Zacks Highlights Top AI-Focused Stocks Bought by Wall Street Titans

Nvidia, Taiwan Semiconductor, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius and Micron see major investments from Druckenmiller, Dalio, Tepper and others.

Published on Feb. 24, 2026

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This Zacks Investment Ideas article highlights the top AI-related stocks that have seen major investments from Wall Street's biggest names, including Stanley Druckenmiller, Ray Dalio, and David Tepper. The article discusses how these investors are positioning themselves to capitalize on the accelerating AI revolution, with purchases of companies like Nvidia, Taiwan Semiconductor, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius, and Micron.

Why it matters

The investments made by these renowned investors provide valuable insights into where the smart money is flowing as the AI industry experiences rapid growth. Their bets on companies across the AI ecosystem, from chip manufacturers to energy providers to cloud computing giants, signal their belief that the AI revolution will continue to transform multiple industries in the years ahead.

The details

The article delves into the specific investments made by each investor. Druckenmiller has made a $64 million bet on Bloom Energy, which provides technology to power data centers with high efficiency and low emissions. Dalio's Bridgewater has added hundreds of millions to its positions in Nvidia, Alphabet, Microsoft, and Amazon, reflecting his conviction in large-cap tech companies driving the AI boom. Tepper has doubled his position in Micron, betting on the continued AI-driven memory chip shortage. BlackRock, the world's largest asset manager, has significantly increased its stake in Nebius, an AI infrastructure play.

  • The 13F filings that revealed these investments were due on February 17, 2026, the deadline for Q4 2025 disclosures.
  • Druckenmiller made his Bloom Energy purchase shortly after the release of ChatGPT, a landmark AI development that has accelerated the AI revolution.

The players

Stanley Druckenmiller

A renowned hedge fund manager known for his consistent big-money investment success.

Ray Dalio

The founder of Bridgewater Associates, the world's largest hedge fund.

David Tepper

A billionaire investor best known for making high-conviction bets that have paid off handsomely.

BlackRock

The world's largest asset management firm, with over $10 trillion in assets under management.

Bloom Energy

A company that provides technology to power data centers with high efficiency and low emissions.

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What’s next

The article notes that while 13F filings represent a snapshot of the past, they provide valuable insights into where the smart money is flowing. As the AI revolution continues to accelerate, investors will likely continue to monitor these filings for clues on the latest investment trends.

The takeaway

The investments made by these renowned Wall Street investors in AI-focused companies like Nvidia, Taiwan Semiconductor, Bloom Energy, Alphabet, Microsoft, Amazon, Intel, Nebius, and Micron demonstrate their conviction in the transformative potential of artificial intelligence across multiple industries. Their bets signal that the AI revolution is only just beginning.