Snapshot from Aug 20, 2026 at 07:00 UTC. For live data and tracking: View Live
Entities / People / Noah Weisenberger
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Noah Weisenberger

Tracked across 1 events · 6 articles · First seen Aug 17, 2026 · Last active Aug 17, 2026

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Business
Asset managers bet on AI winners
Following the latest earnings season, the AI investment narrative has shifted from whether Big Tech's massive capital expenditures will pay off to identifying which companies will deliver long-term returns. Microsoft and Amazon (company) reported results…
Impact: Noah Weisenberger, chief U.S. equity strategist at BCA Research, recommends a long-hyperscalers, short-neoclouds trade.
Aug 17, 2026 · 6 articles
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