MarketPulse

David Tepper

3 articles
The Motley FoolThe Motley Fool··Keithen Drury

Tepper's Appaloosa Expands AI Exposure With Significant Q4 Stake Increases

Billionaire David Tepper's Appaloosa hedge fund significantly increased AI and tech stakes in Q4, nearly tripling Micron holdings and boosting positions in Alphabet, Meta, TSMC, and Microsoft.
METAMSFTMUGOOGGOOGL+1data centersAI stocks
The Motley FoolThe Motley Fool··Bram Berkowitz

Tepper Pressures Whirlpool Board Over $963M Capital Raise, Strategic Missteps

David Tepper criticizes Whirlpool's $963M equity raise and strategic missteps. The activist investor questions capital allocation decisions as stock declines 32% amid housing market weakness.
WHRDavid TepperAppaloosa Management
BenzingaBenzinga··Erica Kollmann

Appaloosa Triples Micron Stake While Paring Mega-Cap Tech Exposure

David Tepper's Appaloosa triples Micron stake to $428M while trimming mega-cap tech exposure like Amazon and Nvidia, rotating toward semiconductor infrastructure.
NVDAMETAMUAMZNGOOG+3portfolio rebalancingDavid Tepper