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SumanSpeaks Independent Capital Markets & Geopolitical Intelligence  |  Estd 2006 Corporate Strategy  |  AI Pivot & Power Infrastructure Reliance Power's AI Pivot (₹25.10): Rebranding, ₹9,000 Cr Capital, and a Policy Tailwind Arriving Right on Cue Four renamed subsidiaries. A ₹9,000 crore fundraise. And a state government simultaneously building the exact demand this pivot is betting on. On June 30, 2026, Reliance Power quietly filed one of the more consequential corporate-identity shifts in the Indian power sector this year. Four of its subsidiaries were renamed Reliance AI Green Power, Reliance AI Power, Reliance AI Data Control, and Reliance AI Data C — and the company formally added artificial intelligence and technology-enabled services to its business objects. This was not a data-centre announcement or a customer contract. It was...
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Market Mantra
The Nifty is consolidating around 4850 mark. US markets closed flattish on the back of strong housing data and news reports from Greece indicating a re-election to end political deadlock in the debt stricken nation. Chinese data too pointed at a recovery that propelled base metals higher. Asian were mixed today on the news of faster-than-estimated economic growth in Japan and on optimism that the Federal Reserve will do more to stimulate the U.S. economy. Back home it seems the government would do something to bring life to the depleted infrastructure sector, to plug in inflation bubble. It is to be noted that controlling inflation and fiscal consolidation should be done at the same time.  
Allied Digital Services Ltd today touched Rs.22.95, before cooling a bit. The stock was again recommended yesterday to the Paid Service Members.
Today Lanco Infrastructure Ltd touched Rs.12.58, before cooling down a bit. The scrip could be moving towards Rs.16 in the coming days. 
I have recommended a stock to the Paid Members yesterday, which hit 2nd consecutive buyer freeze today.

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