The investor's concentrated wager could represent a pivot from "pick-and-shovel" AI plays to hyperscaler stocks.

In late July, Raymond James analyst Brian Gesuale issued a strong buy rating and an $800 price target, implying a valuation ...

David Tepper's hedge fund, Appaloosa Management, recently initiated a position in CoreWeave while also raising its exposure ...

Billionaire investor David Tepper of Appaloosa Management has made a name for himself as one of the world's top investment ...

Appaloosa Management just walked away from 12 stocks, and the pattern hiding beneath the list suggests David Tepper is ...

Billionaire hedge fund manager David Tepper just filed his latest 13F, and the moves inside reveal a calculated reshuffling of billions across the biggest names in AI infrastructure. One major trim ...

Appaloosa nearly tripled its stockholdings, buying up large positions across the tech and semiconductor industries while ...

The hedge fund bet big on megacap technology stocks in the second quarter, while selling off former high-flying memory chip ...

The billionaire fund manager made a surprising move in Q2 ...

After seeing his team break through into the playoffs last season, Panthers owner David Tepper has set a bold standard for 2026.

Over the past 12 months, Vistra's stock has been down around 12% (as of July 22), so it hasn't experienced the AI-fueled growth that many other AI-adjacent stocks have. However, this could be Tepper ...