China controls more than 80 per cent of global manufacturing capacity across every major stage of solar panel production. Read full report here

Researchers who examined the leaked database found folders and documents that appear to be connected to Apple and Tesla. Read full report here

ShepHertz, an applied AI platform company, today announced the launch of SafeAnywhere, an AI-native digital safety platform that brings enterprise-grade monitoring, facial recognition and AI-powered threat detection to families and schools. Built on the same technologies that power ShepHertz's enterprise AI platforms, SafeAnywhere helps protect children across both their digital and physical environments.

For more than 16 years, ShepHertz has developed production-grade AI platforms that help enterprises and governments monitor digital environments, verify identities, detect threats and secure critical operations. Its enterprise platform, wAnywhere, protects thousands of remote workers across banks, BPOs and other regulated industries through AI-powered identity verification, workforce intelligence and real-time risk detection. With SafeAnywhere, the company is extending that expertise to address one of the most pressing challenges facing families today: keeping children safe in an increasingly connected world.

Chartered Speed Limited, one of India's leading passenger mobility companies, is accelerating the deployment of almost 3,000 electric buses across 18 cities under the Pradhan Mantri e-Bus Sewa & e-Drive Scheme, supporting the expansion of modern and sustainable public transportation across emerging urban centres in India. 

Through this rollout, the company aims to bring metro-grade public transport experiences to Tier-II and Tier-III cities by improving accessibility, enabling cleaner mobility and strengthening technology-led transit systems. Once fully operational, the network is expected to serve nearly 20 crore green kilometres annually. 

As electric mobility scales across India, Chartered Speed is strengthening the operational backbone required to deliver safe, reliable and efficient public transportation at scale. The company is investing in skilled manpower development, structured driver recruitment, continuous training programmes and technology-enabled operational systems, anchored by an integrated Command & Control Centre that enables real-time fleet monitoring and operational oversight. This comprehensive approach reinforces operational excellence, passenger safety and long-term sustainability while supporting dependable and accessible public transport services. Through these investments, Chartered Speed is not only expanding electric bus operations but also building a future-ready mobility ecosystem equipped to meet the evolving needs of India's growing urban centres.

In a move aimed to make everyday health tracking more accessible and collaborative for everyday users, Pebble has announced the launch of Qore View. The wellness band introduces the QuickView feature, allowing users to check real-time vitals like step count and heart rate directly on the wrist without phone distractions, while integrating a private Friends and Family leaderboard for shared tracking, a 30-day battery life, and zero recurring subscription fees.

Qore View is designed for general consumers who want to track daily activity and build shared health accountability in a distraction-free form factor. The metal unibody protects the internal sensors from dust, sweat, and splashes, and is paired with a quad-knit fabric band intended for comfortable daily wear. The device features the NexGen Wellness Suite, which monitors 24x7 bio-signals including heart rate, SpO2, heart rate variability (HRV), activity levels, and detailed nightly sleep management.

CGI (TSX: GIB.A) (NYSE: GIB) and NetApp (NASDAQ: NTAP), the Intelligent Data Infrastructure company, today announced that NetApp Keystone will power CGI's block storage solutions within its shared services platform. This expansion of the companies' global alliance partnership, further strengthens their relationship and reaffirms a shared commitment to delivering measurable outcomes for clients worldwide.

 Together, CGI and NetApp will help organizations modernize IT infrastructure, improve data management, and advance artificial intelligence (AI) initiatives across private, public, and hybrid cloud environments. By combining the power of the NetApp platform to help customers build intelligent data infrastructure supported by scalable storage capabilities with CGI's deep expertise in digital transformation, cloud, AI, and managed services, clients can strengthen operational efficiency, enhance cybersecurity, and accelerate innovation - enabling them to more effectively translate technology investment into business outcomes.

Frost & Sullivan is pleased to announce that Yotta Data Services has received the 2026 Indian Company of the Year Recognition in the AI infrastructure industry for its outstanding achievements in sovereign cloud infrastructure, AI-ready compute environments, and customer-centric innovation. This recognition highlights Yotta Data Services' leadership in enabling secure, compliant, and high-performance AI infrastructure that supports India's evolving digital transformation and artificial intelligence ecosystem.

