In this article BRK.B .SPX BRK.B Follow your favorite stocks CREATE FREE ACCOUNT (This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire shares left behind as S&P 500 rallies to record high Optimism that the U.S. conflict with Iran is approaching a resolution helped lift the S&P 500 index to its first close above 7,100 . The benchmark is up more than 9% so far this month as fears about global conflict, earnings, artificial intelligence, and inflation all eased since the S&P 500 hit its lowest level of the year in late March, when it was nearing a 10% correction . It's one of the market's fastest turnarounds in at least 36 years. But while the overall market was soaring, Berkshire wasn't doing much of anything, as its A and B shares slipped to month-to-date drops of just under 1%. Zoom In Icon Arrows pointing outwards At the close on March 31, Berkshire shares were almost even with the S&P with year-to-date losses of around 4.7%. Zoom In Icon Arrows pointing outwards The day before, Berkshire B was running 1.8 percentage points ahead of the S&P, its biggest lead of the year. Friday, it closed 9.7 percentage points behind the index, its biggest gap so far in 2026. Zoom In Icon Arrows pointing outwards On their own terms, Berkshire shares have not been performing well since they closed at record highs on May 2, 2025, just before Warren Buffett announced he would be stepping down as CEO at the end of that year. Zoom In Icon Arrows pointing outwards While they are around 3% above their early-August lows, both classes are now down a bit more than 12% since Buffett's announcement. Berkshire's financial history gets an update With Berkshire's annual shareholders meeting now just two weeks away, this is the time of year to publish books about Buffett and his company. " The Complete Financial History of Berkshire Hathaway, Second Editi...

Source: Bloomberg, 11:47

ZEGA Investments LLC Buys New Stake in Intel Corporation $INTC MarketBeat

据央视财经报道，随着人工智能战略的全面提速，美国不少科技公司正酝酿新一轮大规模裁员。据路透社17日报道，科技巨头Meta当天宣布，计划于5月份启动今年的首轮裁员。 据报道， Meta计划于5月20日实施今年首轮大规模裁员， 预计裁减约8000名员工，占其全球员工总数的10%。公司还暗示将在今年下半年进行更多轮次的裁员， 但具体时间和规模等细节尚未敲定。 报道称，此举是Meta将AI作为核心战略的一部分，旨在通过AI提效来优化组织架构，削减传统人力成本。 消息人士补充称，公司管理层可能会根据人工智能的发展情况进一步调整裁员计划，此前有报道称，Meta可能考虑裁减至少20%员工。 据悉，Meta今年的裁员将是该公司自2022年底至2023年初那轮被称为“效率之年”重组以来规模最大的一次，当时公司共计裁减了约2.1万个岗位。根据最新披露的数据，截至去年12月31日，Meta员工人数约为7.9万名。 责任编辑：凌辰

小米集團(01810.HK)回購750萬股 涉資2.38億元 富途牛牛

Artificial Intelligence in the beauty industry is becoming increasingly common, both in consumer-facing offerings and behind the scenes in research and development. Bloomberg This Weekend's Lisa Mateo dives into how AI is reshaping the industry. (Source: Bloomberg)

格隆汇4月18日｜据极目新闻，俄罗斯远东外贝加尔边疆区4月18日发生大巴翻车事故，造成2名中国公民死亡，至少10名中国公民受伤。18日下午，记者从知情人士处了解到，该大巴车是18日从中国的满洲里开往俄罗斯的赤塔市，车上多为中国劳务人员，以往班车是每周一发车，周三回，这次周六发车属于“包车”出发的。 现场图片显示，发生侧翻的是一辆黄色大巴车，车型与满洲里开往赤塔的部分国际大巴型号一致，车牌号为“蒙E”开头。

Can Sandisk Catch Micron? The Motley Fool

格隆汇4月18日｜据塔斯尼姆通讯社，伊朗司法部门查封了63名个人的资产，其中包括一些知名演员、运动员和媒体人士，理由是他们与威胁伊朗稳定的外国情报机构和反对派网络有牵连。

