Thursday, October 9, 2025 News Archive

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positive

Sensex, Nifty Edge Higher in Volatile Session

Sensex, Nifty Edge Higher in Volatile Session
Indian benchmarks traded in a narrow range, with Sensex and Nifty ending modestly higher, rebounding from early losses amid mixed global cues. Investors monitored U.S. bond yields and crude oil prices, balancing risk sentiment. Defensive sectors, including IT and FMCG, led gains, offsetting weakness in heavyweight stocks. Market turnover remained moderate as participants awaited key policy data scheduled later this week. The session reflected cautious optimism, with selective buying in resilient sectors supporting broader market stability amid global and domestic uncertainties.
Tags:
  • markets
  • stocks
positive

Indian Mutual Funds Add Equity Assets in October

Indian Mutual Funds Add Equity Assets in October
Major Indian mutual funds increased equity allocations in their October portfolios, according to recent filings. Large-cap and flexi-cap schemes led inflows, supported by steady SIP contributions from retail investors. Portfolio adjustments reflected sector rotation, with higher exposure to IT and pharma stocks, while banking allocations were slightly reduced amid selective profit-taking. Fund managers are balancing growth and stability, capitalizing on resilient sectors, and navigating market volatility. The trend underscores sustained investor interest in equities and active portfolio rebalancing across key segments.
Tags:
  • mutual_funds
  • markets
positive

Novo Nordisk to Acquire Akero Therapeutics in Up to $5.2B Deal; SoftBank-ABB Robotics Sale Boosts Nikkei

Novo Nordisk to Acquire Akero Therapeutics in Up to $5.2B Deal; SoftBank-ABB Robotics Sale Boosts Nikkei
Danish pharma giant Novo Nordisk announced a potential acquisition of US biotech firm Akero Therapeutics for up to $5.2 billion, pending federal approval of Akero's lead product candidate, sending Akero shares up over 16%. In global markets, Japan's Nikkei 225 surged, led by SoftBank Group shares rising 11.4% after a $5.4 billion deal to acquire ABB's robotics unit. Meanwhile, the ongoing US government shutdown delays key economic data, keeping investors focused on corporate earnings and Federal Reserve speeches for market direction.
Companies:
  • Oyo
Tags:
  • Mergers and Acquisitions (M&A)
  • Pharmaceuticals
positive

Major US Tech Firms Announce New AI Research Consortium

Major US Tech Firms Announce New AI Research Consortium
Leading U.S. technology companies have formed a joint AI research alliance to promote responsible AI development and establish industry standards. The consortium will focus on sharing best practices in model safety, transparency, and ethical deployment. Membership spans AI-focused firms, hardware providers, and academic research institutions, enabling collaboration across the ecosystem. Initial projects target open-source benchmarks to evaluate performance, reliability, and fairness. The initiative reflects a coordinated effort to advance trustworthy AI, support innovation, and ensure broader accountability in the rapidly evolving artificial intelligence landscape.
Companies:
  • Tech Firms Consortium Members
Tags:
  • ai
  • tech
positive

US September Inflation Data in Focus

US September Inflation Data in Focus
Investors and economists are closely watching September’s inflation data, scheduled for release today, as it could shape the Federal Reserve’s upcoming interest rate decisions. Consensus forecasts suggest a modest moderation in headline CPI, while core inflation is expected to remain elevated, reflecting persistent price pressures. Market participants view the report as a key input for the Fed’s policy path, balancing economic growth with price stability. The data is likely to influence equities, bonds, and currency markets amid heightened uncertainty.
Tags:
  • economy
  • markets
negative

Tesla Shares Decline After Weak Delivery Update

Tesla Shares Decline After Weak Delivery Update
Tesla shares declined in pre-market trading after reporting lower-than-expected vehicle deliveries for Q3 2025. The company attributed the shortfall to supply chain constraints and production adjustments. Analysts highlighted potential impacts on Tesla’s earnings outlook, prompting investors to closely monitor upcoming quarterly results and management commentary. The market reaction underscores sensitivity to delivery metrics in the electric vehicle sector, with scrutiny on operational efficiency, demand trends, and production capacity. Focus remains on next quarter’s delivery figures to gauge recovery and growth prospects.
Companies:
  • Tesla Inc.
Tags:
  • stocks
  • economy
neutral

US Markets Edge Lower Ahead of Inflation Data

US Markets Edge Lower Ahead of Inflation Data
U.S. equity markets opened slightly lower as traders awaited the September inflation report for insights into the Federal Reserve’s next policy decisions. The S&P 500 and Dow Jones traded in narrow ranges, reflecting cautious sentiment. Bond yields remained elevated, influencing investor positioning across sectors. Energy and banking stocks showed mixed performance amid selective buying and profit-taking. Market participants maintained a risk-aware approach, balancing exposure to equities with macroeconomic uncertainty, while closely monitoring inflation data as a key driver for near-term market movements and monetary policy guidance.
Companies:
  • S&P 500 Index
  • Dow Jones Industrial Average
Tags:
  • markets
  • stocks
neutral

US Futures Edge Lower Before CPI Release

US Futures Edge Lower Before CPI Release
S&P 500 and Nasdaq futures edged lower in pre-market trading as investors exercised caution ahead of the crucial September Consumer Price Index release. Market participants assessed recent Federal Reserve commentary on interest rates and economic resilience, weighing potential impacts on monetary policy. Technology stocks experienced modest pullbacks amid broader market uncertainty. Traders balanced risk exposure with anticipation of inflation data, positioning portfolios defensively. The session reflected a wait-and-watch approach, with volatility expected around key economic indicators that could influence U.S. equity market trends.
Companies:
  • S&P 500 Index
  • Nasdaq Composite
Tags:
  • markets
  • stocks
neutral

Global Equities Trade Mixed Ahead of US CPI

Global Equities Trade Mixed Ahead of US CPI
Global equity markets showed mixed trends as investors awaited September U.S. inflation data. European indices edged higher on optimism about potential rate stability, while Asian benchmarks closed slightly lower amid concerns over China’s economic growth and export slowdown. Volatility persisted in bond markets, with the U.S. 10-year Treasury yield hovering near recent highs, reflecting uncertainty over future monetary policy. Market participants balanced cautious positioning with sector-specific opportunities, monitoring inflation signals and economic indicators to gauge global growth and investment prospects.
Companies:
  • SPDR S&P 500 ETF Trust
  • Invesco QQQ Trust
  • SPDR Dow Jones Industrial Average ETF Trust
Tags:
  • markets
  • economy
positive-mixed

Levi Strauss & Co. (LEVI) Beats Q3 Earnings, Raises Full-Year Guidance; Stock Dips Slightly After Hours

Levi Strauss & Co. (LEVI) Beats Q3 Earnings, Raises Full-Year Guidance; Stock Dips Slightly After Hours
Levi Strauss & Co. reported fiscal Q3 2025 results on October 9, 2025, surpassing analyst expectations on both revenue and earnings. Adjusted EPS came in at $0.34, above the forecast of $0.30, while revenue reached $1.54B versus an expected $1.5B. Strong performance in direct-to-consumer (DTC) and international markets drove 7% organic net revenue growth, while gross margins expanded by 110 basis points to 61.7%. Management raised full-year adjusted EPS guidance to $1.27-$1.32. Despite the positive results, the stock dipped 0.49% after hours, reflecting broader market caution and tariff concerns.
Companies:
  • Ethereum Foundation
Tags:
  • Levi Strauss & Co. (LEVI)
  • Earnings Report
positive

S&P Futures Steady Before CPI Release

S&P Futures Steady Before CPI Release
S&P 500 futures edged higher in pre-market trading as investors positioned ahead of a key inflation report. Analysts observed notable sector rotation, with increased buying in energy and health care stocks, reflecting expectations of resilient earnings and defensive positioning. Market participants weighed potential impacts of upcoming inflation data on Federal Reserve policy, while balancing portfolio exposure across cyclical and defensive sectors. The cautious optimism underscores investor focus on macroeconomic indicators and sector-specific opportunities ahead of the major U.S. corporate earnings season.
Companies:
  • S&P 500 constituents
Tags:
  • markets
  • economy
neutral-positive

