Forget NVDA: Peter Thiel's New $419 Million Portfolio Bets Big on the Power Behind AI
Peter Thiel skipped chipmakers to make a concentrated $419M bet on AI power grid utilities and energy infrastructure. See his Q2 holdings.
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Morgan Stanley Maintains Overweight on FirstEnergy, Lowers Price Target to $52
Morgan Stanley analyst David Arcaro maintains FirstEnergy (NYSE:FE) with a Overweight and lowers the price target from $53 to $52.
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