在嘉宾商学十周年庆典“Q Business吴婷对话产业之王”环节，晶泰科技CEO马健表示，未来很多行业的护城河一定是核心的真实世界数据，要珍视自己的数据基础设施和产生数据能力。会上，嘉宾商学创办人吴婷分别对话百度集团执行副总裁沈抖、晶泰科技CEO马健、TCL科技CEO王成、东方空间董事长布向伟、国盾量子总裁应勇五位嘉宾商学校友，整场对话折射出当前中国企业在科技破局与跨越周期中的探索。（财联社）

Minisforum's beastly N5 Max NAS comes powered by AMD Strix Halo — $2,899 for 'AI NAS' with pre-installed OpenClaw, supports up to 200TB capacity Tom's Hardware

QUALCOMM INC (NASDAQ:QCOM) Passes the 'Caviar Cruise' Screen for Quality Investing ChartMill

pandemin/iStock via Getty Images USA Compression Partners ( USAC ) offers contract compression services for the natural gas infrastructure. Compression is necessary for moving gas through pipelines and processing. Its revenue comes from fixed-fee contracts tied to compression capacity, not volumes — so USAC is largely free from commodity exposure. In January 2026, the company acquired J-W Power for ~$860M, adding over 800k horsepower and introducing in-house manufacturing capability. USAC had $613.8 million in EBITDA and $385.7 million in distributable cash flow in 2025. Annual distribution was around $304 million. So they had ~1.25x coverage ratio, decent if not strong, leaving some excess cash after distributions. At the current share price of around $26-27, forward distribution yield is ~7.8%. The reported ~250% payout ratio is based on GAAP earnings. But this is due to accounting effects, primarily depreciation and interest. The big news is that USAC closed the ~$860M J-W Power acquisition on January 12, 2026. This introduces in-house compression manufacturing capability to USAC. Management now guides to $770–800 million in EBITDA and $480–510 million in DCF for 2026, which will improve coverage to ~1.6x. With earnings happening on May 5, the key question is whether early post-acquisition performance supports management’s ~$500M DCF run-rate. Thesis : I rate USAC a Buy as a dependable midstream-like business with a strong distribution adequately covered by income. I remain mildly cautious and will improve my rating if the coverage improves sustainably given leverage, ongoing capex, and if they properly execute the integration of J-W Power. Business Model USA Compression engages in natural gas compression, something that is required to move gas through pipelines at the right systemic pressure. The company operates through contracts, typically fixed-fee and long-term, ranging from six months to five years. Typically, also, customers pay for compression capacity re...

Torsten Asmus/iStock via Getty Images The Xtrackers USD High Yld Corporate Bd ETF ( HYLB ) is a high-yield and relatively low-cost fixed-income ETF, with its 0.05% expense ratio beating out competing ETFs like the iShares ( USHY ) at 0.08% , despite similar BB and B credit rating concentration and similar duration at around 2-3 years, in HYLB's case at 2.8 years (USHY at 2.9). With the starting point that it's an efficient approach to high-yield exposure, the discussion is then whether this is the right tactical moment for credit risk and moderate duration in the current macroeconomic setup. Our position is that it's not the right moment. Credit spreads are already back at January levels, even though the Iran war isn't in a definitive ceasefire yet. On the other hand, position of the yield curve is more sane, not jumping the gun on the end of the war with a rally yet in Treasuries around the 2-3 year duration mark. With FX issues also back for the dollar, we aren't especially compelled by HYLB due to the lacking upside from the credit component. A moderate-duration Treasury would be more attractive, though still with USD risk. Therefore, on balance, we'd probably just stay away from US fixed income for the moment. HYLB Breakdown The duration is 2.8 years, and the credit ratings are focused on BB and single-B credit. The play on HYLB would be on a combination of capital appreciation hopes from downward YTM pressures through lower benchmark rate assumptions and lower credit spreads as a consequence of a tentative, all-front ceasefire between Iran and related militants and the US & Israel. If the war doesn't end Data by YCharts High-yield credit spreads are almost down to pre-war levels again. With high yield, variation in credit spreads is more likely to drive changes in the price of fixed income through duration effects than variations in benchmark rate assumptions reflected by the yield curve, which tend to be more limited. US Yield Curve (Worldgovernmentbonds.com) ...

Key PointsJohnson & Johnson exceeded expectations in its Q1 2026 earnings report.

Key PointsApplied Digital is growing rapidly thanks to huge AI demand.

