Nvidia and Alphabet Attract Significant Investor Interest
Nvidia (NASDAQ: NVDA) reported record revenues of $46.7 billion for the second quarter of fiscal 2026, marking a 56% year-over-year increase, driven primarily by data center sales. Billionaire investors, including David Tepper’s Appaloosa and Dan Loeb’s Third Point, significantly increased their stakes in the company during Q2 2025, highlighting strong confidence in Nvidia’s growth potential. The firm anticipates a $50 billion market opportunity in Chinese AI by 2025, despite facing U.S. restrictions on GPU sales to China.
Alphabet (NASDAQ: GOOGL) experienced a 14% increase in revenues to $96.4 billion and a 19% jump in net income to $28.2 billion for the same quarter. Key investors such as Bridgewater Associates and Tiger Global Management have also boosted their stakes in the company, indicating belief in its AI and cloud growth. Google Cloud achieved an over $50 billion annual run rate, representing a growing share in the cloud infrastructure market, which increased from 12% to 13% quarter-over-quarter.
