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Megacap earnings story presents risk with reliance on startup usage
CNBC Televisionยท 2025-11-14 19:41
Tech stocks rebounding after three straight days of losses. But there are concerns of course about this AI bubble. Dear Drabosa is taking a look at whether the source of concern might actually be in private AI markets.D explain please. Yeah. So Contessa, if you're worried about the AI trade, you just can't ignore what's happening in private markets because startup burn that feeds into big tech's bottom line.Their losses from those startups. It's revenue that keeps the public AI trade alive. Now look at yest ...