Billionaire Stanley Druckenmiller Just Dumped Alphabet (Google) and Picked Up 2 Stocks That Are Direct Bets on Agentic AI
According to the article, billionaire Stanley Druckenmiller’s Duquesne Family Office closed its Alphabet position in Q1 2026, after a stake worth just over $120 million at end-2025. It opened new positions in Intel (411,000+ shares, about $18 million) and Arm Holdings (106,700+ shares, about $16 million), described as agentic AI bets via CPU exposure.
MAY 25·insidermonkey.com▼
Arm Holdings plc (ARM) to Face US Antitrust Probe over Chip Tech, Bloomberg News Reports
Bloomberg News reports Arm Holdings (ARM) will face a US antitrust probe related to its chip technology, according to the report. The article does not provide timing or specific allegations, but the development could affect Arm’s business prospects and investor sentiment toward the semiconductor sector.
MAY 25·newsonjapan.com▲
Nikkei Closes Above 65,000 for the First Time as AI Stocks Surge
Japan’s Nikkei Stock Average closed at 65,158, up 1,819 yen and a record all-time high, as investors bought AI- and semiconductor-linked shares. TOPIX also hit a new high; TSE Growth 250 rose 1.7%. Kioxia and SoftBank gained on investor-day and AI/Arm expectations. Foreign buying dominated; TSE Prime trading value stayed near 9 trillion yen.