nifty SmallCap (0.11%, 17050.90)
✔️ Nifty IT (0.17%, 32738.05)
Disclaimer: This does not construe as investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Returns mentioned herein are in no way a guarantee or promise of future returns. Stock market investments are subject to market risks.
Indian benchmark indices rebounded strongly, ending the session with solid gains after the previous day’s decline. Globally, a continued fall in the US 10-year bond yield, following softer inflation data, strengthened expectations of a Federal Reserve rate cut later this year, while investors awaited the upcoming Fed minutes for further cues. Domestically, sentiment was supported as India hosted a major global AI summit in New Delhi, with Prime Minister Narendra Modi highlighting India’s ambition to emerge as a key player in advanced artificial intelligence. Sectorally, power, PSU banks, realty, private banks, infrastructure, capital goods, and energy stocks gained 1–2%, while media and auto indices declined 0.5–1%.
NIFTY (25682.75) (0.83%)
SENSEX (83277.15) (0.79%)
BANKNIFTY (60949.10) (1.27%)
Key Takeaways
✅REC and PFC merger is a structurally positive development for India’s power financing ecosystem. The combined entity, with Rs 5.5 trillion in rupee bonds, may prompt portfolio rebalancing by investors due to regulatory exposure limits, improving market liquidity. More importantly, the enlarged balance sheet will enhance lending capacity, raising single-project funding thresholds and easing credit access for large, complex power projects. This is expected to support refinancing needs, accelerate infrastructure development, and strengthen long-term growth prospects for the power sector.
✅The RBI’s new lending norms, effective April 1, will sharply tighten bank funding for brokers and capital market intermediaries. Banks must now provide only fully secured loans, impose stricter collateral and higher haircuts, and bar financing of proprietary trading. The move is expected to raise funding costs, squeeze margins, and reduce leverage, impacting earnings and trading volumes across brokerage and exchange stocks.
✅Mutual funds sharply raised their exposure to PSU banks in January, pushing sector weight to a three-year high of 3.7%, up 30 basis points month-on-month. The allocation also rose 90 basis points year-on-year, reflecting renewed confidence in state-run lenders. Strong gains in stocks like SBI, improving asset quality, attractive valuations, and solid earnings outlook drove buying interest, while several fund houses raised PSU bank allocations above the broader market average.
✅IT stocks rebounded after a massive eight-session sell-off that wiped out nearly Rs 5.7 lakh crore in market value and pushed Nifty IT down 19%. Shares of Infosys, Wipro and other majors recovered as JPMorgan turned contrarian, calling the sharp correction a buying opportunity. The brokerage sees deep value in large-cap IT names, believes concerns around AI disruption are overstated, and expects Indian IT firms to remain critical in global enterprise technology spending.
Volume Shockers
✔️ENGINERSIN (12.37%)
✔️ NATCOPHARM (6.99%)
✔️GMRAIRPORT (6.90%)
✔️RHIM (5.86%)
✔️AKUMS (5.73%)
✔️ NIFTY50 Adv-Dec 37/13
✔️ INDIA VIX 13.35 (0.35%)
✔️ Nifty PCR (17 FEB) 1.08
✔️ Bank Nifty PCR (24 FEB) 1.14
✔️ Nifty Midcap (0.48%, 59723.00)
✔️ Nifty SmallCap (0.11%, 17050.90)
✔️ Nifty IT (0.17%, 32738.05)
Disclaimer: This does not construe as investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Returns mentioned herein are in no way a guarantee or promise of future returns. Stock market investments are subject to market risks.
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Latest after the Bell 🕓 4.00 PM – Tuesday, 17th February 2026
Indian benchmark indices extended gains from the previous session as investors tracked cues from the ongoing Artificial Intelligence Impact Summit hosted by Prime Minister Narendra Modi. The event, along with Infosys’ upcoming AI investor meet, is expected to shape the near-term outlook for the IT sector while underscoring India’s broader AI ambitions and workforce challenges. Markets also awaited flash PMI data later this week for economic cues. Sectorally, IT and PSU banks led gains, while metals, oil & gas, and realty stocks lagged.
