Ken Griffin's portfolio faces potential impacts from trade policies; AI stock Nebius Group is promising

From Yahoo Finance: 2025-04-11 15:50:00

Ken Griffin’s portfolio faces potential impacts from Trump’s trade policies. Griffin believes the damage has been done due to aggressive trade tariffs and the negative impact on multinational companies’ long-term investments. Amid a slowing economy, the Fed opts to go slow on interest rate cuts, warning of a potential economic growth slowdown.

Nebius Group N.V. (NASDAQ:NBIS) is a technology company positioned as a leader in the AI infrastructure market. With significant revenue growth and plans to expand data center capacity, NBIS expects to achieve an ARR of $750 million to $1 billion in 2025. Despite its potential, AI stocks may offer higher returns within a shorter time frame.

NBIS ranks 1st on the list of top stocks in Ken Griffin’s portfolio to buy according to analysts. While acknowledging NBIS’s potential, AI stocks are seen as more promising for higher returns. An AI stock, trading at less than 5 times its earnings, may offer better prospects. Investors are advised to consider AI stocks for potential gains in the current market climate.



Read more at Yahoo Finance: The Top Stock in Ken Griffin’s Portfolio to Buy According to Analysts