Friday, October 10, 2025 News Archive

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positive

Chinese Robot Maker AgiBot Plans Hong Kong IPO Next Year Valued Up to $6.4 Billion

Chinese Robot Maker AgiBot Plans Hong Kong IPO Next Year Valued Up to $6.4 Billion
Chinese humanoid robot maker AgiBot announced plans for an IPO on the Hong Kong Stock Exchange by 2026, targeting a valuation between HK$40–50 billion ($5.1–6.4 billion). The company aims to capitalize on surging global demand for automation and AI-driven robotics across manufacturing, logistics, and service industries. Analysts said the listing could be one of Hong Kong’s largest upcoming tech debuts, positioning AgiBot as a key player in Asia’s rapidly growing robotics and AI ecosystem.
Companies:
  • AgiBot
Tags:
  • AgiBot
  • IPO
positive

Levi Strauss Stock Falls Nearly 6% Despite Beats on Revenue and Earnings

Levi Strauss Stock Falls Nearly 6% Despite Beats on Revenue and Earnings
Levi Strauss shares fell nearly 6% despite posting stronger-than-expected quarterly revenue and issuing upbeat FY2025 earnings guidance. The decline reflects investor caution over retail headwinds, including slowing discretionary spending and rising inventory costs. Management emphasized direct-to-consumer growth and brand-led pricing strategy, which helped lift margins. Analysts said the pullback is driven by profit-taking and macro retail pressures rather than company-specific weakness, with fundamentals remaining broadly resilient.
Companies:
  • Levi Strauss
Tags:
  • Levi Strauss
  • retail stocks
positive

Applied Digital Stocks Surge 25% Premarket on Q3 Revenue Beat and New Lease

Applied Digital Stocks Surge 25% Premarket on Q3 Revenue Beat and New Lease
Applied Digital soared 25% in pre-market trading after reporting quarterly revenue above analyst estimates and announcing a 150 MW lease with CoreWeave at its North Dakota data center. The deal expands the company’s AI and high-performance computing capacity, highlighting strong demand for U.S.-based infrastructure. Analysts said the results underscore Applied Digital’s strategic positioning in the AI data center boom, with improving margins and growing enterprise partnerships supporting long-term growth momentum.
Companies:
  • Applied Digital
Tags:
  • Applied Digital
  • AI data center
positive

Stellantis Shares Rise 1.5% on Strong Q3 Shipment Outlook

Stellantis Shares Rise 1.5% on Strong Q3 Shipment Outlook
Stellantis shares rose 1.5% after the automaker projected third-quarter shipments of 1.3 million units, up 13% year-on-year, led by strong demand in North America. Jeep, Ram, and Chrysler models drove growth, supported by improving supply chains and EV rollouts. Analysts said the upbeat forecast underscores Stellantis’ momentum in core markets, with cost efficiencies and diversified products reinforcing its profitability outlook for FY2025.
Companies:
  • Stellantis
Tags:
  • Stellantis
  • automotive
negative

Qualcomm Shares Drop 1.5% Premarket as Chinese Regulators Open Antitrust Probe

Qualcomm Shares Drop 1.5% Premarket as Chinese Regulators Open Antitrust Probe
Qualcomm shares slipped 1.5% in pre-market trading after reports that Chinese regulators have launched an antitrust probe into its acquisition of connected vehicle technology firm Autotalks. The investigation adds uncertainty to Qualcomm’s expansion strategy in automotive semiconductors, a key growth area for the company’s post-smartphone diversification. Analysts said the scrutiny could delay regulatory approvals and integration timelines, though Qualcomm remains optimistic about long-term opportunities in vehicle-to-everything (V2X) and AI-driven mobility systems.
Companies:
  • Qualcomm
Tags:
  • Qualcomm
  • semiconductors
positive

Silver Outperforms Gold, Up 2.46% Amid Inflation Concerns

Silver Outperforms Gold, Up 2.46% Amid Inflation Concerns
Silver futures jumped 2.46% to $50.35, outperforming gold as traders bet on rising industrial demand and inflation hedge buying. Analysts said robust consumption from solar, electronics, and EV sectors, coupled with supply tightness, has strengthened silver’s appeal. The metal also benefited from a weaker dollar and renewed safe-haven flows amid persistent economic uncertainty. Market watchers expect volatility to remain elevated, but sustained industrial momentum could keep silver prices supported in the near term.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Gold Climbs Above $4,000 an Ounce as Safe-Haven Demand Surges

Gold Climbs Above $4,000 an Ounce as Safe-Haven Demand Surges
Gold futures climbed 0.54% to trade above $4,000 an ounce, rebounding from earlier declines as persistent inflation concerns and the prolonged U.S. government shutdown fueled demand for safe-haven assets. The metal’s gains came amid a softer dollar and steady Treasury yields, with investors seeking protection against policy uncertainty and fiscal strain. Analysts said renewed geopolitical and economic risks could keep bullion prices elevated in the near term, reinforcing gold’s defensive appeal in volatile markets.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

American Homes 4 Rent Shares Up 9% Premarket Despite Downtrend This Year

American Homes 4 Rent Shares Up 9% Premarket Despite Downtrend This Year
American Homes 4 Rent surged 9% in early trading, rebounding from a 6% monthly slide even as it remains down 13% year-to-date. The recovery came as investors rotated back into real estate stocks following signs of stabilizing mortgage rates and improving rental demand. Analysts said the company’s strong occupancy levels and steady cash flow continue to support fundamentals despite broader housing market volatility, with investors eyeing potential upside as U.S. rate pressures ease into year-end.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Elastic Shares Surge 10% Premarket Despite Price Target Cut by Bank of America

Elastic Shares Surge 10% Premarket Despite Price Target Cut by Bank of America
Elastic shares jumped 10% in pre-market trading despite Bank of America lowering its price target, citing rising competition in AI infrastructure. The rally underscored strong investor confidence in Elastic’s enterprise data and observability platforms, which continue to gain traction across global clients. Analysts said optimism around AI-powered search capabilities and expanding cloud partnerships is driving renewed momentum, reflecting the company’s resilience and sustained relevance in the fast-evolving AI software ecosystem.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Intel Shares Rise Almost 2% Premarket on New 18A Process Chip Launch

Intel Shares Rise Almost 2% Premarket on New 18A Process Chip Launch
Intel shares rose nearly 2% in pre-market trading after unveiling its Core Ultra Series 3 processors—the first built on its cutting-edge 18A process at the new Fab 52 facility in Arizona. The chips promise major performance and efficiency gains, targeting AI-enabled PCs and edge devices. Analysts hailed the launch as a pivotal step in Intel’s comeback strategy against AMD and Apple Silicon.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
negative

US Government Shutdown Casts Shadow Over Pre-Market Outlook

US Government Shutdown Casts Shadow Over Pre-Market Outlook
U.S. markets opened mixed as the prolonged government shutdown weighed on sentiment, overshadowing better-than-expected corporate earnings. Investors remained cautious ahead of key consumer data, with analysts warning of increased volatility once figures are released. Treasury yields held steady near 4.45%, while defensive sectors saw mild gains.
Tags:
  • US markets
  • government shutdown
positive

Gold Futures Rise 0.54%, Silver Up 2.46% in Early US Trading

Gold Futures Rise 0.54%, Silver Up 2.46% in Early US Trading
Precious metals gained in early U.S. trade, with gold futures up 0.54% to $3,997 and silver surging 2.46% to $50.35, as investors sought safety amid persistent inflation worries and a weaker dollar. The uptick followed softer U.S. data and steady Treasury yields, prompting renewed demand for hard assets. Analysts expect bullion to stay supported if inflation pressures persist.
Companies:
  • Microsoft
  • Amazon
  • Apple
  • Alphabet
  • Nvidia
Tags:
  • gold
  • silver
neutral

Ethereum Trades Near $4,300 as Markets Eye Fusaka Upgrade

Ethereum Trades Near $4,300 as Markets Eye Fusaka Upgrade
Ethereum is trading around $4,300–$4,400 per coin (Oct 10–11, 2025), consolidating after a recent rally. Market participants are positioning ahead of the Fusaka network upgrade, which is targeted for mainnet in December 2025 with testing occurring in October. Fusaka is designed to improve transaction efficiency and lower Layer-2 gas fees by increasing effective block gas limits and introducing Peer Data Availability Sampling (PeerDAS) to enhance data availability for rollups.
Companies:
  • Ethereum Foundation
Tags:
  • crypto
  • ethereum
positive

