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Top investors Tepper adds to NVIDIA, Loeb exits, Soros hedges with puts amid mixed views.

Market News
16 Aug 2026
24/7 Wall Street
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Neutral
Top investors Tepper adds to NVIDIA, Loeb exits, Soros hedges with puts amid mixed views.

In Q2 2026, three leading investors showed contrasting moves on NVIDIA: David Tepper increased his stake, signaling confidence in AI growth; Dan Loeb fully exited, reallocating to Alphabet; George Soros hedged his large long position by buying puts, indicating caution rather than bearishness. Despite these mixed signals, Wall Street remains bullish with an average target price of $302.83 and strong earnings expectations. This divergence highlights varied strategies even among elite investors amid NVIDIA's strong growth trajectory.

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Intel and chip stocks rise despite higher rate hike odds after strong jobs report

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Nvidia and Apple both thrive in 2026 AI race with opposite spending strategies.

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