{"id":5951,"date":"2026-08-16T07:49:09","date_gmt":"2026-08-16T07:49:09","guid":{"rendered":"https:\/\/echeloncreativemedia.com\/marketvows\/2026\/08\/16\/david-tepper-ditches-ai-memory-stocks-for-magnificent-seven-in-q2\/"},"modified":"2026-08-16T07:49:09","modified_gmt":"2026-08-16T07:49:09","slug":"david-tepper-ditches-ai-memory-stocks-for-magnificent-seven-in-q2","status":"publish","type":"post","link":"https:\/\/echeloncreativemedia.com\/marketvows\/2026\/08\/16\/david-tepper-ditches-ai-memory-stocks-for-magnificent-seven-in-q2\/","title":{"rendered":"David Tepper Ditches AI Memory Stocks for Magnificent Seven in Q2"},"content":{"rendered":"<p>David Tepper&#8217;s Appaloosa Management significantly adjusted its portfolio in Q2, increasing investments in tech giants like Amazon, Meta, and Alphabet, while cutting back on memory chip stocks such as Micron. This strategic shift comes amid a volatile period for AI-related hardware demand.<\/p>\n<figure><img decoding=\"async\" src=\"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108342704-1785438454346-dsc_2664.jpg?v=1785438632&amp;w=600\" alt=\"David Tepper\"><\/figure>\n<p>Despite selling off portions of his memory chip holdings, Tepper also initiated new positions in Apple and expanded into the airline industry with investments in Boeing and American Airlines.<\/p>\n<p><\/p>\n<p style=\"text-align: left;font-style: normal;font-weight: bold\"><a href=\"https:\/\/www.cnbc.com\/2026\/08\/14\/david-teppers-appaloosa-sells-ai-memory-stocks-while-loading-up-on-magnificent-seven-in-the-second-quarter.html\" target=\"_blank\" rel=\"noopener noreferrer\">READ MORE FROM CNBC<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>David Tepper&#8217;s Appaloosa Management significantly adjusted its portfolio in Q2, increasing investments in tech giants like Amazon, Meta, and Alphabet, while cutting back on memory chip stocks such as Micron. This strategic shift comes amid a volatile period for AI-related hardware demand. Despite selling off portions of his memory chip holdings, Tepper also initiated new [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":5952,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108342704-1785438454346-dsc_2664.jpg?v=1785438632&amp;w=1280","fifu_image_alt":"","footnotes":""},"categories":[28,31],"tags":[],"class_list":["post-5951","post","type-post","status-publish","format-standard","has-post-thumbnail","category-economy","category-technology","rifnote_executive-david-tepper"],"fifu_image_url":"https:\/\/image.cnbcfm.com\/api\/v1\/image\/108342704-1785438454346-dsc_2664.jpg?v=1785438632&amp;w=1280","_links":{"self":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts\/5951","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/comments?post=5951"}],"version-history":[{"count":0,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/posts\/5951\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/media\/5952"}],"wp:attachment":[{"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/media?parent=5951"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/categories?post=5951"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/echeloncreativemedia.com\/marketvows\/wp-json\/wp\/v2\/tags?post=5951"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}