5 September 2026
ITC’s tobacco business is going cheap but Kotak Institutional Equities thinks market has it wrong
What happened
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Also in today’s briefing
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- Anthropic IPO launch shifts toward mid-October, sources say2 outlets
- Google Launches Agentic Video Understanding for Gemini Flash Models, Cutting Video Tokens by Up to 88%
- NVIDIA Releases Personal AI Router (PAIR): An Open Source Virtual Inference Router that Distributes Local AI Requests Across RTX, DGX Spark, and Mac Nodes
- OpenClaw Power, MacBook Simplicity: Five Days With Grok Bot
- Poetry book that Anthropic tried to censor