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Artificial Intelligence

Wasatch Says Quality Bias Left Its Small‑Cap Fund Behind in Narrow AI Rally

The firm warns a concentrated surge in AI-linked names pushed benchmark gains past its disciplined, quality‑focused portfolio, raising questions about concentrated leadership, active-manager due diligence, sustainability of returns.

38 ARTICLES

3w ago

Value Funds Say Narrow AI-Led Rally Leaves Room for Company-Specific Gains

8 ARTICLES

4w ago

Berkshire’s Abel Makes $10 Billion Alphabet Bet, Reshaping Portfolio

95 ARTICLES

last mo.

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

8 ARTICLES

last mo.

Michael Burry Calls Tesla ‘Ridiculously Overvalued,’ Citing Dilution and Musk’s $1 Trillion Pay Plan

21 ARTICLES

8mo ago

ARK Invest Steps Up Crypto Accumulation and Tech Rebalance as Prices Slide

32 ARTICLES

9mo ago

CoreWeave Beats Q3 Revenue but Trims 2025 Outlook on Data-Center Delay

97 ARTICLES

9mo ago

AI Investment Split Widens: Goldman Backs Buildout as Citi Puts $1 Trillion Price on OpenAI Plans

38 ARTICLES

10mo ago

Nvidia Deepens OpenAI Ties With 10 GW LOI and Up to $100 Billion Investment

5 ARTICLES

10mo ago

Zuckerberg Says AI Bubble Is Possible, Defends Massive Spend to Win Superintelligence

8 ARTICLES

11mo ago

Thoma Bravo to Take Dayforce Private at $70 a Share in $12.3 Billion Deal

Artificial Intelligence

Wasatch Says Quality Bias Left Its Small‑Cap Fund Behind in Narrow AI Rally

Value Funds Say Narrow AI-Led Rally Leaves Room for Company-Specific Gains

Berkshire’s Abel Makes $10 Billion Alphabet Bet, Reshaping Portfolio

Micron’s Blowout Quarter Fuels Wall Street Frenzy and a New Debate Over Memory’s Sustainability

Three Berkshire Holdings Offer Different Paths to Reliable Income

Micron Joins $1 Trillion Club After UBS Triples Price Target

Goldman Backs Microsoft as Shares Slide on AI Spending Fears

Market Reprices AI Leaders as Nvidia’s Forward P/E Hits Seven-Year Low

American Express Falls in 2026 on AI-Fee Jitters as Debate Over Its Moat Builds

AI Investment Boom Enters 2026 ‘Show Me the Money’ Test as Risk Warnings Mount

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Artificial Intelligence

AI Boom Caps 2025 With Trillion-Scale Buildout as 2026 Becomes the Proving Year

AI Trade Rebounds After Oracle Funding Jitters Trigger Tech Selloff

Oracle’s AI Buildout Stumbles as Debt Costs Rise and Data-Center Timelines Slip

Michael Burry Calls Tesla ‘Ridiculously Overvalued,’ Citing Dilution and Musk’s $1 Trillion Pay Plan

ARK Invest Steps Up Crypto Accumulation and Tech Rebalance as Prices Slide

CoreWeave Beats Q3 Revenue but Trims 2025 Outlook on Data-Center Delay

AI Investment Split Widens: Goldman Backs Buildout as Citi Puts $1 Trillion Price on OpenAI Plans

Nvidia Deepens OpenAI Ties With 10 GW LOI and Up to $100 Billion Investment

Zuckerberg Says AI Bubble Is Possible, Defends Massive Spend to Win Superintelligence

Thoma Bravo to Take Dayforce Private at $70 a Share in $12.3 Billion Deal

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Artificial Intelligence