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Broker call● Neutral for Indian equities
Wall Street may be sleeping on this networking stock tied to Google and OpenAI
The brief
- Bernstein says data-centre bottlenecks create a large growth runway for networking stocks such as Celestica
- Trump calls Google CEO Sundar Pichai a “monster” at White House AI meeting
- Anthropic IPO filing shows 47% of sales came through Amazon and Google
- Big AI reset ahead? Chris Wood doubts hyperscalers’ $990 bn capex estimates, highlights India’s reverse AI trade advantage
- AMZN, META, GOOGL, MSFT, ORCL: Michael Burry Sounds Fresh Alarm On Big Tech’s AI Spending, Warns Of Massive Write-Offs In Two Years
- Pine Labs and Google Cloud partner on agentic commerce in India