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White Falcon Capital Management sold roughly three-quarters of its AMD position in Q2 2026 after the stock surged over 500% since late 2022. While acknowledging AMD's strong fundamentals and AI role,…
Nvidia shares fell 1.4% after the U.S. imposed new security requirements on AI chip exports to China, sparking concerns over valuations and regulation amid tech sector weakness. Broader tech stocks d…
Hedge fund manager Michael Burry deregisters his firm and liquidates funds, holding bearish options against Nvidia and Palantir amid market valuation concerns, signaling a strong sell stance on NVDA.