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Bridgewater’s 13F Shows Large Stakes in Firms Building AI Compute

Positions and recent company moves point to concentrated bets on firms scaling AI compute, raising execution and policy risks for investors.

Stocks Slip as Oil Tops $80 and AI Chip Export Risk Weighs on Semis

Microsoft Outlook Divides Investors as Cramer Flags Risks and AI Capacity Strains Persist

Wedbush Trims MercadoLibre Price Target to $2,400 as Investment Cycle Weighs on Near-Term Profit