Shares of Alphabet and Tesla fell on Thursday after both companies signaled increased AI spending, unnerving investors worried about the mounting costs of the artificial intelligence boom. Source: https://www.cnbc.com/2026/07/23/tesla-tsla-alphabet-googl-stock-today.html
The discount largely reflects that alternative assets aren’t yet as well understood by the broader market compared to more traditional listed equity exposures. The retail market is becoming more aware of the diversification benefits of…
