By Eric Rosenbaum
Publication Date: 2025-11-16 17:07:00
Bill Ford (left), Chairman and CEO of General Atlantic, and Philippe Laffont (right), Founder and Portfolio Manager of Coatue Management, speak during CNBC’s Delivering Alpha event on November 13, 2025 in New York City.
Adam Jeffery | CNBC
The world’s biggest investors are often more focused on private markets than public ones, but with the artificial intelligence boom poised to transform the economy for decades to come, they can’t afford not to keep a close eye on what’s happening with the biggest publicly traded tech stocks, and they’re not worried.
Amid fears of risky over-concentration in the so-called “Magnificent Seven” stocks that dominate the world S&P 500Amid fears of an AI bubble, two managers who oversee tens of billions of dollars of investors told CNBC at the Delivering Alpha conference last week that they remain optimistic about developments in the U.S. tech sector and the vast sums being invested in AI.
Philippe Laffont, founder and portfolio manager of Coatue Management,…
