Managers Refine How They Navigate AI Market Concentration

Published on November 8, 2025

Amid headline-grabbing AI funding rounds, managers are focusing on specialist infrastructure and supply-chain bottleneck companies with clear order-book visibility and strong pricing power. These include semiconductors and components.

Continue reading on website
Other news

AI Is Waging War on White-Collar Jobs. It Won’t End Well

November 8, 2025
In October 1996, at the last party conference before the election that would make him UK prime minister, Tony Blair tried to define the essence of New Labour. He started off by contrasting his party with the dying Conservative government, before summarizing his three priorities for power.

With Crypto, It Can Pay to Keep an Open Mind

November 8, 2025
For many crypto investors, it’s fine to focus on bitcoin and ethereum. After all, those two assets combine for nearly $2.7 trillion of the crypto universe’s total market capitalization of $3.75 trillion. “Dominant” doesn’t begin to underscore the status of bitcoin and ether.