News News: 25 November 2025 - 27 November 2025

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Technology News

  • Thiel exits Nvidia, pivots to Apple as Buffett trims ahead of retirement
    January 10, 2026, 12:44 PM EST. Peter Thiel's hedge fund, Thiel Macro, disclosed in its latest 13F that it fully divested from Nvidia in Q3, selling 537,742 shares. The move shifts exposure from the AI hardware leader to Apple, a swap echoed by Warren Buffett's trimming activity before retirement. Nvidia remains a behemoth, its market value around $4.6 trillion after a long rally, with revenue and earnings records but signs of slowing momentum since late 2025. Analysts note rising competition from AMD and specialized ASICs, complicating Nvidia's trajectory. Thiel's maneuver could reflect a preference for more predictable cash flows and downside protection, a theme some growth investors may weigh when allocating capital.