Billionaire families bet on semiconductor and energy stocks in first quarter during Iran war
Private investment firms of David Tepper and other billionaires doubled down on chipmakers despite the Iran war pressuring data center economics.
Last updated: 2026-05-22 00:20:04 ET
Private investment firms of David Tepper and other billionaires doubled down on chipmakers despite the Iran war pressuring data center economics.
The figure outperformed the 9.3% estimate from Reuters.
The investment bank has an overweight rating on the semiconductor name.
AI, semiconductor and digital infrastructure names led last week's large-cap gainers as strong earnings, upbeat guidance and analyst optimism fueled b...
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The semiconductor stock surge has some on Wall Street warning about euphoria in the market.
Semiconductor stocks like NVDA and AMD fell Friday as profit-taking and hot CPI data hit AI-driven gains. Get the latest chip sector news.
Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.
Shares of AMD and Broadcom have produced blistering gains thanks to artificial intelligence.
Ross Gerber said his portfoilo was forced to trim Nvidia, Micron and Broadcom holdings to comply with diversification rules, even as he remains strong...
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