India Signals Conditional Easing for Chinese Investment in Electronics JVs, Demands Tech Transfer and Skilling

India Signals Conditional Easing for Chinese Investment in Electronics JVs, Demands Tech Transfer and Skilling
India will consider Chinese investment applications in electronics joint ventures (JVs) under the Electronic Component Manufacturing Scheme (ECMS), but only with clear commitments to technology transfer and local workforce skilling. The policy aims to build a robust domestic component ecosystem, moving beyond mere assembly. The Dixon-Longcheer JV serves as a template, mandating Indian majority ownership and security clearance. The ECMS has attracted proposed investments totaling ₹1,15,351 crore, reflecting strong investor interest.
Companies:
  • US Federal Government
Tags:
  • Electronics Manufacturing
  • Foreign Direct Investment (FDI)
positive

Applied Digital (APLD) Beats Q1 Estimates on Strong HPC Demand, Secures $11B CoreWeave Lease

Applied Digital (APLD) Beats Q1 Estimates on Strong HPC Demand, Secures $11B CoreWeave Lease
Applied Digital Corporation (APLD) reported fiscal Q1 2026 results on October 9, 2025, posting an adjusted net loss per share of -$0.03, well above analyst estimates of -$0.14. Total revenues reached $64.2M, driven by tenant fit-out services for its High-Performance Computing (HPC) business. The company finalized a 150 MW lease agreement with CoreWeave for its Polaris Forge 1 campus, fully leasing the facility and securing approximately $11B in contracted lease revenue over 15 years. The report highlights accelerating demand for AI infrastructure and strong execution in HPC, driving positive after-hours stock movement.
Companies:
  • U.S. Bureau of Labor Statistics
Tags:
  • Applied Digital (APLD)
  • Earnings Report
positive

Fed Officials Signal Cautious Approach on Rates

Fed Officials Signal Cautious Approach on Rates
Federal Reserve officials maintained a data-driven approach, indicating no immediate change to benchmark interest rates despite stronger-than-expected U.S. jobs data. Minutes from recent meetings revealed a split among policymakers regarding the timing of any further rate hikes this year, reflecting caution amid mixed economic signals. While employment gains support the economy, inflation trends and global uncertainties continue to influence policy decisions. Markets interpreted the stance as signaling patience, with investors closely monitoring upcoming economic data for clues on future monetary policy adjustments.
Companies:
  • Federal Reserve
Tags:
  • markets
  • economy
positive

Mutual Fund Flows Pick Up After September Dip

Mutual Fund Flows Pick Up After September Dip
Latest AMFI data indicates a rebound in mutual fund inflows in India, led by strong contributions to equity schemes as investors seek long-term growth opportunities. Retail and institutional participation supported broad-based market engagement, signaling renewed confidence after prior volatility. In the U.S., mutual funds increased allocations to technology and large-cap stocks, taking advantage of sectoral pullbacks and stabilizing bond yields. The trends reflect strategic portfolio adjustments by global and domestic investors, balancing risk, returns, and exposure across key market segments.
Companies:
  • Various Mutual Fund Companies
Tags:
  • mutual_funds
  • markets
positive

Indian IPO Market Stays Active; US Listings Slow

Indian IPO Market Stays Active; US Listings Slow
Several new issues launched on Indian stock exchanges saw strong retail participation, particularly in the consumer and fintech sectors, reflecting robust investor interest. The momentum was supported by targeted marketing and attractive valuations, driving oversubscription in select offerings. In contrast, the U.S. IPO pipeline postponed major launches as uncertainty around Federal Reserve policy and subdued appetite for tech stocks weighed on investor confidence. The divergence highlights growing resilience in India’s primary markets compared with cautious sentiment in global equity offerings.
Companies:
  • Various Indian IPO Companies
  • US Tech IPO Companies
Tags:
  • ipo
  • markets
positive

Bitcoin Holds Firm Amid ETF Volume Surge

Bitcoin Holds Firm Amid ETF Volume Surge
Bitcoin hovered around $28,000 in U.S. pre-market trading as spot ETF volumes reached monthly highs, reflecting growing institutional participation. Investors remained attentive to regulatory developments from the SEC, which continue to influence market sentiment and trading activity. Most major altcoins remained stable, experiencing limited volatility despite Bitcoin’s momentum. The market’s cautious tone highlights the balance between increasing adoption of cryptocurrency investment products and regulatory oversight, as traders monitor developments that could impact liquidity, pricing, and broader market trends across digital assets.
Companies:
  • Bitcoin
  • Various Crypto ETFs
Tags:
  • crypto
  • markets
neutral

U.S. Treasury Announces Sanctions on Iran-Backed Militias

U.S. Treasury Announces Sanctions on Iran-Backed Militias
The U.S. Treasury has imposed new sanctions targeting Iran-backed militia groups, citing threats to American personnel and regional stability. The sanctions aim to disrupt financing networks and apply pressure on affiliated entities amid escalating geopolitical tensions in the Middle East. Analysts expect potential spillovers to energy markets and defense-related equities as traders reassess geopolitical risks.
Companies:
  • Microsoft
Tags:
  • sanctions
  • geopolitics
positive

Indian Startup Funding Rebounds in October

Indian Startup Funding Rebounds in October
Startup funding activity picked up in India during early October, driven by renewed investor interest in fintech and SaaS ventures. Several mid-sized rounds highlighted growing confidence in scalable tech models despite a cautious funding climate. In contrast, U.S. startup fundraising remained subdued as venture capital firms prioritized late-stage deals, particularly in AI and health tech. The divergence underscores India’s relative resilience and evolving investor appetite for innovation-led growth amid global capital tightening and valuation recalibration trends.
Companies:
  • BYJUs
  • Groww
  • Razorpay
  • Stripe
  • OpenAI
Tags:
  • startups
  • markets
negative

Tesla Shares Slip on China EV Sales Pressure

Tesla Shares Slip on China EV Sales Pressure
Tesla shares slipped in U.S. pre-market trading following reports of softening electric vehicle demand in China, its key overseas market. Rival automakers BYD and Nio posted stronger quarterly sales, highlighting intensifying competition in the EV segment. Analysts have revised down Tesla’s international volume forecasts, citing pricing pressures, slowing global EV adoption, and rising local competition. Investors remain cautious ahead of Tesla’s upcoming earnings and delivery updates, which may further reflect demand normalization trends.
Companies:
  • Tesla
  • BYD
  • Nio
Tags:
  • stocks
  • markets
neutral

RBI Holds Repo Rate at 5.50%, Signals Potential December Cut Amid Trade Concerns

On October 1, 2025, the Reserve Bank of India (RBI) maintained its repo rate at 5.50%, citing global trade uncertainties, particularly U. S. tariffs. The Monetary Policy Committee unanimously agreed on this neutral stance while lowering the inflation forecast for FY26 to 2.6% and raising GDP growth expectations to 6.8%. The RBI's regulatory measures aim to enhance lending and promote the rupee's international use, potentially influencing capital flows and economic activity.
Companies:
  • Tata Consultancy Services
  • Infosys
  • HCL Technologies
Tags:
  • markets
  • economy
neutral

US Cybersecurity Information Sharing Act (CISA) Expires After Key Contributions

US Cybersecurity Information Sharing Act (CISA) Expires After Key Contributions
The Cybersecurity Information Sharing Act (CISA), a key U.S. law enabling threat intelligence exchange between private companies and federal agencies, expired on October 1, 2025. The lapse has raised concerns over potential gaps in critical infrastructure protection and incident response coordination. Cybersecurity experts and lawmakers are urging swift reauthorization or a modernized framework to sustain public–private collaboration amid rising ransomware and nation-state cyber threats targeting essential U.S. networks.
Tags:
  • cybersecurity
  • CISA
positive