Bitcoin Miners Rally as Sector Nears $90 Billion Market Cap

Bitcoin Miners Rally as Sector Nears $90 Billion Market Cap
Bitcoin mining stocks rallied as the sector’s total market capitalization neared $90 billion, buoyed by rising Bitcoin prices and growing institutional participation. Major miners like Marathon Digital and Riot Platforms gained 6–8%, supported by optimism around energy-efficient and AI-integrated mining technologies. Analysts said improving profit margins amid stable hash rates and lower energy costs are driving sentiment.
Companies:
  • Marathon Digital
  • Riot Platforms
Tags:
  • bitcoin miners
  • crypto stocks
neutral

Dow Jones Futures Up 0.07% as Investors Eye Fed Speech

Dow Jones Futures Up 0.07% as Investors Eye Fed Speech
Dow futures gained 0.07% in early trade as investors stayed cautious ahead of Federal Reserve Chair Jerome Powell’s upcoming speech, expected to shed light on monetary policy and the inflation trajectory. Traders anticipate signals on potential rate adjustments amid mixed economic data and easing labor pressures. The 10-year Treasury yield held near 4.46%, reflecting stable sentiment.
Tags:
  • Dow Jones
  • Fed speech
positive

Nasdaq 100 Futures Gain 0.08% Ahead of Tech Earnings

Nasdaq 100 Futures Gain 0.08% Ahead of Tech Earnings
Nasdaq 100 futures rose 0.08% in early trade, driven by optimism ahead of key tech earnings. Investors expect strong results from AI and cloud leaders such as Microsoft, Nvidia, and Amazon, reflecting resilient enterprise demand. The index’s recent gains underscore sustained momentum in large-cap tech amid easing bond yields. Analysts said upbeat guidance from AI-driven firms could further extend the sector’s rally.
Companies:
  • Microsoft
  • Nvidia
  • Amazon
Tags:
  • Nasdaq 100
  • tech earnings
neutral

S&P 500 Futures Rise Slightly Amid Calm Pre-Market Trading

S&P 500 Futures Rise Slightly Amid Calm Pre-Market Trading
S&P 500 futures rose 0.06% in early trade as investors awaited U.S. consumer sentiment data and major bank earnings kicking off the Q3 season. Despite the ongoing government shutdown, market sentiment stayed cautiously optimistic, with the VIX hovering near 13, signaling contained volatility. Analysts said traders are focusing on inflation expectations and credit outlooks from large lenders, which could shape near-term equity direction.
Tags:
  • S&P 500
  • US markets
positive

Pharma & IT Stocks Lead Indian Market Gains on October 10

Pharma & IT Stocks Lead Indian Market Gains on October 10
Indian equities advanced, led by strong gains in pharma and IT sectors, as foreign institutional investors turned net buyers amid easing geopolitical tensions. The Nifty Pharma index rose 1.8%, while Nifty IT gained 1.2%, driven by renewed optimism in export-oriented earnings. Analysts said improving global sentiment and stable rupee trends are boosting outlooks for defensive sectors. Broader market sentiment remained positive, with investors positioning for steady Q3 growth momentum.
Tags:
  • Nifty Pharma
  • Nifty IT
neutral

European Markets Mixed Ahead of Earnings Season Start

European Markets Mixed Ahead of Earnings Season Start
European equities traded mixed as investors stayed cautious ahead of the Q3 earnings season while monitoring persistent inflation and geopolitical risks. The STOXX 600 edged up 0.2%, supported by financials, while energy and consumer stocks lagged. Germany’s DAX slipped 0.3%, and France’s CAC 40 traded flat as bond yields remained elevated. Analysts said market sentiment reflects a wait-and-watch approach before corporate results offer clearer guidance on Europe’s economic resilience.
Tags:
  • European markets
  • STOXX 600
neutral

Q2 Earnings: Elecon Engineering, Waaree Renewable Among 17 Companies Reporting

Q2 Earnings: Elecon Engineering, Waaree Renewable Among 17 Companies Reporting
Seventeen listed companies, including Elecon Engineering, Waaree Renewable, and Precision Camshafts, released their Q2 results on October 10. Investors are closely tracking operational margins, order inflows, and cash flow trends as sectoral headwinds persist in manufacturing and renewables. Analysts said earnings from capital goods and green energy players will serve as key indicators of industrial demand strength heading into H2 FY25, with particular focus on export orders and capacity expansion plans.
Companies:
  • Elecon Engineering
  • Waaree Renewable
  • Precision Camshafts
Tags:
  • earnings
  • Q2 results
positive

SIP Inflows in Equity Mutual Funds Rise 4% to ₹29,361 Crore in September

SIP Inflows in Equity Mutual Funds Rise 4% to ₹29,361 Crore in September
Systematic Investment Plan (SIP) inflows in equity mutual funds grew 4% month-on-month in September, reaching ₹29,361 crore, marking a new record. Active SIP accounts surpassed 8.8 crore, with a slight increase in average ticket size. Analysts said consistent inflows demonstrate strong retail participation, financial discipline, and confidence in long-term equity returns, despite short-term market volatility. The data highlights sustained investor interest in equities through disciplined, recurring investments.
Tags:
  • Mutual Funds
  • SIP Inflows
positive

Indian Textile Stocks Rally on UK Trade Expansion Hopes

Indian Textile Stocks Rally on UK Trade Expansion Hopes
Indian textile and apparel stocks surged, with Gokaldas Exports and Indo Count Industries rising up to 17%, following reports that India-UK trade could potentially double by 2030 under a free trade pact. The broader textile index gained 4%, driven by expectations of tariff reductions, improved export competitiveness, and steady Western demand. Analysts said easing logistics costs and favorable trade policies could further strengthen India’s position in global apparel manufacturing and boost investor sentiment.
Companies:
  • Gokaldas Exports
  • Indo Count Industries
Tags:
  • Textiles
  • Exports
neutral

Crisis at Tata Trusts Impacts Tata Sons Board Governance

Crisis at Tata Trusts Impacts Tata Sons Board Governance
A governance rift at Tata Trusts escalated as certain trustees removed former defense secretary Vijay Singh as nominee director and moved to oust Venu Srinivasan. This intensifies internal friction within the body controlling 66% of Tata Sons, the Tata Group holding company. Analysts highlight that upcoming board meetings will be pivotal, as the resolution could influence governance practices, succession planning, and strategic decision-making across India’s largest conglomerate.
Companies:
  • Tata Sons
  • Tata Trusts
Tags:
  • Corporate Governance
  • Tata Group
neutral

AMFI Reports Overall Mutual Fund Sector Outflows of ₹43,146 Crore in September

AMFI Reports Overall Mutual Fund Sector Outflows of ₹43,146 Crore in September
India’s mutual fund industry recorded total net outflows of ₹43,146 crore in September, primarily due to redemptions from fixed income and debt funds amid rising bond yields and global market volatility. Equity schemes saw steady inflows of ₹30,422 crore, led by large-cap and diversified funds, reflecting ongoing retail participation. Analysts noted that tactical withdrawals from debt funds are short-term, while overall AUM remains above ₹60 lakh crore, indicating strong long-term investor confidence.
Tags:
  • Mutual Funds
  • Debt Funds
positive

SEBI to Implement Stricter AI-Driven Algorithmic Trading Rules by Q2 2026

SEBI to Implement Stricter AI-Driven Algorithmic Trading Rules by Q2 2026
SEBI announced new regulations to govern AI-driven algorithmic trading, aiming to mitigate flash crash risks and enhance market integrity. Brokers will require pre-approval for AI models, implement real-time monitoring, and ensure transparency in model updates and data usage. Analysts noted that the measures, expected by early 2026, signal India’s proactive approach to balancing fintech innovation with financial stability as AI-based trading volumes rise across equities and derivatives markets.
Tags:
  • AI Trading
  • Algorithmic Trading
positive

Capacite Infraprojects Up 3% After Winning ₹542 Crore Order from IIT Bombay

Capacite Infraprojects Up 3% After Winning ₹542 Crore Order from IIT Bombay
Capacite Infraprojects gained 5% after securing a ₹542 crore contract from IIT Bombay for campus infrastructure development. The win strengthens Capacite’s order book to over ₹12,500 crore, enhancing revenue visibility for FY26. Analysts highlighted the company’s continued success in large-scale urban and educational projects, reflecting robust public-sector spending and a strong construction pipeline across Tier-1 cities. The deal underscores industrial and institutional demand amid India’s improving investment climate.
Companies:
  • Capacite Infraprojects
Tags:
  • Stocks
  • Infrastructure
positive

BGR Energy Shares Zoom 850% in One Year, Hits 13-Year High

BGR Energy Shares Zoom 850% in One Year, Hits 13-Year High
BGR Energy Systems surged to a 13-year high of ₹336, gaining over 7% intraday on strong volumes. The rally follows signs of operational turnaround, improved cash flows, and an order pipeline exceeding ₹12,000 crore. Analysts highlighted the company’s focus on EPC efficiency, diversification into renewable and transmission projects, and robust execution as key drivers. The stock has jumped nearly 90% in the past three months, reflecting renewed investor confidence and a strong comeback for the power equipment major.
Companies:
  • BGR Energy Systems
Tags:
  • Stocks
  • Power Equipment
neutral

