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Hedge fund manager Gavin Baker says investors have been too quick to judge Big Tech's AI spending - Business InsiderBusiness Insider · Wed, 05 Aug 2026 15:12:00 GMT"AI Paper Wealth" Sweeps US Stock Earnings Season: Anthropic and OpenAI Equity Significantly Boost Tech Giants' Profits; Wall Street Shifts Focus to Judging Cash Flow - BitgetBitget · Tue, 04 Aug 2026 18:47:18 GMT