India’s Draft National Labour & Employment Policy 2025 Released

India’s Draft National Labour & Employment Policy 2025 Released
The draft 'Shram Shakti Niti 2025' outlines wide-ranging labor market reforms focused on employment generation, worker welfare, skilling, and social security expansion. The policy aims to modernize India’s labor ecosystem, improve job quality, and promote inclusive economic growth. It also proposes digital workforce mapping, enhanced female labor participation, and stronger occupational safety norms, aligning with India’s goal of creating a future-ready workforce and ensuring balanced labor protections across formal and informal sectors.
Tags:
  • labor reform
  • employment policy
positive

IMF October 2025 Outlook Predicts Steady but Slowing Global Growth

IMF October 2025 Outlook Predicts Steady but Slowing Global Growth
The IMF projected global GDP growth at 3.3% for 2025 and 2026, signaling stability amid mixed regional trends. Slower emerging market expansion is expected to offset modest gains in advanced economies, driven by fiscal normalization and monetary easing. The fund said inflation is likely to decline faster in developed nations, though geopolitical tensions, energy price risks, and structural constraints such as debt stress and weak productivity could challenge the global recovery path.
Tags:
  • IMF
  • global growth
positive

Significant Large Deal Activity in Indian Equity Markets on October 8–9, 2025

Significant Large Deal Activity in Indian Equity Markets on October 8–9, 2025
Major institutional trades by Graviton Research Capital LLP and Samyaktva Construction LLP drove activity across Infibeam, ITI Ltd., and Jai Corp, influencing midcap stock valuations. The transactions reflected active portfolio rebalancing and rising quant participation in short-term equity trades. Analysts said such block and bulk deals underscore heightened institutional interest in liquid midcaps, shaping daily market flows and signaling broader rotation trends within India’s secondary equity markets.
Companies:
  • Infibeam
  • ITI Ltd.
  • Jai Corp
Tags:
  • Infibeam
  • ITI Ltd.
positive

DeepSeek AI Model Offers Cost-Effective High-Performance Alternative

DeepSeek AI Model Offers Cost-Effective High-Performance Alternative
China’s DeepSeek launched its R1 AI model, trained at 70% lower cost than leading U.S. counterparts, directly challenging players like OpenAI in the global AI race. The model’s cost efficiency and scalability position DeepSeek as a viable competitor in enterprise AI solutions, targeting international markets across finance, healthcare, and cloud services. Analysts said the move underscores China’s rapid AI advancement and its strategic push for global technology leadership.
Companies:
  • DeepSeek
  • OpenAI
Tags:
  • AI models
  • DeepSeek
positive

Historic US Crypto Legislation Enacted in 2025

Historic US Crypto Legislation Enacted in 2025
The U.S. Congress passed a series of landmark crypto reforms, including the GENIUS Act, CLARITY Act, and Anti-CBDC Act, creating the first comprehensive federal framework for digital assets. The GENIUS Act establishes clear regulatory standards for exchanges and token issuers, aiming to foster innovation while curbing market manipulation. Analysts said the legislation marks a pivotal step toward crypto mainstreaming, offering long-awaited legal clarity and positioning the U.S. as a global digital finance leader.
Tags:
  • cryptocurrency
  • blockchain regulation
positive

India Startup Funds Surge to $9 Billion YTD in 2025

India Startup Funds Surge to $9 Billion YTD in 2025
Indian investors launched funds exceeding $9 billion in the first nine months of 2025, already outpacing 2024’s full-year total, according to Venture Intelligence data. Although overall fundraising declined 38%, capital deployment pivoted sharply toward early-stage startups, reflecting optimism around high-growth innovation and AI-led ventures. Analysts said the trend underscores renewed investor confidence in India’s startup ecosystem, driven by improving macroeconomic stability and rising global participation in domestic venture capital.
Tags:
  • startups
  • venture capital
positive

US Congress Proposes Federal AI Regulatory Sandbox Act

US Congress Proposes Federal AI Regulatory Sandbox Act
Senator Ted Cruz and Representative Michael Baumgartner proposed legislation to establish a two-year federal AI regulatory sandbox, temporarily exempting companies from select AI compliance rules to spur innovation. The framework aims to prevent fragmented state regulations while promoting safe, transparent AI development under federal oversight. Lawmakers said the initiative would help startups and enterprises test AI systems responsibly, balancing technological progress with ethical and safety standards in the evolving U.S. AI governance landscape.
Tags:
  • AI regulation
  • US Congress
positive

India Implements Major Rule Changes from October 1, 2025

India Implements Major Rule Changes from October 1, 2025
India implemented multiple financial reforms effective October 1, including allowing non-government NPS subscribers up to 100% equity allocation, RBI’s continuous cheque clearing, and a ban on real-money gaming apps. The changes also end UPI P2P pull transactions and mandate bank locker agreement updates. Regulators said the measures aim to enhance market efficiency, transaction security, and consumer protection, reflecting India’s ongoing modernization of banking and fintech ecosystems.
Tags:
  • India
  • RBI
positive

SoftBank Jumps 1.8% on Robotics Deal, Outperforms Japanese Market

SoftBank Jumps 1.8% on Robotics Deal, Outperforms Japanese Market
SoftBank Group shares rose nearly 2% after unveiling a major robotics partnership, boosting sentiment across Japan’s technology sector. The Nikkei 225 extended gains as foreign institutional investors increased exposure to AI and automation plays, reflecting growing confidence in Japan’s innovation-driven recovery. Analysts said renewed interest in robotics and semiconductor ecosystems underscores Japan’s strategic positioning in the global AI manufacturing value chain.
Companies:
  • SoftBank Group Corp
Tags:
  • SoftBank
  • robotics
neutral

China Expands Rare-Earth Export Curbs Ahead of Trump-Xi Talks

China Expands Rare-Earth Export Curbs Ahead of Trump-Xi Talks
China imposed new export restrictions on rare earth materials, escalating U.S.–China trade tensions ahead of upcoming presidential talks. The move targets critical inputs for semiconductors, EV batteries, and defense technologies, underscoring Beijing’s leverage in strategic supply chains. Analysts said the restrictions could disrupt global manufacturing and raise input costs, while intensifying negotiations on technology access and trade policy between the world’s two largest economies.
Companies:
  • China Northern Rare Earth Group
  • MP Materials
  • Lynas Rare Earths
Tags:
  • China
  • rare earths
positive

TSMC Q3 Revenue Up 30% on Accelerated AI Chip Demand

TSMC Q3 Revenue Up 30% on Accelerated AI Chip Demand
Taiwan Semiconductor Manufacturing Company (TSMC) reported a 30% jump in quarterly revenue, driven by soaring global demand for AI chips and advanced semiconductor orders from major tech clients. The strong performance highlights sustained momentum in the AI hardware supply chain, with capacity utilization nearing record levels. Analysts said TSMC’s results reaffirm the tech sector’s growth trajectory, positioning the company as a critical enabler of the global AI infrastructure boom.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

IMF Warns of Asset Bubble Risks Amid AI-Fueled Rally

IMF Warns of Asset Bubble Risks Amid AI-Fueled Rally
The IMF and major global banks warned investors about stretched stock valuations, pointing to AI sector exuberance and loose fiscal policies as potential triggers for market corrections. Analysts highlighted parallels with past tech-led rallies, urging a more measured risk approach as liquidity-driven momentum dominates equities. The IMF emphasized that sustained policy tightening and earnings normalization will be critical to prevent volatility spikes across global financial markets.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

PepsiCo Posts Q3 Beat, Plans New CFO Amid Pressure from Elliott

PepsiCo Posts Q3 Beat, Plans New CFO Amid Pressure from Elliott
PepsiCo reported higher quarterly profit and revenue, surpassing Wall Street expectations, driven by strong beverage and snack sales across key markets. The company also announced the appointment of a new Chief Financial Officer, following shareholder pressure for governance and operational reforms. Analysts said the leadership change underscores PepsiCo’s focus on margin expansion, cost optimization, and sustainable growth, reinforcing investor confidence in its long-term strategic direction.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Dow Retreats, S&P 500 and Nasdaq Outperform

