On Wednesday, capital market stocks experienced a notable surge of up to 9%, with the Nifty Capital Markets index increasing by 3.9% to reach an intra-day high of 5,144.25. Out of 17 stocks, 16 traded positively, with Groww leading the gains at 7%, followed by Angel One at 5.7% and MCX at 4%. The overall market sentiment was buoyed by optimism regarding resuming peace talks between the US and Iran, which is expected to stimulate capital expenditure and reduce uncertainty in the markets. The BSE Sensex recorded a high of 78,270.42, up 1,422.85 points or 1.85%, while the NSE Nifty50 rose 438.25 points or 1.8% to reach 24,280.9. Analysts from Kotak Institutional Equities suggest that brokers and exchanges may outperform amid higher trading activity, while asset management companies could face challenges due to market pressures despite stable retail inflows. Overall, the positive market sentiment reflects a potential revival in capital expenditure, benefiting capital market stocks.