MarketPulse

AI investments

3 articles
BenzingaBenzinga··Lekha Gupta

Loeb Dumps TSM, Doubles Down on Nvidia as AI Chip Hierarchy Shifts

Billionaire Daniel Loeb slashes Taiwan Semiconductor stake by 61% while tripling Nvidia position, signaling confidence in AI chipmaker dominance amid strong earnings from both.
NVDATSMAI investmentscapital allocation
The Motley FoolThe Motley Fool··Jonathan Ponciano

Foxhaven Exits $122M Wix Position as Stock Plummets 70% Amid Valuation Pressures

Foxhaven fully exits $122M Wix stake as stock crashes 70%. Despite strong fundamentals and revenue growth, valuation pressures and AI costs weigh on investor sentiment.
AMZNMELIWIXstock declineWix.com
The Motley FoolThe Motley Fool··Keithen Drury

Thiel Macro Exits Major Tech Holdings, Shifts Strategy Away From Public Markets

Thiel Macro liquidated its entire public equity portfolio in Q4 2025, exiting Tesla, Microsoft, and Apple positions. The fund is shifting strategy toward private market investments.
MSFTAAPLTSLAsemiconductor stocksAI investments