Dow Retreats, S&P 500 and Nasdaq Outperform
The Dow Jones edged lower, while the S&P 500 and Nasdaq closed higher, lifted by strong tech sector gains. AI-driven stocks led the rally, pushing the Nasdaq up over 1%, as investors rotated back into growth shares amid easing bond yields. Analysts said optimism around AI investments and cloud expansion continues to fuel momentum, keeping the broader market outlook positive despite macro uncertainty.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

US Futures Flat, Await Powell’s Comments

US Futures Flat, Await Powell’s Comments
U.S. stock index futures traded flat ahead of Federal Reserve Chair Jerome Powell’s speech and upcoming inflation data releases, with investors adopting a wait-and-watch stance. Market participants are closely tracking Powell’s remarks for signals on the timing and scale of future rate cuts, while broader sentiment remains steady amid mixed corporate earnings and moderating inflation trends. Analysts expect limited volatility until clearer monetary policy guidance emerges later this week.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Bitcoin Holds Above $122,000 as Traders Eye US Inflation Data

Bitcoin Holds Above $122,000 as Traders Eye US Inflation Data
Bitcoin traded steady above $122,000, while Ethereum remained flat ahead of the upcoming U.S. CPI data, as traders awaited fresh monetary policy cues from the Federal Reserve. Analysts expect a pickup in crypto volatility once inflation readings clarify the rate-cut trajectory, with derivatives markets already signaling cautious positioning. Broader sentiment in digital assets stayed resilient, supported by steady ETF inflows and institutional demand for AI-linked blockchain applications.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Delta Air Lines Surges on Startup Partnerships, Strong Earnings

Delta Air Lines Surges on Startup Partnerships, Strong Earnings
Delta Air Lines shares rose over 5% in pre-market trading after the carrier raised its earnings guidance and announced partnerships with tech startups in logistics and customer experience innovation. The airline said these collaborations aim to enhance operational efficiency and digital engagement. Analysts view the initiatives as key to Delta’s growth strategy, positioning the company to capitalize on technology-driven service improvements and sustain profitability momentum in a competitive aviation market.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

AI Stocks Drive US Rally and Trigger Bubble Warnings

AI Stocks Drive US Rally and Trigger Bubble Warnings
A sustained tech rally fueled by AI optimism pushed U.S. indices to record highs, though the IMF and major Wall Street banks warned of rising overvaluation risks. Nvidia and AMD led gains among AI chipmakers, while TSMC reported a 30% revenue surge on soaring AI-driven semiconductor demand. Analysts said markets remain split between growth enthusiasm and valuation caution, as AI-linked stocks continue to dominate global equity momentum.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Fed Rate Cut Hopes Persist Amid Economic Data Gaps Caused by Government Shutdown

Fed Rate Cut Hopes Persist Amid Economic Data Gaps Caused by Government Shutdown
The U.S. government shutdown has stalled several economic data releases, clouding short-term growth and inflation forecasts. Despite limited visibility, markets continue to price in two Federal Reserve rate cuts before year-end. The S&P 500 (US500) rose 0.09% today and remains up nearly 17% year-on-year, reflecting investor confidence in monetary easing prospects and corporate earnings resilience amid persistent fiscal uncertainty and macroeconomic headwinds.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

US Stock Futures Drift After S&P 500 and Nasdaq Hit Fresh Records; AI Stocks Lead

US Stock Futures Drift After S&P 500 and Nasdaq Hit Fresh Records; AI Stocks Lead
The S&P 500 and Nasdaq Composite closed at record highs yesterday, though U.S. futures traded flat to slightly lower in pre-market, with the Dow -0.05%, Nasdaq -0.08%, and S&P 500 -0.04%. Investor attention remained on Q3 earnings season and ongoing corporate results. AMD rose 1.5% after its OpenAI chip deal, while Nvidia extended gains on sustained AI momentum, keeping the semiconductor sector at the forefront of market leadership.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Silver ETFs Rally Sharply on October 9, 2025, Led by Tata Silver ETF Surging Over 10%

Silver ETFs Rally Sharply on October 9, 2025, Led by Tata Silver ETF Surging Over 10%
Silver ETFs surged on October 9, tracking global demand for precious metals amid rising inflation fears and risk aversion. Tata Silver ETF led the rally with a 10.67% gain, followed by Axis (+7.03%), Zerodha (+6.70%), UTI (+6.54%), ICICI Pru (+6.48%), and SBI (+6.47%). The rally reflected strong safe-haven inflows as investors rotated from equities and bonds into tangible assets. Analysts attributed the move to geopolitical uncertainty and persistent inflation expectations supporting sustained bullion demand.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

TCS Q2 FY26 Results: Net Profit Rises 1.4% YoY, Announces Interim Dividend

TCS Q2 FY26 Results: Net Profit Rises 1.4% YoY, Announces Interim Dividend
Tata Consultancy Services (TCS) reported a Q2 FY26 net profit of ₹12,075 crore, up 1.4% YoY, slightly below estimates, on revenues of ₹65,799 crore, a 2.4% increase. The board declared a ₹11 interim dividend with a record date of October 15. Operating margins stayed stable, supported by growth in digital, cloud, and AI services. Strong performance in BFSI and Hi-Tech verticals, steady deal momentum, and expanding AI-led demand reinforced TCS’s medium-term growth outlook.
Companies:
  • Tata Consultancy Services
Tags:
  • TCS
  • Q2 FY26 results
neutral

Rubicon Research SME IPO Subscription at 0.21 Times on Day 1

Rubicon Research SME IPO Subscription at 0.21 Times on Day 1
Rubicon Research’s SME IPO saw a muted response, with total subscription at 0.21× as of 1:30 PM. The retail portion was subscribed 0.83×, while the QIB category remained unsubscribed. Market observers attributed the tepid demand to valuation concerns and a narrow investor base, despite the company’s focus on pharmaceutical R&D and contract manufacturing. Analysts expect improved traction in later sessions as institutional investors assess sectoral prospects and listing potential.
Companies:
  • Rubicon Research
Tags:
  • SME IPO
  • pharmaceutical R&D
positive

PM Narendra Modi Welcomes UK Prime Minister Keir Starmer in Mumbai on First Official Visit

PM Narendra Modi Welcomes UK Prime Minister Keir Starmer in Mumbai on First Official Visit
Prime Minister Narendra Modi hosted UK Prime Minister Keir Starmer at Raj Bhavan, Mumbai, during Starmer’s first official India visit. The trip featured the largest-ever UK business delegation of over 125 CEOs and academic leaders, signaling deepening economic and strategic cooperation. Both leaders reviewed the India–UK Comprehensive Economic and Trade Agreement (CETA) signed in July 2025 and advanced the Vision 2035 roadmap. At the Global Fintech Fest 2025, they emphasized AI-driven innovation, education partnerships, and £25 billion trade expansion post-Brexit.
Companies:
  • Various UK companies participating in delegation
Tags:
  • India-UK trade
  • CETA
positive

Vascon Engineers Bags Rs 161 Crore Redevelopment Project at Haji Ali Park, Mumbai

Vascon Engineers Bags Rs 161 Crore Redevelopment Project at Haji Ali Park, Mumbai
Vascon Engineers received a Letter of Intent (LoI) from the Maharashtra State Electricity Board (MSEB) to redevelop the 'Saudamini' building in Mumbai for ₹161.18 crore, excluding GST and insurance. The project adds to Vascon’s growing urban redevelopment portfolio and reinforces its presence in infrastructure and EPC services. Analysts said the order strengthens the company’s order book visibility and supports continued momentum in public-sector construction projects across Maharashtra.
Companies:
  • Vascon Engineers
Tags:
  • Vascon Engineers
  • urban infrastructure
positive

