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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 

Yesterday, the BSE Sensex closed at 52,769.73 up 397.04 points (+0.76%), while the Nifty ended the day at 15,812.35 up 119.75 points (+0.76%). The Nifty is likely to test 15900 on the upside. 

#The stock of BCPL Railway Infrastructure Ltd yesterday moved to Rs.62.40 while settling at 59.95 EOD. You need to hold with a SL at  Rs.56. The infrastructure stocks are likely to do well in Future.

#The scrip of Future Retail Ltd yesterday moved to Rs.67.40 before closing at Rs.65.10. This is a sure shot play,  what is needed is patience. The company now has presence in both offline and online segments. 

#The stock of Reliance Capital Ltd could test Rs.19 on the downside before starting its next leg of upmove. This is also a sure shot play.

#The stock of Patel Engineering Ltd yesterday moved to Rs. 19.75, after the positive media report came on loan recast. I have a long term target of Rs.100.

#Today buy the shares of JSW Steel Ltd (Rs. 701.40) near the CMP, for short term targets of Rs.716/727. I'm bullish on both the Steel and construction sectors.

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