Billionaire Stanley Druckenmiller Just Dumped Alphabet (Google) and Picked Up 2 Stocks That Are Direct Bets on Agentic AI

There aren't too many investors better than Stanley Druckenmiller. The now-billionaire launched his own fund, Duquesne Capital, in 1981 and proceeded to absolutely crush the market over the next three decades, generating incredible average annual returns of over 30%, without a single year in the red. He shuttered the fund in 2010, and today, he focuses on managing his family's wealth out of the Duquesne Family Office.Given that he had such a storied career, retail investors are always interested to see what Druckenmiller is buying and selling in any given quarter. In the first quarter of 2026, he made a lot of moves. Among them, he completely closed his position in Alphabet (a stake worth just over $120 million as of the end of 2025) and opened new positions in two stocks that are direct bets on agentic artificial intelligence (AI).Image source: Getty Images.Continue readingWeiter zum vollständigen Artikel bei MotleyFool Weiter zum vollständigen Artikel bei MotleyFool