• Yes Bank – In the spotlight after SMBC increased its stake by ~4.22%, making it the largest shareholder.
  • HCL Technologies – Watch after the launch of its AI-first MarTech platform Unica+ in India.
  • IT Stocks (Infosys, TCS, Wipro, etc.) – Under pressure due to higher U.S. visa fees, which could raise costs.
  • Adani Group – Gaining momentum after SEBI dismissed parts of the Hindenburg allegations.
  • SBI (State Bank of India) – Showing strength and outperforming other banks recently.
  • Power Grid Corporation – Holding firm in utilities despite market volatility.
  • Data Centre Theme Stocks – Names like Anant Raj, Reliance, Jio, Airtel, and Adani Enterprises linked to India’s β‚Ή30 billion data centre boom.
  • Other mentions – Swiggy, Indian Hotels, Tata Motors, Bajaj Electricals.