CNBC Daily Open: The flow of money in AI appears one-way at this point

Group 1 - Microsoft and Nvidia are investing a combined $15 billion into Anthropic, which will purchase compute power from them [1] - Google has launched the third version of its AI model, Gemini, aiming to provide genuine insights rather than clichés [1] - Major AI stocks, including Nvidia, Amazon, and Microsoft, have seen declines, contributing to the S&P 500's fourth consecutive session in the red [1] Group 2 - Nvidia is considered a leading company in the AI sector, and its upcoming earnings report is critical for investor sentiment [2] - A failure to meet expectations in Nvidia's earnings report could lead to further declines in the S&P 500 [2]