Stock Market Highlights: Both Sensex and Nifty saw a muted opening on Monday as oil prices hit $110 per barrel following Trump's fresh threat to "blow up" Iran.
However, both the BSE Sensex and the NSE Nifty50 fell in the red. At the close, BSE was trading higher by 301.32 points. Meanwhile, NSE Nifty50 was up 34.25 points.
This recovery came after reports of a possible two-stage deal between US and Iran surfaced.
Here Are The Highlights Of Stock Market, Sensex Today, Nifty, Share Market:-
Sensex Settles At 74,106.85, Nifty At 22,968.25
Stock Market Updates: At the close, both indices pared early losses.
Stock Market LIVE Updates: Larsen & Toubro Gains 3%
Share price of Larsen & Toubro (L&T) rose 3 per cent to Rs 3,715 on the BSE in Monday's intra-day trade.
Stock Market LIVE: Check 3 pm Update
As of 3:00 pm, the Nifty50 was trading 0.88 per cent or 199.60 points higher at 22,925.45, and the Sensex was trading 0.87 per cent or 639.84 points higher at 74,013.45.
Check NSE Nifty50 Broader Market Indices
Centre May Restart IDBI Stake Sale Process From Scratch, Shelve Current Bids
Currently, LIC has a controlling stake in the IDBI Bank at 49.24 per cent, while the Government of India (GoI) holding stands at 45.48 per cent. Read full report here
Japan's Nikkei Rises After Reports Of Potential Iran-US Deal
Japan's Nikkei share average ended higher on Monday as investors largely shrugged off US President Donald Trump's latest threat to attack Iranian infrastructure, and instead focused on signs the Middle East conflict could de-escalate.
Share Market News: Check NSE Nifty50 Losers
Stock Market LIVE Updates: India Issues Tender To Buy 2.5 mn Tonnes Of Urea As Iran War Hits Supply
India, the world's largest urea importer, is seeking to buy about 2.5 million tons of the key crop nutrient ahead of the monsoon sowing season as the Middle East conflict disrupts domestic production, tightening availability.
Share Market News: Check BSE Sensex Heatmap
Stock Market LIVE Updates: Broader Markets Extend Gains
The Nifty MidCap and the Nifty SmallCap indices were trading 1 per cent and 0.97 per cent higher, respectively.
Stock Market LIVE Updates: Check 1 PM Market Update
At 1:00 PM, the Nifty50 was trading 0.29 per cent or 65.35 points higher at 22,787, and the Sensex was trading 0.25 per cent or 186.84 points higher at 73,509.03.
Best SIP Mutual Funds To Buy And Hold As Iran War Jitters Shake Markets
Experts ask investors to build SIP portfolios around simplicity, domestic resilience, and sectoral strength. Read full report here
South Korean Shares Rise On Reports Of Potential Iran Ceasefire
South Korean shares closed more than 1 per cent higher on Monday on reports of a potential ceasefire between the United States and Iran, though caution lingered over the war's end.
India Bonds Rise As Likely RBI Buying, Lighter State Borrowing Aid Sentiment
Indian bonds firmed on Monday, as likely central bank purchases last week and a lighter-than-expected state borrowing plan improved sentiment ahead of a monetary policy decision.
Stock Market LIVE Updates: CII Can Play Meaningful Role To Build Strong Governance, Says Sebi Chief
Confederation of Indian Industry can play a meaningful role in building a strong governance ecosystem, the Securities and Exchange Board of India Chairman Tuhin Kanta Pandey said.
Stock Market Live Updates: Check 12 pm Market Update
As of 12:00 pm, the Nifty50 was trading 0.11 per cent or 26.50 points down at 22,686.60, and the Sensex was trading 0.19 per cent or 142 points down at 73,193.74.
Stock Market LIVE Updates: Nykaa Share Price Jumps 4% On Q4 Update
Shares of FSN E-Commerce Ventures Ltd, which operates Nykaa, surged up to 4 per cent today following the release of its Q4 business update
Best Tax-Saving Insurance Plans For Employees: See Salary-Wise Checklist
Under the old tax regime, instruments such as life/term insurance, health policies, and ULIPs offered tangible deductions. Read full report here
Stock Market LIVE Updates: Check 11 AM Market Update
At 11:00 am, the Nifty50 was trading 0.35 per cent or 78.70 points down at 22,634.40, and the Sensex was trading 0.44 per cent or 323.41 points down at 72,981.51.
