Portfolio manager favors AI & value 'barbell' stock strategy
Finance
finance.yahoo.com
17.09.2026
‘I just want out’: Why Jeffrey Gundlach is moving his money as far from AI as possible — and what he’s doing instead
The DoubleLine Capital CEO founder and chief investment officer has laid out his fears over where the AI trade is headed and how he plans to protect portfolios.
Finance
marketwatch.com
17.09.2026
The trickle-down economics of the AI boom
How fast are AI investments translating into broader gains? Taiwan and South Korea offer hints
Finance
economist.com
17.09.2026
SpaceX vs. Nvidia: 1 Stock Has More Upside After Elon Musk’s Orbital AI Bet
Finance
finance.yahoo.com
17.09.2026
Two Low-Profile AI Data-Center Innovators That Investors Should Watch
Finance
investors.com
16.09.2026
Google is playing a different AI game than everyone else, and Wall Street may be missing the point
Investors have been fixated on the relative performance of Alphabet’s AI models when they should instead be cheering the company’s cloud potential, an analyst says.
Finance
marketwatch.com
16.09.2026
Ray Dalio’s Fund Was Buying These 2 AI Stocks
Finance
finance.yahoo.com
16.09.2026
AI must not outrun safety controls, DeepMind co-founder warns
Shane Legg launches new institute to explore deployment of artificial general intelligence, amid growing calls for industry slowdown
Finance
ft.com
16.09.2026
Mirror publisher to cut 220 editorial jobs as readers turn to AI summaries
Reach, which also owns Express, makes decision because of ‘mammoth shift’ in how audiences seek out contentThe publisher of the Mirror and Express newspapers is to cut a further 220 editorial jobs as
Finance
theguardian.com
16.09.2026
Follow Anthropic's Actions, Not It's Rhetoric: 5 AI Stocks to Benefit From Anthropic's $517 Billion in Compute Commitments
Finance
finance.yahoo.com
16.09.2026
Allowing AI firms to collude to ‘pace the frontier’ is a dangerous proposition
Tech CEOs banding together is an old ruse recycled from corporate America to get a pass from antitrust lawsAnthropic’s Dario Amodei is not the first corporate CEO to suggest that excessive competition
Finance
theguardian.com
16.09.2026
‘If you’re building Frankenstein, stop’: JD Vance dismisses calls for AI regulation
US vice-president’s comments come as former Anthropic researcher revisits recent claim AI could destroy humanityThe US vice-president has dismissed calls for global regulation of AI safety risks, tell
Finance
theguardian.com
16.09.2026
TotalEnergies and Mistral launch oil and gas AI partnership
Finance
finance.yahoo.com
16.09.2026
An AI Slowdown Has To Happen Regardless of Safety
Finance
wsj.com
16.09.2026
This BlackRock strategist opposes a Fed hike. Here are the funds she recommends.
Gargi Pal Chaudhuri, of BlackRock, recommends investors stay invested in the artificial-intelligence sector but broaden into themes like quality and healthcare.
Finance
marketwatch.com
16.09.2026
What Altman, Amodei, Huang and Zuckerberg are saying about the raging AI debate
A product conference at software giant Salesforce turned into the battleground on the new debate on whether there should be a slowdown in artificial intelligence.
Finance
marketwatch.com
16.09.2026
With AI, ‘I told you so’ will be too late
Reducing the speed of innovation is going to be hard, both practically and politically, but it is the right decision
Finance
ft.com
16.09.2026
Why doomsday warnings are not the only threat to the AI juggernaut
The global AI race is being hit by very localised political and environmental concerns
Finance
bbc.co.uk
16.09.2026
The AI gold rush has a dress code: steel-toe boots
Finance
finance.yahoo.com
16.09.2026
Nvidia boss says AI 'doesn't need new laws' as safety concerns grow
Jensen Huang's stance on AI safety contrasts with several current and former employees of AI-focused firm
Finance
bbc.co.uk
16.09.2026