"Investors seem to have 'softened their optimism' about AI-related stocks recently. While AI doesn't seem to be a bubble, worries arise that returns will take longer to materialize."
"Nvidia announced last week during its earnings call that revenue soared 122%, but investors were apparently unhappy with future guidance, raising concerns about growth not meeting expectations."
"The U.S. Department of Justice subpoenaed Nvidia to investigate potential antitrust violations, raising fears of a possible case against the company that could impact its operations."
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