Google stock's historically bad day raises fears of AI bubble popping (youtube.com)

Never seen anything like -15% on Google. But fairly isolated, lots of the market green that day, and other BigTech not down anything like that.

Down $500b is the second-largest drop nominally for any company in history in a day (Nvidia had a -$600b day).

More people using AI search, including Google's versions, but that's less ad rev.

Microsoft this week offered buyouts to 60k workers.

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