Does Berkshire’s big tech bet signal a new risk tolerance in Omaha?
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can
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The Stock Market’s New Most-Hated Word Is Pummeling the AI Trade
Last month, circularity became the word keeping investors up at night, with investors haunted by visions of Big Tech’s complicated
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Activist Ananym Capital sees upside if Baker Hughes spins off oil services
Company: Baker Hughes (BKR) Business: Baker Hughes is an energy technology company with a portfolio of technologies and services that
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The Fed Can’t Fix U.S. Housing; But the White House Might
Editor’s note: “The Fed Can’t Fix U.S. Housing; But the White House Might” was previously published in September 2025 with
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Big Tech Firms Are Headed for a Showdown With OpenAI, BofA Says
The cycle of colossal capex spending, driven by OpenAI, is one of the year’s biggest market trends, and it’s one
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Nvidia Earnings Spark a Brief Rally Before Stock Bubble Fears Return
Nvidia breathed new life into the stock market’s sagging AI trade — for a few hours, at least. The tech
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Robinhood heads for brutal weekly loss as bitcoin, AI stocks are hit hard
Omar Marques | Lightrocket | Getty Images Robinhood shares are heading for a brutal weekly loss as the once-red-hot trades
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Nvidia Stock Price Predictions Jump As Analysts Lift Targets After Earnings
Somehow, Nvidia keeps raising the bar. The chip giant’s stellar earnings for the third quarter have sparked a round of
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Nvidia Earnings Smash Expectations – and Prove AI Bubble Fears Wrong
Nvidia’s record-breaking earnings and bullish guidance signal the AI build-out is accelerating For the past several weeks, fears about an
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