
Baidu Plunges as AI Costs Hurt
Bloomberg Daybreak: Asia Edition
Tech Stocks and the AI Revolution
The chapter delves into the evolution of tech stocks, particularly in relation to AI companies and their monetization strategies. It emphasizes the importance of valuations and earnings over hype, drawing parallels to the tech boom of the 90s. The discussion also covers the impact and potential of AI technology in various sectors, highlighting key players like Nvidia, Microsoft, and Salesforce.
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