Saturday, November 22, 2025 News Archive

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AWS and OpenAI Finalize $38B Infrastructure Partnership for Large-Scale AI

AWS and OpenAI Finalize $38B Infrastructure Partnership for Large-Scale AI
Amazon Web Services and OpenAI announced a multi-year partnership worth $38 billion to expand AI infrastructure capacity. The agreement includes significant GPU and CPU scaling across AWS data centers to support OpenAI’s next-generation training workloads. The companies highlighted efforts to accelerate model development by expanding compute access for enterprise customers. 
Companies:
  • Amazon
  • OpenAI
Tags:
  • AI
  • cloud
positive

Nvidia Posts Strong Q3 Results with Data-Center Revenue Dominating Growth

Nvidia Posts Strong Q3 Results with Data-Center Revenue Dominating Growth
Nvidia reported quarterly revenue of $57 billion, climbing 62% from a year earlier, driven by heavy demand for its data-center GPUs used for AI training workloads. Data-center revenue accounted for $51.2 billion, reinforcing the company’s central role in the global AI buildout. The firm exceeded EPS expectations despite ongoing geopolitical tensions affecting China sales. 
Companies:
  • Nvidia
Tags:
  • AI
  • nvidia
positive

PPFAS Introduces Low-Cost Large-Cap Fund Benchmarked to Nifty 100

PPFAS Introduces Low-Cost Large-Cap Fund Benchmarked to Nifty 100
Parag Parikh Mutual Fund announced a new low-cost large-cap scheme designed for passive investors seeking index-like performance at reduced expense ratios. The fund will track the Nifty 100 index and aims to provide broad exposure to high-quality blue-chip companies. According to the fund house, the launch targets investors looking for simplicity and long-term wealth-building without active risk. 
Companies:
  • Parag Parikh MF
Tags:
  • mutual funds
  • large-cap
positive

US Markets Recover as Dow Jumps 500 Points Amid Lower Risk Aversion

US Markets Recover as Dow Jumps 500 Points Amid Lower Risk Aversion
US equity markets saw a strong rebound on November 22, with the Dow Jones Industrial Average climbing more than 500 points as investor sentiment improved. The recovery followed earlier volatility tied to mixed earnings from tech companies. While the Dow posted solid gains, the Nasdaq traded unevenly due to softer performance in select large-cap technology names. 
Tags:
  • markets
  • dow jones
neutral

Sensex Pulls Back After Recent Highs as Traders Book Profits

Sensex Pulls Back After Recent Highs as Traders Book Profits
Indian equities retreated on November 22 as the BSE Sensex closed at 85,231, falling about 400 points following several consecutive sessions of record highs. Market participants attributed the decline to widespread profit booking, particularly in banking and heavyweight sectors. Analysts noted that the pullback reflected a healthy consolidation phase rather than a shift in broader sentiment. 
Tags:
  • markets
  • sensex
neutral

Ross Stores Benefits from Strong Back-to-School Demand in Q3

Ross Stores Benefits from Strong Back-to-School Demand in Q3
Ross Stores reported Q3 earnings that exceeded market expectations, with EPS of $1.58 compared to the forecasted $1.41. Revenue hit $5.6 billion, surpassing projected estimates of $5.42 billion. The company credited strong back-to-school and apparel demand for the upbeat performance. Shares gained about 2% following the announcement as investors viewed the results as a sign of resilient consumer spending. 
Companies:
  • Ross Stores
Tags:
  • stocks
  • retail
positive

Intuit Posts Solid Q1 Results as Revenue and EPS Top Expectations

Intuit Posts Solid Q1 Results as Revenue and EPS Top Expectations
Intuit reported stronger-than-expected Q1 earnings, with EPS reaching $3.34 against analyst forecasts of $3.09. Revenue came in at $3.89 billion, above the projected $3.76 billion, driven by continued adoption of its financial and tax software products. The company saw broad-based performance across small business solutions and consumer tax segments. 
Companies:
  • Intuit
Tags:
  • stocks
  • earnings
positive

Intuit Posts Solid Q1 Results as Revenue and EPS Top Expectations

Intuit Posts Solid Q1 Results as Revenue and EPS Top Expectations
Intuit reported stronger-than-expected Q1 earnings, with EPS reaching $3.34 against analyst forecasts of $3.09. Revenue came in at $3.89 billion, above the projected $3.76 billion, driven by continued adoption of its financial and tax software products. The company saw broad-based performance across small business solutions and consumer tax segments. Shares rose nearly 4% after hours as investors reacted positively to the results.
Companies:
  • Intuit
Tags:
  • stocks
  • earnings
neutral

Share unlock event looms for smallcap backed by Sunil Singhania

Share unlock event looms for smallcap backed by Sunil Singhania
Around 10 lakh shares are set to be unlocked on Monday for a Sunil Singhania-backed smallcap that has fallen nearly 24% from its IPO issue price. Market participants are watching whether the additional supply will pressure near-term sentiment or attract value buyers. Analysts suggest monitoring trading volumes and institutional activity as the stock navigates this key unlock event.
Tags:
  • stocks
  • smallcap
neutral

AdaniConneX takes full control of Trade Castle Tech Park in strategic acquisition

AdaniConneX takes full control of Trade Castle Tech Park in strategic acquisition
Adani Enterprises’ joint venture AdaniConneX has acquired a 100% stake in Trade Castle Tech Park, strengthening its data-center and digital infrastructure portfolio. The move aligns with the JV’s long-term plan to scale hyperscale facilities across key Indian cities. Industry analysts see the acquisition as a step toward accelerating capacity expansion amid rising demand for cloud, AI, and enterprise-grade data services in the country.
Companies:
  • Adani Enterprises
  • AdaniConneX
  • Trade Castle Tech Park
Tags:
  • stocks
  • adani enterprises
positive

Three multi-cap funds stand out as strong contenders for 2026 portfolios

Three multi-cap funds stand out as strong contenders for 2026 portfolios
Analysts have highlighted three high-performing multi-cap mutual funds for investors to watch in 2026, citing consistent returns across market cycles and balanced exposure to large-, mid-, and small-cap segments. These schemes have outperformed category averages while maintaining disciplined allocation strategies. Experts say investors should evaluate expense ratios, risk profiles, and long-term objectives before adding any of these funds to their portfolios.
Tags:
  • mutual_funds
  • investing
positive

Groww aims to deepen retail investing as founder highlights India’s early-stage participation

Groww aims to deepen retail investing as founder highlights India’s early-stage participation
Groww CEO Lalit Keshre said India remains in the early stages of retail market participation, with significant headroom for investor growth across equities and mutual funds. The platform is focusing on simplifying access, improving education, and expanding product availability to encourage broader adoption. Keshre noted that rising financial awareness and digital penetration will continue driving first-time investors into the markets.
Companies:
  • Groww
Tags:
  • stocks
  • groww
neutral

KK Silk Mills prepares for public listing with November 26 IPO

KK Silk Mills prepares for public listing with November 26 IPO
Textile manufacturer KK Silk Mills is entering the capital markets with an IPO scheduled to open on November 26. The company aims to raise funds to support expansion initiatives and strengthen working capital. Market participants are watching subscription trends and pricing cues to gauge investor appetite for sector-focused offerings amid steady demand in specialty fabric production.
Companies:
  • KK Silk Mills
Tags:
  • ipo
  • textiles
neutral

Gold edges higher after choppy week as traders eye Monday cues

Gold edges higher after choppy week as traders eye Monday cues
Gold prices rose around 1% over the week despite sharp intraday swings driven by shifting interest-rate expectations and mixed global data. Investors are now watching Monday’s opening for clarity on whether safe-haven demand will strengthen, with attention on US yields, geopolitical signals and currency movements. Analysts suggest short-term volatility may persist but highlight supportive medium-term fundamentals for tactical allocations.
Tags:
  • markets
  • gold
positive

Portfolio management and AIF inflows reshape India’s alternative investment landscape

Portfolio management and AIF inflows reshape India’s alternative investment landscape
India’s alternative investment space has expanded sharply, with PMS and AIF assets together crossing ₹23 lakh crore as affluent investors seek diversified, higher-yield strategies. Industry analysts attribute the surge to rising risk appetite, improved regulatory frameworks, and strong performance across equity-linked themes. The segment’s rapid growth is also drawing new managers and institutional interest, reinforcing its role as a key pillar in India’s evolving capital-market ecosystem.
Tags:
  • economy
  • investments
neutral

