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September 25, 2026

Morning Brief — 25 Sep 2026

Indian shares fell 1.64% as foreign investors sold ₹5,027 crore. · Top story: Oil Price Today (September 25): Crude oil slips to $105 as truce hopes clash with Middle East attacks. What’s next?

Indian shares fell 1.64% as foreign investors sold ₹5,027 crore. ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌
Morning Brief
Weekday edition
 
Friday, 25 September 2026
Markets · Logistics · Technology · Startups · One line worth keeping
Indian shares fell 1.64% as foreign investors sold ₹5,027 crore. US stocks fell overnight. Top story: Oil Price Today (September 25): Crude oil slips to $105 as truce hopes clash with Middle East attacks. What’s next?
Before the open
 
01 India's NIFTY 50 fell 1.64%, closing at 23,063.10.
02 Foreign investors (FIIs) sold ₹5,027 crore of Indian shares; domestic institutions (DIIs) bought ₹4,301 crore.
03 In the US overnight, the S&P 500 fell 0.08% and the Nasdaq 100 fell 0.01%.
04 Elsewhere, crude oil rose 2.86% and Bitcoin rose 0.77%.
Where things stand
 
India
NIFTY 50 23,063.10 -1.64%
BankNIFTY 55,438.50 -1.96%
India VIX (fear gauge) 12.70 +22.71%
Overnight
S&P 500 (SPY) — -0.08%
Nasdaq 100 (QQQ) — -0.01%
CRUDE (USO)
+2.86%
GOLD
4,290.63
+0.36%
USD/INR
95.96
-0.02%
BTC
$84,755
+0.77%
ETH
$2,694
+0.59%
 
The S&P 500, the Nasdaq 100 and crude oil are measured through funds that track them, so only their daily moves are shown.
Worth reading
 
Markets · 4 min
Oil Price Today (September 25): Crude oil slips to $105 as truce hopes clash with Middle East attacks. What’s next?
Brent crude fell 0.9% to $105/barrel and WTI declined 1.6% to $93/barrel as truce negotiations balanced against Houthi missile attacks on Saudi Arabia.
Technology
Goldman’s Moe Says He’s in ‘Stronger-for-Longer Camp’ on AI
Artificial intelligence-related stocks remain attractive despite rising government bond yields, Goldman Sachs Group Inc.’s Timothy Moe said.
Startups · 4 min
Waymo is scaling fast. Here’s what the fleet data shows.
Waymo operates 4,000 robotaxis across 15 U.S. cities with 500,000 weekly paid rides, but 80% concentrated in California and Texas.
Logistics · 3 min
Companies channel IEEPA tariff refunds into their coffers, Atlanta Fed says
About 75% of companies kept tariff refunds as cash while 52.5% invested in research, development, and capital projects.
Markets · 1 min
Gold heads for weekly decline as dollar firms, Fed rate outlook weighs
Spot gold fell 0.2% to $4,270.40/ounce and lost over 2% weekly as a stronger dollar and higher rate expectations pressured prices.
 
Attachment to a single outcome narrows the field of moves available to you.
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Udit Kakar · Morning Brief · Research, not investment advice
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