TECH INDUSTRY DIVIDE
Stock Picks of the Week: 5 stocks with consistent score improvement and upside potential of up to 35% in 1 year, according to analysts
The market weathered a whole bad patch with almost no FPI money coming in. But it cuts the other way too. When so little has been flowing in, even a small amount of FPI buying can move the market more than it normally would. That said, the mood has turned from bearish to cautiously optimistic, thanks largely to dropping oil prices. None of that changes your basic job as an investor: Study companies, look at earnings, and keep quality front and centre.
Nasdaq set to confirm correction as AI stocks tumble
The shock selloff comes a day after the Democrats' election victory including in some key data-center states drove concerns about a slowdown in the AI data-center buildout, optimism about which had pushed stock markets to record highs earlier this year.
US stocks today: US stocks rally after Democrats' midterm sweep as AI infrastructure stocks slide
US stocks rallied after Democrats secured control of both chambers of Congress in the midterm elections, easing concerns over major policy shifts. The Dow, S&P 500 and Nasdaq advanced, while data centre stocks declined amid AI regulation concerns. AMD gained on its upbeat 2027 growth forecast, while clean energy stocks surged.
Democrats’ win rattles Trump trades from AI stocks to crypto
The recent Democratic majority in Congress triggered a downturn in global markets, most notably impacting technology stocks. Investors are now wary about President Trump’s policies and their implications for AI investments. Conversely, solar stocks saw an uptick, signaling potential changes to clean energy regulations. Additionally, Treasury yields dropped as heightened oversight dampens fiscal stimulus hopes, while cryptocurrencies also fell amid uncertainty surrounding upcoming industry regulations.
US Midterms 2026: Cost of living and government corruption are top issues, AP Voter Poll says
Voters are participating in Election Day to influence control of the U.S. House and Senate. Many electorate members express dissatisfaction with the current economic situation attributed to Trump's policies. Polls indicate a significant desire for checks and balances on the presidency from Congress. Various gubernatorial candidates, along with major ballot measures, also shape the election landscape. Early voting statistics show heightened engagement compared to previous elections and reflect voter concerns.
US Treasury yields climb as strong jobs data, midterm polls weigh; 10-year yield eyes 5% again
US Treasury yields climbed as stronger than expected September jobs data pointed to a resilient labour market, while investors awaited the midterm election results. Falling oil prices briefly eased pressure on bonds, but the move reversed as economic data reinforced growth expectations and uncertainty over future US fiscal policy kept investors cautious.
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American companies brace for a pivot as US midterm elections get underway
US midterms: Corporate America is anticipating a potential shifts in Washington's power dynamics. Analysts predict that a strong Democratic showing could benefit sectors such as clean energy, housing and healthcare. Conversely, AI and defence stocks may face increased scrutiny from lawmakers.
5 stocks with consistent score improvement and upside potential of up to 34% in 1 year, according to analysts
The recent uptick in the indices should not fool you. The market’s troubles have not gone away. So, be cautious, but don’t treat the whole market as one block. Some parts are worse off, some are holding up better, and some are simply carrying on as before. A falling market tends to paint them all with the same brush.
QClairvoyance's quantum chemistry bet: Transitioning from research to pharma partnerships
QClairvoyance Quantum Labs has performed chemically precise simulations of eight small molecules on an actual quantum computer, marking progress towards drug discovery applications.
Elon Musk's public backing for SpaceX-Tesla tie-up sparks fears of shareholder scrutiny
Elon Musk's endorsement of a potential $3.5 trillion SpaceX and Tesla merger has sparked shareholder concerns. Insiders worry his comments may invite scrutiny, delaying the merger process. Musk cannot be involved in discussions due to potential conflicts of interest, indicating the influence of his prior dealings. Advisors are striving to ensure independent board oversight amid heightened investor scrutiny.
Hindustan Zinc Q2 Results: Net profit skyrockets 142% YoY to Rs 6,412 crore, revenue soars 77%
Hindustan Zinc reported a 142% year-on-year rise in Q2 FY27 net profit to Rs 6,412 crore, while revenue surged 76.5% to Rs 15,093 crore. EBITDA doubled to Rs 9,285 crore, with margins expanding to 62% on higher prices and production.
Fired security researchers accuse OpenAI of 'chilling' safety efforts
Three former OpenAI security researchers on Thursday accused the ChatGPT-maker of firing them for warning about the dangers of artificial intelligence, reigniting the debate over safety at a company whose software has been involved in security breaches. If OpenAI's researchers can no longer sound the alarm or work with outside parties, "we are all at greater risk that something truly catastrophic will happen," the researchers' letter warns.
IVCA joins Headstart as co-host of Bharat Pitchathon 2026; launches national DeepTech founder intelligence initiative
IVCA has announced a collaboration with Headstart Network Foundation to enhance India's DeepTech entrepreneurship ecosystem. This partnership includes hosting Bharat Pitchathon 2026 and launching the IVCA Bharat DeepTech Startups: National Pulse initiative. The National Pulse aims to gather insights from founders across various regions, capturing their experiences and challenges.
