Peter Thiel’s Nvidia exit sparks fresh AI bubble fears

Peter Thiel’s hedge fund, Thiel Macro, has fully exited its Nvidia stake, selling about 537,742 shares worth nearly $100 million. The move, following SoftBank’s exit, has intensified concerns over an AI stock bubble. Investors are now watching Nvidia’s Q3 earnings as a key gauge of AI demand, while Thiel Macro shifts focus to Apple, Microsoft, and Tesla.