Gravita India Shares Rally 4.73%, Touch 11-Week High

Gravita India Shares Rally 4.73%, Touch 11-Week High
Gravita India shares gained ₹73.30 (4.73%) to trade at ₹1,621.50, hitting an intraday high of ₹1,631, as investors resumed buying after recent corrections. The rebound was supported by optimism around metal recycling demand and improving margin visibility in export markets. Analysts said continued volume growth and strong operating performance have reinforced investor confidence, keeping Gravita among the top midcap gainers in the materials segment.
Companies:
  • Gravita India
Tags:
  • Gravita India
  • metal recycling
positive

LG Electronics India’s IPO Grey Market Premium Reaches ₹338, Subscription Surges

LG Electronics India’s IPO Grey Market Premium Reaches ₹338, Subscription Surges
The grey market premium (GMP) for the LG Electronics IPO climbed to ₹338, as subscriptions surpassed 3× demand by Day 3, signaling strong investor enthusiasm. The robust response was driven by solid fundamentals, brand strength, and optimism over India’s consumer electronics growth. Analysts said the high GMP reflects listing optimism and strong retail and institutional participation, positioning LG among the most anticipated large-cap listings of 2025.
Companies:
  • LG Electronics India
Tags:
  • LG Electronics IPO
  • grey market premium
positive

India and UK Deepen Trade, Economic Ties with New Pacts Signed by PM Modi and Keir Starmer

India and UK Deepen Trade, Economic Ties with New Pacts Signed by PM Modi and Keir Starmer
Prime Minister Narendra Modi and UK Prime Minister Keir Starmer signed a series of economic and trade agreements aimed at boosting bilateral investment, innovation collaboration, and market access. The deals cover technology, defence, and clean energy, reinforcing India–UK ties ahead of an anticipated free trade agreement. Analysts said the renewed partnership strengthens strategic cooperation and positions both nations to capitalize on emerging industry opportunities across global supply chains.
Tags:
  • India UK trade
  • bilateral investment
positive

India Outbound FDI Slows to $4.41 Billion in September 2025, RBI Data Shows

India Outbound FDI Slows to $4.41 Billion in September 2025, RBI Data Shows
India’s outbound foreign direct investment (FDI) stood at $4.41 billion in September 2025, down from $4.81 billion a year earlier but marking a month-on-month increase. The rise was driven by higher investments in manufacturing, financial services, and energy sectors, signaling resilient cross-border expansion by Indian corporates. Analysts said the trend reflects steady capital outflows amid global uncertainty and underscores India’s growing footprint in strategic international markets.
Tags:
  • India FDI
  • foreign investment
positive

Tata Capital IPO Allotment Finalized, Listing Scheduled for October 13

Tata Capital IPO Allotment Finalized, Listing Scheduled for October 13
Tata Capital’s IPO allotment is expected to be finalized by October 9, with a listing date set for October 13 on major exchanges. Valued among India’s largest public offerings, the issue drew strong institutional and retail participation, reflecting high investor confidence in the NBFC sector. Analysts said the listing will serve as a key indicator of market liquidity and demand strength for large-cap financial issuances in India’s primary market.
Companies:
  • Tata Capital
Tags:
  • Tata Capital
  • IPO
positive

Panacea Biotec Secures Govt Order for Bivalent Oral Polio Vaccine Worth ₹127.20 Crore

Panacea Biotec Secures Govt Order for Bivalent Oral Polio Vaccine Worth ₹127.20 Crore
Panacea Biotec received a letter of acceptance from the Ministry of Health & Family Welfare to supply bivalent oral polio vaccine (bOPV) valued at ₹127.20 crore. The contract includes phased deliveries over 90 to 480 days, supporting India’s ongoing immunization initiatives under the Universal Immunization Programme. Analysts said the order reinforces Biotec’s position in the public health supply chain and highlights continued government focus on disease eradication and vaccine accessibility.
Companies:
  • Panacea Biotec
Tags:
  • Panacea Biotec
  • vaccine supply
positive

Technocraft Industries Plans £10 Million UK Expansion, Creating 18 New Jobs

Technocraft Industries Plans £10 Million UK Expansion, Creating 18 New Jobs
Technocraft Industries announced a £10 million investment over the next three years to expand its UK operations, creating 18 new jobs and strengthening its export capacity. The initiative focuses on scaling steel drum manufacturing and textile engineering operations to meet rising European demand. Analysts said the move aligns with India’s growing manufacturing exports strategy and positions Technocraft as a key contributor to UK–India trade collaboration in industrial goods.
Companies:
  • Technocraft Industries
Tags:
  • Technocraft Industries
  • UK expansion
positive

India's GDP Growth Forecast at 6.5% with Inflation Projection Revised Down to 3.2%

India's GDP Growth Forecast at 6.5% with Inflation Projection Revised Down to 3.2%
S&P Global Ratings reaffirmed India’s FY26 GDP growth forecast at 6.5%, citing resilient domestic demand, ongoing tax reforms, and higher government capital expenditure as primary growth drivers. A normal monsoon is expected to further boost rural consumption and agriculture output. The agency also lowered inflation estimates to 3.2% following a sharper-than-expected fall in food prices, reinforcing confidence in India’s macroeconomic stability and the potential for sustained medium-term growth momentum.
Tags:
  • India economy
  • GDP growth
positive

SK Minerals Fixes Price Band for Rs 41 crore SME IPO Opening October 10

SK Minerals Fixes Price Band for Rs 41 crore SME IPO Opening October 10
SK Minerals & Additives set its IPO price band at ₹120-₹127 per share for a ₹41.15 crore SME issue opening October 10. The specialty chemicals maker plans a fresh issue and offer for sale sized for SME listing norms, targeting broader investor participation. Brokers flagged strong order visibility across additives and formulations, while market watchers will track subscription metrics, anchor interest, and initial HNI/retail demand to gauge listing prospects amid steady appetite for chemicals sector offerings.
Companies:
  • SK Minerals & Additives
Tags:
  • SME IPO
  • specialty chemicals
positive

Sebi Chairman: Preparing Capital Market System Safety for Quantum Computing Era

Sebi Chairman: Preparing Capital Market System Safety for Quantum Computing Era
SEBI initiated steps to secure India’s capital markets against future quantum computing risks, focusing on data encryption and transaction security frameworks. The regulator is collaborating with tech agencies and exchanges to develop quantum-resistant protocols that protect market infrastructure and investor data. Analysts said the proactive approach positions India ahead of global peers in financial cybersecurity readiness, reinforcing market integrity amid rapid advances in emerging technologies.
Companies:
  • SEBI
Tags:
  • SEBI
  • quantum computing
positive

Saatvik Green Energy Shares Surge Over 8% After Rs 707 Crore Solar Order Wins

Saatvik Green Energy Shares Surge Over 8% After Rs 707 Crore Solar Order Wins
Saatvik Green Energy surged to a record ₹499 after winning two solar PV module orders totaling ₹707 crore, marking its first major deals since listing. The contracts strengthen Saatvik’s order pipeline and highlight rising domestic solar demand amid India’s push for renewable capacity expansion. Analysts said the company’s rapid revenue and profit growth reflects strong execution capability and positions it as an emerging player in India’s solar manufacturing ecosystem.
Companies:
  • Saatvik Green Energy
Tags:
  • Saatvik Green Energy
  • solar energy
positive

USD/INR Holds Steady Near 88.73 on Renewed Foreign Portfolio Inflows

USD/INR Holds Steady Near 88.73 on Renewed Foreign Portfolio Inflows
The Indian rupee held steady against the U.S. dollar, supported by renewed foreign portfolio inflows and declining crude oil prices that eased import-related pressure. Traders said steady capital inflows and the RBI’s calibrated intervention helped maintain currency stability despite global volatility. Analysts expect the rupee to remain range-bound, aided by improving macro fundamentals and a softer oil demand outlook, which continue to strengthen India’s external balance position.
Tags:
  • USD/INR
  • forex
negative

