Is Big Tech running out of time?

Dan Gallagher, tech columnist for the Wall Street Journal, dives into the evolving AI landscape and its impact on Big Tech earnings. He explores Microsoft's ambitious AI investments and their resulting cloud service growth. The conversation shifts to Amazon's strategies amid AI competition and profit margin concerns, particularly for Google and Meta. Gallagher also discusses Apple's AI launch and its potential effects on iPhone sales, finishing with NVIDIA's pivotal role in the market and the challenges other tech giants face in an increasingly demanding environment.