Frost & Sullivan evaluates companies through a rigorous benchmarking process across two core dimensions: strategy effectiveness and strategy execution. Yotta Data Services excelled in both, demonstrating its ability to align strategic initiatives with emerging market requirements while executing them with efficiency, scale, and operational discipline. "Yotta has emerged as a cornerstone of India's sovereign AI ecosystem by closing critical infrastructure gaps with purpose-built, AI-ready data centers that deliver security, performance, and regulatory alignment at scale," said Harsh Singh, Associate at Frost & Sullivan.

Choice International Limited, through its subsidiaries including Choice Consultancy Services Private Limited (CCSPL), announced the appointment of Dr. Nitin Kareer, former Chief Secretary to the Government of Maharashtra and a retired Indian Administrative Service (IAS) officer of the 1988 batch, to its Advisory Board. 

Dr. Kareer brings with him more than three decades of distinguished experience in public administration, public finance, taxation policy, urban development and governance. An MBBS by qualification, he has played a key role in driving several institutional reforms and large-scale digital transformation initiatives across the public sector.

Tata 1mg, India's leading digital health platform, has won a Bronze Lion at the Cannes Lions International Festival of Creativity 2026 for its pioneering campaign, 'Sawaal Uthao', making it the only Indian pharma campaign to be awarded this year.

Recognised in the Pharma category, the campaign addresses a critical healthcare concern -- medicine authenticity. Through a simple yet powerful question, "Is my medicine genuine?", Tata 1mg encourages consumers to verify the medicines they purchase and consume.

Unnati Agri (Akshamaala Solutions Pvt. Ltd.), one of India's largest integrated agri-input platforms, has raised Rs 17 crore in debt from Recur Club, India's largest AI-Native debt platform for startups and SMEs.

The capital will be used to strengthen seasonal working capital, support inventory procurement, and expand distribution capabilities following its merger with Gramophone , which brought together Unnati's wholesale distribution network with Gramophone's farmer-facing digital platform, giving the combined entity the largest integrated reach in India's agri-input sector.

Cyble, a leading provider of AI-powered cyberthreat intelligence, today released its definitive AI Threat Landscape Report 2026, revealing a structural crisis in global enterprise security. The research proves that artificial intelligence has shifted from an experimental tool into core criminal infrastructure, driving a staggering 1,265% increase in phishing volume since late 2022 and rising to dominate 56% of all holiday-season attacks. 

The comprehensive report documents how state-sponsored threat groups and financially motivated syndicates are utilizing a mature underground "Dark AI Marketplace"-replete with tiered SaaS pricing, support forums, and versioned updates-to compress manual reconnaissance and development timelines from days into seconds.

Skydo, a cross-border payments platform, has secured an international payment licence in Canada, becoming the first Indian cross-border payments platform to be licensed overseas. The approval marks Skydo's first regulatory milestone outside India and a major step in its global expansion.

The licence enables Skydo to support two-way payment flows between India and Canada, including local collections and payouts, while expanding beyond international collections into a broader suite of cross-border payment services.

Every year, approximately 80,000 Indian women lose their lives to cervical cancer - a disease that is almost entirely preventable. The Government of India has launched the HPV vaccination campaign as a preventative measure across the country. The program provides free vaccination to every 14-year-old adolescent girl. To boost the uptake of HPV vaccination and provide credible and correct information to parents, Girl Effect India is launching Teeka Talk, a WhatsApp chatbot built to give parents, caregivers and educators trusted, easy-to-understand answers about the HPV vaccine, at exactly the moment they need them.

The chatbot has been designed in India with parents and experts and carries credible, verified information aligned with the Government campaign and links parents to U-Win, the platform for registering for Vaccination.

As demand for professionally managed senior living communities continues to grow across India, Primus Senior Living and Gopalan Enterprises have officially launched Primus Olympia, a Rs 135 crore senior living community located within the 16-acre Gopalan Olympia Sports City township in Kumbalgodu, off Mysore Road in South Bengaluru. Comprising 112 purpose-built residences for individuals aged 55 years and above, the development is expected to be ready for possession within approximately six months and will cater to over 300 senior residents.