Why did market crash today? Nifty hits fresh 52-week low, Sensex tanks over 1,000 pts. 7 triggers behind Rs 10 lakh cr bloodbath
Sensex Nifty Down: On Thursday, there was a notable decline in the Indian stock market, marked by a drop of over 1.5% in both Sensex and Nifty. This downturn was attributed to the RBI's tightening policies and ongoing selling by foreign institutional investors.
US, China, EU: three paths to regulating AI
The United States, China and the European Union are taking different paths to govern artificial intelligence, as calls grow worldwide to rein in its most powerful systems. The same day, Trump ordered federal agencies to replace the term "artificial intelligence" with "super intelligence" in official communications.
Defence stocks: Time to change strategy in a bearish market? An ecosystem with down and upside potential of -39% to plus 37%
The current fall is both at the level of the indices and the broader market. And when the selling is this broad, almost every sector is affected. But they do not all feel it equally, and it is worth knowing why every sector behaves differently at different points of time. Stock Reports Plus, powered by Refinitiv, is a comprehensive report that evaluates five key components of 4,000+ listed stocks – earnings, fundamentals, relative valuation, risk, and price momentum – to generate standardised scores. The simple average of the above-mentioned five component ratings is normally distributed to reach an average score.
Fight AI with AI, Thales CEO tells cybersecurity gathering
Caine was presenting new cybersecurity tools including software protection against AI-powered attacks or a partnership with Google Cloud to help companies work safely with AI.
AI researchers warn companies rushing self-improving systems despite safety risks
In video testimonials collected by AI safety nonprofit Palisade Research and shared exclusively with Reuters, employees said their concerns about existential risk were sincere, not marketing. They also said AI labs celebrated employees building new models more than those who urge caution.
Market veterans favour value plays over crowded, expensive themes
Market experts project cautious optimism for Indian equities as valuations become less demanding and earnings growth aligns. Large-cap stocks appear more favorable compared to mid- and small-caps, which require prudence. Preferred sectors include financials, manufacturing, and consumer discretionary, while technology remains divisive. Investors are advised to avoid slow-growth sectors and overpriced mid-caps. Overall, low-teens returns are anticipated amid various global risks and economic conditions.
Trump's AI lunch: Zuckerberg, Pichai, Musk and Huang head to the White House
President Donald Trump and House Speaker Mike Johnson plan to meet with AI executives at the White House. The discussion will focus on balancing innovation with the need for oversight amid growing public concern. Lawmakers face pressure to introduce regulations to govern the rapidly evolving AI sector. Companies are concerned about their operational practices being scrutinized by proposed legislation.
Anthropic, OpenAI sound AI doomsday warning, Nvidia may have an answer. Here's explainer
AI safety debate has divided the industry, with the heads of Anthropic and OpenAI championing a coordinated slowdown of Artificial Intelligence development to let safety efforts catch up. However, Nvidia may have a plan.
The king and AI: UK monarch Charles meets artificial intelligence leaders as safety concerns swirl
The gathering in Scotland was convened to discuss how AI can benefit society, and comes at a pivotal moment for the technology as debate swirls around whether rapid advances will soon put it beyond the ability of humans to rein it in.
Decoding MDR’s impact; EV bikes’ policy change sparks debate
Happy Thursday! The return of MDR is set to change UPI's market share game. This and more in today's ETtech Morning Dispatch.
China's Huawei forecasts billions of agents will dominate AI traffic by 2035
China's Huawei expects autonomous agents to account for more than 90% of global AI token traffic by 2035, requiring huge increases in computing power alongside new systems to keep independent software secure and controllable.
AI’s trillion-dollar question: What happens if the boom slows?
AI leaders urge a slowdown in advanced model development for safety measures. This call has caused significant market reactions and stock price drops. Infrastructure suppliers faced pressure while software firms saw a temporary reprieve. Investors are reassessing AI growth assumptions and company valuations. The future of AI spending hinges on strategic importance and government involvement.
Gates Foundation warns AI could widen inequality as foundation pledges $1B to expand access
And despite the United States' international aid cuts, Gates Foundation CEO Mark Suzman said he would continue pressing Congress and President Donald Trump's administration to lead the way on foreign assistance.
Tech CEOs call for AI regulation. Trump and Congress are not rushing to act
President Donald Trump is leading the opposition to recent calls by tech leaders seeking greater government oversight, including Anthropic's Dario Amodei, OpenAI's Sam Altman and xAI's Elon Musk.
India urges BRICS to link payment systems, encourage local currency trade
Commerce and Industry Minister Piyush Goyal urged BRICS countries to link payment systems, expand local-currency trade, open markets and simplify regulations to strengthen intra-bloc commerce. At the BRICS Business Forum, he highlighted UPI’s scale and called for cooperation in digital trade, critical minerals, supply chains, services and emerging technologies.
BRICS Business Forum 2026: Piyush Goyal urges nations to open markets, cut trade barriers and link payment systems
Commerce Minister Piyush Goyal urged BRICS nations to open markets and cut non-tariff barriers. He called for linking payment systems to foster deeper economic integration among members. Goyal emphasized building resilient supply chains with trade flowing in both directions. He highlighted non-tariff measures as significant impediments to export growth and well-being. India seeks to leverage its BRICS chairship for enhanced trade and economic cooperation.
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