Tag Archives: AI BOOM
TCI Slashes Microsoft Stake Over AI Disruption Risk
(HedgeCo.Net) For years, Microsoft occupied a rare place inside global hedge fund portfolios: a mega-cap technology company with the stability of an infrastructure utility, the margins of a software monopoly, the balance sheet of a fortress and the growth profile […]
“Creative Destruction” in AI:
(HedgeCo.Net) The artificial intelligence trade is entering a new and more demanding phase. After a historic wave of capital inflows, soaring valuations and broad enthusiasm across nearly every company with exposure to AI, leading investors are beginning to separate the businesses […]