We recently published 10 Stocks to Watch as Investors Scramble to Pour Money into AI Trade. Broadcom Inc (NASDAQ:AVGO) is one of the stocks that caught analysts' attention. Tom Hancock, GMO portfolio manager, said in a recent program on CNBC that Broadcom Inc (NASDAQ:AVGO) is a relatively safer AI play because of the company’s diversification. However, he said he does not hold “more” AVGO shares because of valuation. “Broadcom Inc (NASDAQ:AVGO) is more diversified and a safer play. AI is not its only bus ...

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85 ...