AI IN PHARMACEUTICALS
These large-, mid- and small-cap stocks have upside potential of more than 20% in 1 year, according to analysts
The probability of a sharp, damaging downturn now appears low, and the broad direction favours the market. So, the stance should be the same as in these past few weeks: Shedding fear, but cautiously optimistic. Focus on the business under the stock you are interested in, and keep one eye on what is happening globally.
AI-led hiring slowdown is temporary; jobs demand to surge in 3-5 years: Infosys cofounder Gopalakrishnan
His comments come as widespread layoffs occur across large tech companies including Qualcomm, Oracle, Microsoft and Amazon, triggering fears of large-scale job losses also in software services, which has been India’s largest employment-creating sector over the past two decades.
From medical imaging to AI drug discovery: The 18-year Nvidia career of Kimberly Powell, now in the spotlight after Jensen Huang relationship report
Kimberly Powell joined Nvidia in 2008 to promote its chips for medical imaging. She became vice president of healthcare in 2017 and now oversees technology for medical imaging, life sciences and drug discovery. A New York Times report alleging an intimate relationship with CEO Jensen Huang has shifted attention to her long career and their workplace relationship.
Sundar Pichai tops HSBC Hurun Global Indians List as Alphabet overtakes Microsoft
Sundar Pichai, the CEO of Alphabet, heads the HSBC Hurun Global Indians List 2026, marking a staggering company valuation of $4.2 trillion. Featuring 236 leaders of Indian descent, the collective value of these companies reaches an impressive $15 trillion. Noteworthy is the growth in artificial intelligence, boasting 18 companies valued at $227 billion.
Sensex erases all Middle East war losses but is it too soon to forget the Hormuz factor?
Sensex and Nifty have recovered all their losses since the Middle East war began, driven by record FII buying, easing crude prices and strong Q2 earnings. But with the Strait of Hormuz remaining a key risk to global oil supplies, can Dalal Street sustain its recovery or is another setback looming?
Dario Amodei says AI could make cancer, Alzheimer’s ‘relics of the past’ in less than a decade as Anthropic expands AI-driven drug discovery push
Anthropic is collaborating with several pharmaceutical companies to utilize AI in drug development processes. These partnerships aim to improve the efficiency of drug discovery, addressing complex challenges in medical research. Notable projects include redesigning therapeutic molecules and accelerating antibody designs for various diseases. Anthropic has also initiated its own research on rare childhood muscular dystrophies, targeting potential clinical trials by late 2028.
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ET AI Business Transformation Masterclass heads to IIM Bangalore to decode enterprise AI adoption
The AI Business Transformation Masterclass & Awards 2026 at IIM Bangalore will feature leaders from IndusInd Bank, PhonePe, PepsiCo, Shadowfax, Myntra, Shopify, NVIDIA and other organisations. Sessions will cover agentic AI, voice technology, supply chains, contextual commerce and physical AI, followed by the ET Most Innovative AI Product Awards 2026.
Why did market rise today? Sensex jumps 773 pts, Nifty ends above 25,250 as rally continues. 4 factors behind Rs 4 lakh cr gains
Sensex and Nifty saw significant gains on Wednesday, buoyed by aggressive Foreign Institutional Investor purchases. Better-than-expected Q2 earnings from various sectors contributed to the optimistic market sentiment. The Indian rupee also rose against the US dollar, improving further economic conditions. Easing oil prices added a positive macroeconomic outlook for India. Overall, the market showcased strong resilience amid fluctuating global scenarios.
Bigger cheques, fewer winners in India’s AI boom
Indian AI startups raised $1.6 billion in funding during the first nine months of 2026. While AI infrastructure attracted significant investments, application startups faced declining funding and challenges in securing customers. Large transactions constituted most of the total funding, highlighting a disparity in investment distribution.
