The biggest tech companies in the market have an advantage that didn't exist during dotcom bubble, say fund managers overseeing tens of billions of dollars.

Short sellers like Michael Burry and Jim Chanos are circling, warning that the AI buildout isn’t a one-time investment but a recurring cost wave.

The biggest tech companies in the market have an advantage that didn't exist during dotcom bubble, say fund managers overseeing tens of billions of dollars.