Peter Thiel's Amazon Bet: Thiel Macro hedge fund emerged from dormancy to place its largest position yet, investing $118 million in Amazon (AMZN) shares. The fund went from zero public-equity holdings to a $418.7 million portfolio in Q2, signaling conviction in the tech giant's AI-driven capital spending.
Druckenmiller's Alphabet Play: Legendary investor Stanley Druckenmiller opened a new $120 million position in Alphabet (GOOGL),...