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AI Stocks

TCW Mid-Cap Fund Beats Q4 Benchmark With Portfolio Moves Guided by Policy and AI

The letter offers a look at its value playbook shaped by policy risk, AI-driven demand plus stock-specific catalysts.

AI Infrastructure Race Accelerates: Nvidia Projects $1 Trillion Orders as Microsoft Tests Rubin Racks and Oracle Highlights $553 Billion Backlog

Eli Lilly Briefly Hits $1 Trillion as GLP-1 Boom Spurs Fresh Analyst Targets

Cramer Hails Cisco After AI-Fueled Beat as He Turns Upbeat on Alphabet and Comcast

Strategy Posts $2.8 Billion Q3 Profit on Bitcoin Gains, Pivots Funding to Preferreds