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2 stories

Bernstein backs Nvidia and Broadcom despite AI slowdown talk
A top chip analyst sees strong growth ahead for two AI semiconductor leaders, even as debate rages over whether AI development should pause.
CNBC · 3m

India's big companies trapped in old economy, Bernstein warns
Foreign investors are fleeing Indian equities as large corporations fail to adapt to new technologies, despite the country's rapid economic growth.
CNBC · 1m