Who runs Berkshire’s $300 billion equity portfolio?

The $300 Billion Question: What’s Next for Berkshire Hathaway’s Stock Portfolio? Warren Buffett’s official retirement as CEO of Berkshire Hathaway marks not an end, but a transition. While Greg Abel steps into the top role, a significant question looms over the conglomerate: what will become of its massive, $300 billion equity portfolio? For decades, this … Read more

Here are Dan Ives’ top AI picks heading into the new year

Beyond the Hype: Where the AI Investment Boom is Headed in 2026 For the past three years, Nvidia has been the undisputed king of the AI stock market. But according to Dan Ives, a leading tech analyst at Wedbush, the next wave of AI investment will flow into companies that *benefit* from the AI revolution, … Read more

The blowout AI trades that surprised Wall Street in 2025

The AI Revolution: Beyond the 2025 Surge – What’s Next for 2026 and Beyond 2025 was a landmark year for artificial intelligence, witnessing explosive growth in Big Tech and a surge in investment. But the era of easy gains is over. As valuations stabilize and macroeconomic factors come into play, a more discerning approach is … Read more

Novo Nordisk’s new obesity pill, Alphabet’s data center deal, the end of EV euphoria and more in Morning Squawk

The Future is Now: Decoding the Latest Shifts in Pharma, Media, and Tech The business landscape is shifting at warp speed. From a landmark obesity pill to a media merger battle and the sobering reality of the EV market, investors are facing a complex environment. Here’s a deep dive into the trends shaping the future, … Read more

Friday stocks from analyst calls include Nvidia, Oracle, Apple, Nike

Wall Street’s Crystal Ball: Decoding the Latest Analyst Calls and Future Trends Friday’s flurry of Wall Street activity – upgrades, downgrades, and reiterations – paints a fascinating picture of where the smart money is moving. Beyond the immediate stock recommendations, these calls reveal underlying trends poised to shape the investment landscape in the coming years. … Read more

Smartphone prices to rise in 2026 due to AI-fueled chip shortage

Why Memory‑Chip Shortages Are Set to Reshape the Smartphone Market Artificial‑intelligence (AI) workloads are gobbling up DRAM (dynamic random‑access memory) faster than ever. The same high‑performance memory that fuels massive data‑centers is also a core component of every modern phone. When supply tightens, manufacturers feel the pressure on both the bottom line and the price … Read more

Oppenheimer Reiterates Apple (AAPL) as “Perform” Despite Meta’s Smart Glasses Launch

Apple’s AI Potential: Navigating the Future of Smart Devices Apple (AAPL), a titan in the tech world, consistently sparks conversations about innovation. Recently, analysts have been examining Apple’s position in the burgeoning field of artificial intelligence, especially concerning its competitors like Meta and their ventures into smart glasses. But what does the future hold for … Read more

What promising early signs of iPhone 17 demand mean for Apple investors

Apple’s iPhone 17: Early Signals Point to Strong Demand and Investor Optimism The tech world is buzzing, and the focus is firmly on Apple. Early indications suggest the iPhone 17 and its variants are off to a promising start, potentially boosting investor confidence. Several analysts have chimed in, and their findings provide valuable insights for … Read more

Fed Rate Cut Hopes vs. Slowing Jobs Growth

Decoding Market Signals: What’s Next for Stocks and the Economy The financial markets, particularly in recent times, have been like a restless ocean. Understanding the waves – the ups and downs – requires a keen eye. We’ve seen significant shifts, influenced by interest rate anxieties, earnings reports, and regulatory decisions. This article dives deep into … Read more

Meta Absent from SF Pride 2025: Tech’s LGBTQ+ Retreat

Pride’s Shifting Sands: How Tech’s Relationship with LGBTQ+ Causes is Evolving As Pride Month unfolds, the vibrant celebrations often belie a more complex reality. While rainbow flags still flutter, a noticeable shift is occurring in the tech industry’s support for the LGBTQ+ community. This isn’t just about a decline in sponsorships; it’s a potential inflection … Read more