Mutual Fund Sector Sees ₹43,146 Crore Outflows in September

Mutual Fund Sector Sees ₹43,146 Crore Outflows in September
Indian mutual funds recorded a net outflow of ₹43,146 crore in September, primarily due to heavy redemptions from debt and fixed income schemes. Debt fund withdrawals totaled ₹73,851 crore amid rising yields and liquidity adjustments, while equity schemes attracted ₹30,422 crore, led by large-cap and diversified funds. Analysts note that the outflows reflect short-term positioning ahead of policy cues, with overall industry AUM remaining above ₹60 lakh crore, indicating continued investor confidence in equities.
Tags:
  • Mutual Funds
  • Debt Outflows
positive

Citi Research Starts Coverage on Six Industrials, Favors Leaders

Citi Research Starts Coverage on Six Industrials, Favors Leaders
Citi initiated Buy ratings on Cummins India and Bharat Electronics, highlighting strong execution capabilities, stable order visibility, and robust positioning amid India’s evolving capex cycle. Sustained government spending, defense orders, and industrial demand were cited as key growth drivers. Analysts expect earnings momentum to remain resilient, favoring companies with quality execution and strategic positioning. Investors are showing preference for leading industrial players likely to benefit from ongoing infrastructure and manufacturing expansion.
Companies:
  • Cummins India
  • Bharat Electronics
Tags:
  • Industrials
  • Cummins India
positive

Tata Capital IPO Allotment Finalized, Listing Imminent

Tata Capital IPO Allotment Finalized, Listing Imminent
Tata Capital’s ₹15,511 crore IPO—the largest of 2025—has completed allotment, with market listing now imminent. The issue received strong subscription across retail, institutional, and HNI segments, reflecting investor confidence in Tata Group’s financial arm. Analysts expect robust debut gains supported by Tata Capital’s diversified lending portfolio, solid asset quality, and expanding retail footprint. The IPO is a significant milestone for India’s NBFC sector, highlighting strong capital market momentum amid steady economic growth.
Companies:
  • Tata Capital
Tags:
  • IPO
  • NBFC
positive

Equity Mutual Fund Inflows Dip 9% in September to ₹30,422 Crore

Equity Mutual Fund Inflows Dip 9% in September to ₹30,422 Crore
Equity mutual fund inflows declined 9% month-on-month to ₹30,422 crore in September, down from ₹33,470 crore in August, as investors grew cautious amid global volatility and rising U.S. yields. SIP contributions remained robust at ₹21,400 crore, reflecting continued retail participation. Large-cap and diversified funds held steady, while small-cap inflows moderated after aggressive buying. Analysts noted that profit booking and valuation concerns drove the slowdown, though long-term equity sentiment remains positive.
Tags:
  • mutual funds
  • equity inflows
positive

Subex Surges 10% Upper Circuit on $6.62 Million Order

Subex Surges 10% Upper Circuit on $6.62 Million Order
Subex Limited hit the 10% upper circuit after securing a $6.62 million order from a leading global telecom operator, highlighting strong demand for its AI-native platforms. The deal expands Subex’s footprint in network analytics and digital trust solutions, boosting its order book significantly. Analysts noted the win reinforces Subex’s turnaround momentum and growing relevance in AI-driven telecom transformation, with the stock gaining over 45% in the past month amid strong investor optimism.
Companies:
  • Subex Limited
Tags:
  • Subex
  • telecom technology
positive

Yes Bank Hits 52-Week High, Surges Over 8% on Heavy Volumes

Yes Bank Hits 52-Week High, Surges Over 8% on Heavy Volumes
Yes Bank shares soared past their 52-week high to ₹24.30, rising over 8% on heavy volumes exceeding 120 million shares. The rally reflects renewed investor confidence amid improving asset quality, stable margins, and optimistic loan growth outlook. Analysts highlighted strong retail participation driving momentum. The stock has gained nearly 30% over the past month, signaling a potential turnaround as Yes Bank strengthens its balance sheet and credit portfolio under disciplined management execution.
Companies:
  • Yes Bank
Tags:
  • Yes Bank
  • banking sector
positive

Afcons Infrastructure Jumps Nearly 3% on ₹576 Crore Deal Win

Afcons Infrastructure Jumps Nearly 3% on ₹576 Crore Deal Win
Afcons Infrastructure surged to an intraday high of ₹336, up nearly 6%, after securing a ₹576 crore contract for a major infrastructure project. The order win lifted investor sentiment in a cautious market, signaling strong execution visibility and expanding order book. Analysts noted that Afcons’ total order pipeline now exceeds ₹35,000 crore, reinforcing its leadership in engineering and transport infrastructure and positioning the company for sustained revenue growth in FY26.
Companies:
  • Afcons Infrastructure
Tags:
  • Afcons Infrastructure
  • order win
positive

Sensex and Nifty Trade Higher as Oil, Banking Stocks Gain

Sensex and Nifty Trade Higher as Oil, Banking Stocks Gain
Indian markets advanced on Thursday, with the Sensex rising 440 points to 82,610 and the Nifty up 128 points to 25,315, driven by gains in oil marketing companies, banks, and consumer durables. Smallcaps outperformed, while metals slipped 0.4% amid global commodity volatility. Analysts highlighted strong domestic earnings, easing oil prices, and steady foreign inflows supporting market sentiment, though traders remained cautious ahead of U.S. inflation data and key macroeconomic announcements next week.
Companies:
  • Bank First Corporation
Tags:
  • Indian equities
  • market rally
positive

IDFC FIRST CEO V. Vaidyanathan Envisions AI-Led Digital Future for Indian Banking

IDFC FIRST CEO V. Vaidyanathan Envisions AI-Led Digital Future for Indian Banking
At GFF 2025, V. Vaidyanathan outlined a $10 trillion digital economy roadmap powered by AI, fintech innovation, and inclusive banking. He emphasized the evolution of India’s financial ecosystem through tech-driven credit access, digital public infrastructure, and startup-led disruption. Highlighting collaboration between banks and fintechs, Vaidyanathan stated that AI integration will enhance efficiency and customer experience, positioning India as a global fintech leader within the next decade.
Companies:
  • IDFC FIRST Bank
Tags:
  • AI in banking
  • fintech innovation
positive

Google Launches Free AI Courses with Google Skills Platform

Google Launches Free AI Courses with Google Skills Platform
Google Cloud introduced 'Google Skills,' a free AI and cloud learning platform offering over 3,000 courses and certifications from Google and DeepMind. Designed for students, professionals, and enterprises, the hub combines interactive labs, gamified learning, and digital badges to make AI and cloud education widely accessible. The initiative aims to bridge the global tech skills gap, enabling users to master generative AI, cloud computing, and data analytics through self-paced, industry-recognized training programs.
Companies:
  • Google
  • DeepMind
Tags:
  • AI education
  • Google Cloud
positive

RBI Keeps Repo Rate Unchanged, Revises GDP Growth to 6.8% for FY26

RBI Keeps Repo Rate Unchanged, Revises GDP Growth to 6.8% for FY26
The RBI maintained the repo rate at 5.50%, signaling a neutral stance in its latest monetary policy review. India’s FY26 GDP growth forecast was raised to 6.8% from 6.5%, driven by strong consumption, robust investments, and higher government spending, supported by favorable monsoon trends and GST reforms. Governor Shaktikanta Das emphasized inflation control and financial stability, with liquidity management and policy flexibility being key to sustaining growth momentum.
Companies:
  • RBI
Tags:
  • RBI
  • monetary policy
positive

HSBC Increases Lending Commitment to Indian Startups to $1 Billion

HSBC Increases Lending Commitment to Indian Startups to $1 Billion
HSBC raised its India startup lending commitment from $600 million to $1 billion under its innovation banking arm, targeting firms from Series A to pre-IPO stages. The UK-based bank plans to expand financing for tech-led and high-growth startups, including those with ongoing cash burn. This initiative aims to strengthen India’s startup ecosystem, now hosting over 115 unicorns, by providing flexible credit solutions and global banking support to accelerate innovation across fintech, SaaS, and consumer tech segments.
Companies:
  • HSBC
Tags:
  • startups
  • fintech
positive

Gold and Silver Prices Rise Across Major Indian Cities

Gold and Silver Prices Rise Across Major Indian Cities
Gold prices surged across major Indian metros, with 24K gold trading above ₹1.22 lakh per 10g. Delhi quoted ₹1,24,310 and Chennai ₹1,22,840, while silver rose to ₹1,77,100 per kg in Chennai due to strong industrial and jewellery demand. The rally follows global safe-haven inflows, a softer dollar, and ongoing geopolitical tensions. Analysts noted that persistent Middle East uncertainty and robust festive buying are likely to keep bullion prices elevated in the near term.
Tags:
  • gold
  • silver
positive

