According to @CNBC, this week’s AI focus includes fresh bubble warnings, Google’s AI comeback, and a China-related threat to Nvidia, highlighting valuation risk, mega-cap AI competition, and China exposure as key trading drivers for AI equities. source: CNBC For cross-asset context, AI-linked crypto tokens such as RNDR and FET rallied alongside Nvidia’s blowout results on Feb 22, 2024, evidencing sensitivity of AI tokens to NVDA catalysts. source: Reuters, Feb 22, 2024 CNBC’s emphasis on Nvidia’s China risk frames NVDA headlines as a relevant focal point for monitoring AI-equity and AI-token sentiment given prior NVDA-linked moves in AI tokens. source: CNBC; Reuters, Feb 22, 2024 CNBC’s mention of Google’s AI comeback places attention on GOOGL’s AI positioning within mega-cap tech, a factor that can influence AI sector leadership rotations tracked by equity traders. source: CNBC