AI DAIRY
Amazon's Now pivot; Anthropic's revenue surge
Amazon is shuttering its Fresh service in major cities to focus on its quick commerce platform. This and more in today's ETtech Top 5.
IPL 2026 opening weekend reach crosses 515 million across platforms
JioStar has launched the IPL 2026 season with its most significant opening weekend ever. The tournament saw record viewership and engagement on both television and digital platforms. Over 515 million viewers tuned in, with watch-time increasing by 26%. Connected TV experienced substantial growth. Differentiated viewing experiences, including expert analysis, are enhancing fan immersion.
Think beyond the war? 8 stocks from different segments of the engineering and capital goods sector, with upside potential of 6 to 42%
At this point of time, anything related to the Middle East is in trouble. Unlike past Gulf wars, the whole region is affected this time, with major damage to oil and gas infrastructure. So, yes, in the short term, a number of sectors and companies will be under pressure. There is, however, another way to look at it. When the rebuilding starts (and be sure that it will start as soon as the war ends), there will be some companies that will be in advantageous positions. Some will be direct beneficiaries, while some would benefit indirectly from the rebuilding.
Three-horse race for Happiest Minds; Gazette may unlock content blocking
Happy Friday! A clutch of suitors is eyeing IT veteran Ashok Soota’s Happiest Minds. This and more in today’s ETtech Morning Dispatch.
Semicon firms seek sops; Howard Morgan on AI valuations
The semiconductor industry is asking for more support as India pushes to grow its chip ecosystem. This and more in today's ETtech Top 5.
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India protects key sectors under 'powerful' US trade deal, says Piyush Goyal
India's trade pact with the U.S. stands firm, safeguarding critical areas such as agriculture and dairy. This collaboration promises mutual advantages, enhancing technology access while propelling India towards its goal of becoming a global data hub. Additionally, the India-UK free trade agreement is anticipated to launch within a month, following a quick ratification by the UK Parliament.
Gau Swastha: India's first image-based AI for cattle health and disease protection
Gau Swastha, is revolutionizing Indian dairy farming by combining computer vision (CV), vision-language models (VLMs) and large language models (LLMs) to analyse cattle photos, farmer-reported symptoms and veterinary knowledge in one unified clinical reasoning engine.
PM Modi in Mann ki Baat: World leaders impressed by India’s AI gains
Prime Minister Narendra Modi in "Mann ki Baat" shared India's progress in artificial intelligence. AI is now helping treat animals and track livestock for farmers. The country is also using AI to preserve ancient knowledge and manuscripts. Modi advised citizens to be cautious of online financial scams. He also celebrated the achievements of Indian-origin athletes in the T20 World Cup.
Investors' fears ridiculous; IT firms will enable AI to flourish: Piyush Goyal
Goyal gave the example of cybersecurity and data scrubbing, underlining that IT companies will have an important task to perform in both of them. On trade deals, Goyal said India has signed nine agreements with various countries or blocs like the European Union over the last few years, if one were to include the US agreement.
Just one action, ‘Hold’, is enough to create sustainable wealth: 10 large-cap stocks from different sectors which fit the bill
The global financial crisis of 2008 crushed risk assets. Five years later, the US “taper tantrum” hit emerging market currencies and equities. Late 2016 saw demonetisation. Then came Covid in March 2020, slamming the markets. The Russia-Ukraine war in 2022 sparked fear, followed by the Adani-Hindenburg meltdown and, in the last year, the tariff tantrums. And before you could settle down, we have the AI crisis for the Indian software sector. See the pattern here? An event-shock hits stock prices, creating panic. But, in time, the shock wears off and the markets return to doing what they do.
Up, up and away: UP goes from 'BIMARU' state to growth engine
Uttar Pradesh has transformed significantly, moving from a 'BIMARU' state to a dynamic growth engine. Its economy has doubled, and it is now a major hub for expressways, railways, and aviation. The state has seen a drastic decline in unemployment, boosted by skill development programs and MSME support.
For long-term investing: Stay with best & volatility will be taken care of. 7 large-caps from different sectors with upside potential of up to 29%
In the short term, stock prices are impacted by many factors that have nothing to do with the fundamentals of companies or sectors. But in the long term, it is earnings that matter. And earnings depend on many things – from whether the business is cyclical to how the sector is impacted by global events. There is, however, another, qualitative, factor: Quality of management. There is enough evidence to show that, finally, it is quality of management which matters, and if management has the experience of dealing with all kinds of economic cycles, then all the volatility in the stock market is a minor issue.