Sumeet Bagadia highlights three trade ideas for the November 24 session

Sumeet Bagadia highlights three trade ideas for the November 24 session
Analyst Sumeet Bagadia has recommended three stocks to buy for Monday, November 24, identifying favourable technical setups for short-term traders. His picks include Bharat Forge, Sun Pharma and L&T Finance, each showing momentum indicators supportive of a potential near-term upswing. Bagadia advises maintaining strict stop-loss levels while monitoring overall market cues as indices remain sensitive to global triggers.
Companies:
  • Bharat Forge
  • Sun Pharma
  • L&T Finance
Tags:
  • stocks
  • recommendations
neutral

Ray Dalio cautions investors against exiting equities amid AI enthusiasm

Ray Dalio cautions investors against exiting equities amid AI enthusiasm
Billionaire hedge fund founder Ray Dalio addressed concerns over a potential AI-driven market bubble, arguing that investors should avoid selling stocks prematurely. He noted that technological cycles often generate periods of heightened optimism, but long-term equity performance typically benefits from sustained innovation trends. Dalio emphasised staying invested, highlighting strong productivity prospects and structural economic shifts that could continue supporting valuations despite near-term volatility.
Tags:
  • markets
  • stocks
neutral

SEBI to evaluate major policy changes for MFs and brokers on December 17

SEBI to evaluate major policy changes for MFs and brokers on December 17
SEBI’s board will meet on December 17 to review regulatory frameworks governing mutual funds and stock brokers. The agenda includes proposals aimed at strengthening investor protection, enhancing transparency, and updating compliance requirements across market intermediaries. Stakeholders expect clarifications on fee structures, disclosure norms, and operational safeguards as the regulator prepares to modernise rules in line with evolving market practices.
Tags:
  • economy
  • sebi
neutral

Anand Rathi’s Mehul Kothari highlights three stocks under ₹200

Anand Rathi’s Mehul Kothari highlights three stocks under ₹200
Mehul Kothari of Anand Rathi has identified three stocks priced under ₹200 for potential buy or sell action: Canara Bank (sell at ₹146, target ₹138, stop loss ₹152), Samman Capital (buy at ₹158, target ₹170, stop loss ₹151), and Lemon Tree Hotels (buy at ₹155, target ₹165, stop loss ₹150). The recommendations reflect technical triggers and short-term outlooks within the broader positive market sentiment.
Companies:
  • Canara Bank
  • Samman Capital
  • Lemon Tree Hotels
Tags:
  • stocks
  • recommendations
neutral

Foreign investors slow selling as early signs of stabilisation emerge

Foreign investors slow selling as early signs of stabilisation emerge
FII outflows have eased to ₹3,788 crore so far in November, bringing total 2025 withdrawals to ₹1.43 lakh crore. Analysts highlight three indicators that could hint at a reversal: improving global risk appetite, softer US yields, and firmer domestic macro data. Markets are watching whether these signals strengthen enough to revive foreign inflows in the coming weeks.
Tags:
  • markets
  • fii
neutral

Foreign investors slow selling as early signs of stabilisation emerge

Foreign investors slow selling as early signs of stabilisation emerge
FII outflows have eased to ₹3,788 crore so far in November, bringing total 2025 withdrawals to ₹1.43 lakh crore. Analysts highlight three indicators that could hint at a reversal: improving global risk appetite, softer US yields, and firmer domestic macro data. Markets are watching whether these signals strengthen enough to revive foreign inflows in the coming weeks.
Tags:
  • markets
  • fii
neutral

Creator-driven commerce reshapes India’s retail landscape

Creator-driven commerce reshapes India’s retail landscape
India’s shopping model is evolving as influencers, content creators and affiliate networks now guide choices and drive purchases. Platforms report that creator-led commerce accounts for over 30% of consumer spending and influences users across metro and non-metro areas. Retailers and marketplaces are building infrastructure—such as creator cities and monetisation programmes—to harness this trend, marking an important shift in how brands reach buyers and how Indians discover products.
Tags:
  • retail
  • creator economy
neutral

Natco Pharma receives multiple compliance observations from US FDA

Natco Pharma receives multiple compliance observations from US FDA
Natco Pharma’s Chennai facility has been issued seven observations by the US FDA following an inspection, indicating gaps that require corrective action. The company is reviewing the findings and preparing responses to address compliance requirements. Investors are monitoring the potential impact on ongoing product approvals and export plans as regulatory resolution timelines become clearer.
Companies:
  • Natco Pharma
Tags:
  • stocks
  • pharma
neutral

Foreign fund outflows ease as markets watch for potential turning signs

Foreign fund outflows ease as markets watch for potential turning signs
FII selling has eased to ₹3,788 crore so far in November, bringing total 2025 outflows to ₹1.43 lakh crore. Analysts point to three emerging indicators suggesting a possible reversal: improving global risk appetite, moderating US yields, and stabilising domestic macro data. Market participants are monitoring whether these signals strengthen enough to revive sustained foreign inflows in the coming weeks.
Tags:
  • markets
  • fii
neutral

Agnikul Cosmos secures new funding round at half-billion valuation

Agnikul Cosmos secures new funding round at half-billion valuation
Chennai-based space startup Agnikul Cosmos has raised $17 million, placing the company’s valuation at approximately $500 million. The fresh capital is expected to support expansion of its launch vehicle program and upcoming commercial missions. Investors are watching how the new funding accelerates technology development and strengthens India’s growing private space ecosystem.
Companies:
  • Agnikul Cosmos
Tags:
  • startups
  • space
neutral

Kotak Mahindra Bank leads race for majority IDBI stake purchase

Kotak Mahindra Bank leads race for majority IDBI stake purchase
Kotak Mahindra Bank has emerged as the frontrunner in the government-led sale of a significant stake in IDBI Bank. The lender is reportedly ahead in the evaluation process as authorities assess strategic fit, capital strength, and long-term operational plans. Further clarity is expected once final bids are reviewed and regulatory procedures advance.
Companies:
  • Kotak Mahindra Bank
  • IDBI Bank
Tags:
  • stocks
  • banking
neutral

China escalates diplomatic row with Japan by raising Taiwan issue at UN

China escalates diplomatic row with Japan by raising Taiwan issue at UN
China has taken its dispute with Japan over Taiwan to the United Nations, arguing that Tokyo’s recent comments challenge Beijing’s territorial claims. Chinese officials stated that the country would firmly defend its position while urging Japan to avoid actions that could heighten regional tensions. The move adds another layer to East Asia’s sensitive geopolitical landscape as global stakeholders track how cross-strait dynamics and Japan–China relations evolve in the coming weeks.
Tags:
  • global
  • china
neutral

Indian currency weakens further as intraday levels cross 89.5 per dollar

Indian currency weakens further as intraday levels cross 89.5 per dollar
The rupee slipped to a fresh intraday low after breaching the 89.5 per dollar level, reflecting persistent external pressures and cautious market sentiment. The decline highlights the impact of strong US economic data, elevated Treasury yields, and sustained dollar demand from importers. Traders are monitoring forthcoming macro indicators and policy signals to assess whether volatility may continue as global conditions and capital flows remain uncertain.
Tags:
  • economy
  • forex
neutral

Rupee slide sparks caution as experts flag heightened market volatility

Rupee slide sparks caution as experts flag heightened market volatility
India’s rupee breached the 89 mark, reflecting persistent external pressure and weakening foreign investor sentiment. Market expert Ajay Bagga cautioned that elevated volatility may persist as global risk appetite shifts and foreign portfolio inflows remain under strain. Traders are monitoring currency movements alongside policy cues, US economic data, and geopolitical developments to gauge near-term stability while assessing whether additional measures may be required to support the rupee.
Tags:
  • economy
  • forex
neutral

US court issues billion-dollar payment order against Byju Raveendran

US court issues billion-dollar payment order against Byju Raveendran
A US court has directed Byju Raveendran to pay over $1 billion following a default ruling linked to disputes with lenders. The decision intensifies financial pressure on the edtech founder as ongoing restructuring efforts continue at Byju’s amid liquidity constraints and governance challenges. Market observers are watching how enforcement actions, debt negotiations, and asset-sale plans may evolve as the company works to stabilise operations and regain stakeholder confidence.
Companies:
  • Byju's
Tags:
  • startups
  • legal
neutral

Equities advance for a second week as currency pressure deepens

Equities advance for a second week as currency pressure deepens
India’s market posted gains for the second consecutive week, supported by sustained investor interest across key sectors despite broader global volatility. Benchmark indices strengthened as domestic flows remained resilient, even as the rupee touched a fresh record low amid persistent external pressures. Traders are assessing how currency weakness, foreign fund activity, and upcoming macro data could shape short-term sentiment while monitoring potential policy signals to stabilise financial conditions.
Tags:
  • markets
  • equities
neutral

