HeyJaredDanilo Masoni
- Indexed articles, last 90 days
- 2
- Latest publication
- Aug 17, 2026
- Outlet visibility, for Theglobeandmail
- Top 10K sites
- Earliest in this view
- Jul 17, 2026
Latest articles
Big investors hunt for tomorrow’s AI winners as capex angst fades (opens the original)
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The rally in AI-linked stocks that marked the latest earnings season has shifted the focus of the AI investment story from whether Big Tech’s spending spree will pay off to the kind of companies that will deliver returns over the longer term, investors say. Results Microsoft (MSFT-Q) and Amazon (AMZN-Q) reassured markets that demand remains robust for the infrastructure that underpins artificial intelligence. Cloud growth is accelerating, and capacity constraints persist. The question for som
Why hyperscalers may soon benefit from some investors quietly trimming back chip-stock exposure (opens the original)
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The parabolic rally in AI chipmakers has run into turbulence amid concern about valuations and the sustainability of their bumper revenues, with some investors quietly positioning for a slowdown in the near-trillion dollar spending boom that could provide a boon to the hyperscalers footing the bill. For most of the past two years, the opposite trade prevailed: investors piled into semiconductor and infrastructure companies on the assumption that Microsoft MSFT-Q, Amazon AMZN-Q, Alphabet GOOGL-Q
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Top 10K sites
For Theglobeandmail, the outlet · Measured Aug 1, 2026
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