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In his latest ‘Greed and fear’ report, Wood doubted whether the four tech hyperscalers, Meta Platforms, Alphabet (Google), Amazon and Microsoft, really can spend $990 billion on capex in 2027, which is the current consensus estimate. AI worries not yet reflecting in job losses: W

Update| September 25, 20:00 IST Shares of PB Fintech ended 3.6% lower at ₹1,165.50 apiece on the BSE. Turtlemint remained locked at its 20% lower circuit at ₹87.30 throughout the trading session. Original| Sepetmber 25, 13:00 IST The sell-off in insurtech stocks continued for the

The approval will allow MOCSPL to provide securities safekeeping, trade settlement, corporate action processing and regulatory reporting services to institutional clients. These will include alternative investment funds (AIFs), portfolio management services (PMS), mutual funds, i

The proposals would establish requirements for payment stablecoin issuers that are supervised by the Federal Reserve, including rules on reserves, capital and risk management. The Fed said the framework is intended to carry out responsibilities assigned to it under the GENIUS Act

(Bloomberg) -- The yen headed for its biggest daily gain in more than two weeks after Finance Minister Satsuki Katayama’s latest comments on the currency kept traders on alert for the risk of intervention.The Japanese currency strengthened as much as 0.6% to 157.95 per dollar on

Indegene share price jumped almost 5% in intraday trade on the BSE on Friday, 25 September, after Axis Direct initiated coverage on the stock with a "buy" recommendation, implying an 18% upside potential.Indegene share price opened at ₹595.05 against its previous close of ₹593.45

Google is taking its first step toward making Project Suncatcher a reality. Announced last year, Suncatcher is Google’s “moonshot” effort to design orbital AI data centers, which AI boosters like Elon Musk and Jeff Bezos have pitched as an alternative to divisive terrestrial data

While market headlines often focus on institutional activity, retail investors have also been increasing their exposure to the smallcap segment. An analysis of June 2026 quarter shareholding data shows that retail investors raised their stakes in nearly 766 BSE smallcap stocks co

Ola Electric Mobility share price came under pressure on Friday, 25 September, falling as much as 9% and snapping a four-session gaining streak. The sell-off followed the company’s announcement that its board will meet on 28 September to consider raising fresh capital through a r

Akamai Technologies shares jumped more than 20% in after-hours trading on Thursday after the company announced an $11.6 billion, seven-year cloud computing agreement with AI company Anthropic. (Sources: Akamai, Reuters, TradingView) Under the agreement, Anthropic will use Akamai

The massive bloodbath in the stock came after the Insurance Regulatory and Development Authority of India (IRDAI) proposed a ban on ‘dark patterns’ on insurance websites, including practices that require customers to share personal details before accessing product features and pr

AI - Google's TPUs to catch some rays in orbit next weekPart of Project Suncatcher, the proof of concept aims to see how well lightly modified compute fares in orbit - Meta

Coal India has recovered almost all the losses following its soft June quarter (Q1FY27), as steep e-auction premiums have lifted investor sentiment. The stock has gained 4% over the past month, even as the benchmark Nifty 50 index has declined 5%. Morgan Stanley upgraded Coal Ind

The odds seem to be in favour of JK Cement Ltd. Strong demand in key markets of north and central India amid an underwhelming monsoon season and upcoming state elections in Uttar Pradesh should enable a faster ramp-up of the newly commissioned Panna line-2 unit in Madhya Pradesh.

