Steph McGovern

I think that's a question people have to sort of like find out.

And we wanted to recommend you our podcast, The Rest Is Money, where we answer questions like these to try and make sense of the UK's economy.

Twice a week, The Rest Is Money tells you everything you need to know about the money matters affecting all our lives.

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Coming up, Nvidia sell-off.

SoftBank isn't the only company exiting the AI MVP as a shareholder.

Peter Thiel's hedge fund offloads its entire position.

Details from a 13F filing.

Plus, the crypto market sell-off shows no sign of easing and some of the riskiest tokens, they're bearing the brunt of it.

And Amazon is seeking to raise about $12 billion through a debt offering in an industry-wide race to build AI infrastructure.

But first, we check in on the markets that have been under pressure.

We are once again questioning AI valuations.

We're checking some of the biggest winners and whether or not we're taking money off the table.

We're off flat on the day on the NASDAQ 100 more broadly, but it's been a volatile session thus far as we've tried to dissect who wins from some of the purchases, Alphabet being key among them, and who's being sold off.

Let's just dig into some individual movers that I want to shine a light on because 13F filings, they tell you an awful lot.

Who is being bought?