AI Stocks Underestimate the Technology’s Potential, Says This Tech InvestorBy Reshma Kapadia | Brian Barbetta, co-head of technology investing at Wellington Management, is betting on Nvidia, ASML, and Samsara.
Quantum Insiders Are Selling Millions Worth of Stock. Does It Matter?By Mackenzie Tatananni | High-ranking executives at Infleqtion and D-Wave Quantum are selling stock amid a wave of renewed interest in quantum technology.
The World Is Changing. Tech’s Top Spot Isn’t.By Teresa Rivas | KKR’s Henry McVey sees earnings and economic growth concentrated in a handful of areas—and everything else left in the dust.