Peter Thiel Increases Stakes in Apple and Microsoft Amid Contrasting Moves by Buffett and Gates
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 10 2026
0mins
Should l Buy AAPL?
Source: NASDAQ.COM
- Investment Strategy Contrast: Peter Thiel's recent increase in stakes in Apple and Microsoft during Q3 stands in stark contrast to the reductions made by Buffett and the Gates Foundation, indicating his confidence in the long-term growth potential of these companies.
- Microsoft's AI Leadership: Through its partnership with OpenAI, Microsoft secured a 27% equity stake and $250 billion in Azure commitments, resulting in a 39% revenue growth in its cloud services last quarter, further solidifying its leadership in the AI services market.
- Apple's Cash Flow Performance: Apple generated $99 billion in free cash flow in 2025, primarily used for share repurchases, driving a 23% increase in earnings per share, showcasing strong competitive strength despite limited capital expenditures on AI infrastructure.
- Future Growth Expectations: Analysts anticipate double-digit earnings per share growth for both Microsoft and Apple, and despite valuation concerns, the potential for AI products and services makes them attractive investment opportunities.
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Analyst Views on AAPL
Wall Street analysts forecast AAPL stock price to rise
32 Analyst Rating
19 Buy
11 Hold
2 Sell
Moderate Buy
Current: 261.730
Low
230.00
Averages
299.69
High
350.00
Current: 261.730
Low
230.00
Averages
299.69
High
350.00
About AAPL
Apple Inc. designs, manufactures and markets smartphones, personal computers, tablets, wearables and accessories, and sells a variety of related services. Its product categories include iPhone, Mac, iPad, and Wearables, Home and Accessories. Its software platforms include iOS, iPadOS, macOS, watchOS, visionOS, and tvOS. Its services include advertising, AppleCare, cloud services, digital content and payment services. The Company operates various platforms, including the App Store, that allow customers to discover and download applications and digital content, such as books, music, video, games and podcasts. It also offers digital content through subscription-based services, including Apple Arcade, Apple Fitness+, Apple Music, Apple News+, and Apple TV+. Its products include iPhone 16 Pro, iPhone 16, iPhone 15, iPhone 14, iPhone SE, MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, Mac Pro, iPad Pro, iPad Air, AirPods, AirPods Pro, AirPods Max, Apple TV, Apple Vision Pro and others.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cloud Business Growth: Alphabet's cloud computing segment experienced a remarkable 48% year-over-year revenue growth last quarter, leveraging the cost benefits of its TPUs, with plans to increase investment in AI infrastructure to solidify its market position further.
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See More
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