TopicAI● ±0% net tone today
80 stories today · 905 since 23 SeptNifty 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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- AI-driven revenue deflation and weak tech spending are reshaping India’s IT sector
- Some mid-cap firms are better placed than larger peers to navigate the shift
- Weak tech spending pressures Indian IT services; better-positioned mid-caps may prove more resilient

- 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
- Software stocks bounced back from their AI-driven sell-off
- Chip stocks cooled after a massive first-half run
That’s everything for today