SCOUT· 39%5m·2026-09-09·MoneyCan the AI Spending Boom Pay Off?
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:…
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“He is just pulling numbers off of his rear end. Of course, MS needs this investment cycle to continue and people to pour more money in. They have to underwrite bond sales and many many more IPOs.”
“I retired last year I am a mechanical designer, I work long hours,living with paycheck to paycheck, but now investing and trading I started with 10K transformed my life few months ago I hitting $3M on 12 June officially achieved financial f…”
“Why are neo clouds and llm in deep losses then?”
“AI replacing labor is the Capitalist version of "Seize the means of Production". No one seems to be worried about that.”
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