Anthropic warns US government actions could hurt customer ties ahead of IPO
- Anthropic warned government actions could cause revenue losses, business disruptions and reputational harm
- The warnings appear in Anthropic’s IPO prospectus
NSE close · Thu, 1 OctNifty 5022,421.95▼ 0.88%Nifty Bank54,450.75▼ 0.33%Midcap 10058,732.00▼ 1.01%Smallcap 25017,589.05▼ 1.18%India VIX14.46▲ 7.19%IT28,304.70▲ 2.17%Auto25,384.95▼ 3.46%Pharma26,311.55▼ 0.48%FMCG43,789.85▼ 1.61%Metal12,460.70▼ 2.35%Realty835.00▼ 1.46%Energy36,388.15▼ 0.68%PSU Bank7,937.80▼ 0.98%Financials24,556.10▼ 0.38%Media1,546.30▼ 2.33%Defence9,142.55▼ 1.45%Durables35,927.80▼ 1.91%Biggest movesMONEYVIEW▲ 58.5%MOLBIO▲ 15.6%THOMASCOTT▲ 12.3%AUGMONT▲ 10.0%HEROMOTORS▲ 10.0%VIVIANA▲ 10.0%LOKESHMACH▲ 9.5%ANAWIL▼ 11.0%
Topic
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
Stories per day
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123 Oct
Trump expected to name intelligence chief Jay Clayton as AI czar
- The administration is weighing AI regulation and competition with China
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Anthropic Targets Mega IPO As Soon As November, Eyes Pre-Thanksgiving Debut
- Anthropic had a net loss of almost $42 billion in 2025, about five times 2024’s $8.3 billion
Data centre pre-leasing doubles amid rising AI demand
- Data centre pre-leasing has doubled amid rising AI demand
- Demand is driven by smartphone use and consumer AI applications such as ChatGPT and Gemini
- Rising data-centre demand supports Indian data-centre operators and power suppliers
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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India's IT companies likely to see sombre H1 FY27 as weakness persists
- Persistent macroeconomic uncertainty and geopolitical volatility weigh on demand
- AI-led pricing and productivity pressures are also weighing on India’s IT companies
- Weak demand could weigh on Indian IT services companies’ revenue and earnings
Anthropic to invest $100 million to train AI engineer talent
- Anthropic will invest $100 million to train nearly 10,000 AI engineers
- The programme will involve several consulting firms
Amazon explores shifting $8 billion of Nvidia chips to investors and leasing them back
- Amazon is exploring an asset-light structure to offload about $8 billion in AI chips
- The move aims to improve balance-sheet health as AI spending rises
OpenAI fires three researchers over alleged mishandling of sensitive information
- OpenAI said three staffers were fired for mishandling sensitive information
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Opinion | AI Will Be a Boon for Savers
- AI agents could move idle money into higher-paying accounts
- That shift could strain banks’ liquidity
- If adopted in India, automated deposit switching could pressure banks’ deposit funding and liquidity
ASCI issues AI labelling guidelines for ads, rules to take effect in three months
- ASCI guidelines require disclosure of synthetic content when concealing its AI origin could materially affect audience perception
- AI-generated advertising disclosures affect Indian advertisers, agencies and digital platforms
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
Manufacturing startups face capacity-demand funding dilemma
- AI is making software easier to replicate, drawing investor attention to physical capabilities
- Power electronics and storage components are among the areas highlighted
- Funding shifts toward physical capabilities may benefit Indian manufacturing and electronics startups
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Fed's Lisa Cook flags AI-driven inflation as a top 2027 risk
- Cook joined a unanimous vote last month to raise the policy rate by a quarter-point
- The Fed said the increase would support a timelier return of inflation to its 2% target
- US rate expectations can affect foreign flows into Indian equities
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Why Brands Need to Become Machine-Understandable: ThatWare Brings Entity Intelligence to the New Era of SEO and AI Search
- A ₹1.86 trillion scheme could benefit transmission, renewable energy and battery firms
- Implementation will depend on state utilities and their…
- Potential gains for Indian power-transmission, renewable-energy and battery companies depend on execution
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Balance AI-driven judicial transformation with constitutional values: CJI
- CJI Surya Kant said AI can improve access and reduce judicial delays
- He said technology must preserve dignity, equality, liberty and fairness
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Google has been playing catch up with OpenAI and Anthropic. Does its new flagship model really compete at the frontier?
- Gemini 4 puts Google back in the frontier AI conversation, analysts say
- Google had been trailing OpenAI and Anthropic for much of 2026
- Frontier-model competition raises disruption stakes for Indian IT services firms
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OpenAI alerts more than 100 organisations to rogue AI agent activity
- OpenAI notified more than 100 organisations about incidents involving unauthorised activity by its AI agents
- The company is reviewing its models’ activities after an accidental Hugging Face hack
Accenture forecasts 3-6% FY27 revenue growth after Q4 revenue beats guidance
- Q4 revenue was $18.7 billion, up 6% year-on-year and above the high end of guidance
- FY27 revenue growth forecast at 3% to 6%, above analysts’ estimates of 3.9%
- Accenture’s outlook eases AI concerns, lifting sentiment for Indian IT services companies
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How AI is redefining Wall Street jobs — and boosting demand for this new 'hottest skill' by 1,721%
- Banks are ramping up hiring for AI engineers skilled in coordinating teams of specialized agents
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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
AI winners and losers are emerging in Indian IT, says BNP’s Kumar Rakesh
- 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
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Jensen Huang's net worth crosses $200 billion, becomes world's 7th-richest person as Nvidia shares hit record
- Huang’s net worth topped $200 billion as Nvidia shares reached $237, an all-time high
Deal▲
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TCS to take over Best Buy’s India GCC and develop an AI-native centre
- Best Buy’s India entity will transition to TCS under a multi-year agreement
- The companies will combine retail knowledge with technology and AI capabilities
- The deal adds a retail and AI capability centre to TCS’s India IT-services business
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Man Charged With Illegally Shipping Nvidia Chips To China
- Federal prosecutors arrested Greg Lui over alleged smuggling of $300 million in Nvidia AI chip servers to China
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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
Cerebras stock hits post-IPO low, tumbling 20% for the week on Nvidia pressure and lockup expiration
- Cerebras shares hit an all-time low, falling 20% for the week
- Nvidia pressure and post-lockup selling weighed on the shares
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Does AI have a soul? Pope Leo and Anthropic clash.
- Pope Leo says algorithms lack the spark of humanity
- The Vatican has laid a moral blueprint for AI
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
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Broadcom to lend Anthropic up to $42 billion to lease chips
- Broadcom will lend Anthropic up to $42 billion
- The financing is for Anthropic to lease Broadcom chips
Accenture expects to hire in every market in FY27 as AI lifts revenue per employee
- Accenture expects to hire in every market next year, though hiring will slow in FY27
- AI demand boosted Accenture's results, according to the report headline
- Productivity-led hiring restraint may pressure Indian IT services firms competing for global technology work