Billionaires selling Amazon, buying Nvidia and McDonald's, confident in AI and fast-food growth

From Nasdaq: 2025-02-22 10:30:00

The Dow Jones Industrial Average features top companies with a history of strong returns and dividends for investors. Billionaires like David Tepper and Bill Gates have stakes in Microsoft and Amazon but reduced holdings in the fourth quarter while buying other Dow Jones stocks.

Tepper sold Amazon shares but increased holdings in Nvidia, anticipating better returns due to the AI chip leader’s revenue growth and potential outperformance. Despite concerns about DeepSeek’s AI model, analysts predict Nvidia’s revenue to grow by 51% this year.

Semiconductor industry cyclicality could impact Nvidia, but steady data center spending by companies like Meta Platforms and Amazon bodes well for its growth. Tepper’s bet on Nvidia reflects confidence in AI’s long-term growth and increasing data center investments for advanced technology development.

Bill Gates reduced Microsoft holdings, diversifying into blue-chip stocks like McDonald’s, predicting the fast-food giant’s resilience through economic cycles. McDonald’s expects revenue and earnings growth this year, benefiting from new restaurant openings and marketing efforts to drive market share gains.

An opportunity for lucrative investments is available with “Double Down” stock recommendations from expert analysts, predicting potential growth like Nvidia’s 2009 investment returning $348,579. Apple and Netflix also saw significant returns from previous “Double Down” alerts, urging investors to act now to capitalize on upcoming opportunities.



Read more at Nasdaq: Billionaires Are Selling These Dow Jones Stocks and Buying These Instead