NIFTY (25725.40) (0.17%)
SENSEX (83450.96) (0.21%)
BANKNIFTY (61110.40) (0.23%)
Key Takeaways
✅Indian mutual funds sharply reduced holdings in 9 of 10 major IT stocks in January, driven by concerns that artificial intelligence could disrupt the traditional outsourcing model. Despite the selling, mutual funds still hold nearly ₹4 lakh crore in IT stocks, reflecting selective confidence. Heavy selling was seen in Infosys, TCS, HCL Tech, and Tech Mahindra, while Wipro saw some buying interest.
✅Infosys announced a strategic collaboration with Anthropic to develop advanced enterprise AI solutions for complex, regulated industries. The partnership will start in telecommunications with a dedicated Anthropic Center of Excellence and later expand into financial services, manufacturing, and software development. By combining Infosys Topaz with Anthropic’s Claude models, the initiative aims to automate workflows, accelerate software delivery, and build agentic AI systems that meet governance and compliance needs.
✅Adani Group will invest $100 billion by 2035 to build renewable energy-powered, AI-ready data centres across India, aiming to create the world’s largest integrated data centre platform. The initiative is expected to spur an additional $150 billion in related sectors, forming a $250 billion AI infrastructure ecosystem. The plan targets expanding capacity to 5 GW and positioning India as a global AI and cloud computing hub.
✅TVS Motor, Bajaj Auto and Hero MotoCorp have captured 60 percent of India’s electric two-wheeler market by January 2026, marking a sharp shift from startup-led dominance. Their combined share has risen from 34 percent in 2023, driven by strong distribution networks, reliable products, and better after-sales support. As mainstream buyers prioritise trust, service access, and ownership costs, legacy players are consolidating their leadership while startups lose market share.
Volume Shockers
✔️NEWGEN (13.92%)
✔️ PRAJIND (10.10%)
✔️ONESOURCE (8.15%)
✔️AEGISVOPAK (6.10%)
✔️PCBL (5.59%)
✔️ NIFTY50 Adv-Dec 27/23
✔️ INDIA VIX 12.65 (-4.95%)
✔️ Nifty PCR (17 FEB) 1.10
✔️ Bank Nifty PCR (24 FEB) 1.29
✔️ Nifty Midcap (0.27%, 59881.70)
✔️ Nifty SmallCap (0.56%, 17146.70)
✔️ Nifty IT (1.03%, 33075.05)
Disclaimer: This does not construe as investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Returns mentioned herein are in no way a guarantee or promise of future returns. Stock market investments are subject to market risks.
Indian benchmark indices extended gains from the previous session as investors tracked cues from the ongoing Artificial Intelligence Impact Summit hosted by Prime Minister Narendra Modi. The event, along with Infosys’ upcoming AI investor meet, is expected to shape the near-term outlook for the IT sector while underscoring India’s broader AI ambitions and workforce challenges. Markets also awaited flash PMI data later this week for economic cues. Sectorally, IT and PSU banks led gains, while metals, oil & gas, and realty stocks lagged.
NIFTY (25725.40) (0.17%)
SENSEX (83450.96) (0.21%)
BANKNIFTY (61110.40) (0.23%)
Key Takeaways
✅Indian mutual funds sharply reduced holdings in 9 of 10 major IT stocks in January, driven by concerns that artificial intelligence could disrupt the traditional outsourcing model. Despite the selling, mutual funds still hold nearly ₹4 lakh crore in IT stocks, reflecting selective confidence. Heavy selling was seen in Infosys, TCS, HCL Tech, and Tech Mahindra, while Wipro saw some buying interest.
✅Infosys announced a strategic collaboration with Anthropic to develop advanced enterprise AI solutions for complex, regulated industries. The partnership will start in telecommunications with a dedicated Anthropic Center of Excellence and later expand into financial services, manufacturing, and software development. By combining Infosys Topaz with Anthropic’s Claude models, the initiative aims to automate workflows, accelerate software delivery, and build agentic AI systems that meet governance and compliance needs.
✅Adani Group will invest $100 billion by 2035 to build renewable energy-powered, AI-ready data centres across India, aiming to create the world’s largest integrated data centre platform. The initiative is expected to spur an additional $150 billion in related sectors, forming a $250 billion AI infrastructure ecosystem. The plan targets expanding capacity to 5 GW and positioning India as a global AI and cloud computing hub.
