Good morning. On Fortune’s radar today:

  • Google’s $200 billion AI bill is only the down payment, says Ruth Porat.
  • Macquarie warns of potential run on banks in France.
  • Markets: Tech investors flee “casino.”
  • Midterms are usually good for stocks.
  • The Iran war has reduced global tourism.
  • Kelly Clarkson attempts to buy a mechanical bird and it does not go well.

This story was originally featured on Fortune.com

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