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Expansion● Neutral for Indian equities
Google Gemini gets new connected apps: Airtable, Adobe, Peloton added
- 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