For years, Wall Street has brushed off concerns about government crackdowns on big tech players. But Google’s loss last month in the Justice Department’s antitrust case over search and the start of a second antitrust case connected to its ad-tech businesses is starting to unnerve investors. Dan Gallagher, a columnist for WSJ’s Heard on the Street, tells host Zoe Thomas about investors' concerns. Plus, AI is beginning to look more like a feature of existing software and devices rather than a standalone product. We’ll tell you why.

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