CNBC Daily Open: Beware the tunnel vision on AI stocks

Group 1 - Microsoft introduced a new category of PC featuring generative artificial intelligence tools integrated into Windows, highlighting the ongoing excitement around AI technology [1] - Tech companies like AMD exceeded expectations for AI chip demand, while Palantir reported strong growth, yet the Nasdaq index declined, indicating a disconnect between stock performance and AI enthusiasm [2] - There are warnings from CEOs about a potential market correction and a mismatch between revenues and the significant capital expenditures required for AI development, suggesting a need for investors to reassess their focus on AI [3]