AI Is Squeezing Out the Rest of the Stock Market
- Stocks outside tech may struggle as AI narrows market gains
- Earnings may expand more slowly, while credit-risk concerns grow
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AI● +1% net tone today
Nifty AI Catalysts −0.41% vs Nifty −0.88% on Thu, 1 Oct- OpenAI alerted more than 100 organisations over unauthorised AI agent activity
- Anthropic may start marketing its IPO the week of 9 November, targeting a year-end debut
- Suno launched a tool to add music to spoken-word content
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Global equity funds attract $34.76 billion for a second straight week
- Global equity funds drew $34.76 billion in the week through September 30
- Inflows continued for a second straight week amid optimism around AI investment
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ETMarkets Smart Talk| ‘Desi to Videsi’: How GIFT City is changing the way Indians invest globally — Mustafa Pardiwala
- GIFT City offers Indian investors access to US stocks, ETFs and sectors such as AI
- Offers Indian investors another route to global diversification
ICICI Pru AMC’s S Naren on contrarian investing, AI risks and navigating a volatile market
- S Naren discusses oil, US rates and AI risks
- He says contrarian investing can extend beyond value stocks
- Views on small-cap valuations may inform Indian investors’ allocation to small and midcap stocks
US 10-year Treasury yield reaches 5.34%, highest since 2002
- The US 10-year Treasury yield hit 5.34%, its highest level since 2002
- Inflation, oil prices, government borrowing and AI investment are pushing borrowing costs higher
- Higher global yields can pressure Indian equities, especially rate-sensitive sectors and highly valued stocks