Metals Under Pressure Amid Global Volatility

Metals Under Pressure Amid Global Volatility
The metals sector declined 1% as global commodity prices softened amid renewed equity market volatility. Weak Chinese demand and falling LME copper and aluminum futures pressured sentiment, prompting profit-taking after recent gains. Domestic producers like Tata Steel and Hindalco edged lower, while energy and capital goods stocks provided partial offset. Analysts noted short-term weakness stems from macro uncertainties, though long-term fundamentals remain supported by infrastructure projects, renewable energy expansion, and industrial metals demand.
Companies:
  • Tata Steel
  • Hindalco
Tags:
  • Tata Steel
  • Hindalco
positive

Godrej Properties Set for Robust Q2 Presales, Strongest Among Peers

Godrej Properties Set for Robust Q2 Presales, Strongest Among Peers
Morgan Stanley projects Godrej Properties’ Q2 FY25 presales at ₹9,300 crore, marking a 42% YoY increase and underscoring its leadership in India’s urban housing rebound. Strong project launches in Mumbai, Pune, and NCR, combined with robust luxury segment demand, are expected to sustain top-tier margins and steady cash flow. Analysts noted that disciplined land acquisition, efficient execution, urban migration trends, and easing home loan rates continue to support the company’s growth momentum.
Companies:
  • Godrej Properties
  • Morgan Stanley
Tags:
  • Godrej Properties
  • real estate
neutral

Brokerages: Jefferies Cuts TCS Target After Weak Growth

Brokerages: Jefferies Cuts TCS Target After Weak Growth
Jefferies downgraded TCS to Hold from Buy and lowered its target price to ₹4,150, citing muted revenue growth expectations and soft domestic hiring trends. While TCS maintains margin resilience near 25%, sluggish deal ramp-ups and cautious enterprise spending could limit near-term upside. The brokerage noted that the stock’s recent rally already reflects most positives, recommending investors wait for clearer signs of acceleration in FY26 before taking a more constructive stance.
Companies:
  • TCS
  • Jefferies
Tags:
  • TCS
  • Jefferies
positive

ONGC, Trent, NTPC Gainers; Tata Steel, Hindalco Lag

ONGC, Trent, NTPC Gainers; Tata Steel, Hindalco Lag
ONGC, Trent, and NTPC led midday trade, gaining up to 2% on strong institutional buying and firm domestic sentiment. In contrast, Tata Steel and Hindalco slipped around 1.5% as global metal prices softened amid profit-taking. Analysts noted that energy and retail stocks continued to attract fresh inflows, while cyclical sectors like metals faced headwinds from weaker Chinese demand and falling commodity benchmarks, prompting short-term rotation toward defensives and high-dividend plays.
Companies:
  • ONGC
  • Trent
  • NTPC
  • Tata Steel
  • Hindalco
Tags:
  • ONGC
  • NTPC
positive

Hindustan Copper at 16-Month High, Up 50% in 1 Month

Hindustan Copper at 16-Month High, Up 50% in 1 Month
Hindustan Copper shares surged 50% month-on-month, hitting a 16-month high at ₹390 amid elevated global copper prices and persistent supply shortages. Global copper prices climbed nearly 14% over the same period, driven by rising EV demand and limited Chilean mine output. Analysts said tightening inventories—down 22% on the LME—continue to support bullish sentiment. The stock has now gained over 120% year-to-date, reflecting India’s accelerating push toward renewable energy and electrification.
Companies:
  • Hindustan Copper
Tags:
  • Hindustan Copper
  • base metals
positive

KPI Green Energy Rallies on Power Trading License Win

KPI Green Energy Rallies on Power Trading License Win
KPI Green Energy jumped 4% at noon after securing a Category A power trading licence from GERC, unlocking direct renewable power trading. The approval lets the company align sales with demand across KP Group’s 6+ GW portfolio, potentially improving realisations and cash flow. Management targets expanded merchant sales alongside PPAs as prices stay firm. Traders flagged higher volumes and steady order wins this week, reinforcing momentum in the stock and diversifying earnings beyond EPC into recurring trading revenue and margins.
Companies:
  • KPI Green Energy
Tags:
  • renewable energy
  • power trading
neutral

Gift Nifty Trades at 25,262, Asian Markets Mixed

Gift Nifty Trades at 25,262, Asian Markets Mixed
At midday, GIFT Nifty traded near 25,262, signaling a steady start for Indian equities. Asian markets were mixed - Japan’s Nikkei fell 0.3% and Shanghai Composite slipped 0.2%, while South Korea’s Kospi gained 0.8% on strength in semiconductor stocks after new AI chip partnerships. Investors remained cautious ahead of key U.S. inflation data and earnings reports, while upbeat momentum in tech-driven Asian indices helped offset broader concerns over global bond yields and growth outlook.
Companies:
  • Samsung Electronics
Tags:
  • asian markets
  • gift nifty
positive

Strong Global Sentiment: Gaza Peace Accord Reduces Risk

Strong Global Sentiment: Gaza Peace Accord Reduces Risk
Global markets rallied after a peace accord was reached in the Gaza region, easing geopolitical tensions and boosting risk appetite. Indian equities joined the uptrend as foreign institutional investors stepped up buying, with net inflows crossing ₹2,800 crore on Thursday. Crude oil prices stabilized near $84 per barrel, providing relief to import-heavy economies. Analysts said the accord’s de-escalation effect could sustain short-term market optimism while supporting broader emerging market sentiment.
Tags:
  • global markets
  • geopolitics
positive

Samir Arora Bullish on New-Age Tech Stocks

Samir Arora Bullish on New-Age Tech Stocks
Veteran market strategist Samir Arora has turned optimistic on select new-age technology companies, pointing to improving profitability, rising institutional inflows, and business model scalability. Tech-focused mutual funds have reported a 22% jump in monthly investments, highlighting renewed investor confidence in digital-first firms. Arora added that sector consolidation is paving the way for stronger earnings visibility, positioning India’s tech space for a more mature and sustainable growth trajectory in FY26.
Tags:
  • new-age tech
  • mutual funds
positive

TCS Q2 FY26: Net Profit at ₹12,075 Cr, EBIT Margin 25.2%

TCS Q2 FY26: Net Profit at ₹12,075 Cr, EBIT Margin 25.2%
TCS reported a net profit of ₹12,075 crore for Q2 FY26 with an EBIT margin of 25.2%. Growth was driven by digital, cloud, and platform services, while data center initiatives are expected to yield medium-term benefits. Hiring remained conservative, reflecting broader IT sector caution, but stable margins and cost discipline reassured investors. Analysts said a robust deal pipeline and strong client retention continue to support long-term visibility despite selective tech spending.
Companies:
  • Tata Consultancy Services
Tags:
  • TCS
  • IT Services
positive

NTPC Green Soars 3% After Gujarat MoU for 10GW Solar Parks

NTPC Green Soars 3% After Gujarat MoU for 10GW Solar Parks
NTPC Renewables jumped 3% after signing an MoU with the Gujarat government to develop 10 GW of solar and wind parks. The agreement marks one of India’s largest state-level renewable collaborations, strengthening NTPC’s clean energy portfolio. The project aims to attract over ₹60,000 crore in investment and support India’s 500 GW green energy target by 2030. Analysts said the deal boosts visibility for NTPC’s renewables arm as it accelerates toward achieving net-zero and capacity diversification goals.
Companies:
  • NTPC Renewables
  • NTPC Ltd
Tags:
  • NTPC Renewables
  • Solar Energy
positive

Voltas, Blue Star Rally on Festive Demand and LG IPO Boost

Voltas, Blue Star Rally on Festive Demand and LG IPO Boost
Consumer durable stocks gained as festive demand optimism lifted sentiment. Voltas surged 3.2% and Blue Star rose 2.8%, supported by expectations of strong Diwali sales and robust retail spending. Analysts said the rally was also boosted by spillover enthusiasm from the oversubscribed LG Electronics India IPO, which reinforced confidence in India’s consumer electronics and appliance sector. Broader sentiment in durables stayed positive as dealers reported higher pre-festive inventory movement across key urban markets.
Companies:
  • Voltas
  • Blue Star
  • LG Electronics India
Tags:
  • Voltas
  • Blue Star
positive

Tata Motors Restructuring Effective, Shareholder Record Date Set

Tata Motors Restructuring Effective, Shareholder Record Date Set
Tata Motors has completed the demerger of its commercial vehicle division, officially forming Tata Motors Commercial Vehicles (TMLCV). The record date for TMLCV share allocation is set for October 14, 2025. The restructuring aims to unlock value, enhance operational focus, and improve capital efficiency across its passenger and commercial vehicle businesses. Analysts expect the move to streamline operations and attract long-term institutional investors as Tata Motors sharpens its strategy in electric and heavy vehicle segments.
Companies:
  • Tata Motors
  • Tata Motors Commercial Vehicles
Tags:
  • Tata Motors
  • Demerger
positive

