Wall Street is starting to flinch at how expensive the AI boom has become. Shares of Microsoft, Amazon, Apple, and Alphabet have all slid this year as investors worry that massive spending on chips, data centers, and models isn’t paying off fast enough. Even as AI keeps advancing, markets are starting to ask a simpler question: when do the profits show up? (Reuters)

Apple is upgrading Apple Podcasts into a full video platform this spring, letting listeners flip between watching and listening from the same feed, with picture-in-picture and offline downloads built in. The move pulls Apple into direct competition with YouTube and Spotify. It also unlocks dynamic video ads for creators, turning podcasts into something that looks a lot more like streaming TV. (CNBC)

Meta is rolling its newly acquired Manus AI directly into Ads Manager, giving advertisers an in-dashboard AI that can build reports, research audiences, and suggest optimizations. It’s basically a junior media analyst baked into Facebook and Instagram. This signals that Meta is trying to turn its massive AI spend into tools businesses actually touch, starting with the ad budgets that keep its lights on. (Social Media Today)

ByteDance’s new video model, Seedance 2.0, went viral for generating eerily realistic clips starring famous movie characters and celebrities. After fans shared everything from superhero battles to fake blockbuster scenes, Disney sent a cease-and-desist and the Motion Picture Association raised copyright concerns. ByteDance says it’s adding safeguards. When AI can make movie-grade scenes, who decides what counts as “allowed”? (Business Insider)

After four straight months of sliding, the U.S. dollar may finally be catching its breath. Traders are warming up to the greenback as U.S. growth looks sturdier, foreign money keeps flowing into American stocks, and Kevin Warsh’s pick to run the Fed calms fears of runaway money printing. Options markets show investors dialing back bets against the dollar even as big banks still argue whether this is a real comeback or just a pause. (Reuters)

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