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Billionaire families bet on semiconductor and energy stocks in first quarter during Iran war

Private investment firms of David Tepper and other billionaires doubled down on chipmakers despite the Iran war pressuring data center economics.

Raccontata dacnbc.com

Timeline cronologica

  1. martedì 19 maggio 2026·cnbc.com

    Tech investors loved this earnings season — but the Iran war is piling pressure on the companies powering the AI boom

    Stocks continue to rally amid the AI boom, but the chip sector is scrambling to shore up access to key materials as costs rise.

  2. giovedì 21 maggio 2026·cnbc.com

    Billionaire families bet on semiconductor and energy stocks in first quarter during Iran war

    Private investment firms of David Tepper and other billionaires doubled down on chipmakers despite the Iran war pressuring data center economics.