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Apple to flag AI requests for Mac data after complaints over Meta’s Muse
- Apps will need more explicit user action before receiving Full Disk Access
- AI agents that act without human supervision have been surging in popularity
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● +9% 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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323 Oct
Greed and Fear Report: Chris Wood-led Jefferies sees IT earnings soaring 65% on AI boom but flags this as a key risk
- Jefferies sees IT earnings soaring 65% on an AI boom, while flagging rising bond yields as a risk
- AI-led growth could lift Indian IT earnings, while higher bond yields pose a valuation risk
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Indian stocks face a cyclical correction, not a deeper earnings reset: Mahindra Manulife MF CIO
- The CIO characterises the market decline as a cyclical correction, not a deeper earnings reset
- Near-term uncertainties include energy price volatility, geopolitical tensions and AI-led impacts
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AI threat to financial advisors? It may make money advice cheaper, but what about jobs — EY report answers
- AI could make financial advice cheaper and expand access to diverse investors across India
- The report raises questions about the impact on financial-advisor jobs
- Cheaper advice could widen access for Indian investors; financial-advisor firms face potential job disruption
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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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White-collar hiring shifts towards specialised AI skills, experienced professionals in September: Report
- White-collar hiring is becoming more selective
- Demand is rising for specialised AI skills and experienced professionals
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A Hindu Monk, An AI Lab And Claude: Why Anthropic Turned To Indian Philosophy For Ethics
- Anthropic flew Swami Sarvapriyananda to its San Francisco headquarters
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
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America’s data center fight is a preview of what's to come for the rest of the world
- Communities across Europe and Asia are pushing back over rising costs from the AI infrastructure boom
- Data-centre and power companies face scrutiny as AI infrastructure costs rise
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Nvidia wants AI chips to become fungible asset, but Wall Street isn’t convinced yet | Here's why
- Nvidia wants its AI chips to become durable assets for long-term financing
- Wall Street remains cautious about their value over time
AI earnings shield US stocks, but bond risks rise: Jefferies' Wood
- US equities have remained strong, supported by earnings growth from the AI capital expenditure cycle
- Rising bond yields and geopolitical risks are increasing risks
Trump expected to name intelligence chief Jay Clayton as AI czar
- The administration is weighing AI regulation and competition with China
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
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
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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
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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
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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
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
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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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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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
OpenAI fires three researchers over alleged mishandling of sensitive information
- OpenAI said three staffers were fired for mishandling sensitive information
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The coming futures market in AI compute
- CME Group plans a new commodity to hedge fluctuations in chip rental prices
- The contracts would let users hedge the price of renting chips
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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
Skin In The Game: Why Banks Are Taking Stakes In AI Labs
- US-based financial-services AI startup Rogo raised $30 Mn this month
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The Hook: AI Search Is Changing Digital Marketing. How Can Brands Get Recommended?
- AI recommendations are shifting product discovery away from traditional search rankings
- Brands are focusing on relevance and credibility
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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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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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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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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
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Possible next crypto czar, Jay Clayton, began crypto's regulation-by-enforcement at SEC
- Jay Clayton may be tapped to oversee the Trump administration’s AI work
- As former SEC chairman, Clayton has a history of crypto regulation by enforcement
- His regulatory record may inform global crypto rules watched by Indian exchanges
Anthropic warns government views of its AI could affect business ahead of IPO
- Anthropic warned government attitudes toward its AI could hurt customer relationships and its business ahead of an IPO
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Why Western Digital and Seagate are seeing big stock drops today
- Investors fear Toshiba will increase production of an AI storage product, weakening pricing power for Western Digital and Seagate
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If Claude Can Do The Technical Work, What Should Scientists Learn?
- Harvard physicist Matthew Schwartz says AI can accelerate scientific research
- Human expertise remains crucial for choosing meaningful scientific questions