The AI Arms Race: Capital Flows & Billion-Dollar Bluffs with CNBC's Deirdre Bosa + Shannon Murphy of iConnections

Dan Nathan and Deirdre Bosa discuss recent developments in the tech and AI sectors on the Risk Reversal podcast. Deirdre returns after a three-month maternity leave to a significantly changed market landscape, with the NASDAQ up 14% and the S&P 500 up 10%. The conversation focuses on the rapid growth and potential bubbles in the AI market, including emerging threats from Chinese AI models and the competition between leading tech companies like Nvidia, Google, AMD, and OpenAI. They also explore specific deals, such as Apple's new arrangement with Google to power Siri and Snap's collaboration with Perplexity. The episode touches on the economic impact of AI, the ongoing US-China AI race, and investor sentiments. The upcoming challenges and opportunities in the AI sector, both in the US and China, are considered in-depth, alongside broader market implications. After the break, Dan and Guy are joined by Shannon Murphy, Head of Research at iConnections. Shannon shares her journey from acad...