Excitement around artificial intelligence (AI) and its potential impact on businesses has led to soaring stock prices for many of the biggest tech companies. Nvidia, for example, has seen its stock price grow more than tenfold since the release of ChatGPT in late 2022, now topping $4 trillion in market cap.

The defensive moves from investors come as AI has re-emerged as the dominant theme between winners and losers in the stock market this year

I'm David Westin, and this week , and this week we told stories of two recent college grads competing with AI for jobs, and Blair Effron gave us the view of tariffs from the C-suite. If you're not yet a subscriber,