Billionaire investor Ron Baron explains how he profits on big spending mistakes in the market

Billionaire investor Ron Baron explains how he profits on big spending mistakes in the market

On Dec. 9, JPMorgan warned it would spend more next year than it had previously forecast. Shares tanked. Within days, the bank’s stock had recovered. That trading dynamic is a rapid-fire microcosm of an approach that billionaire fund manager Ron Baron says underlies a key part of his investment philosophy: making bets on the companies … Read more

A simple reason why the market’s biggest investors say they aren’t worried about AI bubble, tech stock selling

A simple reason why the market’s biggest investors say they aren’t worried about AI bubble, tech stock selling

Bill Ford (L) Chairman and CEO of General Atlantic, and Philippe Laffont (R) founder and portfolio manager of Coatue Management, speak during CNBC’s Delivering Alpha event in New York City on Nov. 13, 2025. Adam Jeffery | CNBC The biggest investors in the world often have a greater focus on the private than public markets, … Read more