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Friday, January 16, 2026

Tag: Magnificent Seven

Peter Thiel Sells $100M Nvidia Stake Amid AI Bubble Concerns

Thiel Macro and SoftBank exit Nvidia positions totaling billions, raising questions about AI market sustainability ahead of crucial earnings report.

Amazon Shares Soar 11% as AWS Cloud Growth Fuels AI Comeback

Amazon stock surges as AWS cloud unit shows 20% growth, easing AI competition fears. 23 brokerages raise targets after strong earnings.

Apple Shares Rise as iPhone Holiday Sales Forecast Beats Expectations

Apple shares gain 2% as strong iPhone 17 holiday forecast signals sales rebound despite China supply delays, maintaining premium valuation among tech giants.

Investors Use Dotcom Playbook to Dodge AI Bubble Risks

Major funds are rotating from overvalued AI stocks to secondary winners, applying lessons from the 1990s tech bubble to capture gains while managing risk.

Uday Kotak’s Diwali Warning: India Must Exit Comfort Zone Amid Global Tensions

Kotak Mahindra founder urges sustainable business practices as geopolitical uncertainties and US tariffs create a 'tougher world outside India'.