Druckenmiller Shifts AI Bet | Business and Finance News

episode

Business News Today | 2 Min News | The Daily News Now! not yet transcribed

▲ 0

Transcript

This episode hasn't been transcribed yet Upvotes decide what gets transcribed next — 0 so far. Sign in to upvote

More from Business News Today | 2 Min News | The Daily News Now!

Japanese Capsule Hotels: Budget Solution for London Hybrid Workers 1 min · 20 Dec 2025

Russia's War Economy: Sustainable or Unsustainable? 2 min · 20 Dec 2025

All episodes from Business News Today | 2 Min News | The Daily News Now! →

Report any issue

Source

Recorded19 Aug 2026

Publisherfeeds.acast.com ↗

Handlerec:20060367

Show notes

Stanley Druckenmiller just made a bold move: he dumped his entire stake in five major chipmakers—Micron, Intel, Broadcom, Lattice, and Coherent—while simultaneously doubling down on Amazon and jumping into Alphabet. The twist? He’s not abandoning the AI chip game—he’s pivoting to bet on the companies actually funding the AI boom, like AMD and Lam Research, which are supplying the infrastructure for giants like Amazon and Alphabet. This isn’t just a portfolio shuffle—it’s a strategic shift toward the biggest AI spenders, signaling where Druckenmiller sees the real long-term value in the next tech wave. Listen in comfort:Get a discount on a Soli Pillow: http://solipillow.com/discount/dnn. Advertise on DNN:[email protected] This is an automated, high-level news summary based on public reporting.Report issues to [email protected]. View sources & latest updates:https://sources.thednn.ai/fd436b5ac6a1aec5

Ask this episode

“What did the council decide on item 42?” — answered with the speaker and the moment.