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AI Stock Frenzy: Hedge Funds Pile In, Tesla’s Dojo U-Turn & Palantir’s Reality Check

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, worth $1.14 billion, and sharply increased holdings in Alphabet and Microsoft in Q2. Tiger Global Management added 4 million Amazon shares, ending June with 10 million. U.S. authorities approved Nvidia and AMD to resume AI chip sales to China, with revenue-sharing requirements. Tesla halted its Dojo AI supercomputer project and shifted to in-house AI chips.

Stock Market Today

  • Goldman Sachs Sees Strong Upside in Nvidia, Samsara, Ulta Beauty and More
    June 13, 2026, 10:46 AM EDT. Goldman Sachs highlighted Nvidia, Samsara, BrightSpring Health Services, Ulta Beauty and Johnson & Johnson as favored stocks with growth potential. The bank calls Samsara a defensible growth stock with improving margins and positive catalysts after recent earnings. BrightSpring offers differentiated healthcare services geared to aging populations, supporting premium growth. Ulta Beauty showed resilience with raised earnings guidance and potential for market share gains despite a 23% drop in 2026. Goldman recommends buying dips in Ulta shares and views these companies as well positioned amid current market conditions.

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FreeCast Stock Jumps 141% After DIRECTV Expansion, But CAST Risks Remain High

FreeCast Stock Jumps 141% After DIRECTV Expansion, But CAST Risks Remain High

13 June 2026
FreeCast shares soared 140.68% to $1.55 on June 12 after announcing an expanded DIRECTV partnership, but slid to $1.40 after hours as investors weighed the company’s $92,909 quarterly revenue, $4.53 million net loss, and “substantial doubt” about its ability to continue as a going concern, with no financial terms or revenue targets disclosed for the DIRECTV deal.
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