Will RBI Hold Repo Rate Steady As Iran War, 'Super El Nino' Push Inflation Risks?
The central bank kept the repo rate unchanged in its August, October and February 2026 MPC meetings. The last rate cut was in December 2025. Read full report here
Stock Market LIVE Updates: Trent Q4FY26 business update boosts shares by 6%
The Tata Group firm, Trent, which runs youth-focused fashion chains Zudio and Westside, announced the business update for the fourth quarter of 2025-26 (Q4FY26). Following the update, the company's share price climbed 5.86 per cent to ₹3,759.00 per share during early trade on Monday.
Stock Market LIVE Updates: Check 10 AM Market Update
The Nifty50 was trading 0.63 per cent or 131.50 points down at 22,580.66, and the Sensex was trading 0.68 per cent or 499.13 points down at 72,820.42.
Share Market Live: Nifty Sectoral Indices Show Mixed Trend
- PSU Bank and Metal indices are outperforming.
- Realty and Private Banks remain under pressure.
- FMCG is also slightly weak.
- Overall, the market tone appears cautious.
Share Market News: Check Gold, Silver Price Today
MCX gold June futures contract dipped 0.91 per cent to Rs 1,48,309 per 10 grams, while the MCX silver May futures were down 1.18 per cent to Rs 2,29,750 per kg.
Sensex, Nifty LIVE: India VIX Above 26 Mark
India VIX, the fear gauge index, continues to remain elevated. On Monday morning, the VIX surged 2.5 per cent to 26.14, indicating that heightened volatility remains a concern.
Share Market Live: Check NSE Nifty50 Gainers
Stock Market News: Check BSE Sensex Heatmap
Stock Market LIVE: BSE Sensex Opens On A Flat Note
The BSE Sensex slipped 112 points, or 0.15 per cent, to trade at 73,206.60.
Stock Market LIVE Updates: Nifty Up 67 Points In Pre-Open
The NSE Nifty50 settled the pre-opening session at 22,780.30, up 67.20 points, or 0.30 per cent
Stock Market LIVE Updates: Sensex Adds 157 Points In Pre-Open
The BSE Sensex added 157.98 points or 0.22 per cent to settle at 73,477.53 in pre-opening session on Monday.
Stock Market LIVE Updates: Rupee Opens Flat Against US Dollar
The rupee opened 3 paise higher at 93.13 against the US dollar. It settled at 93.10 a dollar on Thursday.
Share Market News: Check Expert View By InvestorAi
Nifty 50
22,713 +0.15%
India VIX
25.5 ↓4.8%
Brent Crude
$112
FII Flow
−₹9,931 Cr
The Thesis
With Brent above $112 and FIIs dumping nearly ₹10,000 Cr, InvestorAi is betting on dollar-earning IT defensives. Five of nine conviction picks are technology - the sector most insulated from crude-driven margin compression. VIX easing to 25.5 despite a sixth consecutive weekly decline signals markets pricing containment, not escalation. DII flows at ₹7,200 Cr confirm domestic money rotating into quality.
Where We're Concentrated
IT services across the cap curve - large-cap stalwarts through mid-cap specialists. Secondary conviction in domestic consumption, EMS, and power forms a barbell: export earners plus domestic demand plays. The thesis breaks if crude breaches $120 sustainably, compressing even IT multiples as growth estimates get repriced.
Conviction Picks
Highest Conviction
HCL Technologies
Dollar revenues and zero commodity exposure make this the premier defensive as FII outflows accelerate and crude headwinds batter import-heavy sectors.
Avenue Supermarts (DMart)
Domestic consumption anchor insulated from crude-driven import inflation, with VIX declining and PCR at 0.77 pointing to stabilising sentiment.
Mid-Cap IT Play
Mphasis
Margin expansion runway as the rupee weakens, positioned for digital transformation spend that runs independent of oil cycles.
Tech Mahindra
Telecom-heavy IT riding the 5G capex cycle - a secular theme that persists regardless of geopolitical noise in the Gulf.
One Thing to Watch
Brent crude at $115. A sustained break above that level shifts FII outflows from measured to panic, triggers broader margin compression fears across the board, and puts even IT multiples under pressure. Watch Iran-related headlines closely - that's the catalyst either way.