Located within the larger Gopalan Olympia ecosystem, the senior living community occupies the F- Block of the township and comprises a G+13 structure with eight residences on each floor. The project offers 112 senior-friendly 2 BHK homes across four configurations ranging from 980 sq. ft. to 1,030 sq. ft., with prices starting at Rs 98 lakh.

The Thesis

India sits on the right side of crude de-escalation - Brent's slide below $78 on a US-Iran 60-day oil-sanctions waiver is a direct tailwind for a net oil importer. With India VIX collapsing toward 13 and FII inflows of Rs 4,859 Cr powering Monday's rebound, the tape has turned decisively risk-on. We lean into domestic consumption and financials, with pharma as ballast.

Where We're Concentrated

Concentration sits in domestic consumption, financials, and healthcare - themes that compound when crude falls and foreign money returns. Consumer internet and hospitals capture inelastic urban demand; banks and infra finance ride RBI's rupee-support measures and a calmer rate path; pharma hedges any currency slip. The thesis breaks if the US-Iran roadmap stalls and Brent snaps back above $85, reviving the import bill and reversing FII flows.

Conviction Picks

Highest Conviction

Eternal

Quick-commerce and food delivery ride a risk-on tape as VIX cools and softer crude lifts urban discretionary spend.

State Bank of India

PSU banking anchors the FII-led rebound; returning foreign inflows and a stabler rupee favour large, liquid lenders.

HUDCO

Infrastructure and housing finance gain from RBI's liquidity support and a softer rate path as inflation risk eases.

Torrent Pharmaceuticals

Pharma offers defensive ballast and export leverage if the rupee drifts weaker, cushioning any crude-driven volatility.

Apollo Hospitals

Healthcare demand stays inelastic; domestic consumption holds firm even as global cyclicals and Big Tech stay choppy.

One Thing to Watch

Brent below $78. A sustained hold under $78 keeps the disinflation-and-inflows story intact; a snap back above $85 on any US-Iran setback would pressure the rupee and stall the rebound.

NPST stock surged over 8% in today's session following the company's announcement of a technology mandate from a Maharatna Public Sector Undertaking (PSU). The positive market response reflects investor confidence in the strategic significance of the engagement, which marks another milestone in NPST's growing presence within India's digital payments ecosystem. The mandate involves the deployment of NPST's UPI TPAP SaaS platform, reinforcing the company's capabilities in delivering scalable payment technology solutions. With increasing adoption of digital payment infrastructure and continued focus on innovation-led growth, NPST remains well positioned to support the evolving requirements of large enterprises and financial institutions.

India's credit ecosystem has expanded over the past decade, yet a large section of the population remains outside the formal lending framework. Read full report here

Piyush Walke, Derivatives Research Analyst, Delta Exchange

Bitcoin briefly touched the $65,500 resistance level but failed to sustain its momentum above it, facing rejection near the 21-day EMA and retreating lower. The move followed improving risk appetite after progress in the US-Iran peace process eased concerns about energy supplies and inflation. Still, a stronger dollar, higher Treasury yields and weak institutional demand kept Bitcoin within its recent trading range.

Bitcoin is trading above the $63,000 to $63,650 support area. A firm move above $66,000 could open the way toward the $68,000 resistance zone. Bitcoin failed to break the resistance level of $65,500, indicating continued selling pressure and a lack of bullish momentum at the level. BTC is expected to continue trading within the $60,500-$67,500 broader range until a clear breakout emerges. A sustained move beyond either level may set the stage for the next major market trend.

Ethereum exhibited a similar price action, encountering resistance around $1,780, a level that aligns closely with the 21-day EMA. The $1,830-$1,850 zone remains the key near-term resistance area. A sustained move above this range could strengthen bullish momentum and potentially trigger a rally toward the $1,900 mark.

Avinash Shekhar, Co-Founder & CEO, Pi42

"Bitcoin briefly reclaimed the $65,000 level before easing back toward the $63,000 range, highlighting the continued volatility and cautious sentiment across crypto markets. While smart money sentiment has softened in the near term, the market's ability to recover key levels suggests that buyers remain active despite ongoing macro uncertainty.

