Sensex Up 258 Points, Nifty at 25,542; IT Index Surges 3%, Solar Stocks Drop Up to 15%

Market Update at 12:42 PM: Indian equity markets traded with a positive bias on Wednesday, supported by steady gains in information technology and private Banking stocks.

As of 12:34 PM on 25 February 2026, the NSE Nifty 50 was at 25,542.40, up 117.75 points or 0.46 per cent. The BSE Sensex stood at 82,484.75, higher by 258.83 points or 0.31 per cent.

Among the 30 Sensex constituents, Infosys, Tech Mahindra, TCS and HCL Technologies gained around 2 to 3 per cent each. InterGlobe Aviation (IndiGo), Power Grid Corporation, Larsen & Toubro, Tata Steel and ICICI Bank were among the other key gainers in trade.

In the broader markets, the Nifty MidCap 100 rose 0.6 per cent, while the Nifty SmallCap 100 added 0.8 per cent. The India VIX declined over 9 per cent to 12.87 levels, indicating easing volatility.

On the sectoral front, the Nifty IT index emerged as the top gainer, rising nearly 3 per cent, followed by the Nifty Metal index, which was up 2.5 per cent.

However, in the broader market, Solar-related stocks plunged up to 14 per cent after the U.S. imposed import tariffs on multiple countries, weighing on sentiment in the renewable energy space.

Market Update at 10:04 AM: The Sensex and the Nifty opened higher on Wednesday amid a significant bounce back in beaten-down IT shares. The BSE Sensex opened 304 points higher at 82,530 and soon surged to a high of 82,785. The index was trading 510 points, or 0.6 per cent, higher at 82,725 levels.

The Nifty 50 also gained momentum, quoting 140 points, or 0.55 per cent, higher at 25,560.

Among the Sensex 30 constituents, IT stocks led the rally. Shares of TCS, HCL Technologies, Tech Mahindra and Infosys were up around 3 per cent each. Power Grid, NTPC, IndiGo and Tata Steel were among the other prominent gainers. On the downside, Bajaj Finance and Maruti were the notable laggards.

In the broader market, the Nifty Mid-Cap and Nifty Small-Cap indices advanced around 0.5 per cent each, indicating positive sentiment across segments.

Sectorally, the Nifty IT index, which has tanked up to 21 per cent this month, emerged as the top sectoral gainer, rising 2.5 per cent in early trade as investors lapped up IT stocks after recent sharp corrections.

Pre-Market Update at 7:48 AM: The Indian stock market benchmark indices, the BSE Sensex and the Nifty 50, are likely to open higher on Wednesday, stabilising after a sharp sell-off in the previous session, tracking gains in global markets and a rebound in U.S. technology stocks.

As of 7:36 am, GIFT Nifty was trading around the 25,664 level, a premium of nearly 61 points over the previous close of Nifty futures, indicating a positive start for domestic equities. The upbeat opening is supported by three key catalysts, a rebound in U.S. technology stocks after AI disruption-led weakness, FIIs turning net buyers for February with net inflows of Rs 1,369.93 crore so far, and positive cues from Asian markets following the rally on Wall Street.

On February 24, FIIs were net sellers to the tune of Rs 102.53 crore, while DIIs bought equities worth Rs 3,161.22 crore. Despite Tuesday’s outflow, FIIs remain net buyers for February so far with net inflows of Rs 1,369.93 crore.

On Tuesday, Indian equities ended sharply lower amid broad-based selling triggered by AI disruption fears. The Sensex declined 1,068.74 points, or 1.28 per cent, to close at 82,225.92, while the Nifty 50 fell 288.35 points, or 1.12 per cent, to settle at 25,424.65.

The U.S. stock market ended higher on Tuesday, led by strong gains in technology shares. The Dow Jones Industrial Average rose 370.44 points, or 0.76 per cent, to 49,174.50. The S&P 500 gained 52.32 points, or 0.77 per cent, to 6,890.07, while the Nasdaq Composite advanced 236.41 points, or 1.05 per cent, to 22,863.68. 

Among major movers, Nvidia gained 0.68 per cent, Advanced Micro Devices surged 8.8 per cent, Intel rose 5.71 per cent, Microsoft added 1.18 per cent, Apple climbed 2.24 per cent, Amazon gained 1.60 per cent and Meta Platforms edged up 0.3 per cent. Other notable performers included Tesla, up 2.39 per cent; Keysight Technologies, soaring 23.1 per cent; FactSet, rising 5.9 per cent; Salesforce, up 4.1 per cent; and Thomson Reuters, jumping 11.5 per cent. 

Advanced Micro Devices agreed to sell up to USD 60 billion worth of AI chips to Meta Platforms over five years, allowing it to acquire as much as 10 per cent stake in the chipmaker.

Geopolitical tensions remain elevated as the U.S. initiated its largest military buildup in the Middle East since the 2003 Second Gulf War, deploying two aircraft carriers and additional F-22 fighter jets to Israel.

In commodities, gold rose to around USD 5,180 per ounce, supported by trade and geopolitical uncertainty after U.S. President Donald Trump’s 10 per cent global tariff came into effect, with plans to increase it to 15 per cent. Spot silver jumped 1.5 per cent to USD 88.28 per ounce. Oil prices hovered near seven-month highs amid concerns of supply disruption due to U.S.-Iran tensions, with WTI crude futures rising 0.64 per cent, or 42 cents, to USD 66.05 per barrel.

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Disclaimer: The article is for informational purposes only and not investment advice.