LG Electronics India IPO Oversubscribed 54x

LG Electronics India IPO Oversubscribed 54x
LG Electronics India’s ₹11,607 crore IPO was oversubscribed 54 times, underscoring robust investor appetite across retail and institutional segments. The strong response highlights confidence in India’s consumer electronics growth and LG’s market leadership. Analysts expect the listing to unlock significant liquidity and attract fresh foreign inflows. With allotment completion imminent, the IPO is set to be one of 2025’s biggest debuts, reinforcing optimism around India’s manufacturing and tech-driven consumer expansion story.
Companies:
  • LG Electronics India
Tags:
  • LG Electronics India
  • IPO
neutral-cautious

Kotak Mahindra AMC Temporarily Stops All Fresh Investments in Silver ETF Fund of Fund

Kotak Mahindra AMC Temporarily Stops All Fresh Investments in Silver ETF Fund of Fund
Kotak Mahindra AMC has temporarily suspended all lumpsum and switch-in investments in its Kotak Silver ETF Fund of Fund from October 10, 2025. The move follows a 10–12% premium in domestic silver over import parity due to severe supply shortages. MD Nilesh Shah said the step protects investors from inflated entry levels. SIPs, STPs, and redemptions remain unaffected. Spot silver recently crossed $51/oz, with festive demand and import delays fueling the premium, though long-term outlook stays bullish.
Companies:
  • Kotak Mahindra AMC
Tags:
  • Kotak Mahindra AMC
  • Silver ETF
neutral-cautious

WeWork India IPO Disappoints: Lists Flat vs. Issue Price

WeWork India IPO Disappoints: Lists Flat vs. Issue Price
WeWork India made a muted market debut at ₹650 per share, just above its ₹648 issue price, reflecting cautious investor sentiment despite strong IPO demand. The stock traded flat through early sessions as investors awaited clarity on occupancy and profitability outlook. Analysts noted that while the company’s flexible workspace model remains attractive, near-term valuation concerns and competitive pressures weighed on listing-day enthusiasm. The IPO had been subscribed over 22 times across investor categories.
Companies:
  • WeWork India
Tags:
  • WeWork India
  • IPO
neutral-cautious

Rupee Remains Near Record Lows, Opens at 88.78 to Dollar

Rupee Remains Near Record Lows, Opens at 88.78 to Dollar
The Indian rupee opened softer at 88.78 per US dollar, pressured by a stronger greenback and widening current account concerns. RBI interventions in the spot market helped contain sharp volatility. The rupee is down about 3.7% year to date, making it one of Asia’s weaker performers. Traders expect near-term pressure to persist as elevated US yields and oil prices weigh on sentiment, while the central bank continues managing liquidity to stabilize currency fluctuations.
Tags:
  • Rupee
  • USD/INR
positive

Major Gainers and Losers: Power Grid, SBI, NTPC Top; Tata Steel, TCS Lag

Major Gainers and Losers: Power Grid, SBI, NTPC Top; Tata Steel, TCS Lag
Power Grid Corporation, SBI, and NTPC led the gainers on the Nifty, rising between 1% and 2% on strong institutional buying in utilities and PSU stocks. In contrast, Tata Steel, TCS, Bajaj Finance, and HCL Technologies declined up to 1.5% as investors booked profits in metal and IT counters. Analysts noted the movement reflects sectoral rotation, with defensives and energy plays gaining traction while growth-heavy sectors saw mild correction after recent highs.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

PSU Banks, Realty Sectors Lead Gains

PSU Banks, Realty Sectors Lead Gains
Nifty Realty rose 1.5%, extending its recent outperformance, while PSU banks, FMCG, auto, and pharma sectors also advanced on sustained domestic buying. However, metal stocks slipped about 1.4% as investors booked profits after last week’s rally. Analysts said the rotation reflects caution ahead of key inflation data and global commodity cues, with defensive and rate-sensitive sectors attracting fresh interest amid renewed focus on earnings stability and policy clarity.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Nifty Midcap and Smallcap Outperform

Nifty Midcap and Smallcap Outperform
Broad-based buying lifted the Nifty Midcap 100 by 0.18% and the Smallcap 100 by 0.28%, signaling renewed investor appetite beyond large caps. Private banks, consumer durables, and realty stocks were in focus as sector rotation gained traction. Analysts noted steady domestic inflows and improved earnings visibility in mid-tier firms, supporting momentum in India’s broader market indices amid cautious global sentiment and selective risk-on positioning by institutional investors.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Sensex Rises 400 Points, Nifty Near 25,300 at 11 AM

Sensex Rises 400 Points, Nifty Near 25,300 at 11 AM
The BSE Sensex jumped 382 points (0.47%) to 82,554, while the Nifty gained 113 points (0.45%) to 25,295, extending the week’s rally. Markets rose as easing Middle East tensions and optimism over a potential US-India trade deal lifted sentiment. Realty, PSU banks, FMCG, and healthcare stocks led gains, with the Nifty Realty index up 1.6%. Analysts say foreign inflows and firm global cues continue to support India’s equity momentum amid improving geopolitical stability.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
positive

Gold Hits $4,000, Silver Surpasses $50 Amid Safe-Haven Buying and Inflation Fears

Gold Hits $4,000, Silver Surpasses $50 Amid Safe-Haven Buying and Inflation Fears
Gold prices surged past $4,000 per ounce for the first time, up over 50% in 2025, as investors sought safe-haven assets amid inflation concerns, geopolitical tensions, and U.S. government shutdown fears. Silver topped $50 per ounce, its highest since 2011, rising roughly 67% year-to-date. Central-bank purchases and record ETF inflows supported the rally, while industrial demand drove silver strength. Analysts caution that retail enthusiasm is peaking, suggesting potential short-term corrections. Gradual accumulation is recommended over momentum chasing as volatility increases.
Companies:
  • SPDR Gold Shares (GLD)
  • iShares Silver Trust (SLV)
Tags:
  • gold
  • silver
neutral

Asian Equities Fall, Gold Holds Below $4,000

Asian Equities Fall, Gold Holds Below $4,000
MSCI’s Asia-Pacific Index fell 0.6%, marking its third drop in four sessions, as investors booked profits after the recent U.S. tech rally. Japan and Hong Kong led declines, while South Korea remained resilient. The U.S. dollar stayed firm near multi-month highs, gold slipped below $4,000/oz, and oil prices extended losses on softening demand expectations and geopolitical caution, reflecting a cautious regional mood ahead of key U.S. inflation data.
Companies:
  • Toyota Motor Corp
  • Samsung Electronics
  • Tencent Holdings
Tags:
  • Asia markets
  • Nikkei 225
neutral

Global: IMF Predicts Continued Fragility Despite Outperforming Fears

Global: IMF Predicts Continued Fragility Despite Outperforming Fears
The IMF’s latest global outlook says growth is 'better than feared, but worse than necessary,' projecting a 3% expansion - well below pre-pandemic averages. The report highlights mounting risks from inflated AI valuations and gold’s record-breaking surge as signs of market overheating. Policymakers are urged to manage debt, inflation, and capital flows carefully to sustain recovery. The IMF cautioned that uneven growth across regions could heighten financial instability if speculative trends persist through 2025.
Tags:
  • global economy
  • IMF report
positive

Top Crypto Movers: Zcash Surges 38%, Litecoin Rallies, Mantle Drops

Top Crypto Movers: Zcash Surges 38%, Litecoin Rallies, Mantle Drops
In the past 24 hours, Zcash surged 38.06%, leading crypto market gains, followed by Litecoin up 8.73% and MYX Finance rising 11.31%. Mantle dropped 16.75%, topping the losers list as traders booked profits. Most DeFi tokens traded slightly lower, reflecting cautious sentiment after a volatile week in altcoins. Analysts noted renewed retail interest in privacy-focused and mid-cap tokens, signaling short-term momentum amid broader consolidation across the digital asset market.
Tags:
  • cryptocurrency
  • altcoins
positive

US Market Edges Up as Investors Await Fed Signals

US Market Edges Up as Investors Await Fed Signals
US stock futures ticked higher early Friday after the S&P 500 and Nasdaq slipped from record highs in the previous session. Investors are recalibrating expectations for Federal Reserve rate cuts amid sticky inflation concerns and tracking the ongoing U.S. government shutdown, now entering its third week. Dow futures gained 0.2%, while the 10-year Treasury yield steadied near 4.47%. Market sentiment remains cautious as traders await key inflation data and fresh economic indicators to gauge policy direction.
Companies:
  • Bank First Corporation
Tags:
  • US markets
  • Federal Reserve
positive

