Investment Strategy
AI
AI Investment Shifts Beyond Nvidia as Capital Spending Hits $650 Billion
Analysts track infrastructure expansion and evolving market dynamics as hyperscalers pour record capital into AI buildout.
AI
Howard Marks: AI Will Eliminate Most Fund Managers, But the Greatest Investors Will Thrive
Oaktree's co-chairman argues artificial intelligence excels at pattern recognition from historical data—which is precisely why it will fail where elite investors succeed.