DiscvrAI

Thursday, September 25, 2025 News Archive

33 financial news articles • 0 videos

33 Articles
Archive
Live Market Updates

Latest Financial News

positive

Global Investors Pivot Back to U.S. Equities Amid Rate Cut Hopes

Global fund managers are reversing earlier flows away from U.S. stocks, returning to American equities on expectations of rate cuts and strength in AI-related sectors. After a sustained selloff earlier in the year tied to tariff fears, U.S. equities have gained ~7% in the past quarter, leading fund managers to tilt portfolios back. Some warn the rally mirrors late-cycle excesses seen in prior tech bubbles.
Tags:
  • global funds
  • US equities
Reuters• By
Explore:High Return Equity Mutual Fund
neutral

Wall Street Set for Lower Open as Rate Cut Optimism Wanes

U.S. equity futures slipped early Thursday as investors recalibrated expectations for future rate cuts. The upcoming PCE inflation report is especially in focus, with markets wondering if the Fed will delay easing. Earlier comments from central bank officials warning of overvalued asset prices have added caution.
Companies:
  • Intel
  • Oracle
Tags:
  • Wall Street
  • rate cuts
Reuters• By
Explore:High Return Equity Mutual Fund
neutral

Markets Wrap: Asian Stocks Pause, Yen Weakens, Oil Eases

Asian equities cooled after a recent rally despite strength in Chinese tech and AI names. The MSCI Asia ex-Japan index slipped modestly as markets looked for fresh catalysts. The yen weakened sharply against major currencies, while oil prices eased from seven-week highs amid profit-taking and supply concerns. Investors now wait on U.S. inflation prints and central bank cues for the next directional move.
Companies:
  • Alibaba
  • Tencent
Tags:
  • Asia markets
  • oil
Reuters• By
Explore:Mutual Fund Tools
negative

Risk of U.S. Government Shutdown Threatens Market Stability

A partial U.S. government shutdown appears imminent as Congress struggles to pass funding legislation. Market watchers warn that such a shutdown could delay key economic data releases, dim regulatory activity, and increase uncertainty for investors. In past episodes, markets have shown resilience, but the stakes feel higher given stretched valuations and Fed policy ambiguity.
Tags:
  • U.S. shutdown
  • market risk
Reuters• By
Explore:Mutual Fund AI Screening
positive

SIP Flows Seen Reaching ₹35,000 Crore Monthly by FY26, ABSL AMC Says

Aditya Birla Sun Life AMC forecasts that monthly SIP inflows in India could hit ₹35,000 crore by the end of FY26. CEO A. Balasubramanian noted that SIPs are now becoming ingrained in household financial habits, extending into smaller cities beyond metros. He believes mutual funds are being viewed not just as growth tools but disciplined savings instruments akin to fixed deposits or recurring deposits.
Companies:
  • Aditya Birla Sun Life AMC
Tags:
  • SIP
  • mutual funds
M• By
Explore:Mutual Fund Categories
positive

Equity MF Inflows Remain Positive for 54 Straight Months, ICRA Analytics Reports

As of August 2025, India’s equity mutual funds have recorded net positive inflows for 54 consecutive months, reinforcing growing retail participation and investor confidence. ICRA Analytics attributed the consistent inflows to systematic investments (SIPs), digital access, and better financial awareness. The trend signals durable structural strength in India’s mutual fund industry even amid macro volatility and foreign outflows.
Tags:
  • equity funds
  • mutual fund inflows
M• By
Explore:Mutual Fund Themes
positive

JioBlackRock Mutual Fund Launches AI-Driven Flexi Cap Fund

JioBlackRock Mutual Fund has rolled out its first active equity offering, the Flexi Cap Fund, which incorporates AI tools to generate alpha in stock selection. The fund is open for subscription until early October. Post the IPO period, it will allow regular buy/sell operations. It reflects a push by AMCs to adopt technology and data science in active asset management, aiming to bridge discretionary and quant strategies.
Companies:
  • JioBlackRock
Tags:
  • JioBlackRock
  • Flexi Cap
Economictimes• By
Explore:Mutual Fund Screening
positive

