Large caps face investor apathy, mid and small caps fuel euphoria
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Morning Brief
Saturday edition · the week |
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| Saturday, 3 October 2026 |
| The week in markets · What was worth reading · One line worth keeping |
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The week
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| 28 Sep 2026 – 2 Oct 2026 |
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NIFTY 50
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Five sessions
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Flows |
Foreign investors sold ₹38,660 crore; domestic institutions bought ₹36,293 crore |
Overnight |
S&P 500 (SPY) -0.42%; Nasdaq 100 (QQQ) +0.13% |
Macro |
Crude (USO) -2.01%; Gold -1.83% |
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Crypto
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BTC
$84,641
-0.29%
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ETH
$2,679
-1.17%
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Worth your Saturday
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Markets · 1 min
Large-cap stocks face investor apathy despite improved valuations, while retail investors show enthusiasm for mid- and small-cap stocks amid positive sectoral developments.
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Startups · 2 min
Meta opened Muse Gadgets as an open-source project, letting developers build custom hardware connecting to its AI agent using provided firmware and Linux SDK.
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Technology
Gary Marcus, Robust AI Inc. co-founder and former CEO, argues that developers, including OpenAI, lack sufficient safeguards for systems they can't reliably control. He speaks with Romaine…
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Logistics · 2 min
Maersk will manage Puma's three AutoStore-equipped North America distribution centers totaling 2.3 million square feet across California, Arizona, and Indiana.
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Markets · 2 min
Bajaj Finance will raise ₹17,500 crore through ₹11,700 crore QIP and ₹5,800 crore warrant issuance to maintain promoter stake above 51%.
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Startups · 2 min
Senator Bernie Sanders introduced legislation to bar federal agencies from using automatic license plate readers or accessing data collected by local police and private companies.
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| The best time to write down why you believe something is before it turns out to matter. |
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Udit Kakar · Morning Brief · Research, not investment advice |
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