# AI capex — X 热门讨论 (2026-09-15 01:52 UTC)
## @CaVivekkhatri (CA Vivek Khatri) · 09-15 00:14 · ♥94 ↻7 💬5 STOCKS IN NEWS - INDIA 15 SEPTEMBER 2026 (Markets reopen after Mon holiday)
1. HDFC Bank → Two MD & CEO names sent to RBI; ADR +6.5% Friday. 2. Solar Industries → Buy Omnia Holdings for $1.355 bn. 3. KEC International → Fresh T&D orders ₹1,303 cr. 4. Jio Financial → BoA to infuse ₹18,268 cr into Jio Credit. 5. Tata Group → RBI rejected Tata Sons CoR surrender; listing path on. 6. Coforge → NRC chair quits; Egon Zehnder hired for board hires. 7. HCL Tech → CrowdStrike Falcon Guardian added to AI security. 8. Aurobindo Pharma → USFDA zero observations at Andhra API unit. 9. Emami → Board on 17 Sept to consider buyback. 10. HFCL → Capex raised to ₹1,800 cr. 11. Cochin Shipyard → JV with Drydocks World Dubai. 12. BHEL → Extra ₹65 cr into NTPC-BHEL JV. 13. Maruti Suzuki → Japan exports cross 1 lakh units. 14. Raymond → Aerospace order potential ~₹33 cr a year. 15. BSE / Angel One → SEBI CAS paper seen positive for brokers. 16. IT pack → AI-slowdown comments hit global tech. 17. Sun Pharma → Confidential US antitrust settlement. 18. HDFC Life → GST demand + penalty ~₹3,365 cr confirmed. 19. Granules India → Promoter sold 1.72 cr shares. 20. Dr Reddy’s → Two USFDA observations at Mexico API site. 21. Strides Pharma → Form 483 with 3 observations. 22. Jubilant Pharmova → Spokane plant classified VAI. 23. Indiabulls → 70% stake in Fintech Cloud for ₹1,050 cr. 24. Horizon Industrial Parks → Q1 loss narrowed; revenue +23%. 25. Lalithaa Jewellery → Profit −21.6%; revenue +26%. 26. WeWork India → NCLT filing to set off ₹2,050 cr losses. 27. Piramal Finance → Moody’s upgrade to Ba2. 28. Blue Dart / Karnataka Bank / AGI Greenpac → Ex-dividend today. 29. NSE IPO → Band ₹1,700–1,785; opens 17 Sept. 30. Pranav Constructions → Mainboard listing in focus.
🟢 BULLISH → HDFC Bank → Solar Industries → KEC International → Jio Financial → HCL Tech → Aurobindo Pharma → Emami → HFCL → Cochin Shipyard → BHEL → Maruti Suzuki → Raymond → BSE / Angel One → Jubilant Pharmova → Piramal Finance
🔴 BEARISH / OVERHANG → Coforge → IT pack → HDFC Life → Tata Group listing overhang → Dr Reddy’s → Strides Pharma → Granules India → Lalithaa Jewellery → Ex-dividend pack → OMCs
#Stockizen 🦚 https://x.com/CaVivekkhatri/status/2099653133249233320
## @simon_ree (Simon Ree) · 09-15 00:37 · ♥47 ↻3 💬8 Long end yields reaching multi year (decade) highs is a term premium and credibility problem more than a policy rate problem.
The long end doesn’t just want a 25bp hike, it needs confidence that the shocks lifting nominal yields don’t become persistent inflation. Throw on top of that an ever growing supply of duration that must be absorbed (roughly $2T of new paper a year + $10T that needs refi by end of 27).
I don’t think a 25bps hike brings long end yields down much. What it needs is both wars to be over, normalised diesel and freight costs, confidence in physical availability of energy, AI capex pressure becoming less inflationary, anchored inflation expectations and fiscal supply relief.
If Bessent and co are serious about capping yields, they have a lot more work to do. https://x.com/simon_ree/status/2099658734293418411
## @VrntPerception (Variant Perception) · 09-14 10:26 · ♥32 ↻4 💬2 The Fed could be about to make a policy mistake if they hike. 2s5s10s about to go positive, showing the market is pricing multiple hikes from the Fed that will slow growth.
The K-shaped US consumer is already facing real income headwinds and are most exposed to rate hikes and elevated mortgage rates. AI capex and boomer spending is less rate sensitive anyway... so the hike merely hits the most vulnerable after a supply-driven energy shock. https://x.com/VrntPerception/status/2099444702734889135
## @TreasureHunt_TH (TreasureHunt) · 09-14 18:00 · ♥30 ↻3 💬0 ~ HFCL Capacity increase to meet the growing demand and order pipeline from AI Infra, Data Centers, Cloud computing and telecome infra. The company is planning to increase capacity for optic fibre/cables with an aditional investment of 820 cr to take the total capex to 1800 cr. https://t.co/mXEIBhZsyd https://x.com/TreasureHunt_TH/status/2099558801330606203