Billionaire Ken Griffin Is Shifting His AI Bets. Here's What He's Buying and Selling.

Ken Griffin's Citadel hedge fund is shifting its AI investment strategy by selling positions in Nvidia, Broadcom, and Micron Technology while increasing exposure to Amazon and Microsoft. The moves reflect a market preference for companies demonstrating tangible results from their massive AI infrastructure spending, with Amazon's AWS achieving fastest growth in four years and Microsoft maintaining strong free cash flow despite $175 billion in projected annual AI spending.