Microsoft stock is trading down big despite solid growth for the company. Nvidia and Broadcom see huge computing demand.
Source: https://www.fool.com/investing/2026/03/14/artificial-intelli…
Thiel Macro (a hedge fund run by Peter Thiel) sold its positions in Tesla, Microsoft, and Apple in Q4 2025. Peter Thiel made a similar decision in Q4 2019 with mixed results; he avoided losses but missed out on gains.
Form 13Fs detail which stocks Wall Street’s brightest fund managers — and public companies — bought and sold in the most recent quarter. Alphabet’s No.
Nuclear power could be the answer for AI’s energy demands. Oklo and NuScale Power are well worth considering now.
