Billionaire Investor Doubles Down On AI, Boosts Stakes In Microsoft And Meta Despite 2025 Tech Volatility
In the last one year, Meta declined 1.69%, underperforming the Shares Global Comm Services ETF(NYSE:IXP), which gained about 19.60%.
Also, the company has been underperforming compared to Alphabet Inc.(NASDAQ:GOOGL) and Baidu, Inc. (NASDAQ:BIDU), which rose approximately 65.54% and 95.52%, respectively, so far this year.
Trending: If there was a new fund backed by Jeff Bezos offering a 7-9% target yield with monthly dividends would you invest in it?
AI Chips Demand Drives Growth For Nvidia
As of Sept. 30, 2025, Dan Loeb raised its stake to 2.85 million shares from 2.8 million in the second quarter of 2025.
The company beat earnings in the third quarter and provided an above-consensus revenue estimate for the fourth quarter.
Nvidia disclosed that demand for its newest AI chips continues to accelerate, potentially driving total revenue for its Blackwell and Rubin platforms past the previously announced $500 billion target through 2026.
The company’s GB300 platform is set to dominate the AI server market in 2026, making up an estimated 70% to 80% of global AI server rack shipments, while its next-generation Vera Rubin 200 platform is expected to see broader adoption after the third quarter.
Also, the company is expanding in the Middle East through partnership expansion with HUMAIN, backed by Saudi Arabia’s Public Investment Fund, to accelerate sovereign AI infrastructure in Saudi Arabia and the U.S.
This month, Nvidia backed a fast-growing AI infrastructure startup, Baseten, by investing $150 million.
Recently, Trump administration formally approved Nvidia sales of its H200artificial intelligence chips to China.
In the last one year, Nvidia shares rose 24.55%, compared to the VanEck Fabless Semiconductor ETF(NASDAQ:SMHX), which gained about 25.60% and Strive U.S. Semiconductor ETF(NYSE:SHOC), which escalated 51.12% so far this year.
Also, this compares with that of its closest peers, Broadcom Inc. (NASDAQ:AVGO) and Taiwan Semiconductor Manufacturing Company Ltd.(NYSE:TSM), which rose approximately 36.48% and 46.11%, respectively, so far this year.
AWS Remained The Star Of The Show For Amazon
As of Sept. 30, 2025, Third Point raised its stake to 2.81 million shares from 2.71 million in the second quarter of 2025 and 2.35 million shares in the first quarter of 2025.
Amazon.com, Inc. (NASDAQ:AMZN) surpassed third-quarter earnings estimates and provided. strong fourth quarter outlook, AWS sales rising 20% year-over-year in the quarter.
The company highlighted several platforms seeing progress with AI in the quarter. The company also signed new AWS agreements with several notable companies in the quarter, showing momentum in cloud services demand.
In the last year, Amazon shares declined by around 1.58% compared to the growth of 28.71% in ProShares Online Retail ETF(NYSE:ONLN) and 5.55% in State Street Consumer Discretionary Select Sector SPDR ETF (NYSE:XLY).
Also, the company’s share growth lags behind its closest peers, Alibaba Group(NYSE:BABA) and PDD Holdings Inc.(NASDAQ:PDD), which grew 95.22% and 2.76%, respectively.
Read Next: Why Billionaires Like Warren Buffett Prefer Real Assets Over Speculation—Institutional Real Estate Is Now Accessible to Individuals
Photo: Shutterstock
UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets.
Get the latest stock analysis from Benzinga:
This article Billionaire Investor Doubles Down On AI, Boosts Stakes In Microsoft And Meta Despite 2025 Tech Volatility originally appeared on Benzinga.com
Content Original Link:
" target="_blank">
