Infosys’ alliance with Anthropic has infused new energy into its stock narrative. Shares jumped nearly 3–4 per cent immediately after the announcement, and later settled. This surge wasn’t merely promotional, but it reflected investor confidence that Infosys is seriously embedding AI into its services rather than simply being influenced by it.

JK Tyre & Industries is riding on the back of India’s auto boom. As trucks, buses, and passenger cars roll out in bigger numbers, the demand for tyres naturally follows—and JK Tyre, with its strong presence in radial technology, is well-placed to capture that growth.

Indus Towers’ story is really about riding the wave of India’s digital transformation. The company already has a massive footprint—over 225,000 towers and nearly 375,000 shared sites across all 22 telecom circles—and that scale gives it a strong foundation.

Hindustan Aeronautics Limited has issued a clarification addressing media reports on delays in the delivery of LCA Mk1A fighter jets, confirming that five aircraft are fully ready for delivery, while nine additional aircraft have already been built and are awaiting engine deliveries from GE.

In recent years, medicines have increasingly moved beyond traditional chemical drugs to therapies that are developed using biology itself. This shift has brought biopharma to the forefront of modern healthcare. Biopharma, or biopharmaceuticals, refers to the part of the pharmaceutical industry that focuses on developing and manufacturing medicines using living biological systems, rather than relying solely on chemical synthesis.

When the news of the trade deal with the United States broke, the market’s reaction was almost immediate. Textile exporters, long burdened by heavy tariffs, suddenly felt a wave of relief. Shares of Gokaldas Exports and KPR Mill surged, hitting upper circuits, as investors quickly realised the math—lower duties meant better margins, stronger competitiveness, and a clearer path to growth in the American market.