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Breakfast News: AI Euphoria Meets Hard Questions

AI investments are under scrutiny as SpaceX's xAI racks up losses despite major contracts, Nvidia faces chip sector volatility, and Microsoft launches a new AI cybersecurity tool, all while global competition heats up

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Shopify Faces AI Shopping Shift as Bank of America Sees Upside

AI-powered shopping assistants are changing how consumers buy online, raising questions about Shopify’s future role. Bank of America sees opportunity, but risks remain as competition from Amazon and others intensifies ahead of Shopify’s next earnings report

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