Story thread · 2 reports / 2 sources
Stanley Druckenmiller builds $120 million bet on major tech stock
thestreet.com · 5h · first report

Tech investors are back in record territory, but the relentless rally carries an expensive question. The Nasdaq is up 15% in 2026, even as the AI arms race continues to accelerate, according to Reuters. Consensus estimates put combined CapEx spending by five of the biggest U.S. hyperscalers near ...
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