A notable development this week has been continued institutional participation. Strategy added another 520 BTC to its holdings through a fresh capital raise, reinforcing the conviction that long-term investors continue to view Bitcoin as a strategic asset despite short-term fluctuations. This steady accumulation by institutional players has helped provide an underlying layer of support to the market.

At the same time, market indicators present a mixed picture. While Bitcoin's recovery remains intact, analysts continue to monitor whether the current rebound can sustain momentum or if it risks turning into a failed breakout. The ability to hold above recently reclaimed levels will therefore be an important signal for broader market confidence.

For investors, the current environment highlights the growing divergence between short-term sentiment and long-term positioning. While caution remains elevated, continued institutional accumulation and expectations of improving market conditions in the second half of the year suggest that many participants are focusing beyond near-term volatility and positioning for the next phase of the cycle." 

BTC drifted back to around $64K from earlier highs near $65.5K. On the macro side, the US Dollar Index crossed 101 and rising Treasury yields above 4.5% weighed on BTC. Corporate demand stayed visible, with Strive picking up 759 BTC. Meanwhile, cooling US-Iran tensions and softer oil prices are helping improve the macro sentiment. On the derivatives side, the perpetual futures funding rate ticked up to 7%, its highest in nearly three weeks, pointing to growing appetite for bullish positions, though it stays within neutral territory. For now, BTC looks set to hold its $60K-$70K range while waiting for its next direction.

"Bitcoin trades near $64,137, with RSI improving to 41.62 as short-term momentum stabilizes. A new debate over quantum-resistant security highlights Bitcoin's ability to upgrade to withstand future threats, strengthening confidence in its long-term network durability.

Ethereum trades near $1,733, with RSI improving to 42.67 as short-term momentum stabilizes. The launch of an independent Ethereum R&D group, backed by major ETH holders, strengthens the network's roadmap across scaling, faster settlement, stablecoins, and tokenized assets.

Institutional activity remained active, with Strategy adding approximately $35 million worth of Bitcoin while increasing its cash reserves by nearly $300 million.

Meanwhile, Chainlink launched APAC equities data streams for on-chain pricing, expanding access to real-world market data for blockchain applications.

In network developments, XRP Ledger released version 3.2.0, introducing security enhancements following an independent audit and strengthening the network's infrastructure."

Rajesh Palviya, Head of Research, Axis Direct

The Nifty 50 extended its recovery on Monday, gaining 89.8 points (0.37%) to close at 24,102.90, while the Sensex advanced 291 points, supported by broad-based buying across pharma and a rebound in IT stocks. Improved global sentiment following easing US-Iran tensions, softer crude oil prices, and continued resilience in domestic markets helped sustain the positive momentum. However, weakness in US technology stocks capped the optimism, with the Nasdaq underperforming amid profit-taking in large-cap technology names.

Asian markets traded mixed this morning, reflecting the cautious global risk sentiment, while Brent crude remained below the $80 mark, a supportive factor for India's macro outlook through lower inflationary pressures. GIFT Nifty indicates a mildly positive start for domestic equities.

Technically, the Nifty has reclaimed the crucial 24,100 level, and the near-term bias remains positive as long as the index sustains above the 24,000 support zone. The immediate hurdle is placed in the 24,150-24,200 range, and a decisive breakout above this zone could trigger fresh short covering and pave the way towards 24,400. On the downside, any breach below 24,000 may weaken the current momentum and drag the index towards 23,900-23,800. Overall, the strategy remains buy on dips while the Nifty holds above the 24,000 mark.

Akshat Siddhant, Lead quant analyst, Mudrex

Bitcoin is trading around the $64,000 level after briefly testing resistance near $65,500. Market sentiment improved following comments from JD Vance indicating progress in U.S.-Iran negotiations, while crude oil prices falling to their lowest levels since March further supported a risk-on environment. Although ETF outflows continue to weigh on sentiment, on-chain data paints a more constructive picture, with network activity rising sharply and Bitcoin exchange balances falling to levels last seen in 2019. A sustained break above $65,500 could make way for a move toward $70,000, while $63,000 remains the key support level.

At the close on Monday, the total market cap of all BSE Sensex companies stood at Rs 4,80,20,621.