“Google +6% Shock! RBI CUT Next? 😱 #nifty #banknifty Pre Market Report”

Summary

The premarket update for November 25th, 2025, discusses key developments in both global and Indian markets. In the US, markets rallied due to a leaked memo about Google's AI and speculations on a Fed interest rate cut. Meanwhile, in India, RBI Governor's remarks on further rate cuts provide short-term optimism, but concerns over the weakening Rupee linger. The focus is also on PTM, after a significant block deal. Oil prices rose amid geopolitical tensions. Technical analysis of Nifty and Bank Nifty reveals mixed sentiment, with support and resistance levels to watch. The outlook remains volatile due to expiry effects and global influences.

Takeaways

• 😀 Google's share price surged by 6% after a memo revealed concerns about the economic impact of its AI model, with other stocks like Nvidia and Oracle also showing positive movement.
• 😀 The US market saw a positive rally due to increasing expectations of an interest rate cut, driven by comments from influential Fed officials like John Williams and Christopher Waller.
• 😀 The US stock market showed strong performance with the Dow Jones rising 0.44%, the S&P 500 increasing 1.55%, and the NASDAQ climbing 2.69%. VIX dropped by 12.5%.
• 😀 Indian ADRs did not reflect the positive US market sentiment, with most closing negative, except for Infosys which showed a small positive movement.
• 😀 RBI Governor's recent statement on the possibility of a further rate cut is seen as positive for the Indian economy, signaling potential rate cuts in the upcoming MPC meeting.
• 😀 Despite positive remarks from the RBI, the Indian rupee remains under pressure, trading above 89 INR per USD. RBI had to sell $8 billion in September to stabilize the rupee.
• 😀 There is hope that a weaker US economy could provide some support to the Indian rupee, especially if the upcoming US GDP and Beige Book data underperform expectations.
• 😀 Paytm (PTM) stock came into focus due to BNP Paribas selling over 700 crores worth of shares, adding volatility to the stock's movement.
• 😀 Oil prices rose by 2% amid concerns that a deal between Ukraine, Russia, and the US is unlikely, with WTI crude at $59 per barrel and Brent crude at $63 per barrel.
• 😀 Technical analysis shows that Nifty's support is around 25,850 and resistance at 26,250. Bank Nifty has support at 58,300 and resistance at 59,300, with both showing bearish indicators from recent price actions.

Q & A

Why did Google's stock price increase by 6% in the US market?

Google's stock price rose by 6% after a leaked memo from OpenAI's CEO, Sam Altman, which suggested that Google's new AI model could have a significant economic impact, possibly disrupting companies like OpenAI. This news boosted investor confidence in Google and related stocks like Nvidia and Oracle.

What role did the US Federal Reserve's stance on interest rates play in the market rally?

The US Federal Reserve's indication of a potential rate cut in December had a positive effect on the market. Both New York Fed President John Williams and Fed Governor Christopher Waller expressed support for the rate cut, which increased optimism in the markets and contributed to a rally in US stocks.

How did the VIX behave following the positive sentiment in the US market?

The VIX (Volatility Index) dropped significantly by 12.5%, falling from 23.5 to 20.5. This drop reflected the reduced market fear and increased investor confidence due to expectations of a rate cut and the positive performance of US stocks.

What is the current outlook for the Indian rupee as mentioned in the video?

The Indian rupee is facing pressure as it is trading above 89 INR per USD. The RBI had sold about $8 billion in September to stabilize the rupee, but the outlook suggests that the rupee might not depreciate further in the short term, especially with upcoming US economic data that could provide support.

What did the RBI Governor say about potential interest rate cuts in India?

The RBI Governor indicated that there is room for further interest rate cuts in India, which would be positive for the economy in the short term. This statement is expected to boost market sentiment ahead of the upcoming RBI monetary policy meeting.

What factors are influencing the price of oil according to the video?

Oil prices have risen due to analysts predicting that a deal between Ukraine, Russia, and the US is unlikely to be reached soon. This uncertainty is contributing to the upward pressure on oil prices, with crude oil trading at around $59 per barrel.

What is the significance of the PTM stock deal mentioned in the video?

PTM's stock is under scrutiny after BNP Paribas sold Rs 700 crore worth of equity in the open market. This move is notable as it could influence investor sentiment towards PTM, especially as the company continues to face challenges in the stock market.

What is the current state of the Nifty and Bank Nifty indices?

The Nifty index showed weakness, failing to sustain gains and closing below 26,000, forming a bearish candle on the daily chart. The next support is at 25,850. Bank Nifty also showed weakness after profit booking but remains above key moving averages, with support at 58,400-58,300.

Why is the GIFT Nifty not reflecting the positive sentiment from global markets?

Despite positive global market momentum, including a favorable outlook from the US and RBI's interest rate outlook, the GIFT Nifty did not show much movement. This could be due to the upcoming monthly expiry pressures, which can create flat or muted market conditions.

How did institutional investors behave in the market recently?

Foreign institutional investors (FIs) were net sellers, selling for Rs 4,200 crore, while domestic institutional investors (DIs) were net buyers, purchasing Rs 4,500 crore worth of equities. This reflects the influence of MSCI rebalancing, which had an impact on the market during this period.