As A.I. stocks soar, here’s what top investors like Ray Dalio, Dawn Fitzpatrick, and Stan Druckenmiller think of their prospects
Pananalapi As A.I. stocks soar, heres what top investors like Ray Dalio, Dawn Fitzpatrick, and Stan Druckenmiller think of their prospects Balita ng Ethereum ng Bitcoin A.I. buzz has had quite the year so far, and equities investors have subsequently rewarded the companies that have made headlines for integrating generative A.I.—like Microsoft and Meta, which are up 35% and 111% respectively year to date. The chipmakers powering A.I. have also seen a boost from the excitement—the most prominent being Nvidia, which is up 162% this year so far. Yet is the hype overblown and pushing these stocks higher than they should be？ Investor Stanley Druckenmiller, the billionaire CEO of the Duquesne Family Office, said at Bloomberg‘s Invest Conference on June 7 in New York City that he plans to hold Nvidia. “If I’m right about A.I., I could own Nvidia for two or three more years,” he said. Dawn Fitzpatrick, CEO and chief investment officer of Soros Fund Management, explained she sees much of the hype about A.I. priced into stock prices already at Bloomberg‘s conference. “The real beneficiaries are the applications…your cloud and and your high-performing chip companies. Those stocks right now are extrapolating pretty enormous compounding growth—we wouldn’t necessarily chase that,” she said.