Month: September 2025

Oracle Corporation has electrified global markets with a bold forecast: its AI-powered cloud revenue is projected to reach $144 billion by fiscal 2030. CEO Safra Catz’s announcement triggered a sharp rally, with Oracle stock surging over 28% in premarket trading. The company’s transformation from a traditional database provider to a dominant force in AI infrastructure marks a pivotal moment for the tech sector—and a fresh wave of opportunity for investors.

Oracle’s Cloud Leap: From $18 Billion to $144 Billion

Oracle Cloud Infrastructure (OCI) is expected to grow 77% this fiscal year to $18 billion, with projections reaching $32 billion, $73 billion, $114 billion, and ultimately $144 billion over the next four years. This trajectory far exceeds Wall Street expectations and positions Oracle alongside Amazon Web Services and Microsoft Azure.

The surge is driven by four multibillion-dollar contracts signed in Q1 with AI leaders including OpenAI, Meta, xAI, and Nvidia. Oracle’s remaining performance obligations (RPO)—a key measure of future revenue—jumped 359% to $455 billion, with expectations to cross half a trillion dollars soon.

Strategic Partnerships and Infrastructure Expansion

Oracle is rapidly expanding its global footprint, leasing 4.5 gigawatts of computing capacity to OpenAI and building dozens of new data centers across the U.S. It has also struck deals to run OCI inside the clouds of Amazon, Alphabet, and Microsoft, with revenue from these partnerships up 1,529% in Q1.

Chairman Larry Ellison confirmed that Oracle will deliver 37 new data centers to hyperscaler partners, bringing the total to 71. The upcoming Oracle AI Database will allow clients to run large language models like ChatGPT, Gemini, and Grok directly on Oracle’s platform, unlocking vast amounts of enterprise data for AI analysis.

Market Impact and Investor Sentiment

Oracle’s stock now trades at over 33 times forward earnings, reflecting investor confidence in its capital-light, efficiency-driven model. The company raised its annual capex forecast to $35 billion—still far below the hundreds of billions being spent by competitors.

This rally has lifted broader tech sentiment, with chipmakers AMD, Nvidia, and Broadcom also posting gains. Analysts believe Oracle’s rise could trigger a revaluation of AI infrastructure providers and reshape competition in the cloud economy.

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On September 10, 2025, Indian equity markets extended their bullish momentum for the sixth consecutive session, buoyed by strong performances in the IT and financial sectors. The benchmark indices posted solid gains, with the Sensex climbing 324 points to close at 81,425.15 and the Nifty settling at 24,973.10, up 104.5 points. This rally was underpinned by optimism surrounding potential Goods and Services Tax (GST) reforms and renewed trade negotiations between India and the United States.

Sectoral Performance: IT and PSU Banks Lead the Charge

The rally was broad-based, but IT and PSU banks were the clear outperformers. The IT index surged 2.6%, driven by gains in heavyweights like Infosys, TCS, Wipro, and HCL Technologies. Oracle Financial Services Software saw a notable spike of over 10%, following a strong performance by its parent company Oracle in the global cloud business segment.

PSU banks also contributed significantly, with the index rising 2.2%. Investor sentiment was lifted by expectations of policy support and improving asset quality in the sector. Realty stocks added 1%, while financial services remained firm throughout the session.

Stock-Specific Highlights

Several stocks posted impressive gains:

• Bharat Electronics, Wipro, HCL Technologies, Bajaj Finance, and TCS were among the top Nifty gainers.
• Apex Frozen Foods, Avanti Feeds, and Coastal Corporation rallied between 15–20% on positive export sentiment from Europe.
• Vikram Solar surged 5% after reporting a 483% year-on-year jump in Q1 consolidated profit.
• MIC Electronics, Mamata Machinery, and Silver Touch Technologies also posted double-digit gains on the back of new orders and strategic partnerships.

On the downside, auto stocks faced profit booking. The auto index slipped 1%, with M&M, Hero MotoCorp, Bajaj Auto, Maruti Suzuki, and Tata Motors closing in the red. Media stocks also remained subdued.

Broader Market Trends

The BSE Midcap and Smallcap indices rose 0.7% each, reflecting strong participation from retail and institutional investors. More than 100 stocks touched their 52-week highs, including names like Indian Bank, JSW Steel, Bosch, and Muthoot Finance.

Global cues remained supportive, with Asian and European markets trading higher. The MSCI Asia Pacific Index rose 0.9%, while the MSCI Emerging Markets Index gained 1%. Renewed optimism over trade talks and easing inflationary pressures contributed to the positive sentiment.

Economic Backdrop and Investor Sentiment

The rally comes amid growing expectations of GST cuts aimed at stimulating consumption. Additionally, Fitch Ratings recently upgraded India’s FY26 growth forecast to 6.9%, citing robust domestic demand. These developments have reinforced investor confidence, especially in cyclical sectors like banking and infrastructure.

