• Sensex and Nifty rebounded strongly in the previous session after recent losses.
    • Sensex: ~75,502 (+938 points)
    • Nifty 50: ~23,408 (+257 points) ย 
  • The rally was driven by banking, auto and consumer stocks after bargain buying from investors. ย 
  • GIFT Nifty signals a slightly positive opening for todayโ€™s session around the 23,450โ€“23,500 level. ย 

๐ŸŒ Global Market Impact

  • Middle East conflict (USโ€“Iran tensions) is creating volatility in global markets and pushing oil prices higher. ย 
  • Brent crude above $103 per barrel is worrying investors because higher oil prices can slow economic growth. ย 
  • Asian markets are trading higher after Wall Street gains led by AI stocks. ย 

๐Ÿ“Š Foreign Investor Activity

  • Foreign Institutional Investors (FIIs) continue heavy selling.
  • Around โ‚น93.66 billion sold in one day and about $6.9 billion outflows this month. ย 

๐Ÿข Stocks in Focus Today

Key stocks likely to move today:

  • Reliance Industries โ€“ major green ammonia supply deal. ย 
  • Tata Motors โ€“ announced price hike for commercial vehicles. ย 
  • Sun Pharma โ€“ sector updates. ย 
  • RVNL and GMDC โ€“ project/order developments. ย 

๐ŸŒ Global Corporate News

  • Nvidia expects $1 trillion revenue by 2027, showing massive demand for AI chips. ย 

๐Ÿช™ Commodities

  • Gold prices fell sharply due to stronger US dollar. ย 

โœ… Market Sentiment Today:

  • Short term: Volatile
  • Main factors: Oil prices, geopolitics, FII selling, global cues