Monday, 28 September 2026Updated 5m ago

Indian business & markets · every report, clustered into stories and tested for tone

Stocks

AI · 2 storiesClear filters

Developing 11 Picking up 8 Price moves 1 Following

Busiest stocks tags today

Market valuations26 Autos14 Pharma and healthcare13 Nifty and Sensex13 Banks12 FMCG and consumption9 SAIL7 Tata Group7 PB Fintech7 Stock exchanges7 Private banks7 Cars and SUVs6 Metals and mining6 TCS6 Every tag in Market pulse →

Topic

AI● +5% net tone today

58 stories today · 320 since 23 SeptNifty AI Catalysts +0.42% vs Nifty +0.34% on Fri, 25 Sept

Finance Ministry seeks banks’ input on AI tools for loan collection and assesses adoption
Anthropic CEO Dario Amodei will dine at the White House with President Donald Trump
Meta shares rose 36% in September as investors warmed to its $140 billion AI bet

Often with, this weekAI labs66 OpenAI54 Data centres40 AI chips33 Anthropic32

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Stories per day

123 Sept

4924 Sept

12925 Sept

7526 Sept

4527 Sept

2128 Sept

Expansion▲Developing · 4

India's AI enablers surge as data centre buildout gathers pace

India’s AI-linked infrastructure stocks surged despite a weak equity market
Goldman Sachs identified 42 enablers across power and data centres
The buildout puts Indian power and data-centre companies in focus

Data centres Power sector AI Infrastructure Goldman Sachs1 source · 5h

Dharmesh Kant bets on banks, mining and AI themes; cautious on FMCG

Dharmesh Kant highlighted value in Coal India and favoured banks, mining and AI themes
He was cautious on FMCG and discussed automobiles and consumption
Coal India and bank stocks are exposed to Kant’s stated preferences; FMCG faces his caution

Coal India Banks Mining AI FMCG and consumption+11 source · 1h

That’s everything for today