Sensex & Nifty Set for a Positive Start as TCS Sparks AI Buzz

TCS Fuels AI Rally: Sensex & Nifty Poised for a Strong Opening

Written by: Supriya Kadu

Edited by: Pinky Deshmukh

Last Updated: October 10, 2025

Summary: Markets eye a steady start with TCS’s AI plans and renewed foreign investor interest.

The market’s looking a bit brighter this morning. Early indicators suggest that Sensex and Nifty might open slightly higher, with GIFT Nifty trading around 25,264, a decent lift from Thursday’s close.

A lot of that upbeat mood has to do with TCS, which just dropped some big news — the company’s diving deeper into artificial intelligence. It’s setting up a massive 1 GW AI data center in India and has even acquired ListEngage, a US-based firm, for around $73 million. Naturally, that’s added some spark to IT stocks, which have been a bit quiet lately.

There’s also some relief on the investor side. Foreign institutional investors (FIIs) are back in the game, buying shares worth over ₹1,300 crore recently. Meanwhile, domestic investors haven’t slowed down either — they’ve been net buyers for over a month straight, keeping the market supported even through rough patches.

Stock-wise, a few names might make some noise today. Tata Elxsi could face a bit of pressure due to weaker performance in its transport vertical. Mahindra & Mahindra looks solid after a 24% jump in production last month. Afcons Infrastructure has landed a ₹576 crore project, and NTPC Green Energy is expanding in Gujarat with new wind and solar projects.

So, while the tone is cautiously optimistic, all eyes will be on how long this upbeat streak lasts. If TCS’s AI momentum holds and investors keep buying, we might just see the markets regain some lost rhythm.