Asia-Pacific Stocks Open Lower as Wall Street Rally Pauses, South Korea Chipmakers Surge

Asia-Pacific Stocks Open Lower as Wall Street Rally Pauses, South Korea Chipmakers Surge
Asia-Pacific markets opened lower, tracking Wall Street’s overnight decline, as investors digested fresh tech-driven volatility. Japan’s Nikkei fell 0.4% and Topix slipped 0.9%, while South Korea’s SK Hynix surged 10% and Samsung Electronics hit record highs following OpenAI’s partnership with AMD to co-develop AI chips. The move reignited optimism in the semiconductor sector even as broader market sentiment stayed cautious ahead of key U.S. inflation data and corporate earnings later this week.
Companies:
  • Bank First Corporation
Tags:
  • Asia-Pacific markets
  • semiconductors
positive

Fastest.Health Raises Rs 1.2 Crore in Startup Pre-Seed Round

Fastest.Health Raises Rs 1.2 Crore in Startup Pre-Seed Round
Gurugram-based Fastest.Health, a rapid diagnostics startup, secured ₹1.2 crore in seed funding led by Inflection Point Ventures. The company specializes in ultra-fast testing solutions that deliver results in minutes, targeting clinics and diagnostic centers across Tier-1 and Tier-2 cities. The funding will accelerate product development and expand distribution. Investors see this as renewed momentum in India’s healthtech space, where efficiency, accessibility, and affordability are driving the next wave of innovation and early-stage funding.
Companies:
  • Fastest.Health
  • Inflection Point Ventures
Tags:
  • healthtech
  • startup funding
positive

LG Electronics India IPO Allotment Expected Today, Listing October 14

LG Electronics India IPO Allotment Expected Today, Listing October 14
LG Electronics’ landmark India IPO, the first to cross ₹4 lakh crore in total subscriptions, concludes its allotment process today ahead of its October 14 listing. The offering saw robust demand from institutional and retail investors alike, signaling strong confidence in India’s consumer electronics growth story. Analysts expect a premium listing driven by LG’s solid market share, product diversification, and manufacturing expansion plans amid the government’s 'Make in India' momentum across the tech and appliances sector.
Companies:
  • LG Electronics India
Tags:
  • IPO
  • India
positive

Jio Launches Free ‘AI Classroom’ Course Accessible via JioPC

Jio Launches Free ‘AI Classroom’ Course Accessible via JioPC
Jio launched a free AI foundation course for beginners, available through its JioPC product and any PC or TV connected via Jio Set Top Box. The initiative aims to make AI education accessible to millions across India, supporting the government’s digital skilling vision. The course covers AI fundamentals, machine learning basics, and real-world applications. By integrating education into everyday devices, Jio positions itself at the forefront of democratizing AI learning for India’s next-generation workforce.
Companies:
  • Jio
Tags:
  • ai education
  • digital learning
positive

Mutual Funds: Nippon India, ICICI Prudential Lead in Large Cap Performance

Mutual Funds: Nippon India, ICICI Prudential Lead in Large Cap Performance
Nippon India Large Cap Fund delivered a stellar 27% five-year CAGR, while ICICI Prudential Large Cap Fund followed with 23%, leading India’s large-cap mutual fund category. Both funds showcased consistent growth and resilience amid market volatility, driven by strong exposure to financials, energy, and manufacturing sectors. Analysts note that disciplined allocation and steady fund management helped outperform benchmarks, reinforcing investor confidence in India’s large-cap segment as a reliable long-term wealth creation avenue.
Companies:
  • Bank First Corporation
Tags:
  • large-cap mutual funds
  • Nippon India
neutral

Asia Stocks Open Lower, Tracking US Losses

Asia Stocks Open Lower, Tracking US Losses
Asia-Pacific equities opened mostly lower, tracking overnight Wall Street weakness. Japan’s Nikkei 225 fell 0.33% and the Topix declined 0.92% amid profit-booking in tech and auto stocks. In contrast, South Korea’s Kospi rose 0.66% on its first session post-holiday, led by semiconductor gains. Broader regional sentiment stayed muted as investors awaited U.S. inflation data and Fed commentary for direction on global rate and liquidity trends.
Companies:
  • Toyota
  • Samsung Electronics
  • Sony Group
Tags:
  • Asia markets
  • Nikkei 225
positive

Intel Unveils Panther Lake Architecture, First AI PC Platform Built on 18A

Intel Unveils Panther Lake Architecture, First AI PC Platform Built on 18A
Intel unveiled Panther Lake, its first AI PC platform built on the advanced 18A process, integrating CPU, GPU, and NPU5 for high-efficiency AI computing. The Core Ultra 300 series delivers up to 50% better performance and improved power optimization over Lunar Lake, targeting AI-enabled consumer and edge devices. Expected to enter mass production in H2 2025, the platform reinforces Intel’s push to reclaim leadership in AI-driven PC innovation and next-gen chip design.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
neutral

US Futures Flat Ahead of Key Fed Events, Earnings

US Futures Flat Ahead of Key Fed Events, Earnings
U.S. stock futures traded flat in pre-market as investors awaited inflation data, Fed Chair Jerome Powell’s remarks, and the Q3 earnings season kickoff. Analysts expect heightened volatility as markets parse Powell’s tone for signals on rate cuts and corporate guidance from major banks and tech firms. Broader sentiment remains cautiously optimistic, supported by steady bond yields and expectations of soft-landing growth momentum heading into late 2025.
Companies:
  • JPMorgan Chase
  • Goldman Sachs
  • Microsoft
Tags:
  • US markets
  • Federal Reserve
positive

Samsung Showcases ‘AI for All’ Vision at India Mobile Congress 2025

Samsung Showcases ‘AI for All’ Vision at India Mobile Congress 2025
At India Mobile Congress 2025, Samsung unveiled its ‘AI for All’ vision with five demo zones—Galaxy AI, Command Centre, SmartThings, AI for Education, and Networks—showcasing productivity tools, smart-city security, connected homes, classrooms, and 5G/AI networks. Flagships like Galaxy S25 Ultra and Z Fold7 highlighted Live Translate and Note Assist. The push targets mass AI adoption across India’s consumers and enterprises, reinforcing Samsung’s leadership in mobile and consumer AI. The event runs from Oct 8–11, 2025, at IMC in New Delhi, showcasing India-first solutions nationwide.
Companies:
  • Samsung Electronics
Tags:
  • Samsung
  • AI for All
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.
Tags:
  • China
  • rare earths
positive

Google Launches Gemini Enterprise AI Platform for Business Clients

Google Launches Gemini Enterprise AI Platform for Business Clients
Google introduced Gemini Enterprise, an AI platform for corporate use that enables conversational interaction with business documents and data. Integrated into Google Workspace, it adds generative AI features such as smart summary, Q&A retrieval, and workflow automation. Analysts said the product strengthens Google’s position in enterprise AI competition with Microsoft Copilot and OpenAI, targeting workflows across finance, sales, legal, and knowledge management domains.
Companies:
  • Bank First Corporation
Tags:
  • Bank First Corporation
  • growth stocks
neutral

US Futures Flat Ahead of Key Fed Events, Earnings

US Futures Flat Ahead of Key Fed Events, Earnings
U.S. stock futures traded flat in pre-market as investors awaited inflation data, Fed Chair Jerome Powell’s remarks, and the Q3 earnings season kickoff. Analysts expect heightened volatility as markets parse Powell’s tone for signals on rate cuts and corporate guidance from major banks and tech firms. Broader sentiment remains cautiously optimistic, supported by steady bond yields and expectations of soft-landing growth momentum heading into late 2025.
Companies:
  • Bank First Corporation
Tags:
  • US markets
  • Federal Reserve
neutral

Asia Stocks Open Lower, Tracking US Losses

Asia Stocks Open Lower, Tracking US Losses
Asia-Pacific equities opened mostly lower, tracking overnight Wall Street weakness. Japan’s Nikkei 225 fell 0.33% and the Topix declined 0.92% amid profit-booking in tech and auto stocks. In contrast, South Korea’s Kospi rose 0.66% on its first session post-holiday, led by semiconductor gains. Broader regional sentiment stayed muted as investors awaited U.S. inflation data and Fed commentary for direction on global rate and liquidity trends.
Companies:
  • Toyota
  • Samsung Electronics
  • Sony Group
Tags:
  • Asia markets
  • Nikkei 225
neutral

