4922: IPO hopefuls sprint toward profitability; Indian IT readies for labour-rule cost hit; and Maharashtra stakes claim in GCC investment race | MC Tech3

Markets are eyeing new record highs after a solid rally on Wednesday. Globally, equities rallied with Wall Street logging four straight sessions of gains on Fed rate-cut hopes, while Asia followed higher led by tech stocks. Back home, all eyes are on the Whirlpool block deal, Mahindra’s new EV launch, and key cabinet approvals for the rare-earth magnet scheme. Meanwhile, the IMF has trimmed India’s FY27 growth forecast to 6.2% if U.S. tariffs remain elevated, even as it reclassified India’s exchange rate regime to a “crawl-like arrangement.” Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Inside the day’s Moneycontrol Editor’s Picks: A new trust-based regulatory architecture in the works, rupee undervaluation makes exports competitive,network interference sparks blame game between Airtel and Tejas networks and more news. Also, Infosys's chief marketing officer Sumit Virmani shares his thoughts on why India’s education system needs an overhaul and experts explain the new labour code changes and what they mean for employers. Tune in!

In today’s Tech3 from Moneycontrol, we break down DigiLocker’s upcoming AI agent and what it means for digital document processing. We also look at Tech Mahindra’s 8-billion-parameter education-focused LLM under the IndiaAI Mission and why India’s skilling gaps matter more than ever. Plus, Ilya Sutskever’s surprising “teenage AGI” approach, a new rare earth magnet manufacturing scheme approved by the Cabinet, and Dream Sports open-sourcing its decade-old tech engine with HorizonOS.

Nifty is poised to kick off the December series on a strong wicket. The GIFT NIFTY is indicating a triple-digit gain following a volatile session on Tuesday. The index failed to hold above 26,000 on expiry day, weighed by selling in banks and heavyweights like Infosys and HDFC Bank, though midcaps continued to outperform. Globally, markets traded higher as Fed rate cut hopes intensified, with reports that Kevin Hassett could be named the next Fed chair. The Nikkei and Kospi climbed, while Alphabet hit record highs on new AI chip developments. Meanwhile, oil prices slipped over 1% on reports of progress toward a Ukraine–Russia peace deal. In today’s episode, Nandita Khemka breaks down the top market movers — from Bharti Airtel’s $800 million block deal to HCLTech’s AI partnership with AWS and fresh approvals for Zydus Lifesciences. Plus, project wins for NCC and IGL, and Excelsoft Technologies is making its stock market debut. Also on the radar — PM Modi inaugurates Safran’s aircraft engine facility in Hyderabad, and Tesla opens its first India centre in Gurugram.  Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks in the news to macro trends and global market cues.

Shifting power equations within the Tata Group, Tata Motors Passenger Vehicles sets an ambitious goal, Bharti Airtel promoter launches block trade, Bitcoin is having a forgettable month, labour codes spark controversy and more news updates in the day’s edition of Moneycontrol Editor’s Picks.

In today’s Tech3 from Moneycontrol, we break down the biggest stories shaping India’s startup and tech ecosystem. Startups rush to look IPO-ready with profitability, the IT industry is bracing for cost bumps under new labour codes, Maharashtra’s new policy to challenge southern states in the GCC race, and Accel’s new AI partnership with Google.

Markets are likely to see a volatile session on monthly F&O expiry day after the Nifty slipped below 26,000, weighed by weakness in realty, metals and broader selling pressure. IT stocks held firm on hopes of a Fed rate cut, while autos continued their uptrend with Eicher Motors and Bajaj Auto leading gains. Globally, markets rallied as Wall Street’s tech stocks rebounded on Alphabet’s 6% surge and dovish Fed signals. Investors are also watching new geopolitical developments after Donald Trump’s call with Chinese President Xi Jinping, where both leaders reaffirmed ties and exchanged state visit invitations. Meanwhile, RBI Governor Shaktikanta Das hinted at room for a rate cut while reaffirming India’s strong macroeconomic fundamentals. Among key stocks in focus — Dr Reddy’s gets EU approval for its osteoporosis drug, Eris Lifesciences completes acquisition of Swiss Parenterals, and BEL inks joint venture with France’s Safran. Tune in for all this and more in today’s Market Minutes — yo

Tata Son’s listing is a bone of contention, Apple cracks down on grey market exports of iPhones from India, Centre’s labour codes triggers adjustments across industries, Rupee stabilises after RBI steps in and SBI invests in a startup - find all this and more in today’s edition of Moneycontrol Editor’s Picks.

In today’s Tech3 from Moneycontrol, we bring you top news from the ED freezing over Rs 520 crore linked to WinZO and Gameskraft, to Amazon seeking more time on dark-pattern compliance. Amagi and Fractal secure SEBI approval for their IPOs, Prosus reports strong India numbers led by PayU, and SBI is set to make a rare equity bet in Ripplr. Plus, a dramatic revival story from Identical Brains Studios the VFX firm behind Katara: A Legend Chapter-1 and Baramulla.

Indian market is likely to open higher after snapping a two-day winning streak on Friday. The benchmark ended below 26,100, while midcaps underperformed sharply and the rupee hit a record closing low. Experts, however, believe the current weakness could form a higher bottom around the 26,000 mark, setting the stage for a potential rebound this week. Globally, markets kick off the week higher after dovish comments from the New York Fed Chief lifted hopes of another U.S. rate cut this year, with the odds rising to 70% from 40% just a day earlier. From TCS facing a $194 million legal setback in the U.S. to Tata Power’s Bhutan hydropower partnership, and fresh capacity expansion plans from Tata Chemicals. Plus, updates on Natco Pharma, Lupin, Shilpa Medicare, and infrastructure majors RVNL and HG Infra - a roundup of all the stocks in news. Tune in for all this and more in today’s Market Minutes — your morning podcast bringing you the top stories to kickstart your trading day, from stocks