Bill Ackman on AI: ‘Massively Increased the Risk of Disruption’
Bill Ackman shares his thoughts on how AI has made investments tougher to gauge.
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Meta expands Dolby Atmos & Vision across AI glasses, Instagram, and VR. Get the tech details and DLB stock forecast here.
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Bill Ackman shares his thoughts on how AI has made investments tougher to gauge.
Applied Materials and AMD offer different exposure to AI semiconductor demand. Applied Materials supplies chip manufacturing equipment with a lower valuation (P/E 23.4x) and improving growth trajectory, while AMD designs processors with faster 2025 revenue growth (34.3%) but faces potential shareholder dilution from OpenAI and Meta warrants covering ~20% of shares outstanding. The author recommends Applied Materials as the better buy, though both stocks have merit for long-term diversified portfolios.
Benzinga viewers share if they would let AI agents make 100% of their trades for them.
Bond Danger Signal Please click here for an enlarged chart of iShares 20+ Year Treasury Bond ETF (NASDAQ:TLT). Note the following: The chart shows TLT has fallen below the Arora danger zone. RSI on the