Capitalist Insider: Half of big money still all-in as AI trade cracks

DoorDash swallows Instacart in $17B power grab

Hello Capitalist Insiders!

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• Half of big money still all-in as AI trade cracks

• DoorDash swallows Instacart in $17B power grab

• Oil jumps to $104 as tech and crypto crash hard

• Fortinet plunges 26% after cutting service revenue outlook

• Chevron and Exxon surge as oil hits $117 while tech crashes

• Small caps hold firm as mega-tech dumps on AI spending fears

• Nasdaq faces make-or-break support test as tech crashes

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Half of big money still all-in as AI trade cracks

Barron’s exclusive Big Money poll finds half of professional managers remain bullish on the AI trade, citing years of earnings growth still ahead, while skeptics warn of bubble risks.