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Berkshire Takes $4.3B Position in Alphabet as Buffett Continues Apple Selloff

The Surprise Purchase Berkshire Hathaway revealed a $4.3 billion stake in Alphabet, a surprising move given Warren Buffett's traditional value investing philosophy and reluctance toward high-growth tech names. The Google parent became Berkshire's 10th largest equity holding at the end of September. Alphabet shares have rallied 46% this year, driven by strong AI demand boosting […]
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Retail Earnings to Show If Brands Can Weather Gloomy Consumer Climate

The Warning Signs Consumer companies are flashing red flags ahead of the holidays. High-income shoppers are trading down, Gen Z is pulling back, and low-income consumers continue struggling. Those trends spell trouble for big-box and mall retailers about to report earnings - unless strong brands help them overcome the gloom. Walmart, Target, Gap, and Home […]
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Key Economic Reports Could Be Lost Forever After 6-Week Government Shutdown

The Warning Key economic reports for October may never see the light of day. White House press secretary Karoline Leavitt told reporters Wednesday that the government shutdown could cause permanent damage to federal data collection. "The Democrats may have permanently damaged the Federal Statistical system with October CPI and jobs reports likely never being released," […]
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Nvidia CEO: America Losing Half the World's AI Developers "Hurts Us More"

The Warning Nvidia CEO Jensen Huang delivered a blunt assessment: "China is going to win the AI race." Huang made the comment to the Financial Times on the sidelines of the FT's Future of AI Summit Wednesday. He added: "It's vital that America wins by racing ahead and winning developers worldwide." The remarks put Huang […]
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