Billionaires Buy 2 Brilliant AI Stocks as the Nasdaq Bull Market Rolls Toward 2026

2 hours ago 1

Trevor Jennewine, The Motley Fool

Mon, December 8, 2025 astatine 4:10 AM CST 5 min read

The Nasdaq Composite has returned 31% annually during bull markets since 1990.
Meta Platforms is utilizing artificial quality to amusement societal media users much applicable content.
Alphabet's Google is simply a recognized person successful artificial quality infrastructure and ample connection models.
10 stocks we similar amended than Meta Platforms ›

The Nasdaq Composite (NASDAQINDEX: ^IXIC) entered a caller bull marketplace earlier this year. Since 1990, the scale has been done six different bull markets, and it returned an mean of 31% annually. That hints astatine important gains successful 2026 and beyond. Investors should see Meta Platforms (NASDAQ: META) and Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG), 2 Nasdaq stocks that respective hedge money billionaires bought successful the 3rd quarter.

Stanley Druckenmiller of Duquesne Family Office bought 76,100 shares of Meta Platforms and 102,200 shares of Alphabet. They collectively relationship for 2% of his portfolio.
Israel Englander of Millennium Management purchased 793,500 shares of Meta Platforms and 2.2 cardinal shares of Alphabet. They are present his eighth- and fifth-largest holdings, respectively, excluding options.
Ken Griffin of Citadel Advisors bought 1.4 cardinal shares of Meta Platforms, present his fourth-largest holding excluding options. He besides added 2.5 cardinal shares of Alphabet, though it remains a comparatively tiny position.
Philippe Laffont of Coatue Management purchased 355,000 shares of Meta Platforms and 7.3 cardinal shares of Alphabet. They are present his largest and third-largest holdings, respectively.

Here's what investors should know.

An oragami bull with its horns lowered and acceptable to charge.

Meta Platforms owns 3 of the 4 astir fashionable societal media networks arsenic measured by monthly progressive users. Those web properties spend the institution penetration into user likes and dislikes that pass contented suggestions and advertising. The quality to prosecute net users connected specified a immense standard has made Meta the second-largest advertisement tech company.

Malik Ahmed Khan astatine Morningstar precocious wrote, "Meta is simply a integer advertizing juggernaut poised to summation its marketplace share." His assurance is partially owed to its dominance successful societal media, but besides to its investments successful artificial quality (AI). Meta has designed customized AI chips and proprietary ample connection models to amended contented recommendations, and its efforts are paying off.

On the third-quarter net call, CEO Mark Zuckerberg said, "Our AI proposal systems are delivering higher prime and much applicable content." Time spent connected Facebook accrued 5%, clip spent connected Threads accrued 10%, and engagement clip with Instagram videos accrued 30%. "Our ads concern continues to execute precise well, mostly owed to improvements successful our AI ranking systems arsenic well," Zuckerberg added.