Brent Crude Futures Drop 0.68% to $65.80/Barrel on Demand Concerns

Brent Crude Futures Drop 0.68% to $65.80/Barrel on Demand Concerns
Brent crude prices fell as concerns over global demand slowdown and rising U.S. oil inventories weighed on sentiment. The decline pressured energy sector equities across major exchanges, with traders pricing in weaker refining margins and cautious OPEC+ output signals. Analysts said the pullback underscores fragile demand-supply dynamics, as markets balance inventory buildup against slower economic growth, influencing short-term pricing trends and investment flows in global energy markets.
Tags:
  • Brent crude
  • oil prices
neutral

Asian Markets Show Divergence at Midday: Nikkei Up, Straits Times Dips

Asian Markets Show Divergence at Midday: Nikkei Up, Straits Times Dips
Japan’s Nikkei climbed 1.49%, supported by yen stability and renewed tech sector optimism, with gains led by semiconductor and robotics stocks. In contrast, Singapore’s Straits Times Index slipped 0.25% as profit-booking and sector rotation weighed on banks and real estate counters. Analysts said the mixed performance reflects divergent regional growth dynamics, with Japan benefiting from AI-driven exports, while Southeast Asian markets remain cautious amid global monetary uncertainty.
Tags:
  • Asian markets
  • Nikkei
positive

Bursa Malaysia Gains Ahead of Budget 2026 Announcement

Bursa Malaysia Gains Ahead of Budget 2026 Announcement
Bursa Malaysia extended its morning session gains, supported by upbeat investor sentiment ahead of the upcoming Budget 2026 announcement and stable regional monetary conditions. Buying interest strengthened across banking, plantation, and industrial sectors, reflecting optimism over potential fiscal incentives and infrastructure spending. Analysts said the market’s resilience highlights investor confidence in Malaysia’s macroeconomic stability and expectations of a growth-supportive budget aimed at boosting domestic investment and consumption.
Tags:
  • Bursa Malaysia
  • Budget 2026
positive

SBI PSU Direct Fund and Motilal Oswal Midcap Fund Continue to Outperform

SBI PSU Direct Fund and Motilal Oswal Midcap Fund Continue to Outperform
SBI PSU Direct Fund and Motilal Oswal Midcap Fund maintained strong performance driven by strategic equity allocations in public sector enterprises and high-growth midcap stocks. Consistent earnings momentum in PSU leaders and renewed investor interest in midcap themes supported returns. Analysts said both funds benefited from disciplined stock selection and favorable sector rotation, reflecting confidence in India’s broader market recovery and structural growth story across industrial and financial segments.
Companies:
  • SBI Mutual Fund
  • Motilal Oswal Asset Management Company
Tags:
  • mutual funds
  • midcap funds
positive

Top 20 Mutual Funds Lead October 2025 Returns, According to Scripbox

Top 20 Mutual Funds Lead October 2025 Returns, According to Scripbox
Mutual funds including Bharat Bond FOF, Kotak US Specific Equity Passive FoF, and HDFC Floating Rate Debt Fund delivered robust three-year CAGR returns, drawing steady inflows from risk-averse investors. The performance reflects strong portfolio diversification, stable interest rate cycles, and rising demand for hybrid and passive strategies offering balanced growth. Analysts said the trend highlights a shift toward conservative allocation as investors seek predictable yields amid global market volatility.
Companies:
  • HDFC Mutual Fund
  • Kotak Mahindra Mutual Fund
  • Bharat Bond ETF
Tags:
  • mutual funds
  • investment strategies
positive

GR Infraprojects Secures Rs 290 Crore Road Construction Contract in Jharkhand

GR Infraprojects Secures Rs 290 Crore Road Construction Contract in Jharkhand
GR Infraprojects secured a ₹290 crore road construction contract from the Jharkhand government, further expanding its infrastructure and EPC portfolio. The project involves developing key state highways aimed at improving connectivity and logistics efficiency across the region. Analysts said the win enhances GR Infraprojects’ order book visibility and underscores continued momentum in India’s public infrastructure spending, positioning the company strongly in the transport and engineering construction segment.
Companies:
  • GR Infraprojects Limited
Tags:
  • GR Infraprojects
  • infrastructure development
positive

HFCL Bags Rs 303 Crore Optical Fiber Cable Order from International Client

HFCL Bags Rs 303 Crore Optical Fiber Cable Order from International Client
HFCL secured an international order worth ₹303 crore to supply optical fiber cables, signaling strong momentum in its global telecom infrastructure expansion. The deal strengthens HFCL’s position as a key export supplier amid rising global demand for high-speed connectivity and 5G network deployment. Analysts said the order reinforces the company’s growing footprint in overseas markets and highlights India’s increasing role in telecom manufacturing and optical communication exports.
Companies:
  • HFCL Limited
Tags:
  • HFCL
  • telecom exports
positive

Crompton Awarded Rs 51.6 Crore Solar Rooftop Project in Telangana

Crompton Awarded Rs 51.6 Crore Solar Rooftop Project in Telangana
Crompton Greaves secured a ₹51.6 crore contract for a solar rooftop project with the Telangana electricity authorities, marking a key milestone in its renewable energy expansion. The project strengthens Crompton’s presence in solar infrastructure deployment and supports India’s green energy transition goals. Analysts said the deal underscores the company’s pivot toward sustainable power solutions and highlights growing state-level investments in decentralized solar generation capacity across the country.
Companies:
  • Crompton Greaves
Tags:
  • Crompton Greaves
  • renewable energy
positive

Coal India Signs Pact with IRCON for Rail Infrastructure Development

Coal India Signs Pact with IRCON for Rail Infrastructure Development
Coal India signed an agreement with IRCON International to develop major rail infrastructure projects, streamlining coal transportation across India. The collaboration aims to expand logistics capacity, reduce transit bottlenecks, and enhance supply chain efficiency amid rising domestic energy demand. Analysts said the initiative will strengthen Coal India’s operational resilience and support its goal of meeting the country’s growing coal requirements through faster, more reliable distribution networks.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

GIFT Nifty Signals Gap Up Open; Futures Volume Picks Up

GIFT Nifty Signals Gap Up Open; Futures Volume Picks Up
GIFT Nifty futures signaled a positive market open, rising in early trade on steady global cues and strong domestic sentiment following upbeat corporate earnings. Analysts said improved foreign inflows and resilience in IT and banking stocks supported risk appetite, while investors awaited key U.S. inflation data for near-term direction. The early optimism reflects continued institutional buying and confidence in India’s earnings-led market momentum.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Prestige Estates Q2 Collections Surge 54%, Sales Up 50% YoY

Prestige Estates Q2 Collections Surge 54%, Sales Up 50% YoY
Prestige Estates reported a 54% year-on-year rise in collections and 50% growth in sales for Q2 FY26, highlighting sustained momentum in India’s housing demand recovery. The developer’s performance was driven by strong project launches, rising urban housing affordability, and improved buyer sentiment. Analysts said continued traction across premium and mid-income segments positions Prestige Estates for higher cash flow visibility and underscores the broader strength of India’s real estate upcycle.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Realty and healthcare stocks gain as sector rotation boosts midcaps

Realty and healthcare stocks gain as sector rotation boosts midcaps
The BSE Realty and Healthcare indices advanced, driven by renewed midcap buying and selective sector rotation. DLF led gains in real estate on sustained housing demand and strong project launches, while Cipla lifted the healthcare space with steady export momentum and positive regulatory updates. Analysts said the move reflects rising investor preference for defensive and domestic-focused sectors amid global volatility and earnings-driven market positioning ahead of the festive quarter.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Metal stocks rebound up to 4.5% on supply concerns; Hind Copper, Tata Steel lead

Metal stocks rebound up to 4.5% on supply concerns; Hind Copper, Tata Steel lead
Metal stocks rebounded sharply on renewed supply concerns and stronger global industrial demand. Hindustan Copper surged 4%, while Tata Steel gained 3%, supported by optimism following the U.S. Federal Reserve’s easing signals. Analysts said the sector’s recovery reflects improving commodity price trends and expectations of higher infrastructure spending, positioning Indian metal producers to benefit from rising export orders and restocking activity across global supply chains.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Tata Capital IPO closes fully subscribed; allotment on October 13