Drugmakers tap China AI app boom to reach doctors as crackdown upends marketing
As scrutiny intensifies, Chinese pharmaceutical companies are shifting gears toward digital marketing initiatives. Traditional face-to-face communications are waning, prompting the industry to embrace AI-fueled applications for connecting with healthcare providers. These tools facilitate compliant relationships, sparking partnerships among health-tech firms to disseminate clinical information through digital channels. This marks a pivotal change in marketing dynamics within the pharmaceutical landscape.
Diwali dhamaka isn’t over! How a Rs 38 lakh crore bull run sent Sensex up 8,000 points and Nifty up 10% in 8 days
India’s Diwali rally has added nearly Rs 38 lakh crore to BSE-listed companies’ market value in just eight trading sessions, with the Sensex surging nearly 8,000 points and the Nifty gaining 10% to cross 25,400. The rally has been driven by aggressive FII buying of Rs 53,170 crore this month, stronger global sentiment as the AI trade cools, and robust Q2 earnings
How Nvidia CEO Jensen Huang's extramarital affair could cause collateral damage in Washington
The affair between Nvidia CEO Jensen Huang and a Chinese businesswoman suspected of spying for Beijing has triggered investigations in the US, raising concerns over national security and the security of sensitive AI technology. The controversy has drawn scrutiny from Congress, the Justice Department and Nvidia's board, with President Donald Trump also weighing in.
Quantum could solve AI energy drain, says tech founder
Quantum computers could curb the vast energy demands of artificial intelligence data centres with their ability to run complex calculations, one of the tech's pioneers told AFP. Australian startup Diraq is conducting the first field test worldwide putting a small quantum computer based on a silicon chip in a commercial data centre in Sydney. Diraq's computer installed in Equinix's Sydney data centre has eight quantum bits, or qubits, on a silicon chip.
Ode to a compassionate algorithm: Philanthropists are backing AI for public good
From Flipkart’s Binny Bansal to Chrys Capital’s Ashish Dhawan and Karishma Sanghvi of Sun Pharma, a growing number of entrepreneurs are writing cheques for AI that can diagnose diseases, empower teachers, modernise courts and strengthen public services, betting that the technology can create social returns as significant as commercial ones.
South Korean shares rebound as chipmakers recover from AI-driven selloff
South Korean shares rebounded on Monday as benchmark index KOSPI rose over 1.5%. Chip giants Samsung Electronics and SK Hynix led the recovery following Wall Street gains and government assurances over Nvidia GPU supply continuity, despite remaining net selling pressure from foreign investors.
Muhurat Trading 2026: Which stocks to buy during special session today? Analysts list top technical picks
Investors are preparing for the Muhurat Trading session today, which marks the beginning of Samvat 2083. Stock exchanges BSE and NSE will hold the session for an hour starting at 2.20 pm. Analysts from HDFC Securities and Axis Securities have identified several stocks as top picks for this trading period. Stocks like HCL Technologies and IIFL Finance have been highlighted for their potential upside.
Pharma industry steps up API investments to cut import dependence, move up value chain
India's pharmaceutical sector is shifting towards high-value medicines and reducing reliance on imports through local manufacturing. Investments in active pharmaceutical ingredients and advanced therapies are on the rise to meet new healthcare demands. Industry leaders highlight the significance of supply-chain resilience and advancements in manufacturing capabilities. Recent data indicates strong domestic market growth and increasing pharmaceutical exports.
ETtech Deals Digest: Eloelo leads as weekly funding rises to $142 million, down 35% on-year
Eloelo led deal activity with $80 million, followed by Peppermint Robotics at $10.6 million, altM at $10.3 million, Two Point O Capital at $10 million, and PowerUp Money at $10 million. Crane Venture Partners was among the most active investors, backing Peppermint Robotics and Armatrix. Omnivore invested in altM and Two Point O Capital, while Flourish Ventures backed PowerUp Money.
