$VIKING-GLOBAL · Viking Global misses AI rally, stays conservative citing valuation and correction risks

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Bloomberg Tech

Open-Weight AI Debate Takes Center Stage

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Viking Global misses AI rally, stays conservative citing valuation and correction risks

2026-07-24 · 6 company · 8 thematic

sentiment

4 bull1 bear1 neu

speakers

jennifer doudna

Biochemist and Nobel laureate, awarded the 2020 Nobel Prize in Chemistry for co-developing CRISPR gene editing.

andrew feldman

Leads Cerebras, a public company (CBRS) building wafer-scale AI inference chips; previously co-founded SeaMicro (acquired by AMD); describes $25B backlog and global data center buildout at unprecedented scale.

antoine chkaiban

Semiconductor analyst at New Street Research with a neutral rating and $115 price target on Intel; covers foundry dynamics and AI infrastructure.

sana

Bloomberg reporter covering space industry; broke story on SpaceX turning away Falcon 9 customers to prioritize Starship.

hema parmar

Covers hedge funds and asset management; reported on Viking Global's conservative stance and AI rally underperformance.

quote

“THEY ARE VERY CONCERNED ABOUT THE RISK THEY SEE IN THE MARKETS. THEY ARE CONCERNED WE COULD SEE POTENTIALLY A CORRECTION OF SOME SORT WAS A SUDDEN SHOCK WITH STOCKS THAT ARE HIGHLY POPULAR. THEY ARE WORRIED ABOUT VALUATIONS THEY ARE SEEING.”

—hema parmar

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