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Why Apple and other slow AI adopters may be right

1. Investors show skepticism towards AI's transformative potential for economic growth. 2. Study reveals declining interest rates after new AI model releases. 3. Disappointment in generative AI advancements noted, affecting growth expectations. 4. Investors should reconsider punishing slow AI adopters like Apple. 5. AI's impact may vary significantly across different companies and industries.

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FAQ

Why Neutral?

The skepticism towards AI’s potential suggests moderated expectations, historically leading to stable stock performance.

How important is it?

The article discusses investor sentiment and AI's impact, directly relevant to GOOG's future prospects.

Why Short Term?

With ongoing AI developments, investor sentiments may shift quickly, influencing immediate stock movements.

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