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Newsletter Archives

HUL builds for India’s next consumer wave

$360M LNG vessel breakthrough, women’s health expansion, and India’s AI power play. 🗓️ Morning, folks and Happy Fridayyyy! ☀️ It was a rough Thursday for the markets. After a hopeful start, sentiment quickly soured as Nifty and Sensex slid 1.4% and close to 1.5% respectively. Early gains vanished within the first hour, and the selling only intensified as the day wore on. By the final stretch, profit booking pulled the Nifty below the 25,400 mark, with the index closing near the day’s low.

Coffee Crew  |  Feb 19, 2026

Solar investment tsunami hits India 🌞

Nvidia hot on India, Eternal partners with OpenAI, and wealthtech startup bags funding. 🗓️ Morning, folks! ☀️ Markets kept the green streak alive for a third straight session, with Sensex and Nifty closing near the day’s high. Reliance Industries, Tata Steel, and Axis Bank did the heavy lifting, pushing the benchmark higher. PSU banks stayed in rally mode for the third consecutive day. Meanwhile, the real fireworks were in tobacco as ITC & Godfrey Phillips surged up to 20% on reports of a c

Coffee Crew  |  Feb 18, 2026

Adani makes a $100 billion AI power play

Reliance’s Africa expansion, Infosys-Anthropic pact, and Delhivery’s EV boost. 🗓️ Morning, folks! ☀️ Markets closed in the green for the second straight session, helped by steady buying in index heavyweights and strong traction in broader markets. Sensex and Nifty gained 0.2% each. Stock-specific action stole the show. Infosys rose nearly 2% after its AI collaboration with Anthropic. On the flip side, Ola Electric slipped 3% after a Citi downgrade. 💡 Spotlight: India’s stealth jet race be

Coffee Crew  |  Feb 18, 2026

Anthropic bets big on India AI 🚀

Sovereign AI infrastructure, energy security pact, and wholesale inflation uptick. 🗓️ Morning, folks! ☀️ Markets staged a smart comeback today. After opening weak, Sensex & Nifty ended at day’s high. Heavyweights did the heavy lifting. Reliance Industries, HDFC Bank, Axis Bank, and ITC powered the rally, with Reliance stealing the show, surging over 2% from its intra-day lows in the final hours of trade. The recovery mood spilled across the Street, with broader sentiment firming up as bench

Coffee Crew  |  Feb 16, 2026

India’s car market hits top speed

Wind profits surge, onboarding biz bags fresh funds, and power lines get a glow-up. 🗓️ Morning, folks! ☀️ 💡Spotlight: Auto sales hit record high 🚗 Passenger vehicle sales kicked off the year in style, clocking fresh records and double-digit growth. In January, domestic dispatches rose 12.6% to 4.50 lakh units, up from 3.99 lakh a year ago. That makes it one of the strongest January performances on record. Production held steady at 4.58 lakh units, while exports increased sharply, up 33.4

Coffee Crew  |  Feb 15, 2026

India expands its Rafale fleet ✈️

Brazil IT expansion, Danish café entry, and Green data centre push. 🗓️ Morning, folks! ☀️ Markets slipped on Thursday, with Sensex and Nifty ending nearly 1% lower as IT stocks took a beating. Nearly 30 Nifty stocks closed in the red. Infosys, Tech Mahindra, TCS and Wipro were among the biggest losers. The Nifty IT index plunged over 5.5%. In a big moment, TCS’ market cap fell below ₹10 lakh crore for the first time since December 2020. 💡Spotlight: Defence forces get a major upgrade The

Coffee Crew  |  Feb 13, 2026

Reliance levels up its FMCG game

India holds its ground, clean energy tie-up with Taiwan & Tata's international boost 🗓️ Morning, folks! ☀️ Markets ended almost flat after a choppy session, with the Nifty holding on to gains despite pressure from IT stocks. It was a classic tug-of-war day, every dip got bought, but upside stayed capped. IT heavyweights TCS, Infosys and HCLTech dragged the Sensex, while autos stepped in to cushion the fall. 💡Spotlight: India-US trade deal gets softer edits 🇮🇳🇺🇸 Just a day after unveil

Coffee Crew  |  Feb 12, 2026

India’s AI model outperforms ChatGPT 🌏

Copper bet, space intel, and a cancer drug lands in India. 🗓️ Morning, folks! ☀️ Indian stocks kept the good vibes going, ending higher for the third session in a row on Tuesday. The Sensex and Nifty both finished in the green, helped by upbeat global cues. On the sector front, Metal and Auto stocks led the charge, while healthcare and pharma dragged. Among Nifty 50 movers, Eternal and Tata Steel were the star performers, while HCLTech and Bajaj Finance ended lower. 💡Spotlight: India’s AI

Coffee Crew  |  Feb 10, 2026

Gujarat to welcome Starlink 🤝

Textile stocks up, Adani Energy gets funding from Japan, and Moody's bet on India. 🗓️ Morning, folks! ☀️ Markets kicked off Monday with a solid comeback, staying in the green through the session thanks to upbeat global cues and fresh optimism around an interim India-US trade framework. The benchmark indices opened higher and held on to their gains till the close. Buying wasn’t limited to just a few pockets either, realty, metal, and pharma led the charge, while midcaps and smallcaps also cl

Coffee Crew  |  Feb 9, 2026

RBI hit pause on rate cuts ⏯️

India-Malaysia ink 11 MoUs, M&M's largest manufacturing hub, and NSE to hit D-street. 🗓️ Morning, folks and Happy Mondayyy! ☀️ We’ve been hearing a lot about semiconductors lately. Supply chains. Geopolitics. AI. So we decided to step away from the headlines and actually go see how this stuff is built. For our fourth episode of This Is Business, we went to IISc Bengaluru to spend time with Agnit Semiconductors, a startup working on gallium nitride (GaN) chips. These are the chips that end u

Coffee Crew  |  Feb 9, 2026

Dhurandhar fuels PVR INOX’s Q3 🚀

Precious metal prices fall, a day of earnings, and Marico's bet on plant protein. 🗓️ Morning, folks and Happy Fridayyyy! ☀️ Indian markets hit the brakes on Thursday. The Sensex and Nifty fell more than 0.5%, ending a three-day winning streak as global cues and a sell-off in metal stocks dragged sentiment down. The big hitters were in a bad mood, and IT stocks joined the slide. Smaller stocks managed to hold up a little better, but the main indices still looked heavy, with sellers popping

Coffee Crew  |  Feb 5, 2026

What exactly is SaaSpocalypse?

Climate-tech gets funding boost, M&M's biggest export deal, and India's maritime push. 🗓️ Morning, folks! ☀️ Indian markets kept the momentum going on Wednesday, finishing in the green and logging a three-week closing high. Heavyweights led the charge and the broader market held up well, even as IT stocks took a sharp knock. The Indian rupee’s two-day winning streak came to an end today, pulled lower by weakness in other Asian currencies and a fresh rise in commodity prices. 💡 Spotlight:

Coffee Crew  |  Feb 4, 2026

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