Calamos Investments

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// recent coverage 2 mentions

09:51

2026-07-27

machinebrief.com

artificial-intelligence

Hyperscalers can't win with investors as they spend big on AI

Alphabet's stock dropped more than 7% last week after the company raised its projected AI spending by $15 billion to $190 billion-$205 billion for 2026, reflecting investor skepticism that hyperscaler…

09:15

2026-07-26

machinebrief.com

ai-infrastructure

A top fund manager unpacks why he's sticking with AI infrastructure stocks, and flags 2 lesser-known names he's betting on

Brandon Nelson, manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), which has outperformed 99% of similar funds over three years, said he is not ready to sell AI infrastructure stocks despit…

// co-occurs with top 8 entities

Brandon Nelson 2 Calamos Timpani Small Cap Growth Fund 1 Sterling Infrastructure 1 SiTime 1 Morningstar 1 Russell 2000 Growth Index 1 iShares Semiconductor ETF 1 Alphabet 1

// topics top 3 topics

ai infrastructure 2 ai startups 1 artificial intelligence 1