Small-cap stock under ₹50 Blue Cloud Softech Solutions shares jumped 17% on Friday, September 25, after the company announced that its wholly owned US subsidiary, Global Impx Inc. (GIX), had secured a US$15.5 million order, or approximately ₹147 crore, from IBM Cloud Inc. for AI

According to a filing with the exchange, this was awarded by the Biotechnology Industry Research Assistance Council (BIRAC) under the Department of Biotechnology (DBT), Government of India, for establishing a 100 TPA PLA CoPolymer R&D Facility under the Government's flagship BioE

The uptrend in Adani Power shares may continue over the medium term despite a more than 30% over the last six months, as the stock remains supported by strong earnings growth, improving capital efficiency, and declining leverage, according to brokerage firm PL Capital. Adani Powe

The benchmark Hang Seng Index fell 1.7% to 24,343.19, its lowest level in two months. The Hang Seng China Enterprises Index, which tracks mainland Chinese companies listed in Hong Kong, declined about 2%. Technology stocks were among the biggest losers. The Hang Seng Tech Index f

OFSS shares tumbled more than 5% to trade at Rs 10,332 apiece on NSE, marking the lowest level seen by the stock in more than nine weeks since July 23. It is currently the top loser on the Nifty IT index, which itself is down around 1%. Oracle's force majeure notice was issued fo

The Centre is considering an anchor investment of ₹15,000 Cr to ₹20,000 Cr in a proposed fund aimed at supporting frontier AI companies and expanding the country’s compute infrastructure. The proposed National Frontier AI & Compute Fund (NFAICF) could provide long-term risk capit

The prime minister of the Democratic Republic of Congo rejected framing the country’s relations with Washington as solely based around minerals, and offered a frank account of the cause of early Ebola cases remaining undetected. The relationship is a broad economic partnership sp

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Nebius Group shares jumped sharply on September 24, even as broader US equities came under pressure. The stock gained 5.7%, while another intraday move saw shares rise around 8%, highlighting strong investor interest in the AI infrastructure company. (Sources: GuruFocus, Traders

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Despite the downturn, ESDS Software Solution has rallied around 330% from its IPO price of Rs 429. The stock closed at Rs 1,853.15 on Thursday, taking the company's market capitalisation to around Rs 21,700 crore. The company reported a 7.3% year-on-year increase in operating rev

The order, valued at approximately $412.5 million (around Rs 4,000 crore), is the largest in the company’s history in terms of volume, length and value. The pipes will be manufactured at Welspun’s newly upgraded HFIW mill in Little Rock, USA, which has enhanced production capabil

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Listen to this article in summarized format Sensex rose 315 points to end Friday’s session at 73,896 while Nifty 50 gained 77 points to close at 23,140.50. Broader markets remained mixed, with Nifty Midcap 100 in red and Nifty Smallcap 100 in green. Axis Bank shares jumped around

Education services company K12 Techno Services, which operates the Orchids International school chain, has granted over Rs 190 crore (around $20 million) worth of fresh employee stock options to its employees under its ESOP Scheme 2026. The board at K12 Techno Services has passed

AI - Google's TPUs to catch some rays in orbit next weekPart of Project Suncatcher, the proof of concept aims to see how well lightly modified compute fares in orbit - Meta

Ola Electric shares fell to Rs 38.75 apiece on NSE on Friday despite the overall positive market sentiment. This sharply brought down the EV scooter-maker’s market capitalisation to nearly Rs 18,000 crore. The Bhavish Aggarwal-led company recently announced that it will consider

Listen to this article in summarized format Tata Sons said its board had approved the reappointment of N Chandrasekaran by a majority, adding that the special procedure under its Articles of Association (AoA) cited by Noel Tata did not apply to an incumbent chairman. In a Septemb

OpenAI CEO Sam Altman and Anthropic CEO Dario Amodei addressed the United Nations Security Council on Wednesday and called for international coordination to address the potential risks posed by artificial intelligence. "In our history, there have been times where countries who co

AceVector, the parent company of Snapdeal, Unicommerce and Stellaro Brands, has raised Rs 189 crore from anchor investors ahead of its initial public offering (IPO). The company allotted 5.91 crore shares to 14 anchor investors at Rs 32 per share, the upper end of its IPO price b

An OpenAI model hacked into an Australian government website, the country’s prime minister Anthony Albanese said Wednesday, in the first publicly reported case of an AI model hacking into a government’s systems. Albanese said that there would “obviously be legal consequences” fol