Amul goes AI-savvy with ‘Sarlaben’ to boost dairy farmers’ productivity
Amul is launching 'Sarlaben', an AI digital assistant for dairy farmers. This tool will offer 24x7 support on cattle health, breeding, and government schemes. Farmers can access it via a mobile app or voice calls. The AI is powered by decades of cooperative data. This initiative aims to empower milk producers across Gujarat with timely, verified information.
US India Trade Deal: Tariff cut to 18%, access to $30-trillion market, 0% duty on key agri exports — what the numbers show
US India Trade Agreement: India has signed a major trade deal with the United States. This agreement offers substantial tariff reductions and access to a vast market. Key sectors like textiles, machinery, and agriculture stand to benefit greatly. Indian businesses can now export more goods to the US with reduced duties. This deal is set to boost India's export growth and strengthen economic ties.
India-US trade deal protects all sensitive agriculture products, nothing to worry for farmers: Piyush Goyal
US India Trade Deal: India plans to purchase $500 billion in goods from the US. This move will diversify import sources and boost India's economic growth. The agreement protects India's sensitive interests and offers opportunities for labor-intensive sectors. It also facilitates technology and investment inflows. Farmers' concerns are addressed with a protected exclusion list for agricultural products.
Will be easy to purchase goods valued much more than $500 bn from US: Goyal
India is set to purchase USD 500 billion in goods from the US over the next five years. This figure is considered conservative, with demand expected to grow significantly. Sectors like aviation, energy, and technology will drive these purchases. India's competitive tariffs offer an advantage over other nations. Safeguards are in place to protect domestic industries and farmers.
India US Interim Agreement framework to support MSMEs integration into global value chains: FM Sitharaman
India US trade deal: As part of the framework announced last night, both countries will reduce import duties on a number of goods to boost two-way trade.
US-India trade deal: How revised tariff will boost exports while shielding farms
India and the US have finalized a trade agreement. The US has reduced tariffs on Indian goods to 18 percent. This move will boost Indian exports in sectors like textiles and apparel. Sensitive areas like agriculture and dairy remain protected. India is set to attract advanced technologies and integrate further into global value chains.
Union Budget 2026: ₹1.63 lakh crore allocation reaffirms farming as the backbone of India's growth
Agriculture Budget 2026: The Union Budget 2026-27 prioritizes high-value agriculture and technology. Initiatives will boost incomes for farmers, especially smallholders. Diversification into crops like coconut, cashew, and sandalwood is planned. Fisheries and animal husbandry will see integrated development and credit support. An AI tool, Bharat Vistar, will aid farmers in making data-driven decisions.
Budget 2026: Agri research funding cut raises concern; stakeholders question income gains from high-value crops
Cuts in research funding heighten fears that agriculture and rural sectors will face delayed policy focus, say stakeholders.
Budget 2026-27 decisive step towards Viksit Bharat: BJP
The 2026-27 Union Budget is being celebrated for its forward-thinking approach that prioritizes the average citizen. With a strategic focus on curbing inflation and expanding opportunities, it earmarks significant funds for health, education, and infrastructure, fostering job creation. Farmers will gain from improved irrigation systems and better storage facilities.
WEF 2026: Schneider Electric to invest Rs 623 cr for expansion of Telangana facilities
Schneider Electric India announced a Rs 623 crore investment to expand its Telangana facilities, boosting manufacturing for electrical safety products. Discussions also explored energy transition and grid modernization collaborations. Separately, Godrej Industries considered a Rs 150 crore investment for its Hyderabad dairy plant expansion and potential AI integration in oil palm agriculture.
Dairy Queen's $2 Burgers Celebrate Trudeau's Resignation
Dairy Queen in Langley, British Columbia, is offering $2 burgers. This special promotion, dubbed the "Trudeau Resignation Special," has quickly become a local sensation. Images of the offer have gone viral on social media, with many Canadians expressing their reactions.
Leveraging AI in dairy and beverage manufacturing to ensure product quality: Sanjay Singal, COO, Dairy & Beverages, ITC Foods
Sanjay Singal says digital technologies, including AI-powered sensors and machine learning algorithms, can help monitor and maintain product quality.
Amul wins the day with cute Tata-Air India creative, fans happy to see airline back in 'safe hands'
The dairy giant celebrated Air India being handed over to the Tata Group.
West Assam Milk Producers’ Cooperative Union Ltd made foray in Cattle Feed supplements segment
As a part of the planned product line-up, WAMUL has commenced production of Area Specific Mineral Mixture & By-Pass Protein Meal at its Cattle Feed Plant situated at Changsari, Kamrup district.
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