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5m 6s

Can the AI Spending Boom Pay Off?

MORGAN STANLEY
About this episode
Big Tech is pouring more than $1.4 trillion into AI, prompting investors to ask: Is it worth it? Our U.S. Internet analyst Brian Nowak looks at three business models that could earn 25 to 50 percent returns for Gen-AI-enabled technologies.Read more insights from Morgan Stanley.----- Transcript -----Brian Nowak: Welcome to Thoughts on the Market. I'm Brian No ... Show More
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