Meta and Google could hold nearly ₹1 lakh crore in paper gains from their Jio Platforms investments, with estimated returns of about 129%.

Bitcoin whales and derivatives traders are split at the $82,000 level. Wallets holding 10 to 10,000 BTC reached a record 20,338 this week, according to Santiment. Binance funding rates turned negative at -0.0073%, the most bearish derivatives positioning since Bitcoin traded near $62,000. Bitcoin slipped below $80,000 on October 15 after the inflation report, while the whale cohort has kept buying through three months of market turbulence.

The dollar weakened on Friday, heading for its first weekly fall in more than a month against the euro and the yen, amid fading expectations for a Federal Reserve rate hike and lingering concerns...

WTI crude rose 6.5% this week, while Brent held above $105 a barrel. US commercial crude inventories fell 8.6 million barrels last week, a decline far larger than the market had expected, according to the US Energy Information Administration. Geopolitical tensions in the Middle East continued to pose risks to supply, lending further support to oil prices.

CoreWeave's heavy debt load and a sharp drop in its shares have pushed investors to reassess the financial sustainability of the artificial intelligence sector. The company carries about $50 billion in debt and has raised its annual capital spending forecast to between $35 billion and $39 billion. Analysts expect 2026 revenue of nearly $13 billion alongside a loss of more than $2.13 billion, while yields on some of its bonds have climbed towards 16%. The strain has spread to Anthropic and OpenAI, with Anthropic's valuation expectation cut to $1.5 trillion from about $2 trillion.

Global copper supply could struggle to keep pace with rising demand from AI data centres, power grids and electric vehicles, with projections pointing to a potential 30% shortfall by 2035.

Chicago wheat futures fell to a two-month low on Friday as supply pressure from the US corn harvest and a recovery in Russian wheat exports weighed on prices, analysts said.

ASML expects demand for AI chipmaking equipment to outpace supply through 2028, even as it plans to lift annual EUV production above 110 machines. The outlook is driven largely by strong demand for AI chip equipment from companies such as Nvidia and TSMC.