Author: Eqwires

India’s benchmark Nifty 50 index extended its rally for the seventh consecutive session on Thursday, notching its longest winning streak in over four months. The index closed at 25,005.5, up 0.13%, while the BSE Sensex added 0.15% to settle at 81,548.73. The sustained momentum was fueled by growing optimism around renewed US-India trade negotiations, domestic tax reforms, and expectations of a US rate cut—all of which helped offset profit-booking in select sectors like IT.

What’s Driving the Rally

The recent surge in Indian equities is being attributed to a confluence of supportive factors:

• US-India Trade Talks: Comments from US President Donald Trump about upcoming discussions with Prime Minister Narendra Modi have sparked hopes of easing trade tensions. This comes after the US imposed a 50% tariff on Indian goods last month, which had initially triggered foreign outflows and weakened the rupee.
• Domestic Tax Cuts: Recent reductions in consumption-related taxes have boosted investor sentiment, especially in consumer-facing sectors.
• Rate Cut Expectations: With US inflation data showing signs of cooling, markets are pricing in a potential rate cut by the Federal Reserve, which could improve global liquidity and benefit emerging markets like India.
• Strong Institutional Support: Domestic mutual funds and institutional investors have continued to pump money into equities, providing a cushion against global volatility.

Sectoral Snapshot

Out of the 16 major sectors, 13 logged gains, signaling broad-based optimism:

• Oil & Gas: GAIL, BPCL, HPCL, and Indian Oil led the charge, with the sector rising 1.1% on positive brokerage commentary and expectations of tariff hikes.
• Energy: Up 0.9%, driven by strength in public sector undertakings and infrastructure-linked plays.
• IT: The index fell 0.5%, snapping a two-day rally. Infosys dropped 1.5% ahead of its board meeting to consider a share buyback.
• Mid & Small Caps: Traded flat, with selective gains in pharma and logistics. Stocks like Aurobindo Pharma and Jupiter Wagons posted strong moves on deal-related news.

Currency Pressure

Despite the equity market’s strength, the Indian rupee hit a record low of ₹88.44 against the US dollar. The depreciation reflects sustained foreign outflows and the impact of punitive US tariffs. Analysts warn that currency volatility could remain a headwind if trade negotiations stall.

Market Outlook

While the Nifty and Sensex have rebounded 1.7% over the past seven sessions, they remain about 5% below their record highs set in September 2024. Analysts believe the next leg of the rally will depend on:

• Progress in US-India trade talks
• Clarity on domestic policy reforms (especially GST)
• Corporate earnings growth in H2 FY26
• Stability in global interest rates

Support for Nifty is seen near 24,930, with resistance around 25,400. Traders are advised to watch for sustained moves above 25,012 to confirm bullish continuation.

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In a jaw-dropping display of investor confidence, Oracle Corporation added $244 billion to its market capitalization in a single trading session—an unprecedented surge that equals the combined market value of India’s top three IT giants: Tata Consultancy Services (TCS), Infosys, and HCL Technologies. The rally was fueled by Oracle’s aggressive forecast for AI-driven cloud infrastructure growth, signaling a seismic shift in global tech valuations.

Oracle’s AI Cloud Vision: A $144 Billion Bet on the Future

Oracle’s stock soared 36% after CEO Safra Catz unveiled a roadmap projecting cloud infrastructure revenue to reach $144 billion by fiscal 2030, up from just $10.3 billion in FY25. This bullish outlook was backed by multi-billion-dollar contracts with AI leaders including OpenAI, Meta, xAI, and Nvidia.

The company’s remaining performance obligations (RPO)—a key metric for future revenue—jumped 359% to $455 billion, with expectations to cross $500 billion soon. Oracle’s transformation from a legacy database provider to a dominant AI infrastructure player has positioned it alongside Amazon Web Services, Microsoft Azure, and Google Cloud.

Market Impact: Oracle’s Rally Redefines Tech Benchmarks

The $244 billion surge in Oracle’s market cap is equivalent to the combined valuation of India’s IT trinity:

• TCS: ₹13.5 lakh crore (~$162 billion)
• Infosys: ₹6.3 lakh crore (~$76 billion)
• HCL Tech: ₹3.0 lakh crore (~$36 billion)

Together, these firms represent the backbone of India’s IT exports and global outsourcing strength. Yet Oracle’s single-day rally matched their combined value, underscoring the scale of investor optimism around AI infrastructure.

Even Reliance Industries, India’s most valued company at $212 billion, appeared smaller in comparison to Oracle’s overnight leap.

Larry Ellison’s Wealth Surge

Oracle’s co-founder and chairman Larry Ellison, who owns over 40% of the company, saw his net worth jump by $88.5 billion in a single day. He briefly overtook Elon Musk as the world’s richest person, with Bloomberg estimating his wealth at $383 billion.

