In the second quarter of 2025, significant shifts are occurring in AI stock investments. David Tepper's Appaloosa hedge fund increased its stake in Nvidia by 483% while selling shares of Alibaba, Meta, and Alphabet, though these remain top holdings. Similarly, Philippe Laffont's Coatue Management sold its Super Micro Computer stock and increased its Nvidia investment by 34%. China's Cambricon Technologies saw its stock jump 20% amid a push for AI chip self-reliance, especially after reports that Nvidia may face restrictions. Bloom Energy's stock rose by 0.72% as its fuel cell technology gains traction in powering AI data centers, with ongoing talks to expand beyond their Oracle deal. Palantir's stock showed a slight recovery after a six-day decline, amid broader questions about the AI stock boom. C3.ai's stock, however, plummeted 42% in the last month due to lower-than-expected revenue. AI is also driving innovation across various sectors, from housing and healthcare to robotics and space, with companies like Opendoor, Unity, Hesai, UnitedHealth, and Apple exploring AI-driven interfaces. CourseRev.ai, an AI company focused on golf course management, received investment from The Walden Golf Group to expand its AI solutions. Furthermore, Tempus AI is acquiring Paige, an AI pathology firm, for $81.25 million, integrating Paige's FDA-approved AI programs for cancer detection and its extensive pathology data from Memorial Sloan Kettering Cancer Center.
Key Takeaways
- David Tepper's Appaloosa increased its Nvidia investment by 483% while selling Alibaba, Meta, and Alphabet shares.
- Philippe Laffont's Coatue Management sold Super Micro Computer stock and increased its Nvidia investment by 34%.
- Cambricon Technologies' stock jumped 20% amid China's push for AI chip self-reliance.
- Bloom Energy's stock rose as its fuel cell technology powers AI data centers, expanding beyond the Oracle deal.
- Palantir's stock showed a slight recovery amid questions about the AI stock boom.
- C3.ai's stock plummeted 42% due to lower-than-expected revenue.
- AI is driving innovation in housing, healthcare, robotics, and space, with companies like Opendoor, Unity, Hesai, UnitedHealth, and Apple.
- CourseRev.ai, an AI golf course management company, received investment from The Walden Golf Group.
- Tempus AI is acquiring Paige, an AI pathology firm, for $81.25 million, gaining FDA-approved AI cancer detection programs.
- Paige's acquisition by Tempus includes access to a large dataset of pathology slides and clinical data from Memorial Sloan Kettering Cancer Center, with Tempus also covering Paige's remaining commitment to Microsoft Azure.
David Tepper Sells AI Stocks Alibaba, Meta, Alphabet; Buys More Nvidia
Billionaire David Tepper's Appaloosa hedge fund made big moves in AI stocks in Q2 2025. Tepper increased his investment in Nvidia, a leading AI chip maker, by 483%. He sold shares of Alibaba, Meta Platforms, and Alphabet, but these stocks remain top holdings. Experts speculate Tepper's moves are due to Nvidia's strong growth and concerns about the other companies.
David Tepper shifts AI investments sells Alibaba, Meta, Alphabet; buys Nvidia
In the second quarter of 2025, billionaire David Tepper's Appaloosa hedge fund changed its AI stock investments. Tepper increased his stake in Nvidia by buying 1.45 million shares. He sold about 2.16 million shares of Alibaba, reducing his stake by 23.4%. Tepper also decreased his positions in Meta Platforms and Alphabet, but all three remain top holdings in his portfolio.
China's Cambricon Stock Soars on AI Chip Self-Reliance Push
Cambricon Technologies Corp., a Chinese AI chip maker, saw its stock jump 20% due to China's focus on making its own semiconductors. This happened after reports that Nvidia asked suppliers to stop production of its H20 chips. Investors are betting that Chinese AI chipmakers like Cambricon will become alternative suppliers. Cambricon's stock has increased about 125% since July 10, making it a top performer.
