Fund Managers Spot Value Amidst AI Market Turmoil

The 10 hottest stock tips from this year’s Sohn fund managers

The annual gathered of investors and bankers, in New Zealand this year, was punctuated by a violent sell-off on Wall Street and fears about the AI revolution.

Hedge fund managers back Nvidia, Disney and ASML at Sohn Queenstown…

Hedge fund and investment managers have identified opportunities in Nvidia, Disney and ASML despite heightened market volatility and a sharp selloff in technology stocks, according to a report by Bloomberg.EFM Asset Management's John Wylie highlighted Nvidia as an attractive opportunity following the recent decline in semiconductor stocks. He noted that the chipmaker's earnings multiple has more than halved over the past year, even as revenue gr…

Fund Managers Spot Value Amidst AI Market Turmoil

The 10-year anniversary of the Sohn Hearts & Minds conference recently convened in Queenstown, New Zealand, drawing fund managers to the picturesque foothills of The Remarkables. This year’s gathering unfolded against a backdrop of significant market upheaval; a violent Wall Street sell-off, fuelled by fears of stringent AI regulation, saw trillions wiped from global sharemarkets. Despite this volatility, prominent fund managers presented bullis…