✅TVS Motor, Bajaj Auto and Hero MotoCorp have captured 60 percent of India’s electric two-wheeler market by January 2026, marking a sharp shift from startup-led dominance. Their combined share has risen from 34 percent in 2023, driven by strong distribution networks, reliable products, and better after-sales support. As mainstream buyers prioritise trust, service access, and ownership costs, legacy players are consolidating their leadership while startups lose market share.
Volume Shockers
✔️NEWGEN (13.92%)
✔️ PRAJIND (10.10%)
✔️ONESOURCE (8.15%)
✔️AEGISVOPAK (6.10%)
✔️PCBL (5.59%)
✔️ NIFTY50 Adv-Dec 27/23
✔️ INDIA VIX 12.65 (-4.95%)
✔️ Nifty PCR (17 FEB) 1.10
✔️ Bank Nifty PCR (24 FEB) 1.29
✔️ Nifty Midcap (0.27%, 59881.70)
✔️ Nifty SmallCap (0.56%, 17146.70)
✔️ Nifty IT (1.03%, 33075.05)
Disclaimer: This does not construe as investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Returns mentioned herein are in no way a guarantee or promise of future returns. Stock market investments are subject to market risks.
Latest after the Bell 🕓 4.00 PM - Friday 20th February 2026
Indian markets closed on a positive note amid selective buying across sectors. Strength in power, metals, capital goods, and PSU banks underpinned the advance, while IT and media stocks faced profit booking, tempering broader gains. Sentiment stayed cautious amid rising US-Iran tensions, uncertainty over the Federal Reserve’s rate cut path, and elevated crude prices, which kept investors wary despite supportive domestic cues. Overall market tone remained constructive with rotation into economically sensitive segments.
NIFTY (25571.25) (0.46%)
SENSEX (82814.71) (0.38%)
BANKNIFTY (61172.00) (0.71%
Key Takeaways
✅ Piyush Goyal launched a new export promotion mission aimed at fast tracking India’s transition from being mainly local to becoming a stronger global exporter. The mission focuses on strengthening trade competitiveness, expanding market access, and supporting exporters through improved infrastructure, streamlined policies, and better trade facilitation. It targets key sectors to boost foreign exchange earnings, diversify export destinations, and enhance India’s presence in the global market, contributing to long term economic growth
✅ ONGC and Oil India shares rose as escalating tensions between the U.S. and Iran pushed global crude oil prices higher, boosting energy sector sentiment. Higher oil prices supported expectations of improved earnings for upstream producers. Meanwhile, downstream refiners HPCL and BPCL fell as investors factored in potential margin pressure from rising crude costs. The divergence reflected rotation within the energy segment based on price drivers.
✅ Defence stocks, including Data Patterns and Bharat Dynamics Ltd (BDL), climbed up to about 3% on 20 Feb after French President Emmanuel Macron suggested stronger India-France cooperation on Rafale fighter jet manufacturing. The comment boosted sentiment around defence production potential and export opportunities. Heavy buying lifted several defence counters, reflecting optimism around the Make in India programme and likely order visibility in advanced defence equipment segments.
✅ Texmaco Rail and RVNL have signed a joint venture pact to bolster manufacturing capabilities for rail infrastructure projects. The collaboration aims to enhance domestic production of rail components, reduce import dependence, and support India’s expanding rail modernization efforts. By leveraging Texmaco’s engineering expertise and RVNL’s project execution strengths, the JV seeks to improve competitiveness, boost local industry participation, and contribute to the country’s rail sector growth.
✅ India formally signed the Pax Silica Declaration with the United States at the India AI Impact Summit 2026, joining a US led initiative to strengthen global supply chains for artificial intelligence, semiconductors, and critical minerals. The partnership aims to build a resilient, trusted technology ecosystem, reduce dependence on adversarial sources, and deepen cooperation in research, manufacturing and innovation. India’s entry into the alliance marks a strategic expansion of bilateral tech and economic collaboration
New 52-week Highs
✔️KEI 4756.00 (4.10%)
✔️NTPC 372.95 (2.68%)
✔️LT 4380.60 (2.34%)
✔️ONGC 278.65(1.46%)
✔️ABSLAMC 917.90(2.43%)
✔️ NIFTY50 Adv-Dec 36/13
✔️ INDIA VIX 14.36 (6.69%)
✔️ Nifty PCR (24 FEB) 0.87
✔️ Bank Nifty PCR (24 FEB) 0.99
✔️ Nifty Midcap (0.48, 59513.95)
✔️ Nifty SmallCap (-0.11%, 17002.15)
✔️ Nifty IT (0.98%, 32004.05)
Disclaimer: This does not construe as investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Returns mentioned herein are in no way a guarantee or promise of future returns. Stock market investments are subject to market risks.
