Druckenmiller is a former Nvidia shareholder -- he sold all of his shares in 2024. At that time, he said he would consider returning to Nvidia at the right price.
Read MoreAmazon is planning to spend $200 billion in developing its AI platform this year to benefit from the shift to the cloud. It's launching new services in e-commerce and enhancing the ad business with AI, leading to robust performance.
Read MoreBerkshire has a $5.4 billion stake in this dominant internet enterprise whose shares are up 62% in the past year. A wide economic moat and strong financials fit Buffett's strict criteria.
Read MoreThe US Supreme Court just invalidated the US's tariff regime on Friday, but President Trump has already announced a 15% blanket tariff, making the situation uncertain. Apple has racked up a $3.3B tariff bill so far and could be due for refunds, but the uncertainty in refunds also remains heightened. Even with ongoing tariff uncertainty, Apple's robust demand and operational agility position it to outperform, supporting a bullish outlook.
Read MoreInternational Assets Investment Management LLC lowered its stake in shares of Apple Inc. (NASDAQ: AAPL) by 8.6% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 347,579 shares of the iPhone maker's stock after selling 32,814 shares during the period.
Read More