Lana

First, investors worried that Big Tech might be overpromising.

AI revenue still hasn't yet caught up with its costs, so there's a risk of those budgets being cut back.

Second, rival chipmaker AMD has posed a serious threat to Nvidia's market share.

The firm's bagged impressive deals with both governments and companies.

Put together, that explains why investors have looked for plays beyond Nvidia, spreading their bets across stocks linked to data centers, memory, and other chip equipment plays.

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Next up.

Paramount served up a richer bid for Warner Bros.

Discovery on Monday, potentially forcing Netflix to zhuzh up its recipe or swallow the loss.

Paramount wants Warner Bros.

to itself, cranking up its best and final offer to $31 a share.

That could be more appetizing than Netflix's $27.75 a share proposal, but deals are about more than just the headline figure, so it's not a given.

That's why Paramount's sweetening the fine print, too.

The firm's offering extra help with financing if Warner's banks need it, promising not to punish the company if its cable channels struggle, and even covering the $2.8 billion breakup fee that it would owe Netflix.

Not to mention putting a hefty $7 billion on the line if regulators kill the deal.

Warner's taking a beat to assess which suitor it should go with.