New AI Infrastructure Startups Attract $80 Million in Fresh Capital

New AI Infrastructure Startups Attract $80 Million in Fresh Capital
WisdomAI secured $50 million in a round led by Kleiner Perkins and Nvidia to strengthen its AI data infrastructure tools. Meanwhile, 1Mind raised $30 million for autonomous sales workflow agents targeted at enterprise teams. November’s funding trends showed investor preference for foundational AI tooling and revenue-linked automation solutions. Healthcare-focused AI companies also reported raising $585 million during the month across biotech and clinical automation deployments.
Companies:
  • WisdomAI
  • 1Mind
  • Nvidia
Tags:
  • ai
  • infrastructure
neutral

AI Funding Accelerates in November with Over $3.5 Billion Deployed

AI Funding Accelerates in November with Over $3.5 Billion Deployed
AI startups globally attracted more than $3.5 billion in the first two weeks of November, led by Metropolis securing $500 million for edge infrastructure. Armis raised $435 million for AI-based device security, while Beacon Software closed a $250 million Series B for workflow automation. Recent funding highlighted strong investor shift toward enterprise agents, cybersecurity platforms and healthcare automation, contributing to AI forming 52.5% of global VC allocation in 2025.
Companies:
  • Metropolis
  • Armis
  • Beacon Software
Tags:
  • ai
  • funding
neutral

Euro Drops to 1.0414 as Markets React to Escalating Conflict

Euro Drops to 1.0414 as Markets React to Escalating Conflict
Europe’s economic outlook weakened further as the euro slid to 1.0414 against the dollar, hitting its lowest level since November 2022. The decline followed Russia’s launch of a hypersonic missile at Ukraine, increasing safe-haven flows into the U.S. dollar. PMI surveys across major EU economies reflected contractionary conditions and continued pressure on demand. 
Tags:
  • europe
  • forex
neutral

Rupee Slips to 89.64 as Dollar Strength Intensifies Globally

Rupee Slips to 89.64 as Dollar Strength Intensifies Globally
USD/INR traded at 89.6410 during November 21–22 sessions, marking a 1.070% daily rise. The rupee has weakened 5.08% over twelve months and 2.17% across the past month. The all-time high of 88.97 set in September remained close as tariff concerns and persistent capital outflows weighed on sentiment. Forecast models from projected levels of 88.52 by quarter-end and 87.42 over the next year.
Tags:
  • forex
  • inr
neutral

US Rate Cut Probability Rises to 69.4% Ahead of Key FOMC

US Rate Cut Probability Rises to 69.4% Ahead of Key FOMC
Federal Reserve rate cut projections climbed to 69.4% for December, on November 22. Odds of holding rates unchanged stood at 30.6%. Rapid shifts followed coordinated dovish remarks from multiple Federal Reserve officials. The December 9–10 meeting will proceed without October inflation data due to the 43-day US government shutdown, raising uncertainty ahead of the subsequent January 2026 review.
Tags:
  • economy
  • fed
neutral

Solana ETFs Register $10.58M Inflows Despite Ongoing Price Pressure

Solana ETFs Register $10.58M Inflows Despite Ongoing Price Pressure
Solana spot ETFs saw $10.58 million net inflows, with 21Shares TSOL recording $5.97 million single-day addition. Cumulative TSOL flows reached $7.17 million since launch. Institutional buying contrasts with continued downside, as macro risk-off sentiment and Alameda unlock cycles kept SOL below earlier $165 levels.
Companies:
  • 21Shares
Tags:
  • crypto
  • solana
neutral

Bitcoin Trades Near $83,984 as Rate Cut Odds Climb Sharply

Bitcoin Trades Near $83,984 as Rate Cut Odds Climb Sharply
Bitcoin traded at $83,984.43 early November 22 after declining 2.11% in the past day. Data shows December rate cut probability rising to 71.3%, with only 8.2% odds of no change. Broader expectations for cumulative rate reductions grew as policymakers adopted softer language. Bitcoin stayed close to six-week lows amid shifting macro conditions and continued volatility across major cryptocurrencies.
Tags:
  • crypto
  • bitcoin
neutral

Mumbai Gold Trades Stable as Silver Maintains Flat Trend on November 22

Mumbai Gold Trades Stable as Silver Maintains Flat Trend on November 22
Morning bullion prices in Mumbai remained steady, with 24-carat gold at ₹124,770 per 10 grams and 22-carat gold at ₹114,370. Silver prices held unchanged at ₹1,60,900 per kilogram amid subdued wholesale activity. Retailers noted consistent footfall across major markets, supported by wedding-season buying. Market watchers reported limited volatility as international bullion benchmarks traded within narrow ranges during the early global session.
Tags:
  • gold
  • silver
neutral

Bengaluru Gold Prices Hold Steady as Silver Mirrors National Trend on November 22

Bengaluru Gold Prices Hold Steady as Silver Mirrors National Trend on November 22
Bengaluru’s bullion markets opened with stable pricing, quoting 24-carat gold at ₹123,970 per 10 grams and 22-carat gold at ₹115,350. Silver traded flat at ₹1,69,000 per kilogram, consistent with most major Indian cities. Retail demand remained steady, with jewellers noting typical weekend-aligned buying patterns. Broader market signals pointed to stable global benchmarks, contributing to unchanged early-session pricing across the city.
Tags:
  • gold
  • silver
neutral

Kolkata Gold Remains Unchanged as Silver Tracks Broader Stability on November 22

Kolkata Gold Remains Unchanged as Silver Tracks Broader Stability on November 22
Kolkata bullion markets opened stable, quoting 24-carat gold at ₹124,770 per 10 grams and 22-carat gold at ₹114,370. Silver traded at ₹1,64,000 per kilogram, aligning with rates across northern and western metros. Local jewellers reported steady placement of retail orders, supported by ongoing wedding-season demand. 
Tags:
  • gold
  • silver
neutral

Chennai Gold Prices Stay Firm While Silver Sees Higher Quotations on November 22

Chennai Gold Prices Stay Firm While Silver Sees Higher Quotations on November 22
Chennai witnessed firmer bullion rates in morning trade, with 24-carat gold priced at ₹125,010 per 10 grams and 22-carat gold at ₹114,590. Silver recorded a higher quote compared to other metros at ₹1,72,000 per kilogram. Local jewellers indicated healthy buying interest due to traditional demand patterns. Markets reflected regional pricing variations as international gold and silver benchmarks moved within tight boundaries during early trading hours.
Tags:
  • gold
  • silver
neutral

Delhi Gold Rates Ease Slightly as Silver Holds Steady on November 22

Delhi Gold Rates Ease Slightly as Silver Holds Steady on November 22
Gold prices in Delhi showed mild stability in morning trade, with 24-carat gold priced at ₹1,25,990 per 10 grams and 22-carat gold at ₹1,15,500. Silver prices remained firm at ₹1,64,000 per kilogram as broader precious metals markets tracked global cues. Traders noted steady retail demand ahead of the weekend while international spot prices remained range-bound. Local jewellers reported normal buying interest across major Delhi retail hubs.
Tags:
  • gold
  • silver
neutral

India’s November IPO Pipeline Expands to 76,000 Crore Rupees With Major Filings

India’s November IPO Pipeline Expands to 76,000 Crore Rupees With Major Filings
India’s IPO pipeline for November crossed ₹76,000 crore with 15–20 issuances scheduled across the month. Groww aims to raise up to ₹7,000 crore at an estimated $7–8 billion valuation. Lenskart’s planned ₹8,000 crore issue gained traction with interest from global funds. Pine Labs secured approval for a ₹5,800 crore offering, while boAt proposed a ₹2,000 crore IPO. PhysicsWallah is evaluating a potential ₹3,280 crore listing as market momentum strengthens.
Companies:
  • Groww
  • Lenskart
  • Pine Labs
  • boAt
  • PhysicsWallah
Tags:
  • IPO
  • capital-markets
neutral

Capillary Technologies Registers Soft Listing Before Recovering to Close Higher

Capillary Technologies Registers Soft Listing Before Recovering to Close Higher
Capillary Technologies listed at a 3% discount on the BSE compared to its issue price of ₹560 but ended the first trading session up 8.38% at ₹606.90. The ₹877.5 crore IPO recorded subscription demand of 52.95× across investor categories. On the same day, PhysicsWallah listed at ₹143.10 on BSE, marking a 31.39% premium to its issue price of ₹109. AceVector Group received regulatory clearance for its upcoming ₹500 crore IPO.
Companies:
  • Capillary Technologies
  • PhysicsWallah
  • AceVector
Tags:
  • IPO
  • CapillaryTechnologies
neutral