Quant Mutual Fund Launches Hybrid Long-Short SIF

Quant Mutual Fund has introduced a new Structured Investment Fund (SIF) titled “QSIF Hybrid Long-Short Fund,” which blends equity and debt exposures and allows limited short positions via derivatives. The fund operates in interval mode (i.e., subscriptions open in intervals). By combining long and short strategies, it aims to enhance risk management while pursuing asymmetric returns in volatile markets.
Companies:
  • Quant Mutual Fund
Tags:
  • Quant MF
  • long-short
M• By
Explore:Mutual Fund AI Screening
neutral

Oil Pulls Back From Seven-Week High as Profit Taking Sets In

Oil prices retreated, sliding from a seven-week high as investors booked profits and weighed prospects of slower winter demand. Brent crude dropped ~0.7% to $68.82/barrel and U.S. crude fell ~0.8%. Analysts flagged returning supply from sources like Iraqi Kurdistan and concerns about weakening global demand as headwinds to further upside.
Companies:
  • ExxonMobil
  • Saudi Aramco
  • Shell
Tags:
  • oil prices
  • energy markets
Reuters• By
Explore:High Return Equity Mutual Fund
neutral

Rupee Drifts as Corporate Flows Show Two-Sided Movement

The Indian rupee traded with modest gains, drifting to ~₹88.6250 per U.S. dollar amid mixed corporate flows. The currency had hit a record low earlier in the week. Pressure from foreign investor outflows and U.S. policy uncertainties limited upside. One-month forward premia remained steady as exporters offered support via dollar sales.
Tags:
  • rupee
  • FX
Reuters• By
Explore:Mutual Fund Categories
positive

India Signs $7 Billion Deal With HAL for Tejas Fighter Jets

India has finalized a ₹623.7 billion (about $7.03 billion) contract with Hindustan Aeronautics Ltd (HAL) to procure Tejas Mk-1A fighter aircraft for the Indian Air Force. The deal strengthens defence manufacturing and aligns with India’s push for greater self-reliance in defence production.
Companies:
  • HAL
Tags:
  • defence
  • HAL
Reuters• By
Explore:Mutual Fund Screening
neutral

European Banks Form Consortium to Launch Euro Stablecoin

A consortium of nine major European banks has formed a new company based in the Netherlands to issue a euro-denominated stablecoin, targeting a second-half 2026 launch. The step signals wider institutional embrace of digital payments and stablecoins in regulated markets. The project aims to bridge traditional finance and crypto rails, though European regulators have expressed caution about potential risks related to monetary policy and financial stability.
Companies:
  • ING
  • UniCredit
  • DekaBank
  • other European banks
Tags:
  • stablecoin
  • euro
Reuters• By
Explore:Mutual Fund Tools
positive

Rapido Eyes $500M Fundraise as Swiggy Exits Stake

Ride-hailing startup Rapido is in advanced talks to raise $500–550 million via primary and secondary deals. Its co-investors are also buying out Swiggy’s 11.8% stake entirely, as Swiggy seeks to avoid conflicts with Rapido’s expanding services. The fundraise will power scaling, geographic expansion, and bolster capital structure amid India’s cutthroat mobility space.
Companies:
  • Rapido
  • Swiggy
Tags:
  • mobility
  • funding
Timesofindia• By
Explore:High Return Equity Mutual Fund
positive

Strive to Acquire Semler in $1.34B All-Stock Deal to Boost Bitcoin Holdings

Bitcoin-focused company Strive is acquiring diagnostics firm Semler Scientific in an all-stock transaction valued at $1.34 billion, including a plan to add ~5,816 BTC worth $675 million. The deal gives Semler shareholders 21.04 Strive Class A shares per share, and boosts combined BTC holdings to over 10,900 coins. The move signals increased corporate adoption of bitcoin as a strategic treasury asset.
Companies:
  • Strive
  • Semler Scientific
Tags:
  • Bitcoin
  • corporate treasury
Reuters• By
Explore:Mutual Fund Categories
positive

