By Dalal Street Investment Journal (DSIJ)
The Sensex and Nifty 50 are likely to open higher on Thursday, as indicated by GIFT Nifty, tracking strong global cues. Japan’s Nikkei 225 hit a fresh all-time high, while US technology stocks rallied overnight. FII inflows and upbeat earnings from Nvidia also supported sentiment. Investors will monitor US–Iran talks, tariff developments, and key stock-specific triggers.
The Indian stock market benchmark indices, Sensex and Nifty 50, are expected to open higher on Thursday, February 26, following a rally in global markets.
Most Asian markets gained, with Japan’s Nikkei 225 hitting a fresh record high and crossing the 59,000 mark for the first time ever. Meanwhile, US markets ended higher overnight as technology stocks extended their upward momentum.
As of 7:33 am, Gift Nifty was trading around the 25,682 level, up nearly 63 points from the Nifty futures’ previous close, indicating a positive start for the Indian stock market indices.
The US tariff rate for certain countries will increase to 15% or more from the recently introduced 10% baseline, US Trade Representative Jamieson Greer said. However, he did not specify which nations would be affected or provide additional details.
The US and Iran are holding another round of negotiations in Geneva on Thursday, seeking to resolve their long-running nuclear dispute and prevent potential new US military action following heightened troop deployments.
US Special Envoy Steve Witkoff and Jared Kushner, son-in-law of Donald Trump, are expected to participate in the indirect talks with Iran’s Foreign Minister Abbas Araqchi.
Stocks to Watch on Tuesday: Reliance Industries, IRFC, SBI Life Insurance Company, RVNL, and Others
The stock-specific actions are likely to continue, and here is the list of stocks to watch out for on Thursday, February 26, 2026.
Company | Key Development |
Reliance Industries | Reliance Enterprise Intelligence (REIL) allotted shares to Reliance Intelligence (70%) and Facebook Overseas Inc (30%), a subsidiary of Meta Platforms |
Indian Railway Finance Corporation (IRFC) | Govt not exercising the oversubscription option; the offer is limited to 2% equity (26.13 crore shares). Signed ECB loan with Sumitomo Mitsui Banking Corp & MUFG Bank (GIFT City branches) |
SBI Life Insurance Company | Declared interim dividend of ₹2.7 per share for FY26 |
Zydus Lifesciences | Plans to launch Semaglutide injection post-patent expiry were earlier approved by the DCGI. |
Rail Vikas Nigam Limited (RVNL) | LOA from the National Mineral Development Corporation for township development in Chhattisgarh |
ACME Solar Holdings | Commissioned 19 MW/38 MWh Phase I of the BESS project in Rajasthan |
NTPC Green Energy | 50 MW commissioned under the Dayapar Wind Energy Project Phase-II, Gujarat |
For today, Sammaan Capital will remain on the F&O ban list.
Institutional Flows – FIIs and DIIs
On February 25, Foreign Institutional Investors (FIIs) were net buyers, having bought equities worth ₹2,991.64 crore. Domestic Institutional Investors (DIIs), on the other hand, bought shares totalling ₹5,118.57 crore during the same session.
FIIs have emerged as net buyers for the month of February, with net buying of ₹4,361.57 crore so far.
Wednesday’s Market Action
On Wednesday, the Indian stock market gave up early gains and ended marginally higher.
The Sensex gained 50.15 points, or 0.06%, to close at 82,276.07, while the Nifty 50 settled 57.85 points, or 0.23%, higher at 25,482.50.
Wall Street Closed Higher on Wednesday
US equities finished higher on Wednesday, climbing to their best levels in two weeks as gains in technology stocks continued to drive the market upward.
The Dow Jones Industrial Average advanced 307.65 points, or 0.63%, to close at 49,482.15 points. The S&P 500 rose 56.06 points, or 0.81%, ending at 6,946.13, while the Nasdaq Composite surged 288.40 points, or 1.26%, to settle at 23,152.08.
Among major movers, shares of Nvidia gained 1.44% after the chipmaker reported fourth-quarter revenue above expectations. Advanced Micro Devices slipped 1.39%. Microsoft climbed 2.98%, while Apple added 0.77%. Amazon rose 1%, and Meta Platforms advanced 2.25%.
Meanwhile, Axon Enterprise shares surged 17.6%, emerging as one of the session’s standout performers.
NVIDIA's Q4 Earnings
NVIDIA posted record fourth-quarter revenue of $68.1 billion, marking a 73% year-on-year jump and exceeding estimates. Net profit more than doubled from a year earlier to $42.96 billion. The company also projected current-quarter revenue of around $78 billion (±2%), significantly above Wall Street’s expectation of roughly $72 billion.
US Crude Oil Inventories
US crude stockpiles climbed sharply last week as refinery activity slowed and imports rose. According to the Energy Information Administration (EIA), inventories increased by 16 million barrels to 435.8 million barrels for the week ended February 20.
Commodities – Gold, Silver and Crude Oil
Gold price held firm above $5,190 per ounce on Thursday, extending gains from the previous session and hovering near an almost four-week high, as markets weighed geopolitical tensions and uncertainties surrounding US trade policies.
The spot silver price rose 0.5% to $89.66 per ounce after climbing to a three-week high on Wednesday.
Oil prices climbed on Thursday, hovering near seven-month highs, as investors gauged whether US-Iran talks could avert a military conflict that risks supply disruptions, though gains were capped by a build in US crude inventories. WTI futures rose 0.32%, or 21 cents, to $65.56.
Also Read: Gold Price Today in India
SEBI Registered Research Analyst (INH000006396).
Founded in 1986, Dalal Street Investment Journal (DSIJ) brings decades of experience in India’s equity markets. DSIJ's research combines fundamental analysis with price action, guided by disciplined risk management and capital preservation. They follow a structured, data-driven approach designed to help investors and traders make informed decisions beyond short-term market noise.
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