OpenAI Internal Note Cites Temporary Economic Pressure From Competing AI Developments

OpenAI Internal Note Cites Temporary Economic Pressure From Competing AI Developments
An internal memo shared by OpenAI CEO Sam Altman acknowledged that accelerated advancements in competing AI models could create economic pressure for the company in the near term. The memo referenced rising capabilities across the AI ecosystem, including work by Google and Anthropic, while noting OpenAI’s confidence in regaining momentum. 
Company estimates highlight a valuation of $500 billion with projected revenue of $13 billion, although cost structures remain elevated as infrastructure spending continues.
Companies:
  • OpenAI
  • Google
  • Anthropic
Tags:
  • OpenAI
  • AI
neutral

Indian Startups Secure 171 Million Dollars Across 20 Deals in Latest Week

Indian Startups Secure 171 Million Dollars Across 20 Deals in Latest Week
Indian startups raised $171.4 million across 20 funding transactions during the week, marking a 5% increase from the previous week’s $162.9 million. Fintech firms led the round with Yubi raising $46.4 million and Pibit.AI contributing to sector totals. Agricultural tech firm AgroStar secured $30 million, while Tractor Junction received $22.5 million in its Series A round. Activity also showed multiple early-stage investments from Titan Capital and Inflection Point Ventures.
Companies:
  • Yubi
  • AgroStar
  • Tractor Junction
Tags:
  • startups
  • funding
neutral

HDFC Mutual Fund Sets November 25 as IDCW Record Date

HDFC Mutual Fund Sets November 25 as IDCW Record Date
HDFC Mutual Fund announced November 25, 2025 as the record date for its Income Distribution cum Capital Withdrawal under the HDFC Balanced Advantage Fund. The declared IDCW is ₹0.250 per unit for both Regular and Direct plans based on a face value of ₹10. Industry updates also highlighted that HDFC, ICICI Prudential and SBI Mutual Fund have each surpassed ₹5 lakh crore in regular AUM, underscoring the scale of India’s fund management sector.
Companies:
  • HDFC Mutual Fund
  • ICICI Prudential MF
  • SBI Mutual Fund
Tags:
  • HDFC MF
  • IDCW
neutral

India’s November PMI Shows Broader Slowdown Led by Weaker Manufacturing

India’s November PMI Shows Broader Slowdown Led by Weaker Manufacturing
India’s composite PMI eased to 59.9 in November compared to 60.4 in October, reflecting a slower pace of expansion. Manufacturing PMI dropped to a nine-month low of 57.6 from 59.2, with survey participants noting weather disruptions and heightened pricing competition from international suppliers. Meanwhile, services PMI improved to 59.5 from 58.9, cushioning the overall decline. Export orders expanded at their slowest pace since March, influenced partly by recent tariff developments.
Tags:
  • PMI
  • economy
neutral

Fortis Healthcare Records Strong Weekly Advance After Q2 Results

Fortis Healthcare Records Strong Weekly Advance After Q2 Results
Fortis Healthcare posted a notable 16% weekly gain following its Q2 results, with the stock trading at ₹2,043 as of Friday’s close. The movement positioned healthcare shares among key outperformers during a week marked by broader market pressure. Market updates also highlighted activity in other stocks, including SpiceJet, which was monitored for developments related to debt resolution discussions, and NTPC Green Energy.
Companies:
  • Fortis Healthcare
  • SpiceJet
  • NTPC Green Energy
Tags:
  • FortisHealthcare
  • Q2
neutral

US Markets Recover as Rate Cut Probability Rises Sharply

US Markets Recover as Rate Cut Probability Rises Sharply
US equity indices rebounded on Friday with the Dow Jones rising 1.2%, the S&P 500 advancing 1.1% and the Nasdaq gaining 0.8%. The recovery followed comments by Federal Reserve official John Williams, who suggested monetary policy could shift toward a more neutral stance. Market data showed traders increasing December rate cut expectations to 70% from 39% a day earlier. Despite the rebound, major indices posted weekly losses, with the Nasdaq down 2.5% and the S&P 500 down 2%.
Tags:
  • global-markets
  • DowJones
neutral

AI-Governance Panel Says No Separate Law Needed, Urges Use of Existing Regulators

AI-Governance Panel Says No Separate Law Needed, Urges Use of Existing Regulators
A high-powered Indian government committee has recommended that AI should not be governed via a standalone law. Instead, it suggests empowering existing sectoral regulators and creating a new inter-ministerial AI-governance body. 
This roadmap reflects efforts to balance innovation with risk, arguing that existing legal frameworks can handle many AI risks without stifling growth.
Tags:
  • ai
  • india
caution

MeitY Extends Public Feedback Deadline for Draft AI-Label Rules After Pushback

MeitY Extends Public Feedback Deadline for Draft AI-Label Rules After Pushback
The Indian government has extended the consultation window on its draft AI-labelling rules, pushing the feedback deadline to November 13. The draft regulation requires platforms to visibly label AI-generated visual and audio content to combat deepfakes. 
The move comes in response to concerns raised by tech groups over the operational burden and implementation challenges under the proposed regime.
Tags:
  • ai
  • india
positive

Indian startup Cognitii wins $100,000 global prize for AI-led special education platform

Indian startup Cognitii wins $100,000 global prize for AI-led special education platform
Indian startup Cognitii, founded by Jhillika Trisal, Falguni Shrivastava and Souvik Ghosh, has won the $100,000 “Unlock Her Future” global prize for its AI-driven system aimed at helping children with disabilities in public special education. The award recognises more than 2,900 applications from over 40 countries. 
Cognitii’s platform combines AI models and human support to identify learning gaps in children with autism and ADHD and personalise intervention. The prize is expected to help the startup scale its solution across India’s underserved education ecosystem.
Companies:
  • Cognitii
Tags:
  • ai
  • india
caution

India Proposes Stringent AI-Content Labelling Rules Amid Deepfake Concerns

India Proposes Stringent AI-Content Labelling Rules Amid Deepfake Concerns
The Indian IT Ministry has released draft amendments to its IT Rules, proposing mandatory labelling of AI-generated content to fight deepfakes and synthetic misinformation. Significant social media platforms would need to require user declarations on whether content is AI-generated, and apply visible markers or metadata on synthetic media. For images, labels must cover at least 10% of the visual area; for audio, the first 10% of the clip. 
The rules also bar platforms from removing these identifiers. Feedback is being solicited by 6 November.
Tags:
  • ai
  • india
caution

India Proposes Strict AI-Content Labelling Rules to Tackle Deepfakes

India Proposes Strict AI-Content Labelling Rules to Tackle Deepfakes
The Indian government has put forward a proposal that would require AI-generated visual and audio content to carry clear labels to combat misuse, disinformation and deepfakes. Under the draft rules, platforms must mark AI-generated images with a visible label covering at least 10% of the image, while audio clips must display a marker during their first 10%. 
Companies would also need systems to verify content origin as part of metadata traceability efforts.
Tags:
  • ai
  • india
caution

India Resists Full Crypto Legislation, Prefers Limited Oversight — Report

India Resists Full Crypto Legislation, Prefers Limited Oversight — Report
A government document suggests India is avoiding a full-blown crypto law, instead favoring limited regulation. The Reserve Bank of India reportedly warned that a formal law could grant cryptocurrencies legitimacy and pose systemic risk. Under the current approach, global exchanges may be required to register locally and face strict checks, but cryptocurrencies themselves won’t be fully regulated under a dedicated law — at least for now.
Tags:
  • crypto
  • india
positive

Anthropic to Open India Office in Bengaluru in 2026 Amid Rising AI Demand

Anthropic to Open India Office in Bengaluru in 2026 Amid Rising AI Demand
Anthropic, the U.S.-based AI company behind Claude, plans to open its first Indian office in Bengaluru in early 2026, citing strong demand in the country. The office will help support its rapidly growing user base in India and the Asia-Pacific region, and the firm plans to scale local operations and partnerships. 
This move underscores India’s growing importance in Anthropic’s global strategy and its potential as an AI hub.
Companies:
  • Anthropic
Tags:
  • ai
  • india
neutral