Tata Capital IPO closes fully subscribed; allotment on October 13
Tata Capital’s IPO achieved full subscription, underscoring robust investor confidence in India’s NBFC sector. The offering attracted strong institutional and retail participation, driven by the company’s diversified lending portfolio, improving asset quality, and steady credit growth outlook. Analysts said the response signals renewed optimism toward financial services stocks amid stable interest rates and rising demand for consumer and SME financing, reinforcing Tata Capital’s position among leading non-banking financial institutions.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Cooperative banks, select NBFCs jump as RBI eases lending limits

Cooperative banks, select NBFCs jump as RBI eases lending limits
RBI’s new lending guidelines for cooperative banks lifted sentiment across the NBFC and small finance space. The move, which eases lending caps and broadens credit exposure limits, triggered buying in Saraswat Co-operative Bank, Manappuram Finance, and other mid-tier lenders. Analysts said the reforms improve liquidity access and credit growth potential, aligning with RBI’s push to strengthen regional banking ecosystems and expand financial inclusion across tier-2 and rural markets.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

LG Electronics India Subscription Stays Hot

LG Electronics India Subscription Stays Hot
The LG IPO drew strong investor interest, recording robust subscription levels and commanding a 29% grey market premium, reflecting upbeat sentiment toward consumer electronics demand. Market analysts attributed the response to solid fundamentals, steady revenue growth, and brand strength in home appliances and EV components. The listing is expected to test retail appetite for large consumer IPOs in India’s primary market, amid heightened focus on domestic manufacturing and export competitiveness.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

TCS trades higher in anticipation of Q2 earnings

TCS trades higher in anticipation of Q2 earnings
TCS led gains in the IT sector as investors positioned for robust quarterly earnings and continued AI-driven revenue growth. Market sentiment strengthened on expectations of improved deal momentum, expanding cloud transformation projects, and resilient digital spending from global clients. Analysts said the rally reflects renewed confidence in India’s IT services outlook, with TCS seen as a key beneficiary of accelerating enterprise AI adoption and steady demand from the U.S. and Europe.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Steel Exchange India finalizes Rs 350 crore debt facility; stock reacts positively

Steel Exchange India finalizes Rs 350 crore debt facility; stock reacts positively
Debt refinancing activity improved corporate balance sheets, bolstering growth visibility and liquidity positions across key sectors. The shift to lower-cost funding eased interest burdens, driving a positive equity market reaction as investors priced in stronger cash flow stability and reduced default risk. Analysts said refinancing momentum reflects renewed banking confidence and favorable credit conditions, positioning leveraged firms for sustained expansion through FY26 amid steady capital market access.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Indian Rupee opens at 88.74/USD, higher versus previous close

Indian Rupee opens at 88.74/USD, higher versus previous close
The Indian rupee opened stronger at 88.74 per USD, supported by easing crude oil prices and continued foreign institutional investor (FII) inflows. Traders said lower energy import costs improved the trade balance outlook, while steady portfolio inflows boosted forex liquidity. Market participants expect the RBI to maintain a measured intervention stance, keeping the currency range-bound amid stable macro fundamentals and softening global commodity prices.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Markets hit day’s high, Sensex up 240 pts; metal, pharma stocks outperform

Markets hit day’s high, Sensex up 240 pts; metal, pharma stocks outperform
By mid-morning, the Sensex gained 240 points to 81,913, while the Nifty advanced past 25,130 led by strength in metal and pharma stocks. The Nifty Metal index rose 1.5% and Pharma climbed 1.2%, with notable gains in Tata Steel, HCL Tech, L&T, and Sun Pharma. Banking, FMCG, and auto sectors underperformed as investors rotated toward cyclical and defensives, reflecting selective optimism amid continued global market uncertainty.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Sensex opens 126 points up; Nifty climbs above 25,070 tracking global cues

Sensex opens 126 points up; Nifty climbs above 25,070 tracking global cues
The Sensex opened 126 points higher at 81,900, while the Nifty rose 28 points to 25,074, supported by early gains in Tata Steel (+2.97%), HCL Tech, Sun Pharma, and Mahindra & Mahindra. Broader indices traded in the green, though volatility persisted amid global macro uncertainty and subdued sentiment in auto and banking stocks. Analysts said investors remain cautious ahead of key U.S. inflation data and corporate earnings later this week.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Hang Seng Wavers as China Factory Data Misses Expectations

Hang Seng Wavers as China Factory Data Misses Expectations
Hong Kong’s Hang Seng Index fell over 1% after China’s PMI data came in below expectations, heightening concerns over factory slowdown and export weakness. Technology and industrial stocks led losses, with investors trimming exposure to cyclical sectors amid signs of softer manufacturing demand. Analysts said the weaker PMI reinforces pressure on Beijing’s stimulus efforts, prompting renewed caution across Asia’s equity markets and commodity-linked assets.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Japanese Tech Stocks Rebound, SoftBank Climbs on AI Hopes

Japanese Tech Stocks Rebound, SoftBank Climbs on AI Hopes
Japanese equities advanced in Asia’s pre-market, supported by yen stability and renewed tech optimism. SoftBank Group gained over 2%, extending its rally on expectations of major AI project launches and new global partnerships. Broader sentiment across the Nikkei 225 remained positive, with traders rotating into technology and semiconductor stocks, viewing Japan as a key hub for AI innovation amid improving regional liquidity and sustained investor inflows.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Fed Minutes Signal More Rate Cuts for 2025

Fed Minutes Signal More Rate Cuts for 2025
Federal Reserve minutes from September showed most policymakers expect additional rate cuts in 2025, though views differ on timing and scale. Officials cited the U.S. government shutdown as a challenge to interpreting key data but maintained that policy easing is warranted to sustain labor market stability and economic growth. Analysts said the tone reinforces expectations of a measured dovish stance as the Fed balances inflation risks with slowing domestic momentum.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

GST Reform Expectations in India Boost Economic Sentiment

GST Reform Expectations in India Boost Economic Sentiment
Indian manufacturing sentiment strengthened amid anticipation of upcoming GST 2.0 reforms, even as global demand remains subdued. Industry executives expect the overhaul to streamline tax compliance, lower operational costs, and enhance supply chain efficiency ahead of the festive quarter. Analysts said policy clarity could revive private investment and sustain output growth, reinforcing India’s positioning as a manufacturing hub amid global supply diversification trends.
Tags:
  • GST
  • manufacturing
positive

Japanese Tech Stocks Rebound on Yen Strength, SoftBank Leads Gains

Japanese Tech Stocks Rebound on Yen Strength, SoftBank Leads Gains
Japanese equities opened higher in pre-market trading, supported by renewed foreign inflows as the yen strengthened against the dollar. SoftBank Group gained over 2%, buoyed by investor optimism around AI-focused investments and the firm’s expanding Vision Fund exposure. Broader sentiment across the Nikkei 225 improved as traders positioned for tech-led recovery, viewing Japan’s equity market as a relative safe haven amid persistent global macroeconomic uncertainty.
Companies:
  • SoftBank Group
Tags:
  • SoftBank
  • Japanese equities
positive

IBM and Anthropic Confirm Claude AI Model Integration

IBM and Anthropic Confirm Claude AI Model Integration
IBM confirmed plans to integrate Anthropic’s Claude large language model across its AI-powered enterprise software suite, strengthening its cloud AI strategy and expanding business automation capabilities. The integration enables enterprises to deploy Claude within IBM’s watsonx platform, enhancing tools for workflow optimization, customer analytics, and data governance. Analysts said the collaboration deepens IBM’s enterprise AI footprint and signals growing convergence between foundation model providers and cloud infrastructure leaders.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Rocket Lab Secures New Multi-Launch AI Satellite Contracts

