Big tech's Q2 earnings have revealed a mixed picture, with investors taking a cautious stance on AI-related investments. Despite some promising growth, concerns about high capex expenses, shrinking free cash flow, and chip availability are leading to a "bubble pop" scenario, where investors are trying to figure out where to put their money. Experts caution that AI is not yet ready to replace all economic value and that companies should approach this space with a deliberate and hedged strategy. AI summary
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