Billionaire Investor Doubles Down On AI, Boosts Stakes In Microsoft And Meta Despite 2025 Tech Volatility
Benzinga
Activist investor Dan Loeb's Third Point LLC significantly increased its stakes in major AI-focused tech companies in Q3 2025. The fund boosted positions in Microsoft (175% increase), Meta (47% increase), Nvidia, and Amazon, betting on their AI growth prospects despite mixed year-to-date performance. Microsoft benefits from cloud and AI strength, Meta invests heavily in data centers and AI infrastructure, Nvidia leads in AI chip demand, and Amazon's AWS continues strong growth.
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