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Billionaire Philippe Laffont Sells Super Micro Stock and Buys an AI Stock That Could Soar 100%
The Motley Fool· 2025-11-12 17:10
Hedge fund manager Philippe Laffont is betting big on CoreWeave, a data center operator that has a key partnership with Nvidia.Billionaire Philippe Laffont runs Coatue Management, a hedge fund that beat the S&P 500(^GSPC +0.21%) by 40 percentage points in the last three years. In the second quarter, Laffont added shares of CoreWeave (CRWV 16.30%), making it his largest position. He also sold his entire stake in Super Micro Computer (SMCI 3.46%).In general, Wall Street is more bullish on CoreWeave. The media ...
Apple begins shipping AI servers from Houston factory
Reuters· 2025-10-24 06:47
公司战略与投资 - 公司已开始从休斯顿工厂发货人工智能服务器 [1] - 公司计划在未来几年于美国投资6000亿美元 [1]