The tone of the market changed quickly this morning.
After days of volatility, Sensex and Nifty news turned positive as buyers stepped in with confidence. The rebound was sharp, broad-based, and backed by strong global cues.
The BSE Sensex surged over 700 points, touching an intraday high of 82,958. Meanwhile, the Nifty 50 reclaimed the 25,650 mark, rising nearly 1% in early trade.
This wasn’t just a headline move. The strength was visible across market segments.
Mid-cap and small-cap indices gained over 0.5% each, reflecting widespread participation. Investors saw wealth expanding fast — the total market capitalisation of BSE-listed firms rose to ₹469 lakh crore, up from nearly ₹466 lakh crore in the previous session.
That’s a ₹3 lakh crore jump in a single session.
Let’s break down what is driving this fresh momentum in today’s Sensex and Nifty news.
Market Performance: A Broad-Based Recovery
This year, the Indian stock market has seen constant swings. Traders are staying cautious. Moves on either side have been sharp and quick.
The volatility index, India VIX, has surged nearly 40% year-to-date, signaling elevated nervousness.
To understand this better:
- The 9–12 range is considered the lower band of India VIX
- 12–15 is considered the normal range
- Above this zone, volatility tends to expand quickly
Right now, markets have enough triggers to move in either direction — but without extreme panic.
And today, the triggers aligned positively.
Main News: 5 Key Drivers Dominating Sensex and Nifty News
1. AI Narrative and IT Sector Volatility
The biggest story remains the IT sector.
There has been ongoing noise globally around how Artificial Intelligence could disrupt IT services companies. This narrative has triggered sharp swings in technology stocks worldwide.
The NIFTY IT had dropped nearly 5% in the previous session. But on Wednesday morning, it bounced back by almost 3%, tracking recovery in US tech stocks.
Globally, the tech-heavy Nasdaq Composite jumped more than 1% on Tuesday.
One key trigger came after Anthropic announced partnerships with several SaaS companies, including Salesforce.
The signal was clear — AI collaboration instead of disruption.
US-based IBM also rebounded over 5% after seeing its sharpest fall since October 2000 earlier in the week.
This global recovery helped Indian IT stocks stabilise.
In the last one month alone, several large IT names had fallen between 18%–26%. The rebound today suggests selling pressure may be easing.
For now, AI remains a headline risk — but also an opportunity narrative.
2. US Tariff Developments Remain in Focus
Another strong driver in today’s Sensex and Nifty news is global trade policy.
The US has begun collecting newly imposed 10% tariffs on all imports. However, reports suggest duties may be raised to 15% in the coming months.
This uncertainty is keeping markets alert.
After a ruling from the Supreme Court of the United States, tariff collections began as scheduled. But the broader trajectory of trade policy is still evolving.
Markets do not like uncertainty. Every tariff update creates fresh price swings.
Today’s rebound partly reflects relief — but this remains a live variable.
3. US–Iran Tensions and Crude Watch
Geopolitics always sits in the background.
Easing tensions between the US and Iran provided mild comfort. Both countries are set to hold the third round of nuclear talks in Geneva on February 27.
In his recent State of the Union address, US President Donald Trump stated he preferred a diplomatic resolution with Iran, while also maintaining a strong stance.
For markets, the key variable here is crude oil.
If crude sustains above $75 per barrel, it becomes a concern for emerging markets like India.
At present, easing tension has prevented oil from spiking sharply — and that’s supportive for equities.
4. Foreign Institutional Investors (FII) Turn Buyers
For seven consecutive months, foreign investors were net sellers in Indian equities.
That trend shifted in February.
Foreign Institutional Investors bought stocks worth ₹1,370 crore in the cash segment this month (as of the previous session).
This shift matters.
When foreign flows turn positive:
- Liquidity improves
- Market depth strengthens
- Large-cap stocks stabilise
This FII participation is one of the strongest pillars behind the current Sensex and Nifty news momentum.
5. Sector-Specific Strength: Banking, Auto, Metals, Energy
The recovery is not uniform.
Some sectors are clearly leading:
- Banking
- Auto
- Metals
- Energy
These sectors have shown resilience even when the broader market faced pressure.
On the flip side:
- IT has been volatile
- FMCG remains under pressure
- Realty is weak
This rotation is visible in intraday trends and index composition.
Company & Sector Impact Overview
Here’s how key areas are shaping up within the broader Sensex and Nifty news narrative:
IT Sector
- Recent fall: 18–26% in one month (select names)
- Previous session drop: 5%
- Current rebound: ~3%
Foreign Flow Data
- FII cash buying (February): ₹1,370 crore
- Previous 7 months: Continuous selling
Market Cap Movement
- Previous session: ~₹466 lakh crore
- Current: ₹469 lakh crore
- Wealth created in one session: ₹3 lakh crore
These are real numbers. And they explain today’s optimism.
The Bigger Picture in Sensex and Nifty News
The Indian stock market in 2025 has been walking a tightrope.
On one side:
- AI disruption fears
- US tariffs
- Global geopolitical tension
- Elevated volatility
On the other side:
- Broad-based domestic buying
- FII return
- Sector-specific strength
- Recovery in global tech
Today’s rally reflects balance shifting slightly toward optimism.
But volatility remains elevated.
With India VIX up 40% this year, price moves can remain sharp. Quick rallies. Sudden pullbacks. That’s the current environment.
Summary: What This Means for the Market?
Today’s Sensex and Nifty news signals renewed confidence — but not complacency.
Here’s the takeaway:
- Sensex up 700+ points to 82,958
- Nifty 50 reclaims 25,650
- ₹3 lakh crore wealth added in a single session
- FII buying of ₹1,370 crore in February
- IT sector rebounds after recent 18–26% correction
- India VIX up nearly 40% this year
Markets are responding to improving global cues and supportive domestic flows.
However, trade policy updates, AI developments, geopolitics, and crude oil prices remain active watch points.
The structure of this rally suggests participation beyond just one sector — and that gives it depth.
For now, Indian equities have found short-term support.
And in the middle of high volatility, that itself is news.
Source: Livemint
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