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September 12, 2026

Morning Brief — 12 Sep 2026

NIFTY -1.66% on the week · Nvidia Mulls $10 Billion Anthropic IPO Backing, Reuters Says

NIFTY -1.66% on the week ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Morning Brief
Saturday edition · the week
 
Saturday, 12 September 2026
The week in markets · What was worth reading · Three lines worth keeping
The week
 
4 Sep 2026 – 10 Sep 2026
NIFTY 50
23,477.80 -1.66%
Five sessions
 
 
 
Fri
+0.10%
 
 
 
Mon
-0.50%
 
 
 
Tue
-0.61%
 
 
 
Wed
-0.86%
 
 
 
Thu
+0.20%
Flows
FII -3,976 Cr; DII +13,381 Cr
Overnight
S&P 500 (SPY) -2.36%; Nasdaq 100 (QQQ) -1.07%
Macro
Crude (USO) +11.36%; BTC -3.87%
Where the money went
Metal +0.96%
Healthcare -0.21%
Pharma -0.38%
Auto -1.06%
Oil & Gas -1.20%
Financials -1.55%
Consumer -1.60%
Media -1.66%
FMCG -1.67%
PSU Bank -1.76%
Realty -4.82%
IT -6.31%
Crypto
 
BTC
$77,306
+0.68%
ETH
$2,514
+2.78%
Worth your Saturday
 
Technology
Nvidia Mulls $10 Billion Anthropic IPO Backing, Reuters Says
Nvidia is considering investing up to $10 billion in Anthropic's IPO, which could become the largest IPO ever.
Startups · 2 min
Mecka AI nears $500M valuation in Sequoia-led deal amid rush for robot training data
Mecka AI, which collects human motion data for robot training, is raising a new round from Sequoia at about $500 million valuation, three months after a $60 million raise.
Logistics · 2 min
CBP: Shippers could lose import privileges if customs info is wrong
Starting Sept. 18, CBP will revoke import privileges for shippers with inaccurate customs information on file.
Markets · 2 min
US stocks today: US stocks end higher as strong inflation data cements rate-hike bets
S&P 500 gained 0.85% and Nasdaq rose 0.94% as inflation data increased Fed rate-hike probability to nearly 90% for next week.
Startups · 4 min
Khosla Ventures is opening a New York office this fall — its first outpost outside Sand Hill Road
Khosla Ventures is opening its first office outside California this fall on New York's 14th Street, featuring an executive briefing center.
Also from the week
 
Technology
Oracle Boosts Layoffs Plan by $700 Million
Oracle increased planned job cuts by $700 million as it manages costs tied to AI data center development.
Three lines to think about
 
Practice
Consistency compounds where intensity merely spikes.
Leverage
Enter knowing what you will not agree to. Everything else is negotiable.
Signal
Read the disclosure. Position explains tone more often than analysis does.
Download the PDF
Market data: NSE India, Twelve Data, Yahoo Finance and CoinGecko. Headlines from public RSS feeds; titles link to their original sources. Story blurbs are drafted by Claude from the linked articles — all figures above come from the data sources, not the model. Personal research note; not investment advice.
Udit Kakar · Morning Brief · Research, not investment advice
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