Uploaded July 2026 | Updated September 2026, 2 weeks ago

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With AI stocks soaring this year, Viking Global Investors told clients that its conservative position on the sector was a "missed opportunity." The firm's flagship hedge fund gained just 2.6% in the first half of the year, trailing peers with greater AI exposure. And yet, the firm doesn't plan to change course. Bloomberg's Hema Parmar joins Ed Ludlow on "Bloomberg Tech."
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