Billionaire fund manager Chris Rokos sharply shifted AI bets in the third quarter, loading up on Nvidia (NVDA) while exiting Palantir (PLTR), regulatory filings
NVDA develops software to monitor chip location, aiming to prevent smuggling. It uses GPU telemetry and secure computing.
U.S. President Donald Trump's move to allow exports to China of Nvidia's second-best artificial intelligence chip, the H200, will spur strong demand from the country's tech giants, research institutes
ByteDance and Alibaba have asked Nvidia about buying its powerful H200 AI chip after U.S. President Donald Trump said he would allow it to be exported to China, four people briefed on the matter told

Is Palantir or Nvidia the Best AI Stock for 2026?

05:30am, Wednesday, 10'th Dec 2025
Palantir's software is dominating its industry. Nvidia is seeing rising competition from its peers.
Nvidia could face an additional hurdle to sales of its artificial-intelligence chips to Chinese customers.
FUKOKU MUTUAL LIFE INSURANCE Co lifted its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 32.3% in the second quarter, according to the company in its most recent disclosure with the Secur
Catalyst Funds Management Pty Ltd lessened its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 46.9% during the second quarter, according to the company in its most recent filing with the S
Clal Insurance Enterprises Holdings Ltd lifted its stake in NVIDIA Corporation (NASDAQ: NVDA) by 31.7% in the undefined quarter, according to the company in its most recent filing with the Securities
Cumberland Partners Ltd raised its holdings in NVIDIA Corporation (NASDAQ: NVDA) by 21.5% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commiss
Ensign Peak Advisors Inc boosted its stake in NVIDIA Corporation (NASDAQ: NVDA) by 3.8% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Comm
Dynamic Technology Lab Private Ltd acquired a new stake in NVIDIA Corporation (NASDAQ: NVDA) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commiss
EFG Asset Management Americas Corp. increased its holdings in shares of NVIDIA Corporation (NASDAQ: NVDA) by 3.6% during the second quarter, according to its most recent filing with the Securities and
Nvidia had 95% market share in artificial intelligence accelerators in China before the U.S. started imposing export restrictions, but that figure has fallen to zero. President Trump recently said Nvi
Mike Pence criticizes Trump's national security strategy as a doctrine of contradictions that pleases China and Russia while unsettling U.S. allies.
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