Stock Market Today, June 25, 2026: Sensex, Nifty Open Higher as Iran War Fades, Oil Slides Towards Pre-War Levels - HDFCSky

• Antique has maintained a 'Buy' rating for ICICI Bank, setting a target price of Rs 1,622 for 2026. • The target price represents a potential upside of 17% compared to the current trading price of Rs 1,387.70.

• The UK stock market showed mixed performance as the FTSE 100 dipped from recent highs, while the FTSE 250 and FTSE 350 remained resilient. • Market movements were driven by a combination of declining oil prices, an uptick in consumer confidence, and ongoing diplomatic developments between the US and Iran.

• The Dow Jones Industrial Average rose 160.1 points (0.31%) to 52,009.02 on Thursday, while the S&P 500 and Nasdaq Composite also ended higher despite initial pressure from Big Tech losses. • Market movement followed a Commerce Department report showing the U.S. economy grew at a solid and unexpected annual pace of 2.1% from January through March.

• Federal Reserve Chair Kevin Warsh is addressing a complex economic narrative as U.S. inflation reaches a three-year high due to energy supply disruptions caused by the Iran war. • The Cleveland Fed's proprietary forecasting tool predicts a modest decline in overall prices for June, offering a glimmer of optimism for Wall Street.

• A study by researchers, including Professor Mariassunta Giannetti of the Stockholm School of Economics, warns that simplifying bank regulations in the U.S. and Britain could inadvertently weaken financial stability. • The research suggests that while complex rules are harder to manage, they are more difficult to circumvent, whereas simpler rules are more likely to be "gamed" by lenders.

• The US Federal Reserve announced on June 24 that 32 of the nation's largest banks are well-positioned to continue lending despite a severe hypothetical economic downturn. • The annual "stress test" revealed that while banks' capital levels dropped by 1.6 percentage points, they remained above the minimum regulatory requirements.

• Wall Street experienced mixed trading as AI-related stocks, including a surging Micron, offset losses from Apple following the company's decision to hike product prices. • New economic data revealed that U.S. consumer inflation accelerated to 4.1% last month, up from 3.8% in April, driven largely by earlier spikes in oil prices.

• US stock markets ended the session mixed, with the Dow Jones Industrial Average surging while the Nasdaq slipped due to price drops in tech giants Apple and Microsoft. • Gains in the financials, industrials, and healthcare sectors—led by Caterpillar, JPMorgan Chase, and UnitedHealth—helped offset losses in the technology sector.

• South Korea's KOSPI index surged up to 6%, reaching an intraday high of 8,982 and extending gains for a second consecutive session. • The rally was driven by a rebound in domestic chip stocks, which helped the market recover from a steep 10% drop experienced earlier in the week.

• On June 25, the Indian stock market saw cautious gains, with the Sensex closing at 77,100.47 (up 109.25 points) and the Nifty 50 ending at 24,056.00 (up 34.35 points). • The market growth was primarily supported by a decline in crude oil prices, which returned to levels seen before the Iran conflict.

• Indian benchmark indices, the Nifty and Sensex, rose as a decline in global oil prices bolstered investor sentiment. • The market rally was driven by a broader focus on global economic indicators, commodity price movements, and shifting interest-rate expectations.

• The BSE Sensex climbed 454.62 points (0.61%) to 77,443.70 and the Nifty rose 134 points (0.53%) to 24,153.56 as of 9:28 am, led by the auto and realty sectors. • Market optimism was driven by lower crude oil prices and strong global semiconductor forecasts, including Micron Technology's $22 billion in chip commitments and Qualcomm's $15 billion data center revenue projection for 2029.