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Warren Buffett initiated a massive investment in Alphabet, signaling strong long-term conviction even as Berkshire Hathaway navigates executive leadership transitions under new CEO Greg Abel.
Tech leaders and Nvidia CEO Jensen Huang debated U.S. AI regulations. Critics warn heavy rules could harm open-source AI and drive investment abroad, while Huang advocates balanced policies supportin…
Berkshire Hathaway's new CEO Greg Abel deployed capital by adding $17 billion to Alphabet while acquiring Taylor Morrison Home for $8.5 billion. Abel is shifting towards integrating Berkshire's opera…
Microsoft's Q&A revealed heavy AI CapEx spending amid Azure's 43% growth, supply-constrained demand. Flexible short-lived asset spending mitigates overbuild risk. Margins expected down less than 1 po…
Despite a 16% YTD drop and pressure on free cash flow from aggressive AI spending, Meta's core ad business is thriving. Strong revenue growth, higher ad pricing, and increased user engagement validat…
The article analyzes Marvell Technology (hardware) and Snowflake (software) as AI growth opportunities. While Marvell shows current profitability, the author favors Snowflake for long-term AI resilie…
Wedgewood Partners' Q2 2026 letter highlights Meta's AMD warrants, now worth ~$90B, as an overlooked economic hedge against DRAM inflation, bolstering long-term capex efficiency amid rising hyperscal…