The AI race is intensifying with Nvidia leading due to its rapid growth and significant earnings, while Palantir Technologies leverages its relationship with the U.S. government for AI-driven intelligence gathering. AI-capable PCs are poised for explosive growth, with projections showing a substantial increase in AI PC shipments by 2028, driven by technological advancements and commercial adoption. Despite a recent selloff, investors remain optimistic about AI's potential, though geopolitical risks such as China's actions could impact production. The rise of AI in investing is also stirring debates about the future of behavioral finance, with questions about whether rational AI will eliminate human biases in markets.