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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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Winning Strokes: Think Different
Idea Cellular Ltd yesterday moved to Rs.93, before closing at Rs.
92.35. The scrip if you remembere was recommended at around Rs.77-78, with a strong buy recommendation. The targets for the stock remains Rs.125-127, as the government has formed a panel to look into the owes if the telecom sector.

Reliance Communications Ltd rose to Rs.33.20 before closing st Rs.32.45, down 1.52%. However, the fall has been with low volumes especially on a day like Friday, indicating that selling is probably coming to an end. I am hopeful of targets of Rs.41-42, in the coming few weeks. RCOM is likely to be taken over by RJio, in the near future; till then any positive move for RJio is positive for RCom as it gets royalty income from the latter (infrastructure, spectrum Sharing, etc).

Yesterday, UCO Bank (Rs.41.70) moved to Rs.42.20 before closing flat, while Dena Bank (Rs.40.15) nosedived to Rs.40, intraday before closing near the days low. If you remember profit booking was suggested in both the counters, as I felt the bank (share) rally is over.

Simplex Projects (Rs.34.65) yesterday, moved to Rs.35.80 in the NSE with very low volumes. The stock is not responding to the triggers and is struggling to close above Rs.37. I would therefore, suggest the traders to exit on rallies. Long term investors however can hold with a SL at Rs.31.

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