George Soros' Q2 Portfolio Revealed: Major Bets on Infrastructure and Tech, Exits from High-Profile Stocks Signal Strategic Shift

Recent regulatory filings reveal George Soros made significant portfolio changes in Q2. He established new positions in companies like American Electric Power and Apogee Therapeutics, while exiting Salesforce and GlobalFoundries. These moves highlight a focus on utilities, biotech, and digital infrastructure, sparking debate on his evolving investment strategy.

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Anthropic's IPO Road: The $2 Trillion Valuation Test for AI Profitability

Anthropic's potential IPO is seen as a critical test for the AI investment boom. While its annualized revenue run-rate surged from $14B to $47B in three months and private valuation nears $1 trillion, the speculated $2 trillion IPO valuation faces real challenges: profitability conversion, massive capital needs, and profit distribution across the AI supply chain.

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