Top 3 Most Important Stock-Specific News

1) $INFY – Expanded Collaboration with GlobalFoundries View: Positive Infosys has expanded its multi-year engagement with semiconductor giant GlobalFoundries to drive AI-led IT transformation across applications, infrastructure, data, and service desk operations. The deal strengthens Infosys' positioning in the high-growth semiconductor vertical and reinforces its AI services capabilities. Large global digital transformation contracts improve revenue visibility and support margin stability. 2) $TATAPOWER – Section 11 Extension for Mundra Plant Until Sept 30 View: Positive The government has extended the Section 11 directive for Tata Power's Mundra plant, allowing continued operation with fuel cost pass-through mechanisms. This reduces earnings uncertainty for the imported coal-based plant and supports utilization levels during peak demand periods. The extension provides near-term cash flow visibility and operational stability. 3) $SAIL – Anti-Dumping Duty Probe on Electrical Steel Imports View: Positive The government's initiation of an anti-dumping investigation into electrical steel imports from China and other countries could strengthen the competitive position of domestic steel manufacturers. If duties are eventually imposed,