Core Insights - Some companies are experiencing a decline in free cash flow due to increased spending on AI, while five specific tech stocks are showing positive cash flow growth [1] Group 1 - The article highlights that despite the overall trend of declining free cash flow in the tech sector, certain companies are managing to increase their cash flow [1] - The focus is on five tech stocks that are thriving in the current environment, contrasting with the broader industry challenges [1] - The performance of these five stocks suggests potential investment opportunities amidst the prevailing AI spending pressures [1]

What would be the consequences of an AI crash? We picked ten historical bubbles and assessed them on four factors. By our reckoning, the potential one for AI could be brutal https://t.co/QyEIFLboGG ...

For society at large, the consequences of tech crashes vary enormously. Our analysis of ten historical bubbles suggests a potential AI crash lags behind only the three gigantic railway busts of the 19th century https://t.co/2l7i4wRgqQ ...