AI stocks have started to bounce back after a sell-off erased trillions of dollars in market value. But one day of gains doesn't answer the bigger question: can the enormous spending on chips and data centers deliver the returns investors have been promised, or has the AI bubble already started to deflate? Chapters: 0:00 Intro 0:38 Tech stock plunges: Trillions wiped out 3:06 What's driving the investor panic?