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Billionaire Investor Doubles Down On AI Trade, Adds Chip-Equipment Names | WAPE

Newsbenzinga

Billionaire Investor Doubles Down On AI Trade, Adds Chip-Equipment Names

Jun 12, 2026, 13:08 ET · Published

Article summary

Daniel Loeb increases semiconductor exposure, reaffirming chips as top sector pick while adding positions in KLA, ASML, and Lam Research in Q1.

An excerpt from the original article.

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