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InsightsDavid Tepper exits stake in soaring tech giantFollowing the chipmaker’s comeback rally (nearly a 50% surge) backed by foundry optimism, government support, and renewed faith in its potential turnaround, Tepper hit the exit. 
InsightsBerkshire Hathaway’s surprising new tech stakeBerkshire Hathaway's Q3 portfolio showed a $4.9 billion purchase of 17.8 million Class A shares of Alphabet, boosting its stock by 3.5%.
InsightsWhy Nvidia’s ‘big sellers’ might secretly be its biggest believersBank of America analysts said in a recent research note that the current wave of “AI skepticism” is “healthy but overstated.” They also said that it is “likely a contrarian positive, helping to minimize overcrowding.”
InsightsSoftBank Sells Nvidia Stake for $5.8 Billion to Fund AI BetsSoftBank Group Corp. sold its entire stake in Nvidia Corp. for $5.83 billion to help bankroll AI investments, even as investors question the amount of capital pouring into a technology with uncertain returns.
InsightsCathie Wood buys $13.8 million of tumbling tech stockWood’s investment strategy has worked well this year, with her funds outpacing the major market indexes. As of Nov. 7, the flagship Ark Innovation ETF (ARKK) is up about 40% year-to-date, far outpacing the S&P 500’s gain of 14.2%.
InsightsWall Street CEOs Flag High Market Valuations, Pullback RiskWall Street chief executives said investors should brace for an equity market drop of more than 10% in the next 12 to 24 months, and that such a correction may be a positive development.