📈 The AI Economy vs... Everything Else
Earnings season feels lopsided right now. While AI-heavy companies like Alphabet are posting strong quarters, the rest of the economy isn’t vibing the same. Travel, food, even auto sectors are kind of dragging - like, noticeably. Financial analysts are low-key joking: “If it’s not AI-powered, don’t expect fireworks.”
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💹 Chipmakers Surf the Alphabet Wave
It didn’t take long - chip stocks popped off right after Alphabet’s announcement. Nvidia, AMD, Broadcom... all had a good day. AI infrastructure needs hardware, and with U.S. policy nudging exports along, the GPU space feels like it's heading into overdrive.
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🧠 Gemini and OpenAI Go for Gold (Literally)
A pair of AI models - Gemini DeepThink and OpenAI’s O1 series - just made history at the International Mathematical Olympiad. Both cracked 5 of 6 problems, matching human gold medal performance. It’s not just number crunching - it’s solving abstract, multi-layered math with written logic. That’s... new.
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🚦 Publishers Panic Over AI Summaries
Newsrooms are officially spooked. Google’s AI Overviews - those instant answer boxes at the top of search - are reportedly draining clicks from news sites. Some say traffic’s dropped by nearly 80% on affected stories. UK regulators are now poking around. Whether it’s fair innovation or content cannibalism... yeah, it’s a mess.
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