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2026-09-18
Computing pioneer David Patterson discusses the AI boom, the memory chip shortage and the future of chip design | Ian Cutress fireside - GamesBeat
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gamesbeat.com 2026-09-18
At the AI Infrastructure Summit in September 2026, computing pioneer David Patterson engaged in a deep conversation with semiconductor analyst Ian Cutress. The discussion covered the impact of the AI boom on chip design, the current memory chip shortage, and the state of Moore's Law. Patterson noted
chip designAI boommemory chip shortageMoore's Lawsemiconductor industrycomputing architecturestorage technologydata centers
2026-09-05
David Tepper Sold 41% of His Micron Shares and It Is Still His Second-Biggest Holding - fool.com
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www.fool.com 2026-09-05
2026-09-05
David Tepper Sold 41% of His Micron Shares and It Is Still His Second-Biggest Holding - Yahoo Finance
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finance.yahoo.com 2026-09-05
2026-09-03
Billionaire David Tepper Cut Micron 41% and Kept Buying This AI Chip Stock for a Sixth Quarter - finance.yahoo.com
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finance.yahoo.com 2026-09-03
2026-09-02
Billionaire David Tepper Sold Micron and Sandisk, and Is Hedging Against 1 of Their Largest Customers - fool.com
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www.fool.com 2026-09-02
Prominent hedge fund manager David Tepper's Appaloosa Management significantly reduced its stakes in Micron Technology and SanDisk during Q2, while simultaneously purchasing put options on Apple Inc., indicating a cautious outlook on the semiconductor sector and its key customers. Both Micron and Sa
Semiconductor IndustryHedge FundMicron TechnologySanDiskApple Inc.AI Data CentersMemory ChipsMarket Cyclicality
2026-09-02
Billionaire David Tepper Sold Micron and Sandisk, and Is Hedging Against 1 of Their Largest Customers - Yahoo Finance
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finance.yahoo.com 2026-09-02
Billionaire David Tepper's hedge fund, Appaloosa Management, significantly adjusted its portfolio in Q2 by reducing stakes in semiconductor leaders Micron and SanDisk, while simultaneously purchasing put options on one of their major customers. This move suggests Tepper anticipates potential downsid
Semiconductor IndustryHedge FundMicron TechnologySanDiskDavid TepperInvestment StrategyMarket TrendsStock Hedging
2026-09-02
Intel’s David Zinsner Says 14A Improving Fastest Since 2012 Node, Betting Foundry’s Future On TSMC Fight - Wccftech
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wccftech.com 2026-09-02
2026-09-01
Inside AI-Native Hospitals With NVIDIA's David Niewolny - Healthcare Digital
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news.google.com 2026-09-01
2026-08-31
Nvidia reportedly acquires Hugging Face in defensive move, DA Davidson comments - Investing.com
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news.google.com 2026-08-31
2026-08-27
Nvidia's AI buildout read-through should be very positive, says D.A. Davidson's Gil Luria - CNBC
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www.cnbc.com 2026-08-27
2026-08-18
Billionaire David Tepper of Appaloosa Slashed His Micron Stake and Piled Into a "Fabulous" AI Stock for a 6th Consecutive Quarter - Yahoo Finance
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finance.yahoo.com 2026-08-18
2026-08-17
Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here’s the New AI Stocks He’s Buying - Yahoo Finance
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finance.yahoo.com 2026-08-17
2026-08-17
Billionaire David Tepper Trimmed Micron and Sold out of SanDisk. Here's the New AI Stocks He's Buying - 24/7 Wall St.
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247wallst.com 2026-08-17
2026-08-17
David Tepper Cuts Micron, Dumps SanDisk as Appaloosa Turns Cautious On Memory Stocks—Loads Up On Magnific - Benzinga
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www.benzinga.com 2026-08-17
2026-08-17
Billionaires Battle on NVIDIA: David Tepper Bought More. Dan Loeb Sold Every Share. George Soros Bought Puts. - 24/7 Wall St.
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247wallst.com 2026-08-17
In the Q2 2026 13F filings, three highly respected fund managers took dramatically different approaches to NVIDIA stock within a 90-day window. David Tepper’s Appaloosa LP increased its stake by 53,500 shares to a total of 1.525 million, signaling continued confidence in the AI infrastructure trade
NVIDIASemiconductorAI InfrastructureHedge FundsStock InvestmentWall StreetInvestment StrategyOptions Market
2026-08-16
US Tech Advisor David Sacks Calls The Biggest Risk To NVIDIA’s $500 Billion AI Financing Plan A ‘Dark GPU’ Glut - Wccftech
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wccftech.com 2026-08-16
US technology advisor David Sacks has raised concerns about the biggest risk to NVIDIA's $500 billion AI financing plan, identifying an oversupply of computing capacity as the primary threat. Following NVIDIA's announcement that GPUs are now being treated as a financial asset class, Sacks highlighte
NVIDIAArtificial IntelligenceGPUSemiconductorAI ComputingTechnology InvestmentAI InfrastructureChip Supply
2026-08-13
Billionaire David Tepper Just Revealed His Single Largest Stock Holding. It’s Not NVIDIA - 24/7 Wall St.
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247wallst.com 2026-08-13
In the first quarter of 2026, billionaire David Tepper’s Appaloosa Management nearly doubled its Amazon stake, adding around 2.14 million shares to bring its total to approximately 4.3 million, valued at around $900 million. This move made Amazon Tepper’s largest single holding at about 15% of his $
David TepperNVIDIAAmazoncloud computingartificial intelligencecapital expendituresemiconductor chipsinvestment strategy
2026-08-12
Now is a good time to buy into Qualcomm, says Matrix Asset’s David Katz - CNBC
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www.cnbc.com 2026-08-12
2026-08-11
Nvidia's $500B AI financing platform sparks circular credit warnings from David Bahnsen - foxbusiness.com
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www.foxbusiness.com 2026-08-11
2026-08-03
Gaelic Football Legend David Hickey Wants War Profiteers Out Of His Sport - Defector
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defector.com 2026-08-03