Government May Propose Stablecoin Framework in Economic Survey

Government May Propose Stablecoin Framework in Economic Survey
India’s government is reportedly considering a stablecoin regulatory framework to include in its 2025-26 Economic Survey. While the Reserve Bank of India continues to warn of risks, crypto leaders see this as a major step toward aligning innovation with national monetary interests. 
The proposal could help formalise INR-pegged digital assets and bring more structure to India’s growing digital-asset ecosystem.
Tags:
  • crypto
  • india
positive

AP Government to Launch AI-Powered Skills Census Across State

AP Government to Launch AI-Powered Skills Census Across State
Andhra Pradesh plans to roll out an **AI-based skill census** to assess technology capabilities and skill gaps across sectors — from traditional trades to advanced AI engineering. The initiative, led by IT Minister Nara Lokesh, aims to map workforce readiness for technology and guide policymaking and education efforts. 
The census will also use generative AI tools to surface insights, while a WhatsApp portal has been introduced to make 1,000 government services accessible via chat.
Tags:
  • ai
  • india
positive

Crypto Leaders at BFSI Summit Urge Swift RBI Action on INR-Pegged Stablecoin

Crypto Leaders at BFSI Summit Urge Swift RBI Action on INR-Pegged Stablecoin
At a major banking and fintech summit, Indian crypto executives called for the rapid issuance of a **rupee-pegged stablecoin**. Leaders from Binance APAC, CoinDCX and Bharat Web3 Association warned that over-dependence on dollar-backed stablecoins could undermine India’s monetary control. 
They pitched the rupee-stablecoin as a game-changer for remittances, capital efficiency and domestic payments, calling it India’s next “UPI moment” for digital finance.
Companies:
  • CoinDCX
  • Binance
Tags:
  • crypto
  • india
positive

Google Launches AI Skilling Program for Early-Stage Indian Founders

Google Launches AI Skilling Program for Early-Stage Indian Founders
Google for Startups India has launched a two-week ‘Startup School: Prompt to Prototype’ program designed to equip early-stage founders with practical skills for building AI-first products. Participants will receive hands-on training using Google’s AI tools, including Gemini, Imagen and AI Studio, alongside structured mentorship. 
Backed by MeitY Startup Hub, the IndiaAI Mission and Startup India, the initiative reflects strong public-private collaboration to accelerate AI innovation, strengthen founder capabilities, and expand India’s early-stage AI startup ecosystem.
Companies:
  • Google
Tags:
  • ai
  • startups
positive

Reliance to Build 1 GW AI Data Centre in Andhra Pradesh

Reliance to Build 1 GW AI Data Centre in Andhra Pradesh
Reliance Industries has announced plans to build a 1-gigawatt AI data centre in Andhra Pradesh to support compute-intensive applications and bolster India’s AI infrastructure ecosystem. The facility will strengthen the company’s existing digital and AI capabilities and is positioned to significantly expand domestic high-performance computing capacity. The project aligns with national objectives to accelerate AI adoption, reduce dependence on foreign infrastructure, and enhance India’s technological sovereignty in next-generation computing.
Companies:
  • Reliance Industries
Tags:
  • ai
  • india
caution

India Resists Full Crypto Regulation, Citing Systemic Risks

India Resists Full Crypto Regulation, Citing Systemic Risks
A government document, cited by multiple reports, indicates that India is refraining from introducing a comprehensive crypto law. The document highlights concerns from the Reserve Bank of India that wide-scale regulation could trigger systemic risks and financial instability. Instead, the government is adopting a cautious approach, enforcing limited oversight that includes mandatory local registration for foreign crypto exchanges and stringent compliance requirements to curb money laundering, fraud, and illicit financial activity.
Tags:
  • crypto
  • india
positive

Crypto Leaders Push for INR-Backed Stablecoin Amid Regulatory Uncertainty

Crypto Leaders Push for INR-Backed Stablecoin Amid Regulatory Uncertainty
At a recent BFSI summit, Indian crypto industry leaders urged the government to introduce an **INR-pegged stablecoin** to safeguard monetary sovereignty. 
Executives argued that a rupee-backed digital token could reduce remittance costs, promote regulation-aligned innovation, and reduce dependence on foreign-backed stablecoins. They emphasized that India must act quickly to establish a regulatory framework rather than fall behind in global digital-asset evolution.
Tags:
  • crypto
  • india
caution

RBI Governor Flags Crypto Risk, Urges Caution on Stablecoins

RBI Governor Flags Crypto Risk, Urges Caution on Stablecoins
Reserve Bank of India Governor Sanjay Malhotra reiterated a cautious stance toward cryptocurrencies and stablecoins, warning they pose “huge risk” to financial stability. He contrasted this with the RBI’s support for sovereign digital initiatives, underlining that while innovation matters, unbridled exposure to private digital assets could undermine monetary policy and financial system safety.
Tags:
  • crypto
  • india
positive

Sophrosyne Technologies Raises $2M to Build Biosensing SoC for Health Wearables

Sophrosyne Technologies Raises $2M to Build Biosensing SoC for Health Wearables
Sophrosyne Technologies, a deep-tech semiconductor startup in India, has raised **US$2 million** in seed funding. The investment is aimed at scaling its system-on-chip (SoC) platform for biosensing applications designed for health wearables and medical devices. 
The round, led by early-stage investors, underscores increasing investor interest in high-precision health and IoT hardware innovation rooted in Indian deep-tech capabilities.
Companies:
  • Sophrosyne Technologies
Tags:
  • startups
  • semiconductors
caution

ECB Warns Stablecoins, AI and Cyber Risk Could Threaten Bank Stability

ECB Warns Stablecoins, AI and Cyber Risk Could Threaten Bank Stability
In its 2025 supervisory review, the European Central Bank (ECB) cautioned that banks are increasingly exposed to non-traditional risks like stablecoins, AI and cyber incidents. While euro-area banks are adequately capitalized, the regulator pointed to growing risk concentration in generative AI and warned that stablecoin adoption could undermine monetary policy. 
The ECB plans stress tests in 2026 to assess the impact of these emerging exposures on bank solvency and funding in turbulent scenarios.
Tags:
  • global
  • banking
positive

Google-Backed AI Skilling Scheme Launched for Early-Stage Indian Founders

Google-Backed AI Skilling Scheme Launched for Early-Stage Indian Founders
Google for Startups India has launched a two-week “Startup School: Prompt to Prototype” program for early-stage founders building AI-driven products. Supported by MeitY Startup Hub, Startup India, and IndiaAI Mission, the initiative offers hands-on training with Google AI tools like Gemini, Imagen, and AI Studio. 
Entrepreneurs will receive mentorship, prototype-building support, and product-training to convert AI ideas into viable MVPs. The program begins on 27 November and aligns with India’s push to democratize advanced AI capabilities.
Companies:
  • Google
Tags:
  • ai
  • startups
positive

India Deep-Tech Alliance Gets $850M Boost as Nvidia Joins

India Deep-Tech Alliance Gets $850M Boost as Nvidia Joins
Nvidia has joined the **India Deep Tech Alliance**, contributing to an $850 million capital commitment from global investors including Qualcomm Ventures, InfoEdge Ventures, and others. The alliance backs startups in sectors like semiconductors, AI, robotics and aerospace. Nvidia’s strategic role will include providing technical mentorship and access to its AI-compute stack. 
The move underlines India’s push to scale its deep-tech ecosystem and decentralize innovation away from purely software-driven models.
Companies:
  • Nvidia
Tags:
  • ai
  • startups
positive

Indian Crypto Leaders Push for INR-Pe­gged Stablecoin to Shield Monetary Sovereignty

Indian Crypto Leaders Push for INR-Pe­gged Stablecoin to Shield Monetary Sovereignty
At a recent BFSI summit, crypto industry leaders urged Indian regulators to issue an **INR-pegged stablecoin**, citing the need to protect monetary sovereignty. They argued that such a coin could reduce remittance costs, strengthen domestic payments infrastructure and lessen reliance on dollar-linked stablecoins. 
Several participants called this a ‘new UPI moment’ for digital payments, emphasizing that an INR-backed digital asset could align innovation with national financial interests.
Tags:
  • crypto
  • india
positive

Kruti, Ola’s Multilingual Agentic-AI Chatbot, Expands Across 13 Indian Languages

Kruti, Ola’s Multilingual Agentic-AI Chatbot, Expands Across 13 Indian Languages
‘Kruti’, developed by Ola, has launched as an advanced large-language model that supports 13 Indian languages with both voice and text modes. It leverages a 12-billion parameter neural network and is specifically optimized to understand regional dialects, accents, and context. 
As an agentic AI, Kruti can perform task automation, reason using past interactions, and proactively suggest content. Ola plans to integrate it with partner platforms like Swiggy, Blinkit, and Uber, aiming to provide a truly local AI assistant across services.
Companies:
  • Ola
Tags:
  • ai
  • india
positive

