CNBC Daily Open: AI firms are getting money while their stocks are losing value

Core Insights - Investment in artificial intelligence (AI) companies continues to grow, with Microsoft and Nvidia committing a total of $15 billion to Anthropic, an AI competitor to OpenAI [1] - Despite significant investments, major AI stocks like Nvidia, Amazon, and Microsoft have seen declines, contributing to a four-day losing streak for the S&P 500, the longest since August [1][2] - Google has introduced the third version of its AI model, Gemini, which aims to provide deeper insights rather than superficial responses [1] Company Developments - Microsoft and Nvidia's investment in Anthropic indicates a trend where established companies are backing AI startups while also securing business agreements for compute power [1] - Nvidia's upcoming earnings report is critical; failure to meet investor expectations could lead to further declines in the S&P 500 [2] Market Sentiment - Investor skepticism towards AI stocks persists, as evidenced by the recent performance of major companies in the sector [1] - The overall market reaction suggests a cautious outlook on AI investments despite ongoing funding and development in the industry [1]