6 Stocks Billionaire Steve Cohen is BUYING Right Now!
1 extracted signal · 1 resolved · 0 still active
Caesar ZaneIndependent analyst profile- Source published
- 23 Sept 2026, 21:08 UTC
- Recorded by Tahlil Plus
- 23 Sept 2026, 23:16 UTC
AI-generated source summary
Steve Cohen's hedge fund, Point72, has divested 94% of its Nvidia position, amounting to $1.3 billion, over three months. This move, revealed through SEC filings, suggests a bearish sentiment towards NVDA, despite its recent prominence. The fund also redeployed approximately $2 billion into six other stocks, with particular focus on AI, utilities, chips, and healthcare. Notable within these new positions is a gas utility company that received $234 million, despite being largely unknown, and two healthcare companies that the market had previously written off. One of these positions saw a staggering 2,449% increase in a single quarter. Snowflake (SNOW) is presented as a strong growth stock, with revenue up 37% and existing customers spending 26% more year-over-year, though its premium valuation is noted as a risk. Oracle (ORCL) shows robust growth in revenue and cloud infrastructure, with significant new AI contracts, but carries a substantial debt burden of $130 billion. Atmos Energy (ATO), a regulated utility, is highlighted for its predictability and consistent growth, though its stock has seen a recent jump due to a one-off Texas rule change. CVS Health (CVS) is undergoing a turnaround, with improved earnings and revenue, but faces risks from Caremark losing members and ongoing pharmacy reimbursement pressures. Texas Instruments (TXN), a semiconductor company, is experiencing a recovery in industrial demand, but its cyclical nature and the potential for a short-lived upturn are noted as risks. Finally, Abbott Laboratories (ABT) made a strategic acquisition of a colon cancer test company, which was met with initial investor skepticism due to dilution concerns, though the company has guided for strong full-year EPS and operating cash flow.
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Caesar Zane
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