Nvidia or Alphabet: Billionaire Ken Griffin Bets Big on One Top AI Stock - TipRanks.com
2025-02-18 00:00:56
AI's rapid rise has sparked concerns about its impact on tech giants like Alphabet and Nvidia, with varying investor sentiments. Hedge fund manager Ken Griffin notably increased his stake in Alphabet (GOOGL) by 135% despite recent Cloud revenue misses and forecasted high capital expenditures.Meanwhile, he also raised his investment in Nvidia (NVDA), a major beneficiary of AI's growth but facing challenges like competition from new players and potential market saturation. Analysts largely看好Alphabet的中期前景,认为其在AI领域的定位正在改善。Nvidia则获得了更强的投资共识,尽管面临短期挑战,但多数分析师仍持乐观态度,预计股价在未来一年内将有显着增长。投资者可以利用TipRanks等工具来寻找具有吸引力估值的人工智能股票投资机会。人工智能