Is OpenAI (OPAI.PVT) becoming "too big to fail" as it establishes more partnerships with giants across the tech and AI landscapes, including PayPal (PYPL) and Microsoft (MSFT)? Intelligent Alpha Founder and CEO Doug Clinton — who views an investment into Microsoft as the best exposure to OpenAI — discusses this notion further in the video above. Also hear Doug Clinton's other thoughts around AI capex spending, Nvidia's (NVDA) latest partnership announcements, and why he doesn't invest in Amazon (AMZN). To watch more expert insights and analysis on the latest market action, check out more Market Catalysts...

While the supply constraints weighed on sales in the fourth quarter, investors remained optimistic as the September launch of the new iPhone lineup helped Apple shares cross above $4 trillion in market capitalization earlier this week, joining Nvidia and Microsoft. The outlook has also helped allay concerns around Apple going slow on the integration of some long-awaited artificial intelligence features even as other tech majors race ahead. "I just know that owning this stock for many decades ... When you're really big like Apple, you don't have to move fast, sometimes you just have to get it right eventually," said Eric Clark, chief investment officer at Accuvest...

Despite corporations pouring millions of dollars into new AI ventures and partnerships, the writing could be on the wall for the ever-growing AI bubble...