Bloom Energy Stock Rises on AI and Clean Energy Deals
Bloom Energy's stock increased by 0.72% on August 21, 2025, with high trading volume. The company's CEO, KR Sridhar, mentioned ongoing talks with hyperscalers to expand beyond their deal with Oracle. Bloom Energy's fuel cell technology is being used to power AI data centers. Expectations of a Federal Reserve rate cut also helped boost the stock.
Palantir Stock Recovers Slightly Amid AI Doubts
Palantir Technologies stock closed slightly higher after six days of decline. The stock's recent performance has raised questions about the AI stock boom. Palantir's stock is up about 108% in 2025, but down about 18% from its all-time high. Analysts believe market factors and concerns about AI investments have contributed to the stock's volatility.
Laffont's Coatue Sells Super Micro Stock, Invests More in Nvidia
Billionaire Philippe Laffont's Coatue Management sold its entire stake in Super Micro Computer during the second quarter of 2025. At the same time, Laffont increased his fund's investment in Nvidia by 34%. Laffont had not invested in Nvidia for over two years. The decision to sell Super Micro Computer may be due to profit-taking or concerns about competition.
C3.ai Stock Plummets Should Investors Buy Now?
C3.ai's stock has dropped 42% in the last month, including a 24% fall after releasing preliminary results for its fiscal first quarter. The company's revenue was lower than expected, causing investor concern. However, C3.ai has a strong cash position and is making changes to improve performance. Some analysts believe the stock may rebound due to its unique market position and strategic alliances.
Futuristic Tech and AI Drive Market's Biggest Trades
AI is changing markets faster than ever, leading to big stock breakouts. Companies in housing, healthcare, robotics, and space are finding growth through AI. The future of tech may shift from smartphones to holograms, robotics, and AI-driven interfaces. Several companies, including Opendoor, Unity, Hesai, UnitedHealth, and Apple, are discussed for their potential in these areas.
CourseRev.ai Gets Investment to Expand AI Golf Solutions
CourseRev.ai, an AI company for golf course management, received a strategic investment from The Walden Golf Group. CourseRev.ai creates AI tools like a Voice Concierge and dynamic pricing engines. The Walden Golf Group uses CourseRev.ai's platform at over 20 courses and has seen revenue and customer satisfaction increase. The new funding will help CourseRev.ai grow its team and develop more AI products.
Tempus Acquires AI Pathology Firm Paige in $81M Deal
Tempus AI is buying Paige, a company that develops AI for digital pathology, for $81.25 million. Paige has FDA-approved AI programs that help find signs of cancer. The deal includes Tempus paying Paige's remaining commitment to Microsoft Azure. Paige has a large dataset of pathology slides and clinical data from Memorial Sloan Kettering Cancer Center.
Sources
- Billionaire David Tepper Just Sold These 3 Artificial Intelligence (AI) Stocks but Loaded Up on Nvidia @themotleyfool #stocks $NVDA $GOOGL $META $GOOG $BABA
- Billionaire David Tepper Just Sold These 3 Artificial Intelligence (AI) Stocks but Loaded Up on Nvidia
- China’s AI Chip Leader Cambricon Jumps 20% on Self-Reliance Bets
- Bloom Energy's 0.72 Gain Driven by AI and Clean Energy Deals, Traders 195th in $430M Volume Rank
- Palantir Snaps Losing Streak. Software Maker Ekes Out Gain Amid Questions Over AI Boom.
- Billionaire Philippe Laffont Sold Coatue's Entire Stake in Super Micro Computer and Piled Into This Artificial Intelligence (AI) Goliath for the First Time in 9 Quarters @themotleyfool #stocks $NVDA $SMCI
- C3.ai Stock Down 42% in a Month: Should You Buy the Dip?
- Being Exponential: Where Futuristic Tech Meets Today’s Biggest AI Trades
- CourseRev.ai Secures Strategic Investment from The Walden Golf Group to Expand AI Solutions for Golf Industry
- Tempus claims AI pathology developer Paige in $81M deal
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