Strive to Acquire Semler in $1.34B All-Stock Deal to Boost Bitcoin Holdings

Bitcoin-focused company Strive is acquiring diagnostics firm Semler Scientific in an all-stock transaction valued at $1.34 billion, including a plan to add ~5,816 BTC worth $675 million. The deal gives Semler shareholders 21.04 Strive Class A shares per share, and boosts combined BTC holdings to over 10,900 coins. The move signals increased corporate adoption of bitcoin as a strategic treasury asset.
Companies:
  • Strive
  • Semler Scientific
Tags:
  • Bitcoin
  • corporate treasury
Reuters• By
Explore:High Return Equity Mutual Fund
negative

Hairdresser Jawed Habib’s Son Sought in India Crypto Scam Probe

Authorities in Uttar Pradesh have launched a crypto scam investigation accusing haircare brand Jawed Habib’s son and the stylist of defrauding over 150 people. Victims say they invested in digital assets with promises of high returns; investigators claim payments were not honored. With losses in lakhs of rupees, police are seeking arrest warrants and forensic recovery of funds held in crypto wallets.
Tags:
  • crypto scam
  • investigation
M• By
Explore:Mutual Fund AI Screening
neutral

Tether Names Benjamin Habbel as Chief Business Officer

Stablecoin issuer Tether has appointed Benjamin Habbel, formerly of Google and Limestone Capital, as Chief Business Officer. He will lead strategy, portfolio growth, and diversification efforts sub-verticals including AI, telecom, and real estate. With USDT’s market cap around $173 billion, the move reflects Tether’s push beyond stablecoins into broader tech & financial services arenas.
Companies:
  • Tether
Tags:
  • Tether
  • stablecoin
Reuters• By
Explore:High Return Equity Mutual Fund
positive

Morgan Stanley to Enable Crypto Trading on E*Trade via Zerohash Tie-up

Morgan Stanley plans to allow E*Trade users to buy and sell major cryptocurrencies (Bitcoin, Ethereum, Solana) starting in first half of 2026 through a partnership with Zerohash. The move signals growing acceptance of digital assets at large financial institutions. Zerohash also announced a $104 million funding round involving Morgan Stanley and SoFi, validating its infrastructure role in the crypto ecosystem.
Companies:
  • Morgan Stanley
  • Zerohash
  • SoFi
Tags:
  • Morgan Stanley
  • crypto trading
Reuters• By
Explore:Mutual Fund Home
positive

New Crypto ETFs Set to Flood U.S. Market After SEC Rule Change

The SEC has fast-tracked its process for approving cryptocurrency ETFs, cutting review timelines to just 75 days for funds meeting specific criteria. Dozens of asset managers are updating filings, with ETFs tied to Solana, XRP, Bitcoin, and Ethereum expected to launch soon. The streamlined path could usher in a new wave of institutional capital entering the digital assets space this fall.
Companies:
  • Grayscale
  • VanEck
  • Valkyrie
  • BlackRock
Tags:
  • ETF
  • SEC
Reuters• By
Explore:Mutual Fund Themes
positive

Solarworld Energy IPO Day 3 Update: 4× Subscription & ₹66 GMP

On the third day of bidding, Solarworld Energy’s IPO remains heavily subscribed, maintaining a 4× overall coverage. The grey market premium (GMP) is pegged around ₹66, implying strong listing expectations. Retail subscription and NII demand remain robust, though QIBs have shown limited uptake so far. The issue, priced between ₹333 and ₹351, is raising ₹490 crore, with funds earmarked for manufacturing, expansion and general corporate use.
Companies:
  • Solarworld Energy Solutions
Tags:
  • Solarworld
  • IPO
M• By
Explore:High Return Equity Mutual Fund
positive

