IT Surge Powers Nifty - Infosys Share Buyback Sparks Rally

Hello ,

Markets lift off on IT optimism and Fed rate cut hopes. Midcaps and smallcaps showing early signs of revival.

The market rebounded smartly today as IT names led the charge, pushing the Nifty up ~95 points to 24,869 and the Sensex rallying by over 314 points to 81,101.
The trigger? Investor excitement around Infosys’s potential share buyback and renewed hopes for a U.S. Fed rate cut this month.

Market Snapshot

• Nifty 50: 24,868.6 ▲ +95.45 pts (+0.39%)

• Sensex: 81,101 ▲ +314 pts (+0.39%)

• IT Index: +2.7%, led by Infosys's 5% surge

• Midcap & Smallcap Indices: Gained ~0.3%–0.6%

• India VIX: Dropped ~1.8%, signaling easing volatility

Performers vs Draggers

Bright Spots (Stood Out Today)

• Infosys: +5% on buyback buzz—strongest IT outperformer

• Tech Mahindra, HCL, TCS: Gained 1%–3%, supporting the IT rally

Under Pressure

• Trent, Eternal, UltraTech Cement: Declined 1%–2% amid sector rotation

📊 GoalFi Retail View

This was a tight, theme-led rebound, with IT clearly in the driver’s seat. If Nifty holds above 24.8K, the rally may broaden—particularly if Mid- and Small-cap momentum builds. Keep an eye on Fed chatter and Infosys’s board outcome for direction.

We’re excited to share that the September Cohort is now officially open for subscription – but only for a limited period!

This is your chance to join GoalFi’s factor-based, research-driven portfolios and align with a fresh strategy for the new month.

⚡ Updated research
⚡ Tactical allocations
⚡ Same GoalFi edge

Don’t miss the window - secure your spot in the September Cohort today.

👉 Subscribe Now
📩 To join, simply message us at 👉 chat.goalfi.app

✨ A New Chapter at GoalFi 

We’ve launched Stock Research Advice – your tactical edge for swing trades, positional strategies, and smarter risk management.

👉 Exclusive to GoalFi Smallcase subscribers. Learn more: goalzencapital.in

📢 GoalFi Announcement

We’re expanding our GoalFi WhatsApp Community for our valued subscribers!

If you’re a subscriber but not yet part of the community, we’d be happy to welcome you in.

Get access to:
✔️ Daily research updates
✔️ Market insights
✔️ Live alerts
✔️ Direct analyst communication

📩 To join, simply message us at 👉 chat.goalfi.app

Let’s build smarter investing habits, together.
https://goalfiresearch.smallcase.com

We hope this update helps you stay informed and empowered in your investment journey. Feel free to reach out if you have any questions or need personalized advice.

Best Regards,
Team GoalFi

Disclosures: https://goalfiresearch.smallcase.com/#disclosures

Disclaimer: This newsletter is intended solely for educational and informational use. It does not constitute financial advice or serve as a promotional message.