# AI infrastructure stocks — X 热门讨论 (2026-10-01 02:15 UTC)
## @CaVivekkhatri (CA Vivek Khatri) · 10-01 00:03 · ♥30 ↻4 💬0 STOCKS IN NEWS - INDIA 01 OCTOBER 2026
1. NCC → Two more orders in Sep totalling ₹500.22 cr (ex-GST). 2. IRFC → ₹396.91 cr GST show-cause notice from Bihar tax dept for FY23. 3. Blue Dart → Domestic prices to rise 9–12% from 1 Jan 2027. 4. Highway Infrastructure → ₹220.66 cr UPEIDA pact: toll + ops on Gorakhpur Link Expressway. 5. Infosys → Extended AI partnership with ABN AMRO. 6. Bata India → Sanjay S. Rao MD & CEO from today (Gunjan Shah tenure ended 30 Sep). 7. TCI → First-ever buyback: up to 15.62 lakh shares at ₹960, cap ₹150 cr; record 9 Oct. 8. Avalon Technologies → Promoters sold 6% (~₹871 cr); Kotak MF among buyers. 9. Insurance pack → IRDAI chief defended commission/cost overhaul; PB Fintech / SBI Life still weak. 10. Apollo Hospitals / Max Healthcare / Fortis → SC questioned hospital mark-ups; stocks −5% to −6%. 11. Coal India → Non-binding MoU for coal-gasification urea plant in Jharkhand. 12. New India Assurance → Lavanya R Mundayur appointed CMD (till May 2029). 13. Geojit Financial → Jones George to take over as MD. 14. Kotak Bank / ICICI Bank / IndiGo → Led Wednesday rebound. 15. BSE → First full session as Nifty 50 name; still sold into after Goldman/BNP block. 16. Wipro / PB Fintech → Among names near 52-week lows.
#Stockizen 🦚 https://x.com/CaVivekkhatri/status/2105448426930639337