Foreign institutional investors continued their buying streak, while domestic mutual fund inflows remained resilient despite a slight dip in August figures. The market’s ability to sustain gains above key psychological levels—like Nifty 24,950 and Sensex 81,000—signals underlying strength.

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What Today’s Rally Means

• Sensex up 324 pts, Nifty closes at 24,973, marking a sixth straight day of gains.
• IT and PSU banks led the rally, with strong performances from Infosys, TCS, and Oracle Financial.
• Auto and media stocks saw profit booking, while midcaps and smallcaps remained buoyant.
• Investor optimism driven by GST reform hopes and renewed US-India trade talks.
• Fitch upgrades India’s growth forecast, adding to bullish sentiment.
• Eqwires emerges as the go-to partner for traders seeking safe, smart, and profitable strategies.

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India’s information technology sector, a pillar of the country’s export economy, is facing renewed pressure following the introduction of the HIRE Act (Halting International Relocation of Employment) by Republican Senator Bernie Moreno in the United States Senate. The proposed legislation seeks to impose a 25% tax on outsourcing payments made by U.S. companies to foreign workers whose services benefit American consumers. If passed, the Act could significantly disrupt India’s IT services industry, which derives over 60% of its revenue from U.S.-based clients.

What the HIRE Act Proposes

The HIRE Act, introduced on September 5, 2025, aims to penalize companies that outsource jobs overseas by levying a 25% tax on payments made to foreign service providers. These payments would no longer be tax-deductible, and the funds collected would be directed toward domestic workforce development programs in the U.S. The bill is part of a broader push by the Trump administration to prioritize American jobs and reduce reliance on foreign labor.

Senator Moreno stated that companies choosing to hire foreign workers over Americans should face financial consequences. This stance has sent shockwaves through India’s IT corridors, with industry leaders warning of potential disruptions to existing contracts, pricing models, and future growth strategies.

Impact on Indian IT Firms

If enacted, the HIRE Act could fundamentally alter the cost structure for U.S. companies outsourcing to Indian IT firms and Global Capability Centers. Experts suggest that the additional tax burden may prompt American enterprises to reconsider offshore delivery models, leading to:

• Reduced demand for outsourced services
• Pressure on Indian firms to lower billing rates
• Shift in focus toward non-U.S. markets such as Europe and Southeast Asia
• Increased compliance and operational costs for Indian service providers
• Potential renegotiation or cancellation of long-term contracts

The timing of the bill is particularly challenging, as Indian IT firms are already grappling with subdued global tech spending, margin pressures, and a slowdown in hiring. India’s tech job openings have declined significantly over the past three years, reflecting broader macroeconomic headwinds.

Strategic Response from the Industry

While the bill is still in its proposal stage and may undergo revisions, Indian IT companies are preparing contingency plans. These include:

• Diversifying client portfolios beyond the U.S.
• Investing in automation and AI to reduce dependency on labor arbitrage
• Strengthening domestic and regional delivery centers
• Enhancing value-added services to justify premium pricing

Industry bodies are expected to engage in diplomatic and lobbying efforts to highlight the mutual benefits of cross-border tech collaboration.

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Conclusion

The proposed HIRE Act represents a potential inflection point for India’s IT sector. While the legislation is yet to be passed, its implications are far-reaching—threatening to reshape outsourcing models, contract structures, and global delivery strategies. As the industry recalibrates, expert guidance from Eqwires Research Analyst will be essential for decoding complexity and capturing value. For those seeking the best stock market tips, options trading strategies, and equity insights, Eqwires remains the benchmark for excellence in India’s financial ecosystem.

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In a significant policy shift, the GST Council has announced a complete exemption of Goods and Services Tax (GST) on individual health and life insurance premiums, effective from September 22, 2025. The move, aimed at enhancing affordability and boosting insurance penetration, has sparked debate over its impact on insurers’ profitability—particularly due to the removal of input tax credit (ITC) benefits. However, leading life insurance companies have downplayed these concerns, citing strategic adjustments and minimal impact on their Embedded Value (EV).

What Has Changed?

Until now, most life and health insurance policies attracted an 18% GST, which was passed on to policyholders. With the exemption, customers will now pay only the base premium, making insurance more accessible. However, insurers will no longer be able to claim ITC on backend expenses such as agent commissions, technology infrastructure, reinsurance, and marketing.

Despite this, the industry remains optimistic. According to a report by Centrum Institutional Research, listed life insurance companies expect the impact on EV to be less than 1%, with Life Insurance Corporation of India (LIC) projecting a reduction of under 0.5%. The report emphasizes that insurers have already implemented cost optimization strategies, repricing models, and in some cases, absorbed part of the cost to maintain competitive pricing.

Strategic Adjustments by Insurers

To cushion the loss of ITC, insurers are deploying a mix of operational and financial strategies:

• Cost Optimization: Streamlining vendor contracts, reducing overheads, and improving digital efficiency
• Product Repricing: Adjusting base premiums to reflect the new tax structure without burdening customers
• Absorption of Costs: In select cases, insurers are choosing to absorb the additional cost to retain market share

These measures are expected to limit the short-term impact on margins while supporting long-term growth in policy volumes and renewal rates.

