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Viviana Power Tech gains after securing Rs 71 crore turnkey contract from PGVCL
Viviana Power Tech advanced 2.15% to Rs 781.50 after the company announced that it has secured a turnkey contract worth Rs 71.38 crore from Paschim Gujarat Vij Company (PGVCL).
Tata Motors partners with Welspun Renewable Energy to develop 86 MW wind-solar hybrid project
Tata Motors has joined forces with Welspun Renewable Energy to develop an 86 MW wind-solar hybrid project. This initiative will power four of Tata Motors' manufacturing plants in Jharkhand, Uttar Pradesh, Uttarakhand, and Karnataka with clean electricity. The project aims to generate 200 million units of green power annually, significantly reducing carbon emissions and supporting the company's sustainability goals.
The $1 trillion AI 'arms race' is fueling a hidden supercycle and it's not just chips
DBS Bank says the global AI arms race is driving a multi-year capex supercycle extending beyond semiconductors into energy, networking, infrastructure and data centres. The bank expects AI spending, sovereign AI investments and rising power demand to create new investment opportunities while reshaping portfolio allocation amid persistent inflation and geopolitical risks.
Stocks to Watch today: HCL Tech, HDFC Bank, Turtlemint, Hexaware Tech, IRFC
Stocks to Watch today, June 29: Tata Motors PV, Torrent Power, Dr Reddy's Laboratories, Aurobindo Pharma, KEC International, and Adani Ports are among the top stocks to watch during today's trade

Google Puts Brakes On Meta's Gemini AI Usage Over Capacity Shortfall
The reported restrictions come as tech companies race to secure computing power to fuel growing artificial intelligence ambitions.
Vikran Engineering announces cancellation of order worth Rs 354.21 cr
The order pertained to turnkey Engineering, Procurement, and Construction (EPC) Contract for the 100 MW AC Solar Power Project in Maharashtra.
Cummins India to invest more in green tech
Cummins India is aggressively investing in electric, fuel blending, and hydrogen technologies to secure growth beyond 2030 and counter rising Chinese competition. The company, a leader in engines and power generators, is also strengthening its supply chains against geopolitical risks. Managing Director Shveta Arya highlighted the importance of reliability and customer relationships in a dynamic market, while also eyeing opportunities in India's burgeoning data center sector.
Forget power: The unquenchable AI thirst propelling water stocks up to 45%
India's water sector is experiencing a surge, with stocks like Shakti Pumps and VA Tech Wabag jumping up to 45% in a month. This rally is fueled by increased government funding for water infrastructure and the growing demand from data centers for cooling. Experts predict wastewater treatment and recycling will be key growth areas, though current valuations reflect future optimism more than present earnings.
CleanMax bets on big tech, data centres to power next phase of growth
Clean Max Enviro Energy Solutions, India's largest commercial and industrial renewable energy provider, is positioning itself for strong growth as demand from big tech and data centres accelerates. With 3.1 GW of installed capacity and a 5.7 GW contracted portfolio, the company counts Meta, Google, Apple, Amazon and Equinix among its customers. CleanMax plans to add at least 1.5 GW in FY27 and 3 GW over three years, while aiming to double EBITDA. Analysts say its client-focused model and market leadership are difficult to replicate.

Satya Nadella's Big Warning Against Concentration Of AI Power
In an exclusive interview with The WSJ, Nadella criticised how the race for AI supremacy has unfolded.
Air India at a crossroads as Tata weighs Nipun Aggarwal, Vinod Kannan for next CEO, says report
Air India's leadership race is heating up with Nipun Aggarwal and Vinod Kannan as top contenders to steer the airline through turbulent times. Aggarwal, a key figure in its transformation, faces scrutiny over global experience, while Kannan brings proven leadership from Vistara. The decision, however, is complicated by internal power dynamics at Tata Sons and the airline's ongoing challenges, including operational disruptions and the aftermath of a tragic crash.
Stock Alert: Bharat Forge, HCL Tech, Diamond Power Infra, ImagicaaWorld Entertainment
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