David Tepper’s Appaloosa Exits SanDisk, Rotates Into Broadcom and Nvidia
David Tepper's Appaloosa Management sold its entire SanDisk stake in Q2 2026 and initiated a new position in Broadcom, according…
Latest Nvidia stock news — AI chip demand, data centre revenue, quarterly earnings and NVDA price analysis.
David Tepper's Appaloosa Management sold its entire SanDisk stake in Q2 2026 and initiated a new position in Broadcom, according…
Alphabet expects to spend $195 billion to $205 billion on AI infrastructure in 2026, and Amazon expects to spend around…
Microsoft's data centers have taken delivery of the first production Vera Rubin systems from Nvidia, CEO Satya Nadella confirmed on…
Nvidia's stock fell for four straight sessions through August 20, 2026, its longest losing streak in nearly five years. Rising…
The PHLX Semiconductor Index dropped about 7% over two sessions this week, even after Analog Devices posted record results, as…
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