In today’s Friday Digest takeover, he explains why connected machines, sensors, and industrial systems are becoming increasingly important to the AI economy... and why the companies enabling that transformation may offer more upside than many of the headline-grabbing names dominating today's market.

Maverick Capital's co-CIOs Ben Silver and David Tykocinski have spent four years quietly outperforming their peers.

A sharp rise in AI infrastructure spending has catapulted many tech stocks in the US to huge returns over the past 12 months. Technology accounts for almost all of the top gainers…