AWS Boss Defends Backing Both Anthropic and OpenAI
AWS CEO Matt Garman says Amazon's investments in both Anthropic ($8 billion) and OpenAI ($50 billion) represent a familiar balancing act. He argues AWS has long...
AI INVESTMENT STRATEGY
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Nvidia, Google Named Safest Public AI Bets
Intelligent Alpha CEO Doug Clinton identifies Nvidia and Google as the safest AI investments in public markets. Nvidia powers inference for all major model make...
Buy AI Dips Now, Wealth Manager Urges
Wealth manager Doug Boneparth argues investors should buy current dips in AI stocks, calling it hard to imagine a portfolio without AI exposure. Microsoft is do...