Скачать или смотреть After Jio, Is AI Reliance’s Next Big Disruption? | Markets Today #62 | Upstox

📌 In today's Market's Today, we decode 4 major shifts shaping India’s economy — from Vedanta’s value unlock backfire to a bottleneck in Railways, Reliance’s bold AI leap and the US Government’s Intel play.

#1 ⛏️ Vedanta’s Unlock Turns Into a Lock
Billionaire Anil Agarwal’s big plan to split Vedanta into 6 “pure play” companies was meant to unlock massive shareholder value. But court battles, undisclosed liabilities and stalled projects have flipped the script. Is Vedanta sitting on a debt time bomb?

#2 🚂 Railways’ Wagon Bottleneck
India needs 3 lakh new freight wagons by 2030 to double cargo movement. But one small part — wheels — is derailing the plan. With suppliers falling short, are companies like Titagarh, Jupiter Wagons & Texmaco turning this crisis into their biggest growth opportunity?

#3 🤖 Reliance’s Big Bang AI Entry
At its AGM, Reliance launched a new company — Reliance Intelligence. With AI-ready gigawatt data centres, JVs with Google & Meta, and a mission to take AI to every Indian, is this Jio 2.0 moment in the making?

#4 🇺🇸 US Govt Buys Intel Stake
The US Government has taken an equity stake in Intel — a historic shift from subsidies to direct ownership in strategic tech. Should India copy this playbook for semiconductors, renewables and pharma?

00:00 - Coming Up
01:26 - Vedanta Stock Latest News
03:50 - Indian Railway Latest News
06:18 - Reliance Latest News
10:09 - Intel Stock Latest News

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