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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.
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Ray Dalio warned that the AI boom is in a bubble and that investors are failing to distinguish between the transformative technology and its inflated stock prices.
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Retail investors can gain exposure to Anthropic before the IPO through other publicly traded companies like Amazon, Salesforce and more.
BMO Capital analyst James Thalacker maintains CMS Energy (NYSE:CMS) with a Outperform and lowers the price target from $82 to $77.
https://www.nytimes.com/2026/09/09/business/nvidia-groq-antitrust.html