Most of the media hype goes to Nvidia, Broadcom, Google and the other major AI plays. We dug deeper into billionaire Ray Dalio's Bridgewater Associates Q2 13F filings to see what new AI stocks the fund was buying. ServiceNow, Inc. (NYSE:NOW) was one of them. Bridgewater opened a position of about 635,000 shares worth roughly $63 million, a 0.26% portfolio weight. Nutanix, Inc. (NASDAQ:NTNX) was the other. The fund bought about 999,000 shares worth roughly $51 million, a 0.21% weight. NOW regularly gets the limelight in the media, so let's focus on NTNX. The stock is down 11% over the past year. Nutanix ended fiscal 2026 with recurring revenue of $2.55 billion, up 16%, and added more than 3,000 new customers during the year.
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