Several companies listed on the BSE 100 index, including Larsen & Toubro, Hindalco Industries, Titan Company, Bharat Petroleum Corporation, and TVS Motor Company, reached record highs on Thursday. Other stocks like Reliance Industries and Bajaj Auto touched 52-week highs. This market surge is attributed by some analysts to easing geopolitical risks and moderating tariff differences, with Larsen & Toubro showing significant gains driven by defense sector opportunities and a strong order inflow pipeline.