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PIMCO

The Magnificent Seven’s $4.6trn wipeout

Matteo Anelli
03 August 2026
With Microsoft, Meta, Amazon and Apple all having now reported, investors didn’t get a clear answer on whether hundreds of billions in AI spending are earning their keep.

Why Artemis US Select just bought into this sector for the first time in years

Matteo Anelli
31 July 2026
A Supreme Court ruling on trucker liability gave Cormac Weldon the chance to reallocate from his AI winners.

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