Silicon Valley billionaire Peter Thiel has 61% of his hedge fund’s portfolio invested in Apple and Microsoft. Apple reported strong financial results in the December quarter, while Microsoft had disappointing results. Thiel also owns a significant stake in Palantir Technologies and made interesting trades in the third quarter, adding shares of Apple and Microsoft. Apple is focusing on AI with Alphabet’s Gemini models for Siri, while Microsoft is monetizing generative AI copilots and Azure services. Apple reported revenue growth and net income increase in the first quarter of fiscal 2026, while Microsoft’s Azure revenue grew slower than expected in the December quarter. Thiel’s hedge fund has 27% of its assets in Apple and 34% in Microsoft. Both companies have solid long-term growth prospects, with Apple focusing on premium consumer electronics and Microsoft leveraging its position in enterprise software and cloud services.

Read more at Nasdaq: Palantir Billionaire Peter Thiel Sells Nvidia and Tesla, and Buys 2 AI Stocks That Now Account for 61% of His Portfolio