Rocket Lab Secures New Multi-Launch AI Satellite Contracts
Rocket Lab shares hit a record high after securing multi-launch contracts for AI-enhanced Earth-imaging constellations from Japan’s iQPS and Synspective, targeting a mid-October launch window. The wins expand Rocket Lab’s commercial backlog, support a denser small-sat launch cadence, and improve revenue visibility into H2 FY25. Investors rotated into space infrastructure plays as AI-driven geospatial analytics gains enterprise demand across insurance, logistics, and disaster response, strengthening Rocket Lab’s positioning in the Asia-U.S. commercial launch corridor.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Advanced Micro Devices (AMD) Extends AI Chip Run Post OpenAI Deal

Advanced Micro Devices (AMD) Extends AI Chip Run Post OpenAI Deal
AMD shares surged after securing a multi-billion-dollar AI chip deal with OpenAI, reinforcing its competitive momentum in the generative AI hardware market. The agreement deepens AMD’s role in supplying data center-grade processors, intensifying its rivalry with Nvidia. Analysts said the deal sparked renewed sector rotation into semiconductor stocks across U.S. and Asian markets, highlighting accelerating investment flows toward AI infrastructure and strengthening AMD’s long-term position in the global chip supply chain.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

GST 2.0 and Navratri Festivities Drive 5.2% Jump in September Auto Retail Sales

GST 2.0 and Navratri Festivities Drive 5.2% Jump in September Auto Retail Sales
India’s auto retail sales rose 5.2% in September 2025, driven by festive demand and expectations of GST 2.0 reforms, according to FADA data. The late-month surge offset early softness, signaling renewed dealer confidence and inventory buildup ahead of the festive quarter. Analysts said upcoming policy clarity on GST changes could further boost consumer sentiment and support continued recovery in the automotive sector, particularly across passenger vehicles and two-wheelers.
Companies:
  • Maruti Suzuki
  • Tata Motors
  • Hero MotoCorp
Tags:
  • Bank First Corporation
  • growth stocks
positive

Google Announces $1B Investment in AI Data Centers for APAC

Google Announces $1B Investment in AI Data Centers for APAC
Google announced a $1 billion investment to expand AI-focused data centers across the Asia-Pacific region, addressing surging enterprise demand for generative AI infrastructure. The initiative aims to boost developer scalability, enhance cloud integration, and strengthen regional AI capacity. Analysts said the expansion positions Google to compete more aggressively with Microsoft Azure and Amazon Web Services, as hyperscalers race to secure infrastructure dominance in the fast-growing enterprise AI ecosystem.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Dell Technologies Boosts AI Outlook, Shares Surge

Dell Technologies Boosts AI Outlook, Shares Surge
Dell Technologies raised its long-term outlook, projecting 7-9% annual revenue growth and at least 15% EPS expansion through fiscal 2030, driven by accelerating AI infrastructure demand. The company reported a sharp rise in server sales featuring Nvidia GPUs, fueling investor optimism and solidifying Dell’s position as a leading beneficiary of enterprise AI adoption. The stock emerged among the week’s top performers, reflecting strong institutional interest in AI-linked hardware suppliers.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Gold Extends Rally as Safe-Haven Demand Surges

Gold Extends Rally as Safe-Haven Demand Surges
Gold futures surged past $4,000 per ounce for the first time, extending their recent rally as investors sought safety amid dollar weakness and policy uncertainty. The move reflected heightened demand for precious metals as hedges against macro instability and potential U.S. shutdown fallout. Silver followed suit, climbing toward record levels, with analysts noting renewed safe-haven flows and central bank purchases supporting momentum in the global bullion market.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

S&P 500 and Nasdaq Set New Record Highs Amid Tech Rebound

S&P 500 and Nasdaq Set New Record Highs Amid Tech Rebound
The S&P 500 climbed 0.6% and the Nasdaq gained 1.1% on October 8, marking their 33rd and 32nd record closes of 2025. Tech stocks drove the rally, with AMD up 11.4%, Dell up 9.1%, and Arista Networks up 8.3%. Renewed risk appetite lifted growth shares, outpacing defensive sectors despite ongoing government shutdown concerns and a divided Fed on further rate cuts, highlighting market resilience amid policy uncertainty.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
neutral

US Fed Policymakers Hint at Further Rate Cuts as Economic Forecasts Revised

US Fed Policymakers Hint at Further Rate Cuts as Economic Forecasts Revised
Federal Reserve minutes revealed a narrow majority expecting two additional rate cuts in 2025, as officials monitor labor market softness and stubborn inflation trends. Traders have already priced in further easing, driving short-term volatility across equities and bonds. Analysts said the Fed’s cautious tone reflects efforts to balance growth support with inflation control, reinforcing expectations of a measured policy path through late 2025.
Tags:
  • Federal Reserve
  • interest rates
positive

AI Startup Anthropic to Hire 2,000 in New Bengaluru, Hyderabad Hubs

AI Startup Anthropic to Hire 2,000 in New Bengaluru, Hyderabad Hubs
Anthropic, the U.S.-based AI research firm, announced new offices in Bengaluru and Hyderabad, with plans to hire 2,000 technology professionals as part of its Asia expansion strategy. The initiative supports accelerated AI model development and regional research collaborations, aligning with Anthropic’s global funding momentum. Analysts said the move strengthens the company’s position in India’s fast-growing AI ecosystem, leveraging deep engineering talent and expanding enterprise adoption of generative AI solutions.
Companies:
  • Anthropic
Tags:
  • Anthropic
  • AI hiring
positive

PayPal CEO Highlights India's UPI as Crucial to Connecting Global Wallets

PayPal CEO Highlights India's UPI as Crucial to Connecting Global Wallets
PayPal CEO lauded India’s Unified Payments Interface (UPI) as a global benchmark for seamless digital payments and cross-border wallet integration. Highlighting its interoperability and open architecture, he said UPI’s model enables frictionless connectivity between Western wallets and India’s digital ecosystem. The platform’s scale—processing over 10 billion monthly transactions—positions it as a blueprint for global digital infrastructure, advancing financial inclusion and shaping the next phase of real-time international payments.
Companies:
  • Bank First Corporation
Tags:
  • PayPal
  • UPI
neutral

Bitcoin Holds Above $122,000 Ahead of US Inflation Data Release

Bitcoin Holds Above $122,000 Ahead of US Inflation Data Release
Cryptocurrencies traded largely sideways in Asian pre-market hours, with Bitcoin holding above $122,000 and Ethereum remaining flat. Market participants stayed cautious ahead of the U.S. CPI release, which could influence Federal Reserve rate expectations and near-term digital asset volatility. Analysts noted that trading volumes have thinned as investors balance macro risk with steady institutional inflows, keeping sentiment stable across major crypto pairs despite tightening global liquidity conditions.
Tags:
  • Bitcoin
  • Ethereum
neutral

Global Equity Mutual Funds Cut Tech Exposure Ahead of Major Fed Signals

Global Equity Mutual Funds Cut Tech Exposure Ahead of Major Fed Signals
U.S. and Asia-focused equity mutual funds reduced exposure to large-cap tech stocks last week, preparing for potential Fed policy signals and bond yield volatility. Portfolio managers rotated into defensive sectors such as utilities, consumer staples, and dividend-yielding equities to cushion near-term risk. The shift reflects a broader risk-off stance among global investors amid uncertainty over interest rate direction and the durability of recent AI-led equity rallies.
Tags:
  • mutual funds
  • tech stocks
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Nvidia to Invest in Elon Musk’s xAI as Part of $20 Billion Fundraising

Nvidia to Invest in Elon Musk’s xAI as Part of $20 Billion Fundraising
Elon Musk’s xAI is seeking to raise around $20 billion, with Nvidia expected to make a major equity and hardware-backed investment. Under the proposed deal, Nvidia will lease processors for five years, blending capital infusion with long-term compute access. Analysts say the hybrid model signals a shift in AI financing, allowing startups to scale without heavy upfront infrastructure costs and positioning xAI to compete more effectively in the global generative AI market.
Companies:
  • Nvidia
  • xAI
Tags:
  • AI
  • Nvidia