Big Tech's AI Boom: Why Investors Aren't Worried
Update: 2025-11-16
Description
Big investors, including Philippe Laffont and General Atlantic, are bullish on public tech stocks amidst the AI boom. They see a hyper-scaler advantage for giants like Alphabet, Microsoft, and Amazon, who can invest heavily in AI. Despite valuation increases, investors arent worried, citing the contrast between todays stable, cash-rich tech companies and the dot-com bubble. Alphabets recent performance and the Nasdaqs strength further bolster their confidence in the long-term AI opportunities.
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