Billionaire Peter Thiel’s latest 13F filing revealed a seismic shift in his equity holdings: a complete sale of his Nvidia shares after a long-term position that accounted for approximately 40% of his portfolio. The divestiture encompassed more than 537,000 shares during the third quarter, effectively shrinking his US stock book by nearly two-thirds—from $212 million
Shares of Alphabet Inc. surged in premarket trading on Monday after Berkshire Hathaway Inc. revealed a major new position in the Google parent company, marking its most significant portfolio addition in the third quarter of 2025. A regulatory filing on Friday showed that Berkshire acquired 17.8 million Class A shares of Alphabet, valued at $4.3
Jeff Bezos, the founder of Amazon and one of the world’s wealthiest individuals, is taking on a rare operational role in a new artificial intelligence start-up that he will jointly lead as co-chief executive. The company, called Project Prometheus, emerges with a formidable $6.2 billion in funding, reported the New York Times, citing people familiar
The Nasdaq 100 Index and its associated ETFs, like the Invesco QQQ (QQQ) and the JPMorgan NASDAQ Equity Premium Income ETF (JEPQ), have come under pressure in the past few days as investors remain concerned about the artificial intelligence (AI) industry and technology valuations. This article looks at the top catalysts for these assets this
CNBC’s Jim Cramer has a knack for spotting what mainstream Wall Street overlooks. While most investors obsess over valuations and AI hype, Cramer is zeroing in on something more fundamental: real, tangible execution. As per Insider Monkey, his latest take on Nvidia and Tesla reveals a contrarian thesis that challenges the prevailing bearish sentiment around
A memory chip bottleneck is building across global supply chains as surging demand from the artificial intelligence sector redirects production away from essential consumer and automotive applications. With manufacturers prioritising high-value AI chips, concerns are growing over reduced availability for standard memory used in mass-market devices, including mobile gadgets and embedded systems. Semiconductor Manufacturing International
Federal Reserve Governor Adriana Kugler’s resignation in August seemed routine at first, a return to academia after nearly two years of public service. But documents released in mid-November revealed something far messier. Her abrupt departure wasn’t about teaching commitments at Georgetown University. It was about forbidden stock trades, repeated ethics violations, and a waiver request
Nvidia’s third-quarter earnings report on November 19 is set to be a critical market event, with investors and analysts intensely focused on the AI chip giant’s performance and prospects. CNBC’s Jim Cramer highlighted that Nvidia stock could “move the market” depending on whether the company beats expectations, raises guidance, and reaffirms its dominance over competitors
Nvidia is bracing for what could be the most consequential earnings reveal of the season. On November 19, the chip giant will unveil its third-quarter fiscal 2026 results, and the Street is watching closely. The company has guided for $54 billion in revenue, representing a 54% year-over-year jump, with most of that windfall driven by
Apple shares have held up noticeably better than other major technology stocks in November, even as a broad rotation out of the sector pressures market leaders. While most of the Magnificent Seven have faced sharp declines, Apple has defied the sell-off so far. The iPhone maker has gained nearly 3% since November compared to compared