{"id":217889,"date":"2026-02-25T04:14:00","date_gmt":"2026-02-25T09:14:00","guid":{"rendered":"https:\/\/news-you-need.com\/index.php\/2026\/02\/25\/why-some-elite-investors-are-turning-on-the-darling-of-the-ai-rally\/"},"modified":"2026-02-26T21:06:01","modified_gmt":"2026-02-27T02:06:01","slug":"why-some-elite-investors-are-turning-on-the-darling-of-the-ai-rally","status":"publish","type":"post","link":"https:\/\/news-you-need.com\/index.php\/2026\/02\/25\/why-some-elite-investors-are-turning-on-the-darling-of-the-ai-rally\/","title":{"rendered":"Why some elite investors are turning on the darling of the AI rally"},"content":{"rendered":"

Why some elite investors are turning on the darling of the AI rally<\/a><\/p>\n

https:\/\/www.aol.com\/articles\/why-elite-investors-turning-darling-100002451.html<\/a><\/p>\n

Publish Date: 2026-02-25 04:14:00<\/a><\/p>\n

Source Domain: www.aol.com<\/a><\/p>\n

Nvidia shares fell Monday amid AI bubble jitters on Wall Street. – Thibaud Moritz\/AFP\/Getty Images<\/p>\n

A version of this story appeared in CNN Business\u2019 Nightcap newsletter. To get it in your inbox, sign up for free here.<\/p>\n

Three prominent investors with almost nothing in common are dumping their shares of Nvidia, the computer chip juggernaut that went from relative obscurity to the world\u2019s first $5 trillion valuation in just three years.<\/p>\n

It\u2019s hard to overstate Nvidia\u2019s superlatives. On its own it makes up 8% of the total value of the S&P 500. Its annual net income grew more than 580% between 2023 and 2024. It\u2019s become almost a joke on Wall Street that the company consistently blows past expectations, notching quarter after quarter of financial gains, thanks to seemingly bottomless demand for Nvidia\u2019s sophisticated chips, which are key to building artificial intelligence models like OpenAI\u2019s ChatGPT or Anthropic\u2019s Claude.<\/p>\n

So why sell now? Isn\u2019t betting against Nvidia now a bit like betting against the 1995 Bulls? (As in, you\u2019d be out of your mind to do so)?<\/p>\n

Maybe not. There are any number of reasons why investors would sell Nvidia, but the timing of these recent moves is fueling concerns that the company \u2014 and by extension, the entire AI industry \u2014 is part of a speculative bubble that\u2019s bound to burst.<\/p>\n

On Monday, a regulatory filing showed tech billionaire Peter Thiel\u2019s hedge fund had, sometime in the three months ending in September, sold its entire stake in Nvidia \u2014 all 537,742 shares, which would be worth about $100 million as of September 30, the last day of the quarter. The disclosure, three days ahead of Nvidia\u2019s upcoming earnings release, rattled investors, who are already nervous about when, or whether, they\u2019ll see a return on their AI investments.<\/p>\n

Thiel\u2019s revelation came days after Japanese conglomerate SoftBank said it had sold all of its Nvidia holdings for $5.8 billion. And earlier this month, Michael Burry \u2014 the \u201cBig…<\/p>\n

Source<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

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