This rally was the largest percentage gain for Oracle since 1992 and signals a broader revaluation of companies enabling the AI revolution.

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In a significant vote of confidence for the Indian economy, Fitch Ratings has upgraded India’s GDP growth forecast for FY26 to 6.9%, up from its previous estimate of 6.5%. The revision follows stronger-than-expected momentum in the services sector, resilient domestic consumption, and robust industrial output. However, the agency also flagged rising trade tensions with the United States as a potential risk to sustained growth.

Strong Start to FY26: Services and Manufacturing Drive Expansion

India’s economy expanded by 7.8% in the first quarter of FY26 (April–June), marking its fastest pace in five quarters. This acceleration was fueled by a surge in services activity and a sharp rise in manufacturing output. The August services PMI climbed to 62.9—its highest since June 2010—while the manufacturing PMI hit 59.3, a 17-year high. These indicators reflect strong supply-demand alignment and improving business sentiment across sectors.

Fitch noted that the wedge between nominal and real GDP growth narrowed significantly, with GDP deflator growth at its lowest since Q3 FY19. This suggests that inflationary distortions are minimal, allowing real growth figures to more accurately reflect economic activity.

Domestic Demand Remains the Key Driver

Fitch emphasized that domestic demand will continue to be the primary engine of growth. Strong real income dynamics, supported by subdued inflation and looser financial conditions, are expected to sustain consumer spending and investment. The Reserve Bank of India (RBI) projects FY26 growth at 6.5%, citing government-led capital expenditure and a nascent recovery in rural demand.

Retail inflation fell to 1.55% in July, its lowest level in eight years, driven by a 1.76% decline in food prices. Above-average monsoon rainfall and large stockpiles have helped keep food inflation in check. Fitch expects overall inflation to remain subdued, forecasting a year-end rate of 3.2%.

Trade Tensions with the US: A Cloud on the Horizon

Despite the upbeat domestic outlook, Fitch warned that escalating trade tensions with the United States could dampen investor sentiment and disrupt capital flows. The US has imposed a 50% tariff on Indian imports, including a 25% penalty linked to purchases of Russian crude oil. While Fitch expects these levies to be negotiated down over time, the uncertainty surrounding trade relations poses a risk to business confidence and investment planning.

New Delhi has criticized the tariffs as punitive, raising concerns about supply chain disruptions and the broader impact on India’s export competitiveness. The Asian Development Bank has already trimmed its FY26 forecast to 6.5%, citing these trade frictions and policy uncertainty.

Growth Outlook Beyond FY26

While FY26 is expected to be strong, Fitch projects a gradual moderation in growth thereafter. The agency forecasts GDP growth of 6.3% in FY27 and 6.2% in FY28, as the economy operates slightly above its potential and global headwinds begin to weigh more heavily.

The RBI is expected to cut interest rates by 25 basis points later this year and maintain them through 2026, before beginning a tightening cycle in 2027. This policy stance is aimed at supporting growth while keeping inflation within the target range.

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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.

Eqwires: Your Strategic Edge in an AI-Driven Market

As Oracle’s transformation fuels a new wave of tech optimism, traders and investors need expert guidance to capitalize on these shifts. Eqwires stands out as the Best SEBI Registered Eqwires Research Analyst in India, offering deep market insights and strategic recommendations tailored to this evolving landscape.

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For active traders, Eqwires is also the best intraday tips provider, offering real-time alerts and setups that align with market momentum. Their commitment to precision, transparency, and client success has earned them the reputation of being the best stock market tips provider and ultimately, the best stock market company in India.

With Eqwires, you gain more than just tips—you gain a strategic edge in a market transformed by AI, cloud innovation, and global capital flows.

Eqwires Research Analyst

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info@eqwires.com

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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.

Eqwires: Your Strategic Partner in a Bullish Market

As the market surges, traders and investors are looking for trusted guidance to navigate volatility and seize opportunities. Eqwires stands out as the Best SEBI Registered Eqwires Research Analyst in India, offering a full spectrum of advisory services tailored to both retail and institutional clients.

Whether you’re trading stock options or building long-term equity positions, Eqwires is recognized as one of the best option trades providers and the best equity tips provider in the country. Their team of seasoned analysts delivers best options trading strategies that are grounded in deep research and real-time market intelligence.

For active traders, Eqwires is also the best intraday tips provider, offering timely alerts and actionable setups that align with market momentum. Their commitment to precision, transparency, and client success has earned them the reputation of being the best stock market tips provider and ultimately, the best stock market company in India.

With Eqwires, you gain more than just tips—you gain a strategic edge.

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.

Eqwires Research Analyst

Top-notch SEBI registered research analyst

Best SEBI registered Intraday tips provider

info@eqwires.com

Telegram | Facebook | Instagram

Call: +91 9624421555 / +91 9624461555

www.eqwires.com