I was reading a report on Amazon and why they're down from one analyst. The first reason is because their sales will be down. The other reason claimed they weren't getting a return on their AI investments. Yet their cloud business is up and that is where much of the AI is used for cloud computing. So within one article there seems to be a potential statement. That is probably why Nvidia dropped due to another statement about AI not paying for all the investment. But Google plans on using more Nvidia along with their Tensor. And Meta plans on obtaining 350k of the Blackwell. But one statement of AI isn't paying for itself has such a negative affect almost across the board on AI. AI is a R & D tool which can shorten development lead times and do many other things faster with less people. If's like saying pharma R & D doesn't pay for itself since it could be 10 years for any return. Talk about how easy it is to manipulate a stock or a whole group of stocks. Traders are making a fortune.
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