# AI semiconductor stocks — X 热门讨论 (2026-09-09 05:36 UTC)

## @CaVivekkhatri (CA Vivek Khatri) · 09-09 02:57 · ♥44 ↻0 💬2 STOCKS IN NEWS - INDIA 09 SEPTEMBER 2026

1. Enviro Infra Engineers → Subsidiary Suyog Urja won ₹189.99 cr EPC wind order from Tata Power. 2. NLC India → Subsidiary received LoA from SJVN for 200 MW wind project. 3. Berger Paints → New Hindupur plant starts commercial production today. 4. Bank of Baroda → OFS of 35% NSE holding for NSE IPO. 5. Biocon → 1% block deal (~₹638 cr) at ₹385 floor (discount). 6. TCS → Won ₹122.6 cr Odisha OSWAS 3.0 contract. 7. Sanofi India → SC dismissed petition; CBI case continues. 8. Innovision → Won ₹243.60 cr NHAI toll + maintenance orders. 9. GE Shipping → Buying second-hand Kamsarmax bulk carrier. 10. Bajaj Finance → Allotted ₹2,050 cr NCDs at 8.07% + 5% TrueFan AI. 11. Raymond → Preferential warrants to raise up to ₹214.71 cr. 12. Tata Capital → Allotted ₹3,000 cr NCDs. 13. Piramal Finance → Plans ₹2,000 cr NCD raise. 14. Sun Pharma → Moody’s Baa1 + S&P BBB+ ratings. 15. Reliance Industries → Planning ₹12,500 cr 5-year rupee bonds at 7.47%. 16. Laxmi Organic → MD change from 14 Nov 2026. 17. MosChip → Additional ₹200 cr security ordered by SC. 18. Fusion Finance → Transferred ₹35.20 cr stressed loan to ARC. 19. Kesar Enterprises → ₹431 cr slump sale of sugar units. 20. Hazoor Multi Projects → Won ₹41.98 cr NHAI fee plaza contract. 21. Diamines & Chemicals → PESO licence renewed till Sept 2031. 22. CSB Bank → RBI nod for ICICI Pru AMC 9.95% stake. 23. HCLTech → Launched ₹185 cr semiconductor lab. 24. PVR INOX → New screens opened; buyback from 10 Sept. 25. DMart → Allotted ₹300 cr Commercial Paper. 26. Tata Communications → Dissolved unused African subsidiary. 27. Juniper Green Energy → Additional 6.25 MW wind commissioned. 28. Sukhjit Starch → MoU for ₹500 cr maize plant. 29. Defence stocks → DAC cleared ₹1.10 lakh cr procurement. 30. GE Vernova T&D → L1 for large Power Grid HVDC project. 31. Hindustan Copper → Copper prices near record highs.

🟢 BULLISH → Enviro Infra Engineers → NLC India → Innovision → Berger Paints → TCS → Sun Pharma → GE Shipping → Bajaj Finance → Raymond → HCLTech → GE Vernova T&D → BEL / HAL / Data Patterns → Hindustan Copper → Hazoor Multi Projects → Sukhjit Starch

🔴 BEARISH / OVERHANG → Biocon → Sanofi India → Kesar Enterprises → MosChip → Bank of Baroda https://x.com/CaVivekkhatri/status/2097519703283716429