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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
Today MRPL Ltd touched Rs.57.90, and almost came near my first target of Rs.60. Those who do not want to take too much risk of the Oil and Gas sector can book profits and shift to Firstsource Solutions Ltd at around Rs.29.35. 
Today's call: Buy Jindal Saw Ltd at Rs.81.80 for a target of Rs.87-92.  The pipes are used in large quantities in Nuclear installations and any forward movement in the Indo-US nuclear deal is positive for the company. 
For the time being Nifty would meander along 8900-9000 mark, till it breaks up. However, the stock specific action would continue to rule the roost. 
Firstsource Solutions Ltd today touched Rs.30.30 and is  now trading at Rs.29.30. The investors should buy the stock  and keep holding.

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