23 days ago
Peter Thiel exits Nvidia stake amid AI market volatility. Billionaire investor Peter Thiel has fully exited his position in Nvidia, according to his latest 13F filing released around November 15, a surprising move that arrives as artificial intelligence stocks face mounting volatility and concentration fears.
The founder of Thiel LLC sold over 537,000 shares that constituted nearly 40% of his portfolio, while slashing his total reported equity holdings from $212 million in Q2 to $74.4 million in Q3—a reduction of almost two-thirds. The fund's dramatic restructuring left only three holdings: Tesla, Microsoft, and Apple, with turnover #PeterThiel #NVIDIA #AIStocks #MarketVolatility #TechInvesting #WallStreetexceeding 80% https://www.perplexity.ai/...
The founder of Thiel LLC sold over 537,000 shares that constituted nearly 40% of his portfolio, while slashing his total reported equity holdings from $212 million in Q2 to $74.4 million in Q3—a reduction of almost two-thirds. The fund's dramatic restructuring left only three holdings: Tesla, Microsoft, and Apple, with turnover #PeterThiel #NVIDIA #AIStocks #MarketVolatility #TechInvesting #WallStreetexceeding 80% https://www.perplexity.ai/...
SPY- Why You Should Ignore Misguided "Bubble" Talk
Is the market in a bubble? We may be due for a sustained correction, but it will be just that — a correction. Stocks are in a secular bull market, analogous to the second half of the 1990s as we have argued for almost three years, writes Nancy Tengler, CIO of Laffer Tengler Investments.
https://finance.yahoo.com/news/spy-why-ignore-misguided-bubble-050100827.html
1 month ago
Emerging markets surge past S&P 500 as AI stocks fuel rally Emerging market stocks have delivered their strongest performance in over a decade this year, with the MSCI Emerging Markets index climbing 30% compared to just 15% for the S&P 500, marking a dramatic reversal after years of underperformance. The rally has been powered by artificial intelligence-linked companies across Asia, though recent market volatility has raised questions about stretched valuations in the sector #AIStocks #AsianTech #EmergingMarkets #TechStocks #AI rally #InvestingInsights #MarketTrends #EquityMarkets
https://www.perplexity.ai/...
https://www.perplexity.ai/...
2 months ago
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JPMorgan says AI stocks generated $5T in US wealth JPMorgan Chase analysts have revealed that a select group of 30 artificial intelligence-linked stocks generated approximately $5 trillion in wealth gains for US households over the past year, fundamentally reshaping American consumer spending patterns and economic dynamics. #AI #artificialintelligence #AIMarket #Fintech #Investing #stockmarket #AIStocks https://www.perplexity.ai/...
JPMorgan estimates 30 AI stocks have made Americans $5 trillion richer in the last year
JPMorgan analysts say that the market's top 30 AI names now account for about 44% of the value of the S&P 500.
https://ca.finance.yahoo.com/news/jpmorgan-estimates-30-ai-stocks-002748513.html