Capital DailyCapital Daily
Markets · Investing · Business
Capital DailyCapital Daily
Finance

Why the most important company enabling AI isn’t Nvidia, according to this fund manager

Portfolio manager Jonathan Cofsky talks about where to find the winners in the AI landscape and one company that is beating all comers.

Why the most important company enabling AI isn’t Nvidia, according to this fund manager

Published June 2, 2026 · Category: Finance

Overview

Portfolio manager Jonathan Cofsky talks about where to find the winners in the AI landscape and one company that is beating all comers.

Source

Originally published at www.marketwatch.com.

Related Articles

C
Capital Daily Newsroom

Capital Daily covers markets, crypto and commodities for Asia & the Middle East — tier-1 desk research, AI-driven analysis, institutional-grade data. Tip our newsroom: [email protected]

Email the newsroom →
Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.

Related Stories

More from Global Stocks →