Crypto Industry Calls for INR-Backed Stablecoin to Ensure Monetary Sovereignty

Crypto Industry Calls for INR-Backed Stablecoin to Ensure Monetary Sovereignty
At a recent BFSI summit, Indian crypto leaders pushed the government to quickly introduce an **INR-backed stablecoin**, warning that dollar-pegged competitors pose a threat to India’s monetary sovereignty. They argued regulation clarity is needed to foster innovation and prevent capital flight. 
Some industry stakeholders believe an INR stablecoin could enhance remittance efficiency and reduce reliance on US-dollar-backed assets, framing it as India’s next “UPI moment.”
Tags:
  • crypto
  • india
positive

India’s Atomesus AI Aims for Tech Sovereignty With Homegrown Platform

India’s Atomesus AI Aims for Tech Sovereignty With Homegrown Platform
Atomesus AI, developed by the Indus Valley Group, is being billed as a fully India-based AI platform leveraging hybrid intelligence and contextual reasoning. Its architecture ensures that all data is processed and stored within the country, reinforcing data sovereignty. 
The early project reportedly includes contributions from innovators with ISRO-linked research background. With growing ambition, Atomesus seeks to democratize powerful AI tools for Indian enterprises and consumers, reducing dependence on foreign cloud-AI providers.
Companies:
  • Atomesus AI
Tags:
  • ai
  • india
positive

Wyzard.ai Raises ₹4.5 Crore in Angel Funding to Scale AI B2B Platform

Wyzard.ai Raises ₹4.5 Crore in Angel Funding to Scale AI B2B Platform
Wyzard.ai, a startup focused on AI-powered B2B engagement, has raised **₹4.5 crore** in its first external round of funding. Backed by a set of veteran technology investors, the fresh capital will be used to expand the company’s platform for signal-to-revenue AI, improve product offerings, and scale sales operations. 
Founded in 2024, Wyzard.ai aims to help enterprises convert their signal data into meaningful business monetisation using generative and predictive AI models.
Companies:
  • Wyzard.ai
Tags:
  • startups
  • ai
positive

Karnataka Allocates ₹518 Crore to Support 25,000 Deep-Tech Startups

Karnataka Allocates ₹518 Crore to Support 25,000 Deep-Tech Startups
The Karnataka government has approved a new Startup Policy (2025–2030) with an outlay of **₹518 crore** to nurture deep-tech innovation. The program aims to support 25,000 startups working in AI, blockchain, quantum computing and similar fields. 
Notably, 10,000 of these startups will be based outside Bengaluru to spur balanced regional tech growth. The move underscores the state's ambition to strengthen its innovation ecosystem and foster next-gen technologies across the region.
Tags:
  • startups
  • india
negative

RBI Governor Cautions Against Cryptos, Backs India’s Own Digital Currency

RBI Governor Cautions Against Cryptos, Backs India’s Own Digital Currency
RBI Governor Sanjay Malhotra reiterated a highly cautious stance on cryptocurrencies, saying stablecoins and cryptos present “huge risk” for financial stability. He emphasized support for India’s own central bank digital currency (CBDC), tying it to sovereign control over monetary flows. The remarks reflect continued regulatory wariness, even as global crypto adoption gains pace and India debates how deeply to regulate or integrate these assets into its financial system.
Tags:
  • crypto
  • india
positive

European AI-chip firm Axelera AI expands edge-AI push after raising €60 million

European AI-chip firm Axelera AI expands edge-AI push after raising €60 million
Axelera AI, a European chip company focused on edge-AI inference, has secured €61.6 million in funding through a public grant to build its next-generation Metis AI chiplet. The funding supports high-performance, low-power AI for edge devices, robotics, and industrial workloads. 
The company’s ambition highlights a broader drive in Europe to build sovereign AI infrastructure, reducing dependence on US-based cloud providers.
Companies:
  • Axelera AI
Tags:
  • ai
  • technology
negative

Wall Street pares rate-cut bets as inflation concerns resurface

Wall Street pares rate-cut bets as inflation concerns resurface
Markets are scaling back expectations for further Fed rate cuts after several Fed officials raised concerns about persistent inflation. The probability of a cut in the December meeting has dropped sharply, reflecting growing investor fear that further easing could be delayed. The shift has triggered volatility in equities and bonds, with traders reassessing the softness of the economic outlook and the pricing of central-bank support.
Tags:
  • markets
  • us
caution

Fed’s Hammack warns of financial-stability risks from further rate cuts

Fed’s Hammack warns of financial-stability risks from further rate cuts
Beth Hammack, President of the Cleveland Fed, cautioned that deeper rate cuts could fuel excessive risk-taking, distort market pricing, and threaten financial stability. She argued that current credit conditions are already loose, and lowering rates further might encourage speculative lending and leverage. Hammack’s warning comes amid growing debate at the Fed over how to balance inflation control with support for economic growth.
Tags:
  • economy
  • us
neutral

India to update industrial-output index by replacing shut factories in IIP sample

India to update industrial-output index by replacing shut factories in IIP sample
India’s statistics ministry has proposed a methodological change in its industrial output measurement by replacing non-operational factories with active units in the Index of Industrial Production (IIP). Closed factories that report zero output over three consecutive months will be reviewed; if confirmed inactive, they may be substituted with comparable, operational factories from the latest industrial survey. 
The move is part of a broader effort to align economic statistics with the base-year revision to 2022-23, aiming for more accurate industrial data.
Tags:
  • economy
  • india
negative

U.S. inflation report canceled, raising uncertainty for Fed policy

U.S. inflation report canceled, raising uncertainty for Fed policy
The U.S. government announced it will not publish the October consumer inflation index due to complications arising from the recent federal shutdown, leaving critical data unavailable ahead of the next Federal Reserve meeting. 
The absence of this key release heightens uncertainty over the timing and scale of future rate decisions. Analysts warn that while missing data may broaden the Fed’s flexibility, it also raises market volatility as investors and policymakers attempt to navigate monetary strategy with incomplete inflation signals.
Tags:
  • economy
  • us
neutral

India reveals new GDP-series overhaul, base year shifted to 2022-23

India reveals new GDP-series overhaul, base year shifted to 2022-23
The Indian government announced that the national accounts series will be revamped with a new base year of 2022-23, replacing the current 2011-12 base, and will be released on 27 February 2026. T
he updated methodology will incorporate more granular data, including annual enterprise surveys and segment-wise output from multi-activity firms. The overhaul aims to improve accuracy, particularly in financial services, real estate and quasi-government bodies. Economists note that the revision could visibly alter India’s reported growth rate and reshape sectoral contribution trends in the coming years.
Tags:
  • economy
  • india
positive

U.S. stocks surge as Fed signals possible rate cuts

U.S. stocks surge as Fed signals possible rate cuts
On 22 November 2025, U.S. equities rallied sharply after comments from Federal Reserve policymakers revived expectations of potential rate cuts. The Dow Jones Industrial Average jumped about 1.7% while the S&P 500 gained roughly 1.8%, driven by strong performances in technology and small cap stocks. 
Anticipated easing in monetary policy boosted risk appetite across sectors, and several earnings beats added further momentum. Investors are now closely watching upcoming economic data and policy signals to assess the timing and scale of the Fed’s next move.
Tags:
  • markets
  • us
positive

U.S. Treasury Yields Plunge on Growing Fed Rate-Cut Expectations

U.S. Treasury Yields Plunge on Growing Fed Rate-Cut Expectations
U.S. Treasury yields have dropped sharply as investors bet aggressively on more rate cuts from the Federal Reserve. With economic data showing signs of softness, markets are now pricing in multiple rate reductions over the coming quarters. 
This dovish shift has sparked a rally in long-dated bonds as traders seek safety and income. At the same time, the yield curve is flattening, raising questions about future economic growth and the possibility of a technical recession.
Tags:
  • markets
  • us
negative

China Factory Activity Contracts for Seventh Straight Month

China Factory Activity Contracts for Seventh Straight Month
China’s official manufacturing PMI fell to **49.0** in October, marking a seventh consecutive month of contraction as export orders weaken. Producers said demand is cooling while global buyers remain cautious, intensifying calls for fresh stimulus from Beijing. Meanwhile, factories are warning that prolonged weakness could drag on margins and raise the risk of corporate stress if orders don’t recover. Analysts expect further policy support focused on infrastructure and investment to offset soft external demand.
Tags:
  • economy
  • china
caution