These large-, mid- and small-cap stocks have upside potential of up to 31% in 1 year, according to analysts
In the last two years, the world has learnt that you can never quite predict what US President Trump will do next. Tomorrow, to pull attention one way or another, there could well be some more action against Iran, changing the mood again in a single afternoon. So, the improvement in sentiment is real, but it is also fragile.
AI selloff drags Nikkei lower despite broad-based market gains
Japan's Nikkei 225 fell 0.5% on Thursday as losses in AI and semiconductor stocks offset gains across the broader market. Concerns over a potential slowdown in data centre investments weighed on chipmakers, even as falling crude oil prices lifted the Topix 1.3%, with real estate, retail and pharmaceutical stocks leading gains.
Explained: 5 reasons why Trump’s midterm election setback matters for Indian markets and economy
Donald Trump’s midterm election setback has triggered a global market rally, with Indian equities gaining sharply. Lower crude oil prices, a weaker dollar, potential FII inflows, reduced tariff risks and changing US interest rate expectations could reshape India's economic outlook. Here are five key ways the political shift could impact markets.
OpenAI to acquire developer tools firm Pierre to expand Codex capabilities
OpenAI will acquire Pierre Computer Company, the developer of open-source coding tools, to expand its Codex platform's capabilities in building, understanding and reviewing software, as it looks to strengthen the role of AI agents across the software development process.
AI turns cyber threat into boardroom crisis
In India, State Bank of India disclosed that 375,000 customer records had been leaked on the dark web, while vulnerabilities in eMudhra’s digital certificate keys exposed websites to potential attacks.
Stop the price scam in our hospitals
A recent investigation in Maharashtra has shed light on concerning price hikes for medical supplies charged to patients. Items such as IV infusion sets have seen astronomical price increases, exceeding 2,800% over wholesale prices. Regulatory agencies have recognized that they lack jurisdiction over the pricing of medical disposables, amplifying worries about the potential for patient exploitation.
Why is the US stock market split as Americans vote in the 2026 midterm elections today? Dow falls as S&P 500 and Nasdaq rise; Apple, Nvidia, and AMD in focus - gold and silver dip
US stock market today: US stocks opened mixed on Tuesday as Americans voted in the midterm elections. Investors are also waiting for AMD’s earnings report after the closing bell. By 9:43 a.m. ET, the Nasdaq and S&P 500 were up, and the Dow was down. The Dow Jones Industrial Average fell 338.36 points, or 0.65%, to 51,645.62. The S&P 500 rose 20.31 points, or 0.27%, to 7,561.71. The Nasdaq gained 189.93 points, or 0.75%, to 25,354.30.
European shares fall as tech stocks slide, Middle East tensions weigh
European shares declined as technology stocks led losses amid concerns over AI valuations and escalating US-Iran tensions. Rising oil prices added pressure, while stronger earnings expectations lifted healthcare stocks, with Bayer gaining 6% after raising its 2026 profit outlook.
Europe stocks slip on AI concerns, escalating Iran tensions
Asian tech benchmarks came under pressure earlier in the day as investors reassessed the sustainability of the AI-driven rally following disappointing results from major US hyperscalers in the previous week, raising concerns that the sector has become overvalued globally.
Quant Mutual Fund reduces exposure to frontline IT stocks as part of profit-booking exercise
Quant Mutual Fund has strategically reduced its exposure to IT stocks and boosted its investments in FMCG sectors. This shift is due to disappointing earnings from key tech companies, leading to a cautious approach towards manufacturing amid ongoing supply chain issues. Nevertheless, the fund expresses confidence in India's investment potential amidst global market instabilities and has also introduced three new index funds for passive investors.
Bayer raises 2026 profit outlook on strong pharmaceuticals performance
Bayer raised its 2026 profit outlook after its pharmaceuticals division delivered stronger-than-expected third-quarter sales. The German group also lowered its debt forecast, signalling improving growth momentum and a stronger financial position.
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