Group 1: Peter Thiel's Investment Moves - Hedge fund billionaire Peter Thiel sold his entire stake in Nvidia and initiated a position in Microsoft during the third quarter [1] - Thiel's hedge fund, Thiel Macro, is known for its strategic investment decisions, including the recent shift from Nvidia to Microsoft [1][2] Group 2: Nvidia Overview - Nvidia holds over 80% revenue share in AI accelerators, making its GPUs highly sought after for demanding data center workloads [3] - Analysts predict Nvidia will maintain a revenue share of 70% to 90% in AI accelerators, with the market expected to grow at 29% annually through 2033 [7] - Nvidia's earnings are forecasted to increase at 37% annually over the next three years, suggesting a current valuation of 44 times earnings is relatively cheap [7] Group 3: Microsoft Overview - Microsoft is the largest enterprise software company and the second-largest public cloud provider, leveraging its market presence to monetize artificial intelligence [9] - The adoption rate of Microsoft 365 Copilot is accelerating, with 90% of Fortune 500 companies utilizing the AI assistant [9] - Wall Street expects Microsoft's earnings to grow at 14% annually over the next three years, with enterprise software and cloud spending projected to increase at 12% and 20% annually, respectively, through 2030 [10]

Key Points Oracle announced Tuesday it intends to purchase tens of thousands of AMD's next-generation chips. This is the latest in a series of major deals announced for the Nvidia rival. 10 stocks we like better than Advanced Micro Devices › Shares of Advanced Micro Devices (NASDAQ: AMD) jumped on Wednesday, finishing the day up 9.4%. The spike came as the S&P 500 and the Nasdaq Composite gained 0.4% and 0.6%, respectively. The chipmaker's stock is continuing to surge after Oracle announced it inte ...

Five-year agreement will challenge Nvidia's market dominance, as OpenAI plans deployment of AMD's new MI450 chips. ...