Can Big Tech's $200 Billion AI Bet Pay Off?

China’s AI and chip stocks have fallen sharply, raising a bigger question: could the same thing happen in the U.S.?

With Microsoft, Alphabet, and Amazon reporting earnings, investors are looking for signs that cloud growth can justify the enormous sums being spent on AI.

Is this a warning for the U.S. market, or can Big Tech’s AI investments deliver the growth investors expect?

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