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AI

AI Mania Boosts These Hedgies

Etched doubled its valuation in a month and more than quadrupled it over eight months.

Stephen Taub

China Is Back in Portfolios — But Only for Investors Who Can Live With the Risk

U.S. money is returning to Chinese tech stocks as valuations tempt and politics loom, forcing asset managers and advisers to balance profit against volatility.

AI Is Making Even Tech Hedge Funds Look Like the S&P 500

PivotalPath’s data suggests AI concentration is no longer just reshaping benchmarks. It’s making it harder for even specialized tech investors to look meaningfully different from the market itself.
Julie Segal May 27, 2026