BSE Sensex: 83,734.25, up 283.29 points (+0.34%)
NSE Nifty 50: 25,819.35, up 93.95 points (+0.37%)
Broader markets also participated in the rally:
Nifty Midcap 100: +0.50%
Nifty Smallcap 100: +0.54%
Impact on the stock market
Sector-wise performance
Sector Winners
- Nifty Metal index: +1.33%
- Nifty PSU Bank index: +1.30%
- Nifty FMCG index: +1.20%
Sector Loser
- Nifty IT index: −1.23%
| Sector/Index | Performance |
| IT & BPM sector | -1.23% |
| Healthcare sector | 0.30% |
| Oil & Gas sector | 0.74% |
| Real estate sector | 0.62% |
| PSU Bank in India | 1.31% |
Top gainers today
| Company | Share Price (in ₹) | Change % |
| HDFC Life | 729.60 | 3.37 |
| Tata Steel | 209.03 | 2.93 |
| ITC | 332.45 | 2.15 |
| TATA Cons. Prod | 1,169.70 | 1.85 |
| Bajaj Auto | 9,980.00 | 1.56 |
Top losers today
| Company | Share Price (in ₹) | Change % |
| ONGC | 264.60 | –2.67 |
| Wipro | 211.95 | -1.73 |
| Eternal | 277.35 | -1.47 |
| Adani Enterprise | 2,211.20 | -1.41 |
| Infosys | 1,373.70 | -1.26 |
Market aftermath: Impact on stocks
Larsen & Toubro Gains After Nvidia AI Partnership
Larsen & Toubro shares rose nearly 1% to ₹4,310 after announcing a partnership with Nvidia to build India’s largest gigawatt-scale AI factory under the India AI Mission.
The project aims to build sovereign AI infrastructure capable of supporting large-scale computing workloads across manufacturing, healthcare, finance, energy and public services. As part of the partnership:
- GPU deployment will scale to 30 MW at the Chennai data centre
- A 40 MW Mumbai data centre is under development
- The infrastructure will support global customers and India Inc
This partnership signals a major shift from AI experiments to production-scale deployment, reinforcing India’s ambition to become a global AI hub.
Aurobindo Pharma Falls After US FDA Observations
Aurobindo Pharma shares dropped up to 5% to ₹1,129 after reports of nine serious observations by the US FDA at its Telangana manufacturing facility.
Key issues flagged:
- Equipment reportedly not cleaned for years
- Cross-contamination 380 times above limits
- Presence of E. coli and bird droppings
- Concerns around data integrity and documentation
The stock has fallen 12% from its recent highs, highlighting how regulatory risks can quickly impact pharma stocks and investor sentiment.
E2E Networks Surges On Nvidia Blackwell GPU Cluster
E2E Networks shares surged 18% to ₹3,026 after Nvidia announced the company is building a Blackwell GPU cluster on its cloud platform.
The project will use:
- NVIDIA HGX B200 systems
- NVIDIA enterprise software
- NVIDIA Nemotron models
The infrastructure will support artificial intelligence workloads across healthcare, finance, manufacturing, agriculture and more.
Adding to the momentum, Yotta Data Services announced a $2 billion AI computing hub, including a four-year $1 billion engagement with Nvidia to build one of Asia-Pacific’s largest cloud clusters.
India’s AI infrastructure race is clearly accelerating.
Crude Oil
Crude oil prices moved slightly higher despite progress in US–Iran nuclear talks.
Morning prices:
- Brent crude: $67.66, up 0.36%
- WTI crude: $62.43, up 0.27%
- MCX crude (Feb): ₹5,666, up 0.43%
The talks are being mediated by Oman, and progress has been described as constructive. However, uncertainty remains as Iran temporarily closed part of the Strait of Hormuz for military drills, keeping supply risks in focus.
Other commodity moves:
- Zinc futures: ₹320.95, up 0.58%
- Turmeric futures: ₹15,430, up 2.25%
- Jeera futures: ₹22,620, up 1.23%
Conclusion
The Sensex closed at 83,734 and the Nifty at 25,819, marking a third straight day of gains. Metals, PSU banks and FMCG stocks led the rally while volatility declined, signalling rising confidence.At the same time, India’s artificial intelligence infrastructure story is gaining serious momentum, with major announcements from L&T, E2E Networks and Yotta. On the flip side, Aurobindo Pharma’s decline reminds investors how regulatory risks can quickly impact stock sentiment.
For more stock market insights, check out the StockGro blog.