Market Implications

The exemption is expected to make insurance policies cheaper by 12–15%, depending on how insurers pass on the benefit. This could lead to:

• Increased adoption of term and health insurance policies
• Higher coverage levels among existing policyholders
• Improved renewal rates and reduced lapse ratios
• Narrowing of India’s protection gap, especially in Tier 2 and Tier 3 cities

While some insurers may marginally increase base premiums to offset the loss of ITC, the net outgo for customers is still projected to decline. This aligns with the regulator’s broader goal of “Insurance for All by 2047.”

Strategic Insights from Eqwires Research Analyst

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• Best Equity Tips Provider: High-quality stock recommendations based on valuation, breakout patterns, and sectoral rotation
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• Best Stock Market Tips Provider: Daily market wraps, policy impact analysis, and trade-ready insights
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Whether navigating policy-driven moves in insurance stocks or positioning ahead of earnings season, Eqwires equips clients with the tools to act decisively. The firm’s blend of research depth, execution clarity, and personalized support makes it a standout in India’s financial advisory landscape.

Conclusion

The GST exemption on life and health insurance premiums marks a pivotal moment for the industry. While insurers lose access to input tax credits, strategic cost management and product adjustments are expected to limit the impact on profitability. For policyholders, the move promises greater affordability and wider access to protection. As the sector recalibrates, expert guidance from Eqwires Research Analyst will be essential for decoding complexity and capturing value in this evolving landscape. For those seeking the best stock market tips, options trading strategies, and equity insights, Eqwires remains the benchmark for excellence in India’s financial ecosystem.

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info@eqwires.com

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Call: +91 9624421555 / +91 9624461555

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On September 9, 2025, Indian equity markets ended the session on a strong note, buoyed by robust buying in IT, pharma, and FMCG stocks. The benchmark indices posted their fifth consecutive day of gains, with the Sensex rising 314.02 points to close at 81,101.32 and the Nifty 50 advancing 95.45 points to settle at 24,868.60. The rally was supported by positive global cues, expectations of a US Federal Reserve rate cut, and renewed investor interest in large-cap technology stocks.

Key Highlights of the Trading Session

• IT Sector Outperforms The Nifty IT index surged 2.8 percent, driven by strong gains in Infosys, Wipro, Tech Mahindra, and HCL Technologies. Infosys led the pack with a 5 percent jump ahead of its board meeting to consider a share buyback proposal. The sector benefited from global optimism around tech spending and favorable currency movements.
• Pharma and FMCG Stocks Support Gains Defensive sectors like pharma and FMCG added stability to the rally, each gaining 0.5 percent. Dr. Reddy’s Laboratories and Hindustan Unilever were among the notable contributors.
• Midcap and Smallcap Indices Both indices posted modest gains of 0.2 percent, reflecting selective buying in broader markets. More than 130 stocks on the BSE touched their 52-week highs, signaling strong underlying momentum.
• Market Breadth and Volume On the BSE, out of 4,272 stocks traded, 1,995 advanced, 2,120 declined, and 157 remained unchanged. The India VIX dropped 1.4 percent to 10.69, indicating low volatility and stable sentiment.
• Global Cues Asian markets closed mixed, with gains in Hong Kong and South Korea offset by declines in Japan and China. US markets had closed higher the previous day, reinforcing expectations of monetary easing.

Sectoral Performance

Sector	Movement (%)	Key Drivers
IT	+2.8	Infosys buyback buzz, global demand
Pharma	+0.5	Defensive buying
FMCG	+0.5	Stable consumption outlook
Oil & Gas	-0.3	Profit booking
Realty	-0.3	Mixed earnings

Stock-Specific Action

• Infosys: Up 5% on buyback expectations
• Tech Mahindra, Wipro, HCL Tech: Gained 2–3%
• Adani Ports: Rose on logistics expansion news
• Trent, Tata Motors, Titan: Declined due to profit booking

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In a market driven by sectoral rotation, institutional flows, and corporate actions, precision matters more than prediction. Eqwires Research Analyst, a SEBI-registered advisory firm, stands out as one of India’s most trusted names in equity and derivatives research.

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Whether navigating volatile expiry days or positioning ahead of corporate events, Eqwires equips traders and investors with the tools to act decisively. The firm’s blend of research depth, execution clarity, and regulatory integrity makes it a standout in India’s financial advisory landscape.

Conclusion

The Indian stock market continues to show resilience, with benchmark indices climbing steadily and sectoral leaders driving momentum. As IT stocks shine and broader participation improves, strategic positioning becomes essential. For those seeking disciplined, data-backed guidance in options, equities, and intraday trades, Eqwires Research Analyst remains the go-to destination—delivering results with integrity, insight, and precision.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

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info@eqwires.com

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