According to @DowdEdward, Microsoft CEO has expressed concerns about a bubble in the AI infrastructure market and the surrounding hype. This statement could influence trading behaviors as investors may reassess their positions in AI-related stocks, potentially leading to volatility in the market. Traders should watch for changes in stock prices of companies heavily invested in AI infrastructure.

According to @JeffDean, a new Veo2-generated short movie created by @henrydaubrez has been released, attracting attention for its innovative use of AI technology. This development may impact AI technology stocks due to increased interest in AI content creation tools.

According to Miles Deutscher, AI mindshare has decreased by 1.80% to 31.70%, marking the third consecutive day of decline. This trend may influence AI-related investments as market participants reassess their positions in AI stocks.

According to Satya Nadella, the increased efficiency and accessibility of AI technologies are expected to lead to a significant rise in their usage, effectively turning AI into a commodity that sees substantial demand. This shift could influence tech and AI-related stocks as companies strive to capitalize on the growing market demand. Traders should monitor companies heavily investing in AI as potential opportunities for growth, considering the market's projected expansion (source: Satya Nadella).