Coatue’s Philippe Laffont rotates into platforms, cloud capacity, and long-term AI demand drivers with bold bets.

Soros Capital piles into Nvidia and other AI winners with its latest portfolio shift.Image source: Bloomberg/ How ...

Bridgewater Associates sold all its U.S.-listed China shares in the second quarter, signalling a major shift in its portfolio allocation, as the trade war between the world's two largest economies ...