US stocks ended higher as Anthropic's IPO filing rekindled interest in AI related investments and stocks. The S&P 500 gained 0.70% and the Nasdaq rose by 0.83% following this news. Investors are keenly observing Anthropic's filing and its implications for the booming AI sector. Major companies like Meta are also planning significant investments in AI infrastructure and data centers.

The impact of El Nino weather conditions could further hurt domestic production, expected to fall by 3.4% to a new low in the 2026-27 crop year ended September. Cotton imports hit a record high in 2025-26 to an estimated 7.1 million bales of 170 kilograms compared to last year's imports of 5.74 million bales. Prices have also risen more than 7% in the past month.

Anthropic's IPO filing marks a significant step toward becoming the first public listing for a frontier AI lab. The company has raised a total of $3.5 billion in various funding rounds leading up to its IPO. Significant investments have come from major companies including Amazon.com and Alphabet's Google. Anthropic is currently projecting revenue of approximately $190 billion to $200 billion in 2028.

Tata Consumer Products zwiększyła przychody o 14 proc., do 566,1 mld rupii. Przychody z indyjskiego biznesu solnego wzrosły o 15 proc. Wolumen sprzedaży soli wzrósł o 11 proc.

Srebro potaniało o blisko 60% względem styczniowego szczytu. Zdaniem HSBC odbicie notowań mogą ograniczyć rosnące wydobycie w kopalniach, wyższa podaż z recyklingu oraz umocnienie dolara.

Meta Platforms plans to introduce publicly traded non-voting Class C shares to fund AI investments, acquisitions and employee compensation while preserving Mark Zuckerbergs voting control. The proposed one-for-one share distribution is expected to begin trading in January 2027.

Bharat Coking Coal shares sharply on Monday after the Coal India subsidiary reported a turnaround to profit in Q2 FY27, with net profit at Rs 123.7 crore and revenue up 39% year-on-year to Rs 4,412.58 crore. However, first-half production declined, while technical indicators pointed to continued weakness in the stock.

W ujęciu tygodniowym złoto spadło o 4 proc., notując największy spadek od czerwca. Rynek czeka na posiedzenie Fed oraz na dane PCE.

Infosys odnotował w II kwartale roku obrotowego FY27 wzrost zysku netto o 6% rok do roku, do 7823 × 100 mln rupii. Spółka obniżyła jednak prognozę wzrostu przychodów na FY27 do 1–2%.