Nobody knows who will win the -To The Moon - Tiger Brokers Online Investing Community - To The Moon

Nobody knows who will win the AI race Six weeks in, the votes are coming in. The Anthropic fund (ANTW) has US$19.3 million, more than the other four put together. The OpenAI fund (OAIW) has US$5.7 million. The Meta, Google and SpaceX funds have about US$2 million each or less.

Anthropic sells mostly to businesses. Meta puts AI inside Facebook, Instagram and WhatsApp. Google has the research, the data and the cloud under one roof. If you have a view on which lab wins, Harbor says, you should be able to invest in it. If you can’t decide, buy a few and “adjust ecosystem weights as AI leadership evolves”. Its chief investment officer, Kristof Gleich, went further. He believes 2026 is the year AI stopped being a theme and became an asset class of its own. Harbor Capital, a US fund manager with about US$70 billion under management, is asking investors exactly that. On 12 August it listed five ETFs in New York, one for each of the big AI labs.

Can AI investment be honored? Who is more worth looking forward to in the financial reports of the four major technology giants?

US technology giants ushered in a period of intensive earnings release. After Google's financial report last week, investors' worries about high capital expenditure and free cash flow pressure heated up. Whether technology giants can prove the liquidity and capital expenditure efficiency of AI business will become the key to this round of financial report. Microsoft and Meta will announce their earnings after the market bell on July 29, and Apple and Amazon will release their latest results after the market bell on July 30. Of these companies, whose performance do you expect the most?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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