ECB Flags AI, Geopolitical, and Stablecoin Risks in Bank Supervision

ECB Flags AI, Geopolitical, and Stablecoin Risks in Bank Supervision
The ECB’s 2025 supervisory review highlighted emerging risks from AI exposure, cyber-threats and stablecoins, even as euro-area banks maintain strong capital buffers. The regulator pointed to rapidly growing AI concentration and rising cyber-incidents as potential systemic stress points. It also warned that stablecoins could pose a “shock” to traditional monetary transmission if not regulated preemptively. 
Targeted bank stress tests are scheduled for 2026 to assess resilience under these non-traditional risk scenarios.
Tags:
  • global
  • policy
caution

US tech giants issue nearly US$90 billion in bonds to fund AI expansion

US tech giants issue nearly US$90 billion in bonds to fund AI expansion
Major U.S. tech firms have tapped the public bond markets to raise almost **US$90 billion** since September to fund investments in artificial-intelligence infrastructure and data-centres. 
Companies including Alphabet Inc., Meta Platforms, Inc., Oracle Corporation and Amazon.com, Inc. have issued multi-billion-dollar deals, a significant shift from previous cash-funded models. Investors are growing uneasy about the surge in debt and the ability of long-term AI returns to justify the financing, raising questions about tech valuations amid macro uncertainty.
Companies:
  • Alphabet Inc.
  • Meta Platforms, Inc.
  • Oracle Corporation
  • Amazon.com, Inc.
Tags:
  • technology
  • markets
neutral

Tech stocks still on track for record US $75 billion inflow despite mounting valuation worries

Tech stocks still on track for record US $75 billion inflow despite mounting valuation worries
Global tech stocks are forecast to receive around US $75 billion in inflows in 2025, driven by investor conviction in the sector despite elevated valuations and recent sell-offs. 
 According to flow data, tech equities attracted around US $4.4 billion in a recent week even as risk appetite dipped and crypto funds saw large outflows. The dynamic underscores the structural tilt toward technology, though analysts caution that strong flows alone may not offset fundamental concerns about earnings and pricing power.
Tags:
  • markets
  • tech
positive

Eli Lilly and Company hits US $1 trillion market-cap, first pharma to join elite club

Eli Lilly and Company hits US $1 trillion market-cap, first pharma to join elite club
Eli Lilly became the first pharmaceutical firm to reach a US $1 trillion market value, driven by its strong growth in weight-loss drugs and metabolic therapies. 
The milestone underscores shifting investor interest toward healthcare as tech valuations face pressure. Analysts say the move reflects confidence in long-term earnings durability despite broader macro uncertainty. However, with the firm now firmly in mega-cap territory, the challenge will be maintaining growth and justifying the premium accorded by markets.
Companies:
  • Eli Lilly and Company
Tags:
  • stocks
  • us
neutral

Global fintech investment hits lowest six-month level since 2020 despite AI surge

Global fintech investment hits lowest six-month level since 2020 despite AI surge
Global fintech fundraising in H1 2025 reached around US$44.7 billion, marking the weakest six-month period since early 2020. Investment activity spiked in digital-assets and AI-enabled fintechs, but overall deal volume and value fell as higher interest rates and macro uncertainty weighed on investor appetite. 
While the Americas accounted for over half the total funding, Asia-Pacific remained subdued with just US$4.3 billion in deals. Analysts interpret the slowdown as a reset of fintech growth expectations rather than an outright collapse, pointing to selective capital allocation over broad expansion.
Tags:
  • fintech
  • investment
positive

Hong Kong eases virtual-asset rules to boost liquidity in digital-asset trading

Hong Kong eases virtual-asset rules to boost liquidity in digital-asset trading
Hong Kong’s regulator has relaxed rules for virtual-asset trading-platforms (VATPs) by allowing them to share order-books with overseas affiliates, a major shift aimed at increasing liquidity and attracting global flows. 
The change signals the city’s ambition to become a leading fintech and digital-asset hub. Local banks are also ramping up tech investment, with annual digital spending projected to exceed HK$100 billion over the next three years. Critics note that enhanced liquidity may heighten risk in a volatile market segment and call for close monitoring.
Tags:
  • crypto
  • asia
negative

Global stocks under pressure as AI-driven selloff reignites

Global stocks under pressure as AI-driven selloff reignites
Global markets are falling again as investors unwind high-beta, AI-linked positions amid fears of overextended valuations. 
According to a survey, nearly half of global fund managers now view an AI bubble as the biggest risk to markets. Meanwhile, fund flows are shifting away from speculative tech, and broader equity indexes are feeling the heat. The selloff reflects a broader reassessment of the AI capex narrative.
Companies:
  • Nvidia
  • AMD
  • Broadcom
Tags:
  • global
  • markets
positive

Global markets rally as Nvidia soothes fears of AI bubble

Global markets rally as Nvidia soothes fears of AI bubble
Global equities surged after Nvidia beat earnings and projected robust Q4 revenue, easing investor worries about an AI valuation bubble.  
The rally extended across Asian and European markets, and risk assets rallied as Nvidia’s strong guidance reassured markets. However, some analysts caution that broader tech valuations remain stretched despite the temporary relief. The relief rally underscores how Nvidia remains a central bellwether for broader AI investing sentiment.
Companies:
  • Nvidia
Tags:
  • markets
  • ai
negative

Global headline: Oil prices tumble amid peace-deal speculation over Ukraine war

Global headline: Oil prices tumble amid peace-deal speculation over Ukraine war
Oil prices slid over **2%** after speculation around a draft peace proposal between Ukraine and Russia spread through markets, prompting fears of lower future demand for crude.  
Brent crude dropped to around $62 a barrel while U.S. WTI fell below $58. Energy stocks followed suit, with major players down over 1%. Analysts note that the peace-deal chatter is keeping energy markets jittery, undercutting near-term supply-risk premiums and placing pressure on prices and explorers globally.
Companies:
  • Exxon Mobil
  • Chevron
Tags:
  • economy
  • global
negative

Rupee crashes past ₹89 per USD as outflows mount and trade deal ambiguity grows

Rupee crashes past ₹89 per USD as outflows mount and trade deal ambiguity grows
The Indian rupee plunged to a fresh low of **₹89.49 per US dollar**, the steepest single-day drop in months, as portfolio outflows surged and uncertainty over a US-India trade deal weighed. 
The slide came as the Reserve Bank of India appeared to allow the currency to breach previously defended levels, raising concerns over India’s external financing and trade-deficit outlook. Analysts warn that without a clear trade-deal breakthrough and intervention, the rupee may face ongoing pressure, impacting inflation and import costs.
Tags:
  • economy
  • india
neutral

India’s private-sector growth slows to six-month low in November

India’s private-sector growth slows to six-month low in November
India’s flash composite PMI slipped to **59.9** in November, its weakest reading in six months, with the manufacturing index falling to 57.4 — a nine-month low.  
Export orders contracted and business sentiment hit its lowest since July 2022, as firms cited weak global demand and domestic headwinds. Although the services PMI remained at a healthy 59.5, the slowdown underscores pressure on India’s growth momentum and strengthens expectations for a monetary policy easing by the Reserve Bank of India soon.
Tags:
  • economy
  • india
caution

Markets drift as tech bubble jitters and crypto slump weigh on sentiment

Markets drift as tech bubble jitters and crypto slump weigh on sentiment
Stocks, especially in technology and growth segments, are drifting as renewed fears of a tech bubble and a sharp crypto slump weigh on investor confidence. Equity markets have erased sizeable year to date gains and participants warn the sell off could deepen as the broader market is not yet oversold. 
Uncertain central bank policy, stretched valuations and reduced risk appetite continue to challenge assumptions that the long standing tech rally would remain uninterrupted, reinforcing a cautious outlook among global investors.
Tags:
  • markets
  • sentiment
neutral

ECB flags AI, stablecoins and cyber-risk in its annual supervisory review

ECB flags AI, stablecoins and cyber-risk in its annual supervisory review
The European Central Bank (ECB) has highlighted growing vulnerabilities tied to artificial intelligence, stablecoins and cybersecurity in its 2025 supervisory review (SREP). While major euro-area banks remain well capitalised (average of 16.1% vs minimum 11.2%), the regulator warned that elevated valuations in AI stocks and concentrated exposures to tech and cyber incidents could heighten risk. 
The ECB said it will conduct targeted risk tests in 2026 to assess how these non-traditional exposures may affect banking solvency and funding in stressed scenarios.
Tags:
  • global
  • financial_stability
negative

