Investment Managers Discuss AI Investments and Performance of Tech Stocks
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#f37caae9 ver:0.13

Investment managers discuss AI investments and tech stock performance. Cathie Wood remains confident in ARK Invest's AI investments despite scaling back on Nvidia shares. Wood highlights the pause in the semiconductor industry and reaffirms her stance on autonomous driving. Ken Laudan questions when hyperscalers will base GPU purchases on end-user demand. Laudan trims AI holdings and favors industrials and healthcare. David Rolfe discusses top-performing stocks in Wedgewood Partners' portfolio, emphasizing Apple's sustainable growth and AI strategy. Wood predicts significant interest rate cuts in 2024. #AIinvestments #techstocks #autonomousdriving #semiconductorindustry #interestrates...

#newstr #CathieWood #KenLaudan #DavidRolfe #AiInvestments #Nvidia #TechStocks #Apple #AiStrategy 

 https://here.news/story/f37caae9?ver=0.13