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Today59 stories · 102 articles
Net tone● +7% today
Market checkAI Catalysts +0.42%
Developing6 storylines
AI in three lines
- 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
123 Sept
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● mixedETMarkets NRI Talk | AI’s 30x sales premium: Apurva Sheth on OpenAI, Anthropic and the valuation debateOpenAI and Anthropic reportedly command valuations of roughly 30–38 times sales, versus around 3.7 times for the comparisonOpenAIAnthropicMarket valuations
● mixedMeta Muse AI reportedly shared user’s address and finalised Facebook Marketplace deal, leading to late-night visitMeta
Broker call▲ bullishDharmesh Kant bets on banks, mining and AI themes; cautious on FMCGDharmesh Kant highlighted value in Coal India and favoured banks, mining and AI themesCoal IndiaBanksMining
Funding and debt● mixedAI hyperscalers are transforming debtAI hyperscalers’ capital needs are prompting companies and countries to rethink borrowingData centresCredit growthStartup funding
Expansion● mixedTakeMe2Space plans orbital data centre launch on Falcon 9 in 2028The Hyderabad-based company plans two 100-kg satellites with Nvidia Thor GPUs and 100 TB storageData centresNvidiaSpaceX
Market move● mixedGlobal Funds End Underweight Position on China After Four YearsGlobal fund managers are ending a four-year underweight stance on Chinese stocksChinaMarket valuationsGlobal markets
● mixedAI adoption set to accelerate, but data centres may not deliver comparable job gains: WEFData centresIT hiringJobs and layoffs
● mixedDid Anthropic's AI really make a scientific discovery on its own?A University of Copenhagen expert said his team had shared its research with Anthropic’s Claude; a new finding matched itAnthropicAI labs
● mixedTrump confirms meeting with Anthropic CEO, repeats dismissal of AI fearsTrump confirmed a meeting with Anthropic’s CEO and repeated his dismissal of AI fearsDonald TrumpAnthropicAI labs
● mixeda16z’s Raghu Raghuram on India’s AI potential; insurance cos navigate new proposala16z’s Raghu Raghuram said India can build frontier AI companies using its talentBrahma AISarvam AIInsurance
● mixedOpenAI, Anthropic warn powerful AI could pose serious risks. But who gets to set the safety rules?OpenAIAnthropicAI labs
▼ bearishMounting govt debt and AI capex: what higher interest rates mean for IndiaGlobal sovereign debt and AI-related corporate borrowing are pushing interest rates higherGlobal marketsRepo rateMarket valuations
Expansion▲ bullishIndia's AI enablers surge as data centre buildout gathers paceIndia’s AI-linked infrastructure stocks surged despite a weak equity marketData centresPower sectorInfrastructure
● mixedAnthropic and OpenAI warn about AI safety and seek a role in shaping controlsAnthropic and OpenAI warned that advanced AI systems could endanger humanityAnthropicOpenAIAI labs
Policy● mixedFinance Ministry seeks banks' inputs on AI tools for loan collection, assesses adoptionThe Finance Ministry has sought banks' feedback on AI-driven loan collection toolsFinance MinistryBanksDigital lending