US Stock Indexes End Lower As AI Rally Pauses

US Stock Indexes End Lower As AI Rally Pauses
The Dow Jones fell 243 points (–0.5%), while the S&P 500 and Nasdaq slipped 0.3% and 0.1%, retreating from record highs as investors reassessed AI stock valuations. Nvidia and AMD saw modest pullbacks after strong multi-week rallies. Meanwhile, gold futures declined nearly 2%, slipping below $4,000 per ounce, marking a pause in the metal’s record run as traders rotated toward equities ahead of upcoming U.S. inflation data.
Companies:
  • Nvidia
  • AMD
Tags:
  • AI stocks
  • Nvidia
positive

Bitcoin Hits $126,000 While Altseason Indicators Surge

Bitcoin Hits $126,000 While Altseason Indicators Surge
Bitcoin surged past $126,000 on October 6, 2025, before easing to around $122,000, driving total altcoin market capitalization close to $1.64 trillion. Altseason indicators hit 76/100, signaling robust growth across alternative cryptocurrencies. Morgan Stanley recommended up to 4% crypto allocations in growth portfolios, reflecting rising Wall Street acceptance of digital assets. In the emerging crypto space, DeepSnitch AI’s presale has attracted attention as a high-potential investment. The developments underscore growing institutional interest and market optimism amid a strong crypto rally.
Companies:
  • Morgan Stanley
  • DeepSnitch AI
Tags:
  • crypto
  • markets
neutral

US Stock Futures Slip Ahead of Fed Minutes

US Stock Futures Slip Ahead of Fed Minutes
US stock futures declined on October 9, 2025, with Dow Jones down 0.70% to 46,548, Nasdaq off 0.59% to 25,205, and S&P 500 slipping 0.55% to 6,765. Investors awaited the Federal Reserve’s meeting minutes for policy cues amid persistent inflation and slowing growth concerns. European markets traded mixed, with the FTSE 100 gaining 4.64%, while DAX and EuroStoxx 50 edged lower, reflecting global caution ahead of key macroeconomic indicators and central bank signals.
Companies:
  • Tesla
  • Amazon
  • Nvidia
Tags:
  • markets
  • economy
positive

TCS Unveils $6.5 Billion AI Plan and New Subsidiary After Q2 Results

TCS Unveils $6.5 Billion AI Plan and New Subsidiary After Q2 Results
TCS announced a $6.5 billion AI strategy to form a new subsidiary and a 1-Gigawatt AI data center in India. This follows Q2 results with subdued revenue and a net profit affected by one-time costs. The mega AI plan and returning FII inflows are expected to counter the soft quarter and drive a positive opening for Indian IT stocks on Friday.
Tags:
  • IT
  • AI
negative

Global Markets Retreat: US Indices Fall from Records as Gold, Oil Drop on Geopolitical Easing

Global Markets Retreat: US Indices Fall from Records as Gold, Oil Drop on Geopolitical Easing
US equity markets, specifically the S&P 500 and Nasdaq Composite, experienced a modest pullback from recent record highs on October 9th (US trading hours, overlapping 9 PM IST to 1 AM IST). The decline was driven by investor profit-taking and consolidation ahead of Q3 earnings, along with uncertainty over the ongoing US government shutdown. Concurrently, commodity prices fell sharply; Gold dropped below $4,000/oz and Crude Oil declined 1.6%, following a phase one ceasefire agreement between Israel and Hamas, which eased geopolitical tensions and reduced demand for safe-haven assets.
Companies:
  • Federal Reserve Bank of New York
Tags:
  • markets
  • global
neutral

US Consumer Credit Growth Slows Sharply

US Consumer Credit Growth Slows Sharply
Fresh Federal Reserve data showed U.S. consumer credit grew at its slowest pace in over two years in September, highlighting household caution amid elevated interest rates and persistent inflation. Revolving credit, including credit cards, saw only marginal growth, while non-revolving credit such as auto and student loans remained subdued. Economists said the slowdown signals tighter borrowing conditions and more prudent consumer spending, factors that could weigh on fourth-quarter growth as higher financing costs continue to restrain demand and discretionary purchases.
Companies:
  • Federal Reserve
Tags:
  • economy
  • markets
neutral

Biden Administration Considers Chinese Tech Controls

Biden Administration Considers Chinese Tech Controls
U.S. government officials held discussions on imposing new restrictions on advanced chip and AI exports to China, aiming to protect domestic technology leadership. The proposed measures target high-end semiconductors and artificial intelligence components critical to national security and economic competitiveness. Analysts noted that tighter export controls could reshape global supply chains, affect tech sector revenues, and prompt strategic adjustments by multinational corporations. Markets and policymakers are closely monitoring the developments, as decisions could influence trade relations, innovation dynamics, and investment flows in the semiconductor and AI industries.
Companies:
  • NVIDIA
  • Intel
  • AMD
  • Huawei
Tags:
  • ai
  • global
neutral

ECB Minutes: ‘Further Hikes Still Possible’

ECB Minutes: ‘Further Hikes Still Possible’
The European Central Bank’s latest minutes revealed that policymakers have not ruled out further interest rate hikes, contingent on evolving inflation trends. Officials emphasized a data-driven approach, noting that persistent price pressures could necessitate additional tightening to maintain price stability. Analysts highlighted that the ECB remains cautious amid mixed economic signals in the eurozone, balancing growth concerns with inflation management. Markets interpreted the guidance as signaling potential policy flexibility, prompting investors to monitor upcoming inflation data and macroeconomic indicators for clues on future monetary action.
Companies:
  • European Central Bank
Tags:
  • markets
  • economy
neutral

US 10-Year Yield Holds Near 4.7%

US 10-Year Yield Holds Near 4.7%
U.S. bond markets remained steady, with 10-year Treasury yields holding near 4.7% as investors awaited tomorrow’s Consumer Price Index release. Market participants maintained cautious positioning ahead of key inflation data, which could influence Federal Reserve interest rate policy. Trading activity reflected a balance between risk appetite and safe-haven demand, with demand for government securities supporting yield stability. Analysts noted that upcoming CPI figures would be closely monitored for signals on inflation trends, rate trajectory, and potential impacts on equities, bonds, and broader financial markets.
Companies:
  • U.S. Treasury
Tags:
  • markets
  • economy
neutral

Powell Hints at Extended High Rate Policy

Powell Hints at Extended High Rate Policy
Federal Reserve Chair Jerome Powell signaled that interest rates may remain higher for an extended period to control inflation, citing strong job gains and persistently elevated services-sector prices. Powell emphasized that while overall economic growth continues, underlying inflation pressures, particularly in services, require sustained monetary policy vigilance. Analysts noted that the Fed’s stance suggests caution in future rate cuts, highlighting the central bank’s commitment to price stability. Markets responded with increased focus on inflation data and potential impacts on borrowing costs and investment decisions.
Companies:
  • Federal Reserve
Tags:
  • markets
  • economy
positive

US Bond Funds See Largest Weekly Inflows Since June

US Bond Funds See Largest Weekly Inflows Since June
U.S. bond mutual funds saw $18 billion in net inflows for the week ended October 5, the largest weekly gain since June, according to EPFR Global. The surge reflects a shift toward safer assets as investors navigated heightened market volatility and uncertainty. Analysts noted that demand was driven by risk-averse strategies, with allocations favoring government and high-quality corporate bonds. The trend underscores growing caution among both retail and institutional investors, highlighting a flight-to-safety approach amid fluctuating equity markets and macroeconomic concerns.
Companies:
  • Vanguard
  • BlackRock
  • PIMCO
Tags:
  • mutual_funds
  • economy
positive

Indian Equity Mutual Funds Log Net Inflows in September

Indian Equity Mutual Funds Log Net Inflows in September
Indian mutual funds recorded net inflows of ₹33,430 crore into equity schemes in August 2025, according to AMFI data, signaling sustained investor confidence. Sectoral and thematic funds garnered the highest traction, driven by targeted investment strategies and market optimism. Small-cap fund flows moderated following SEBI scrutiny, reflecting cautious investor positioning amid regulatory oversight. Analysts noted that the inflows highlight continued retail and institutional participation, with a preference for diversified equity exposure and growth-oriented themes, underscoring resilience in India’s mutual fund industry despite market fluctuations.
Companies:
  • HDFC Asset Management Company
  • ICICI Prudential Asset Management Company
  • SBI Mutual Fund
  • Nippon India Mutual Fund
  • Aditya Birla Sun Life Mutual Fund
Tags:
  • mutual_funds
  • economy
neutral-positive

TCS Q2FY26 Earnings and AI Infrastructure Plan; LG Electronics IPO Allotment Today