Saatvik Green IPO Subscribed 6.57×, Allotment Scheduled

Saatvik Green Energy’s IPO witnessed strong traction with overall subscription of 6.57× in three days. QIBs led the demand at ~10.84×, while retail investors subscribed ~2.66×. Allotment is expected today, and listing set for later this week. Issues raised include fresh capital and OFS; GMP suggests modest listing gains. The move reflects strong interest in solar / green energy themes among investors.
Companies:
  • Saatvik Green Energy
Tags:
  • Saatvik Green
  • IPO
Live Mint• By
Explore:Mutual Fund AI Screening
positive

Siddhi Cotspin IPO Oversubscribed 3.5x with Strong QIB Demand

Siddhi Cotspin’s IPO, priced at ₹102–108, has been oversubscribed 3.5x, with qualified institutional buyers leading demand at nearly 14x. The ₹264 crore issue attracted moderate retail and non-institutional participation, while grey market buzz suggests mild listing gains. Focused on cotton yarn manufacturing, the company aims to use proceeds for expansion and working capital. Shares are set to list tomorrow, adding to India’s active SME IPO pipeline this week.
Companies:
  • Siddhi Cotspin
Tags:
  • IPO
  • Siddhi Cotspin
Live Mint• By
Explore:Mutual Fund Categories
positive

Aptus Pharma IPO Sees 4x Subscription Ahead of Listing

Aptus Pharma’s SME IPO, priced in the ₹65–70 band, has drawn strong investor demand with subscriptions crossing 4x overall. Non-institutional and retail investors have shown heavy interest, while grey market premium indicates a potential 10% upside on listing. The issue, worth ₹48 crore, is scheduled to debut on September 30 on the BSE SME platform, adding momentum to the current wave of small-cap healthcare listings in India.
Companies:
  • Aptus Pharma
Tags:
  • IPO
  • Aptus Pharma
M• By
Explore:Mutual Fund Tools
positive

Atlanta Electricals IPO Oversubscribed 70.63×, Allotment Expected Today

Atlanta Electricals’ IPO closed with a whopping 70.63× subscription, driven by very strong demand from institutional bidders. Grey market premium (GMP) is currently pegged around ₹116, implying an estimated listing price near ₹870—about 15% above upper issue price. Allotment is being finalized today, with the shares expected to list on BSE and NSE around September 29, and refunds to unsuccessful applicants processed shortly after.
Companies:
  • Atlanta Electricals
Tags:
  • Atlanta Electricals
  • IPO subscription
M• By
Explore:Mutual Fund Home
positive

PhonePe Files for Indian IPO via Confidential Route

Walmart-backed fintech PhonePe has submitted a confidential IPO application with SEBI, aiming for a mid-2026 listing. The firm is targeting to raise about $1.35 billion with existing investors, including Walmart and Microsoft, expected to sell shares. The move comes amid a buoyant Indian primary market, where firms like Pine Labs and LG’s Indian arm are preparing large listings. PhonePe’s valuation in prior rounds was ~$12 billion.
Companies:
  • PhonePe
  • Walmart
  • Microsoft
  • Tiger Global
Tags:
  • PhonePe
  • fintech
Reuters• By
Explore:High Return Equity Mutual Fund
positive

BitGo Files U.S. IPO After 4X Revenue Growth

Crypto custody firm BitGo has filed for a U.S. IPO, revealing that its revenue nearly quadrupled in the first half of 2025. It reported $4.19 billion in revenue, up from $1.12 billion a year prior, and net profits of $12.6 million. The listing ambitions reflect renewed investor appetite for crypto infrastructure plays, especially amid strong institutional demand and digital asset adoption trends.
Companies:
  • BitGo
Tags:
  • crypto
  • BitGo
Reuters• By
Explore:High Return Equity Mutual Fund
neutral

