Valiant’s Chris Hansen Bullish on AI Spending
The Tiger Grandcub argues that hyperscaler spending will “prove more durable than the market is forecasting for the next several years.”
Recent Articles
SPONSORED
From Equitizing Cash to Core Holdings: How Asset Owners are Rethinking ETFs
Sponsored by Invesco
China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk
U.S. money is returning to Chinese tech stocks as valuations tempt and politics loom, forcing asset managers and advisers to balance profit against volatility.
AI Is Making Even Tech Hedge Funds Look Like the S&P 500
PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.
Julie Segal
May 27, 2026
More Articles
A New Cycle Emerges
Sponsored by Heitman