TCS Q2FY26 Earnings and AI Infrastructure Plan; LG Electronics IPO Allotment Today
Tata Consultancy Services (TCS) announced its Q2 FY26 earnings after market hours on October 9th (IST). The company reported a net profit of ₹12,075 crore, a 1.4% year-on-year increase, including a one-off restructuring expense of ₹1,135 crore. Excluding this expense, net profit rose by 8.4%. Revenue grew 3.7% sequentially to ₹65,799 crore, with Constant Currency (CC) revenue up 0.8%, ending two quarters of CC decline. Total Contract Value (TCV) was strong at $10 billion. The company also declared a second interim dividend of ₹11 per share. A major strategic announcement was the plan to invest $6-6.5 billion over six years in a new subsidiary to build a 1 GW AI and sovereign data center infrastructure in India, raising some analyst concerns about its impact on the firm's traditionally high return on equity (RoE). Concurrently, the allotment status for the LG Electronics India IPO, which saw a bumper 54.02x oversubscription, is set to be finalized on October 10th (IST).
Companies:
  • Maplebear Inc. (CART)
Tags:
  • IT Services
  • Earnings
positive

Ola Electric IPO Receives SEBI Nod, Eyes $1B Raise

Ola Electric IPO Receives SEBI Nod, Eyes $1B Raise
The Securities and Exchange Board of India (SEBI) has approved Ola Electric's initial public offering (IPO), allowing the company to proceed with its plans to raise up to ₹7,250 crore (approximately $850 million). The IPO will consist of a fresh issue of ₹5,500 crore and an offer-for-sale of 95.2 million shares. Bhavish Aggarwal, the company's founder, is set to sell 4.7 crore of his equity shares as part of the offer-for-sale component. This marks a significant milestone for Ola Electric, positioning it as a prominent player in India's electric vehicle sector.
Companies:
  • Ola Electric Mobility Ltd
Tags:
  • ipo
  • startups
neutral-cautious

Fed Minutes Reveal Rate Cut Division; Powell Speaks Amid US Shutdown Delaying Economic Data

Fed Minutes Reveal Rate Cut Division; Powell Speaks Amid US Shutdown Delaying Economic Data
The Federal Reserve remains the focal point for markets as the US government shutdown continues to delay key economic data, including the jobs report. Minutes from the September 16-17 FOMC meeting, released on October 8, showed a divided stance on monetary policy: officials voted 11-1 for a 25 basis point rate cut, bringing the target range to 4.00%-4.25%, with projections suggesting two more cuts in 2025. The sole dissenter, new Fed Governor Stephen Miran, favored a 50 bp reduction. Fed Chair Jerome Powell delivered pre-recorded remarks at the Community Bank Conference on October 9 but offered no new guidance, keeping investors focused on the next FOMC meeting on October 28-29.
Companies:
  • NVIDIA Corporation
  • Amazon Web Services
Tags:
  • Federal Reserve (Fed)
  • Monetary Policy
neutral-positive

US Markets React to Delta, Pepsi Earnings and Fed Powell's Speech; Univastu India Bonus Issue Deadline Today

US Markets React to Delta, Pepsi Earnings and Fed Powell's Speech; Univastu India Bonus Issue Deadline Today
US equity markets showed mixed movements overnight following corporate earnings and Federal Reserve commentary. The S&P 500 and Nasdaq Composite traded higher, driven by AI-focused tech rallies. Delta Air Lines and PepsiCo reported better-than-expected quarterly results, boosting investor sentiment ahead of upcoming big bank earnings. Fed Chairman Jerome Powell's speech provided no new policy guidance, leaving markets awaiting rate cut signals. In India, October 10th is the last day to buy Univastu India shares to qualify for its 2:1 bonus issue, with an ex-date of October 13th.
Companies:
  • Alphabet Inc.
Tags:
  • US Markets
  • Earnings
positive

OpenAI Acquires AI Marketing Startup Linear

OpenAI Acquires AI Marketing Startup Linear
OpenAI has acquired Linear, a startup specializing in AI-driven marketing automation, to enhance its enterprise product offerings. This acquisition aligns with OpenAI's strategy to deliver integrated business solutions that streamline workflows, enhance decision-making, and improve operational efficiency across organizations. Analysts note that combining Linear's technology with OpenAI's AI models could accelerate the adoption of intelligent automation in marketing and enterprise operations. The deal reflects the growing trend of AI firms expanding capabilities through strategic acquisitions to strengthen commercial applications.
Companies:
  • OpenAI
  • Linear
Tags:
  • ai
  • startups
positive

Zepto Raises $400M in Fresh Funding

Zepto Raises $400M in Fresh Funding
India’s quick-commerce unicorn Zepto secured $400 million in a funding round led by global private equity firm KKR, boosting its valuation to $3.5 billion. The fresh capital will support the company’s expansion into additional Indian cities and enhance its logistics infrastructure to accelerate delivery capabilities. Analysts noted that the investment underscores strong investor confidence in India’s rapid grocery delivery sector and Zepto’s scalable business model. The funding positions Zepto to strengthen market share and drive growth in the fast-evolving quick-commerce landscape.
Companies:
  • Zepto
  • KKR
Tags:
  • startups
  • funding
positive

Dell Technologies (DELL) Continues AI-Driven Rally on Strong Market Position

Dell Technologies (DELL) Continues AI-Driven Rally on Strong Market Position
Dell Technologies Inc. (DELL) maintained its upward momentum on Thursday, October 9, 2025, benefiting from its leading role in AI infrastructure and high-performance computing (HPC) servers. Key sales to customers like CoreWeave and Elon Musk’s xAI are driving investor optimism about future revenue growth and its transformation into a major AI enabler. Analysts highlight Dell's global distribution and services network as a competitive edge for deploying large AI clusters, supporting sustained stock gains.
Companies:
  • SPDR S&P 500 ETF Trust
  • Invesco QQQ Trust
  • SPDR Dow Jones Industrial Average ETF
  • iShares Russell 2000 ETF
  • iShares MSCI Emerging Markets ETF
  • Vanguard Total Stock Market ETF
  • Vanguard S&P 500 ETF
Tags:
  • Dell Technologies (DELL)
  • Artificial Intelligence (AI)
positive

Tesla Rebounds as Deliveries Beat Estimates

Tesla Rebounds as Deliveries Beat Estimates
Tesla shares jumped over 2% in U.S. pre-market trading after the company reported quarterly vehicle deliveries surpassing Bloomberg consensus estimates. Strong demand in Europe and China drove the positive surprise, reflecting robust international adoption of Tesla’s electric vehicles. Analysts highlighted that higher-than-expected deliveries could bolster near-term revenue and earnings projections, reinforcing investor confidence. The results underscore Tesla’s resilience amid global supply chain challenges and growing competition, while positioning the company favorably in key markets for sustainable growth and market share expansion.
Companies:
  • Tesla
Tags:
  • markets
  • stocks
negative

Apple Shares Dip After iPhone Supply Update

Apple Shares Dip After iPhone Supply Update
Apple shares declined following reports of potential iPhone production delays, as suppliers in Asia cited component shortages and regulatory inspections affecting output. The news weighed on investor sentiment, triggering weakness across broader technology stocks. Market participants noted that ongoing global supply chain pressures, including logistics constraints and rising input costs, continue to impact manufacturing timelines for major tech firms. Analysts highlighted that Apple’s operational challenges could influence quarterly results and investor expectations, while tech sector peers also remain sensitive to similar supply disruptions.
Companies:
  • Apple
Tags:
  • markets
  • stocks
positive-cautious

Amazon Stock Climbs on AI Momentum; Rishi Sunak Joins as Senior Advisor, Focus on FCF Ahead of Q3

Amazon Stock Climbs on AI Momentum; Rishi Sunak Joins as Senior Advisor, Focus on FCF Ahead of Q3
Amazon.com Inc. (AMZN) stock maintained upward momentum on October 9, 2025, closing the session at $225.22 and trading around $225.80 in after-hours. The rally is driven by Amazon Web Services (AWS) leadership in AI and heavy CapEx on AI infrastructure. Analysts highlight Free Cash Flow (FCF), which rose to $38.2B in trailing 2024 but is forecast to fall to $23.5B in 2025, as a key metric of AI ROI. Former UK PM Rishi Sunak joins Amazon as a senior advisor, boosting its political and regulatory navigation. Investors await Q3 2025 earnings on October 30, consensus EPS $1.57.
Tags:
  • Amazon.com (AMZN)
  • Artificial Intelligence (AI)
positive

Global Stocks Mixed Ahead of U.S. CPI Release

Global Stocks Mixed Ahead of U.S. CPI Release
Major Asian and European indices experienced choppy trading as investors positioned ahead of the U.S. inflation report, a key factor for Federal Reserve policy direction. Japan’s Nikkei and Germany’s DAX posted modest gains, reflecting cautious optimism, while China’s markets underperformed amid weaker trade data and export concerns. Market participants balanced sector-specific opportunities with macroeconomic uncertainty, adjusting equity exposure and hedging strategies. The session highlighted investor caution across regions, with global markets awaiting inflation signals to guide interest rate expectations and broader risk sentiment.
Tags:
  • markets
  • global