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Billionaires Ramp Up AI Stock Buys as S&P 500 Dips 0.53% to 7,096

Billionaire investors are doubling down on Nvidia, Meta Platforms, and Amazon amid ongoing institutional flows into AI and cloud leaders, even as the S&P 500 slips 0.53% to 7,096.30. Today's reports emphasize Nvidia's record $62.31 billion data-center revenue (up 75% YoY) and $78 billion Q1 guidance, Meta's $60 billion Q4 revenue with $58.1 billion from ads and $115-135 billion capex plans, plus Amazon's $35.58 billion AWS growth (24% YoY) and $21.32 billion in ads. These concentrated buys by managers like Loeb, Dalio, and Ackman signal potential rebound and upside for the index given the stocks' heavy weighting.

Category

US 500

Sentiment

Bullish

Event

Institutional flow

Reading time

1 min