Author name: Mudit Bhatnagar

Information-Technology-Industry

The IT Industry This Week: AI Defies DC Gridlock as Regulatory and Cyber Risks Mount

IT Weekly Review / By

The week ending October 3, 2025, presented a stark reality: AI innovation drove market optimism while DC gridlock mounted systemic risks. The US government shutdown caused the CISA law to expire, dismantling cyber defences as sophisticated attacks, including a Red Hat breach, surged. California filled the regulatory void by passing the landmark Transparency in Frontier AI Act (SB 53).

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Weekly-Financial-Review-

Global Markets Hit New Highs as Rate Cut Hopes Eclipse Shutdown Concerns

Finance The Week That Was / By

Global equity markets surged to fresh records, fueled by intense optimism for U.S. Federal Reserve interest rate cuts, which eclipsed government shutdown concerns. This bullish sentiment was reinforced by the underlying Artificial Intelligence (AI) investment cycle. The S&P 500 set new highs, completing its seventh winning week in nine.

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Information-Technology-Industry

The Week in Tech: AI’s Trillion-Dollar Gamble, Geopolitical Shockwaves, and a Workforce in Flux

IT Weekly Review / By

The technology industry showcased profound contradiction. A debt-fueled gold rush into AI, fueled by nearly $400 billion in spending this year, ran parallel to mass layoffs. Companies like Microsoft, Intel, and Salesforce cut thousands of jobs, aggressively reallocating resources toward that same AI future.

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Weekly-Financial-Review-

Global Markets Week in Review: Tariff Tremors and Rate Speculation Rattle Equities

Finance The Week That Was / By

The week ending September 26, 2025, showed global market divergence driven by new U.S. tariffs and rate speculation. The S&P 500 fell 0.3%, supported by in-line inflation data (core PCE at 2.9%) which maintained rate cut hopes. Conversely, India suffered a sharp 2.7% loss due to pharma tariffs and FII outflows. Australia proved resilient, gaining 0.16% from mining sector strength.

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Information-Technology-Industry

The IT Industry This Week: Strategic Alliances, AI Autonomy, and a New Geopolitical Map

IT Weekly Review / By

U.S. tech giants announced massive investments to establish the UK as a premier AI infrastructure hub. Microsoft pledged a landmark $30 billion investment, alongside £5 billion from Google and £11 billion from Nvidia. This push creates a strategic U.S. technological sphere of influence in Europe and targets land and stable electrical power for data centres.

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Weekly-Financial-Review-

Global Markets Weekly Review: Fed Rate Cut Fuels U.S. Rally Amidst Global Divergence

Finance The Week That Was / By

The week ending September 19, 2025, was defined by sharp global policy divergence. The Fed’s first interest rate cut in nine months fueled a record-setting U.S. rally, with the technology-centric Nasdaq Composite surging 2.2%. Conversely, European central banks maintained a cautious, hawkish posture. Meanwhile, weak data confirmed China’s deepening economic slowdown, and Japan took a historic step to unwind its vast ETF holdings.

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