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Mubadala Investment Co. 13-F Filing: Fully divested stakes in AVGO and CRM

StockNow breaking-news AI analysis

Mubadala rotated its portfolio by exiting AVGO and CRM to fund new stakes in NVDA and expand its PLTR position, reflecting a pivot toward high-growth AI infrastructure and software.

News detail

New buy: F, NVDA, PSX, UNH Increases: AIG, PLTR, CVS, MU, CI Cuts: ARM, GFS, BMY, GILD, TXN Exits: AVGO, USB, CRM, MRK, AAPL, MDT, DELL

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