Billionaire investor Peter Thiel(Peter Thiel)'s hedge fund Thiel Macro significantly adjusted its portfolio in Q3 2025, selling off most of its Tesla(Tesla) shares and all Nvidia(Nvidia) shares, and shifting to buy Apple(Apple) shares. Meanwhile, analysts from Morgan Stanley(Morgan Stanley) and Jefferies(Jefferies) respectively raised Apple's target stock price to $315 and $283.36, citing expectations of strong performance for Apple in 2026.

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