U.S. stocks reverse sharply after early gains on tech volatility

U.S. stocks reverse sharply after early gains on tech volatility
Major U.S. equity indices reversed a strong early rally and ended markedly lower as volatility surged. The S&P 500 dropped over 2%, the Nasdaq Composite declined around 2.2%, and the Dow Jones Industrial Average slipped about 0.8% after initial technology-led strength faded and concerns about valuations resurfaced. 
The downturn coincided with headlines over weaker risk appetite, tech earnings pullback and skittishness over central-bank policy. Traders note the index reversal underscores how sentiment can shift quickly in this environment.
Tags:
  • markets
  • us
caution

AI-stock rally shows cracks as investor caution returns

AI-stock rally shows cracks as investor caution returns
The recent surge in AI-focused stocks is showing visible signs of strain as valuations appear to outpace earnings gains. According to Reuters coverage, pullbacks in key AI firms and rising questions about monetisation are fueling nervousness that the market may be retracing from a speculative high. Some strategists draw parallels with early dot-com excesses. 
The resulting volatility is rippling through tech indices and may reignite broader risk-off dynamics unless clearer earnings and growth signals emerge.
Tags:
  • ai
  • tech
neutral

Punjab reports lowest stubble‑burning in seven years; MP logs a rise

Punjab reports lowest stubble‑burning in seven years; MP logs a rise
Punjab recorded only **5,046** farm‑fires this season — a seven‑year low — with just 12 incidents on 13 November. In contrast, Madhya Pradesh has logged over **10,800** cases. 
The inter‑ministerial monitoring group recorded **23,613** farm‑fires across six states including Punjab, Haryana, UP and Rajasthan. Although lower fires are positive for air‑quality, cities such as Amritsar still registered a PM2.5 average of **164**, indicating persistent pollution. 
Tags:
  • environment
  • india
neutral

India private‑sector growth slows to six‑month low in November

India private‑sector growth slows to six‑month low in November
India’s flash Composite PMI for November dropped to 59.9, the lowest in six months, as manufacturing activity slid to a nine‑month low of 57.4, according to HSBC. Exports grew at their slowest pace since March, hit by global competition and elevated U.S. tariffs. 
Services remained resilient at **59.5**, up from October’s 58.9. Analysts say the slowdown puts pressure on consumption and bolsters expectations for a rate cut by the Reserve Bank of India next month. 
Tags:
  • economy
  • india
neutral

Wipro Announces 150 Million Dollar Acquisition of US Cybersecurity Firm

Wipro Announces 150 Million Dollar Acquisition of US Cybersecurity Firm
Wipro disclosed plans to acquire a US-based cybersecurity startup for $150 million to expand its enterprise-focused security portfolio. The acquisition includes platform capabilities in threat detection, automated incident response and cloud security architecture. Disclosures indicated that the transaction aligns with Wipro’s ongoing efforts to scale security offerings for global clients. 
Companies:
  • Wipro
Tags:
  • Wipro
  • cybersecurity
neutral

Infosys Introduces AI Analytics Platform Targeting Manufacturing Sector

Infosys Introduces AI Analytics Platform Targeting Manufacturing Sector
Infosys launched a new AI-enabled analytics platform designed for manufacturing clients, incorporating data models aimed at improving operational performance. Early pilot results indicated up to 25% efficiency gains in targeted workflows. Disclosures stated that the platform integrates predictive insights, machine learning pipelines and real-time monitoring components. 
Companies:
  • Infosys
Tags:
  • Infosys
  • AI
neutral

Axis Bank Reports 18% Quarterly Increase in Digital Transaction Volumes

Axis Bank Reports 18% Quarterly Increase in Digital Transaction Volumes
Axis Bank posted an 18% quarter-over-quarter rise in digital transaction volumes, driven by higher usage of UPI and mobile banking services. Market disclosures indicated that consumer adoption across digital channels continued to rise throughout the quarter. Transaction counts across retail payments and mobile platforms reflected sustained growth as customers shifted toward app-based banking and online transfers.
Companies:
  • Axis Bank
Tags:
  • AxisBank
  • digital-payments
neutral

Tata Steel Secures ₹3,200 Crore Rail Infrastructure Supply Contract

Tata Steel Secures ₹3,200 Crore Rail Infrastructure Supply Contract
Tata Steel received a ₹3,200 crore contract to supply steel for a major rail infrastructure project in East India. The agreement covers structural steel and long products required for phased construction activity. Disclosures indicated that the order is expected to contribute to revenue generation for Q4, aligning with the company’s ongoing domestic project pipeline. 
Companies:
  • Tata Steel
Tags:
  • TataSteel
  • infrastructure
neutral

Government Reduces GST Rates on Select Medical Devices to Support Affordability

Government Reduces GST Rates on Select Medical Devices to Support Affordability
The government announced a reduction in GST rates on select medical devices to improve affordability and support domestic healthcare manufacturing. Disclosures indicated that the revised tax slabs apply across specific categories identified by the authorities. The updated rate structure is expected to lower procurement costs for healthcare facilities and strengthen supply chain activity across related manufacturers.
Tags:
  • GST
  • medical-devices
neutral

Global Oil Prices Rise 2% to Reach 95 Dollars Per Barrel

Global Oil Prices Rise 2% to Reach 95 Dollars Per Barrel
Oil prices increased 2% to $95 per barrel during the latest session as supply concerns emerged due to heightened geopolitical tensions in the Middle East. Market disclosures indicated that the price movement contributed to positive sentiment across energy-related stocks. Turnover within the sector aligned with increased activity observed during earlier commodity-linked fluctuations. 
Tags:
  • oil
  • crude-prices
neutral

Reliance Industries Shares Decline 1.2% Amid Mixed Market Conditions

Reliance Industries Shares Decline 1.2% Amid Mixed Market Conditions
Reliance Industries stock fell 1.2% during the November 21 session as domestic indices traded with volatility. The movement aligned with broader market softness and occurred without major corporate developments. Trading volumes reflected regular turnover across energy and digital-focused segments of the company. 
Companies:
  • Reliance Industries
Tags:
  • RelianceIndustries
  • stocks
neutral

Larsen and Toubro Wins ₹5,000 Crore Metro Rail Contract in South India

Larsen and Toubro Wins ₹5,000 Crore Metro Rail Contract in South India
Larsen and Toubro secured a ₹5,000 crore infrastructure contract for a metro rail development project in South India. The contract adds to the company’s ongoing order inflows for Q3 and continues its project execution momentum across the region. Disclosures indicated that the scope includes civil construction and supporting works aligned with regional transit requirements. 
Companies:
  • Larsen & Toubro
Tags:
  • L&T
  • infrastructure
neutral

Karnataka Bank and Apex Frozen Foods Touch Multi-Month Highs After Block Deals

Karnataka Bank and Apex Frozen Foods Touch Multi-Month Highs After Block Deals
Karnataka Bank shares rose 11% to a four-month high during the November 21 session following block deal activity. Apex Frozen Foods also reached a fresh 52-week high during the same window. Market disclosures indicated increased trading participation across both counters as turnover reflected heightened demand. The price movement occurred without major corporate announcements, and trading volumes aligned with block deal-linked adjustments.
Companies:
  • Karnataka Bank
  • Apex Frozen Foods
Tags:
  • KarnatakaBank
  • ApexFrozenFoods
neutral

Adani Enterprises Completes Full Exit from Adani Wilmar Stakeholding

Adani Enterprises Completes Full Exit from Adani Wilmar Stakeholding
Adani Enterprises completed the sale of its remaining 7% stake in Adani Wilmar through a block deal involving major domestic and global institutional buyers. The transaction resulted in Wilmar International becoming the sole promoter of Adani Wilmar. The change in ownership structure positions Adani Wilmar as an entity fully led by multinational promoter shareholding. 
Companies:
  • Adani Enterprises
  • Adani Wilmar
  • Wilmar International
Tags:
  • Adani Enterprises
  • Adani Wilmar
neutral

Google Plans Increased Compute Spending to Support Rising AI Demand

Google Plans Increased Compute Spending to Support Rising AI Demand
Google executives stated that 2026 will require significantly higher compute capacity as the company prepares to double its investment in infrastructure supporting AI workloads. Internal planning pointed to elevated requirements across data centers and hardware resources. The updated allocation strategy reflects continued scaling of AI-driven services across product categories and regions.
Companies:
  • Google
Tags:
  • Google
  • AI