AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check
Bridgewater Associates more than doubled its Nvidia stake to 7.23 million shares, a $1.14 billion position, and boosted bets on Alphabet and Microsoft by 84% and 112% respectively in Q2 filings. Tiger Global Management added 4 million Amazon shares, ending June with 10 million Amazon shares worth $2.34 billion, and lifted positions in Alphabet, Nvidia, Microsoft and Meta. ARK Invest ETFs posted record inflows, with 2025 year-to-date flows turning from negative to over $2.6 billion in the black. U.S. authorities approved a deal allowing Nvidia and AMD to resume selling advanced AI processors to China, requiring 15% of China-sale revenues