RVAI Acquihires Hyderabad AI Automation Firm Tynybay

Indian AI services company RVAI Global has acquihired automation startup Tynybay, integrating its tech and talent to enhance offerings in AI systems and process automation. The move highlights consolidation trends as competitive pressure mounts and capital becomes constrained. RVAI aims to use Tynybay’s solutions across its client base, while offering career continuity to absorbed employees. The deal underscores the race to embed AI at scale in enterprise operations.
Companies:
  • RVAI Global
  • Tynybay
Tags:
  • acquihire
  • AI startup
Economictimes• By
Explore:High Return Equity Mutual Fund
neutral

Fermi Eyes $13B Valuation in Ambitious Data Center IPO

Data center REIT Fermi plans to launch a U.S. IPO targeting a $13.16 billion valuation, aiming to raise $550 million by issuing 25 million shares. Despite being in early development and pre–revenue, Fermi’s “Project Matador” aims to deliver gigawatt-scale computing capacity in Texas using hybrid energy systems. The IPO reflects investor appetite for infrastructure underpinning AI and cloud growth. Its performance will test risk tolerance for capital-intensive, pre-revenue ventures.
Companies:
  • Fermi
Tags:
  • IPO
  • data center
Reuters• By
Explore:Mutual Fund Categories
positive

AI fintech Oolka Raises $7M Seed to Scale in India

Bengaluru-based fintech startup Oolka has raised $7 million in seed funding from Lightspeed India, Z47 and other investors. The firm is building AI-driven finance tools to improve access, credit decisioning, and customer experience in underserved markets. With this round, Oolka plans to expand its product offerings and grow its engineering team, targeting both Indian and Southeast Asian markets. Observers say the deal marks growing investor interest in vertical AI fintech plays.
Companies:
  • Oolka
  • Lightspeed India
  • Z47
Tags:
  • fintech
  • AI startup
Economictimes• By
Explore:Mutual Fund Themes
positive

Modular Raises $250M to Challenge Nvidia’s AI Dominance

AI startup Modular has secured $250 million in fresh funding, lifting its valuation to $1.6 billion. Its software enables AI applications to run across different chip architectures without rewriting code — offering a ‘vendor-agnostic’ layer. Clients include Amazon, Oracle and AMD. The capital will help it expand into AI training and scale its team. Modular positions itself not to replace Nvidia, but to broaden hardware choice in AI infrastructure.
Companies:
  • Modular
  • Nvidia
  • AMD
  • Oracle
  • Amazon
Tags:
  • AI startup
  • Modular
Reuters• By
Explore:High Return Equity Mutual Fund
neutral

Gold Holds Steady as Investors Await U.S. Economic Data

Gold prices held relatively stable amid a softer dollar and cautious sentiment heading into upcoming U.S. macro releases. Markets are focused on the Federal Reserve’s preferred inflation gauge, the PCE index, to glean clues on rate direction. The yellow metal is seen as a hedge in a volatile environment where policy signals are mixed and geopolitical risk remains elevated.
Tags:
  • gold
  • U.S. macro
Reuters• By
Explore:Mutual Fund AI Screening
neutral

Indian Shares Flat as U.S. Visa Curbs, Foreign Outflows Dent Sentiment

Indian equity markets opened nearly flat amid continued foreign selling and unease about new U.S. visa fee proposals. The Nifty slid modestly, with IT names under pressure given their exposure to U.S. clients. Defensive sectors and energy stocks provided some support. Overall investor caution remains elevated, as global cues and domestic policy noise complicate direction.
Companies:
  • Infosys
  • TCS
  • Wipro
Tags:
  • Indian equities
  • foreign flows
Reuters• By
Explore:High Return Equity Mutual Fund
negative

Rupee Vulnerable as Portfolio Outflows & U.S. Policy Worries Persist

The Indian rupee continues to face downward pressure amid sustained foreign investor outflows and uncertainties over U.S. tariffs and visa reforms. One-month non-deliverable forwards suggest further weakness ahead. The central bank has intervened in multiple segments to stabilize the currency, but the effectiveness may be limited unless external headwinds ease.
Tags:
  • rupee
  • capital flows
Reuters• By
Explore:Mutual Fund Categories