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 analyst Stephen Byrd maintains CMS Energy (NYSE:CMS) with a Equal-Weight and lowers the price target from $79 to $77.
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Peter Thiel skipped chipmakers to make a concentrated $419M bet on AI power grid utilities and energy infrastructure. See his Q2 holdings.
BMO Capital analyst James Thalacker maintains CMS Energy (NYSE:CMS) with a Outperform and lowers the price target from $82 to $77.
Argus Research analyst Marie Ferguson reiterates CMS Energy (NYSE:CMS) with a Buy and maintains $80 price target.