Shares of stocks with significant private credit market exposure were diving on fears about exposure to the industries being disrupted by artificial intelligence, including software.
Source: https://www.cnbc.com/2026/02/03/private-credit-stocks-plumme…
Google’s $190B AI push supercharges demand for chips, putting NVDA, TSM and AVGO at the center of a booming semiconductor rally.
Alphabet is one of the best-positioned companies for the AI age. Amazon has two solidly growing market-leading businesses and its stock is on sale.
CEO Greg Abel decided to unload the stocks that had been managed by Todd Combs, who left in December for JPMorgan Chase.
