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AI Spending is Surging, but Consumers are Slowing

Global AI spending is surging as Alphabet raises billions in a massive bond deal. And new retail data shows US consumers are starting to pull back. Meanwhile, investors are navigating a flood of earnings, from Coca-Cola's challenges to Ferrari's red-hot demand. Plus, how AI could dramatically speed up drug trials - and what extreme winter weather means for the durability of America's power grid. We talk to Harry Sideris, the CEO of Duke Energy. (Source: Bloomberg)