Latest / MPC Markets Morning Call
18th November 2025 – AI sentiment continues to sour, driving stocks lower
The conversation discusses recent market movements, particularly focusing on Peter Thiel's sale of his NVIDIA stake and Warren Buffett's investment in Google, highlighting the changing dynamics in the investment landscape.
takeaways
• Peter Thiel sold his $100 million NVIDIA stake.
• Berkshire Hathaway revealed a new position in Google.
• Warren Buffett shows optimism in Google's long-term prospects.
• Market trends are influenced by key players like Thiel and Buffett.
• SoftBank's actions are also noteworthy in the current market.
• The investment landscape is shifting with new strategies…
The skinny
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