Indian markets closed on a positive note amid selective buying across sectors. Strength in power, metals, capital goods, and PSU banks underpinned the advance, while IT and media stocks faced profit booking, tempering broader gains. Sentiment stayed cautious amid rising US-Iran tensions, uncertainty over the Federal Reserve’s rate cut path, and elevated crude prices, which kept investors wary despite supportive domestic cues. Overall market tone remained constructive with rotation into economically sensitive segments.
NIFTY (25571.25) (0.46%)
SENSEX (82814.71) (0.38%)
BANKNIFTY (61172.00) (0.71%
Key Takeaways
✅ Piyush Goyal launched a new export promotion mission aimed at fast tracking India’s transition from being mainly local to becoming a stronger global exporter. The mission focuses on strengthening trade competitiveness, expanding market access, and supporting exporters through improved infrastructure, streamlined policies, and better trade facilitation. It targets key sectors to boost foreign exchange earnings, diversify export destinations, and enhance India’s presence in the global market, contributing to long term economic growth
✅ ONGC and Oil India shares rose as escalating tensions between the U.S. and Iran pushed global crude oil prices higher, boosting energy sector sentiment. Higher oil prices supported expectations of improved earnings for upstream producers. Meanwhile, downstream refiners HPCL and BPCL fell as investors factored in potential margin pressure from rising crude costs. The divergence reflected rotation within the energy segment based on price drivers.
✅ Defence stocks, including Data Patterns and Bharat Dynamics Ltd (BDL), climbed up to about 3% on 20 Feb after French President Emmanuel Macron suggested stronger India-France cooperation on Rafale fighter jet manufacturing. The comment boosted sentiment around defence production potential and export opportunities. Heavy buying lifted several defence counters, reflecting optimism around the Make in India programme and likely order visibility in advanced defence equipment segments.
✅ Texmaco Rail and RVNL have signed a joint venture pact to bolster manufacturing capabilities for rail infrastructure projects. The collaboration aims to enhance domestic production of rail components, reduce import dependence, and support India’s expanding rail modernization efforts. By leveraging Texmaco’s engineering expertise and RVNL’s project execution strengths, the JV seeks to improve competitiveness, boost local industry participation, and contribute to the country’s rail sector growth.
✅ India formally signed the Pax Silica Declaration with the United States at the India AI Impact Summit 2026, joining a US led initiative to strengthen global supply chains for artificial intelligence, semiconductors, and critical minerals. The partnership aims to build a resilient, trusted technology ecosystem, reduce dependence on adversarial sources, and deepen cooperation in research, manufacturing and innovation. India’s entry into the alliance marks a strategic expansion of bilateral tech and economic collaboration
New 52-week Highs
✔️KEI 4756.00 (4.10%)
✔️NTPC 372.95 (2.68%)
✔️LT 4380.60 (2.34%)
✔️ONGC 278.65(1.46%)
✔️ABSLAMC 917.90(2.43%)
✔️ NIFTY50 Adv-Dec 36/13
✔️ INDIA VIX 14.36 (6.69%)
✔️ Nifty PCR (24 FEB) 0.87
✔️ Bank Nifty PCR (24 FEB) 0.99
✔️ Nifty Midcap (0.48, 59513.95)
✔️ Nifty SmallCap (-0.11%, 17002.15)
✔️ Nifty IT (0.98%, 32004.05)
Disclaimer: This does not construe as investment advice. Stock market investments are subject to market risks. All information is a point of view and is for educational and informational use only. The author accepts no liability for any interpretation of articles or comments on this platform being used for actual investments. Returns mentioned herein are in no way a guarantee or promise of future returns. Stock market investments are subject to market risks.
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