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“I’m torn between these two options.”

As investors get more discerning in separating potential artificial-intelligence winners from losers, memory stocks have become a standout trade.

Indian equities declined for a second session as investors stayed cautious despite easing geopolitical tensions. Sensex lost nearly 250 points and Nifty fell over 80, while analysts expect recovery if the index holds above the crucial 23,800 support level.

Nifty ended 80 points lower on monthly expiry, forming a bearish candle, but analysts maintained a positive outlook above the 21-DMA. They recommended ITC Hotels, Aptus Value Housing, Ather Energy and Solar Industries, citing bullish technical setups and breakout patterns.

Investor approval threshold for most key decisions set at 75 per cent by value

The Nifty 50 closed at 23,865.75, down 80.50 points or 0.34%; Sensex fell 250 points, or 0.33 per cent, to settle at 76,478

The European Securities and Markets Authority has granted essential recognition to India's Clearing Corporation, putting an end to a prolonged dispute. This groundbreaking approval allows the Clearing Corporation of India Ltd (CCIL) to operate under the Reserve Bank of India's regulations, an important advancement for European banks. By signing a memorandum of understanding, this resolution avoids possible capital adequacy complications for those financial institutions.

These companies were hit hard as investors worried about eventual losses of market share to AI tools.

HSBC strategists say persistent scrutiny of the artificial-intelligence trade could be met with surprise this year, if valuations of those stocks start to climb again.

Recent volatility in equities was probably caused by quarter-end rebalancing, while future volatility may develop as midterm elections approach in November. Between times, though, stocks look set to flourish, argues Wells Fargo.

All of these stocks have soared by triple digits during the first half of 2026.

Seven BSE 200 stocks, led by GMR Airports and FSN E-Commerce Ventures, scaled fresh 52-week highs despite a weak broader market, gaining up to 20% over the past month.

Sensex, Nifty, Share Prices Highlights: Benchmark stock indices Sensex and Nifty declined on Tuesday due to selling in IT, oil & gas and select banking shares amid uncertainty over the next round of US-Iran negotiations in Doha.

At the interbank foreign exchange market, the rupee opened at 94.60 against the American currency and finally closed for the day at 94.65 (provisional), registering a decline of 15 paise from its previous close

Indian equities ended lower for the second straight session as benchmarks slipped on expiry-day volatility, though broader markets advanced. IT stocks led declines amid rate worries, while auto and consumption names gained. Analysts expect sectoral rotation ahead of earnings, with banking, healthcare and power seen as resilient drivers of performance.

Gold futures recovered as traders reassessed the US interest rate outlook amid lingering geopolitical tensions and volatile crude oil prices

Analysts said the recovery in the precious metal was in line with firm trends in the global markets

Although the last week has been painful for quant funds, asset allocators remind investors that it’s important to look at returns over a wider timeframe. So far in 2026, the sector is still significantly ahead of the S&P 500 and U.S. Treasurys

India's widening water deficit could create an infrastructure investment opportunity worth over Rs 20 lakh crore over the next decade, according to PL Capital. The brokerage expects sustained growth across water treatment, recycling and wastewater management, and has identified VA Tech Wabag, Enviro Infra Engineers and Denta Water as key beneficiaries.

Among Nifty gainers at midday, Maruti Suzuki extended its early gains to rise 4.87 per cent to ₹14,065.00

Benchmarks remain volatile; midcaps and smallcaps outperform

Mutual funds increased holdings for eight consecutive quarters in 36 BSE 1000 companies, signalling sustained institutional conviction. While several stocks delivered strong returns and some more than doubled investor wealth, consistent institutional buying did not guarantee gains, with a few stocks posting sharp declines despite rising mutual fund ownership.

The new orders include contracts in the T&D segment in India and overseas markets, orders in the B&F business within India, and a water sector order in the Middle East secured through a joint venture or consortium

The Nifty IT index fell more than 2% to a fresh 52-week low on Tuesday as persistent inflation concerns and uncertainty over the US Federal Reserve's interest rate trajectory weighed on sentiment. Infosys, TCS, Wipro and other IT stocks declined up to 3%, with investors awaiting the sector's Q1 earnings season.

Starting July 1, the RBI will require bank guarantees issued to firms trading in capital markets to be fully backed by collateral, with at least half in cash

Policy provides purchase incentives for electric vehicles priced below ₹30 lakh through a 100 per cent exemption on road tax and registration fee

Forex traders said the losses for the rupee were partly cushioned by relatively stable crude oil prices globally.

At 9:33 am on Tuesday, September Brent oil futures were at $73.66, down 0.34%, while August WTI crude oil futures were at $70.41, down 0.48%

The previous session had seen profit booking at higher levels, with the Pharma, Healthcare and Metal indices gaining nearly 1 per cent, while Auto was the top sectoral laggard, falling 1.65 per cent

Indian stock markets rebounded on Tuesday, with both Sensex and Nifty climbing approximately 0.4% after a dip in the previous session. The Sensex surged over 200 points to cross 77,000, while the Nifty 50 also saw a healthy jump, nearing 24,000. Broader market indices, including Midcap and Smallcap, also participated in the upward trend, adding to the positive sentiment.

Five Nifty500 stocks, including Bank of Maharashtra, Chennai Petroleum, Carborundum Universal, Granules India, and NHPC, formed the bullish White Marubozu pattern on June 29, indicating strong buying momentum.

India's stock market faces a new challenge as a severe "Super El Niño" threatens the monsoon, impacting 56% of GDP tied to consumption. This follows a decade-low monsoon start, with rainfall deficits exceeding previous El Niño years. Analysts warn of domestic demand destruction, range-bound markets, and downgrades in consumer sectors, despite easing oil prices. The situation could strain rural incomes and government finances.

OYO parent Prism, formerly Oravel Stays, has filed an updated DRHP with SEBI for a Rs 6,650 crore IPO entirely through fresh issue. Proceeds will primarily repay borrowings, with remaining funds for corporate use. The company may also undertake a pre-IPO placement before listing plans progress further.

Five stocks in the Nifty500 segment that gained over 4% featured in the RSI Trending Up scan on June 29 after showing improving momentum. The RSI moved above the 50 mark from lower levels, signalling strengthening price action, improving sentiment and potential short-term buying opportunities for traders tracking bullish technical setups.

With the geopolitical tension continues to giving mixed signals, experts believe domestic sentiment will drive market movement in the short-term.

HDFC Bank, Yes Bank, Axis Bank, Bandhan Bank, RailTel Corp, Jagsonpal Pharmaceuticals, SIS Limited, BSE, Oberoi Realty, RITES, Accord Transformers & Switchgear, WeWork India, ARSS Infrastructure Projects, Schneider Electric stocks to be in focus today