Sandisk (NASDAQ: SNDK) spun off from Western Digital and returned to the stock market as an independent company back in early 2025. The pure-play flash memory company had a spectacular year, finishing as the top performer in the S&P 500 , rising 559%. Rival Micron Technology (NASDAQ: MU) also surged, as demand for artificial intelligence (AI) memory continued to accelerate . Micron is one of the three most powerful memory companies in the world, with approximately a quarter of the market share in both dynamic random access memory (DRAM) and high-bandwidth memory (HBM). Sandisk has a long way to go before it catches Micron in both market share and market capitalization, but the company has real momentum. Sandisk's second-quarter 2026 revenue rose 31% year over year and beat its guidance range. Data center revenue also rose 64%. Revenue in the second quarter was just over $3 billion, but the company anticipates third-quarter revenue to be well over $4 billion. Continue reading

AI companies SoundHound AI (SOUN) and Palantir Technologies (PLTR) are set to report their Q1 2026 earnings, and investors are weighing which stock offers the better opportunity. Palantir will report on May 4, while SoundHound is likely to report in the first or second week of May. Using TipRanks’ Stock Comparison tool, we compared SOUN and PLTR to see which stock analysts favor ahead of earnings. Currently, SOUN carries a Strong Buy rating with over 85% upside potential. In comparison, PLTR has

UK counterterror officers are investigating an arson attack on a shop in an area of London with a large Jewish population, police said on Saturday, following similar incidents in recent weeks. No one was injured in the fire on late Friday in Hendon, in the northwest of Britain’s capital, London’s Metropolitan Police said in a statement, without specifying the business targeted. It comes after police arrested two people over a separate arson attack on a synagogue in nearby Finchley, on Wednesday,...

Bank of America named several stocks that it views as best positioned ahead of the release of their latest quarterly financials. The Wall Street investment bank said to buy stocks such as Apple heading into those earnings. Other compelling overweight-rated names screened by CNBC Pro include: Casey's General Stores , TripAdvisor, Quanta Services and Kodiak Gas. Quanta Services The infrastructure services company is firing on all cylinders ahead of earnings later this month. Analyst Sherif El-Sabbahy recently attended Quanta's investor day and came away impressed. "The message remains consistent in terms of compounding value: A craft-labor led full solutions provider, taking greater customer wallet share and driving margin via vertical integration and optimization," he wrote. El-Sabbahy likes the company's differentiated offerings, with plenty of room for growth. "Quanta has separated from others in the utility services space, becoming the premier solutions provider with a focus on partnering with utilities," he added. The stock is up 43% this year. Kodiak Gas Services Shares of the natural gas compression services company can appreciate further, according to a team led by analyst James Larkin. Bank of America is especially bullish on Kodiak's recent purchase of power infrastructure provider Distributed Power Solutions. Larkin says the acquisition gives Kodiak a leg up on two big energy themes, the "natural gas boom spurred on by increasing investment in LNG infrastructure & the second being AI data center buildouts which are increasingly searching for power solutions," he wrote. The investment bank raised its 12-month price target to $70 per share from $45, citing multiple "strong tailwinds." Kodiak shares are up 69% this year and the company is scheduled to report earnings in May. Tripadvisor The online travel website was recently upgraded to buy from neutral by analyst Nafeesa Gupta. In particular, Bank of America said it was bullish thanks to activist investor act...

CTAAR 互動股市圖表 | ClearThink 1 Acquisition Corp. Rights 股市 Yahoo 財經

Alexandre Landriault-Brule /iStock via Getty Images The last article mentioned that PrimeEnergy Resources ( PNRG ) had no long-term debt. The current 10-K reports still show no long-term debt and some common share repurchases. The company is still heavily dependent upon the decisions of operating partners for a fair amount of its business. The biggest change since the last article is that oil prices dropped today in a big way. But a debt-free company with a largely unused bank line has the ability to finance whatever its partners want to do (whenever they want to do it). This is a company that simply "cashes checks" while waiting for a commodity price recovery. What is actually interesting is that despite the news today, oil prices are still considerably above the levels of the previous fiscal year. That is likely to remain the case as the Iranian situation did do significant damage to the oil and gas industry in the area. It will take some time to repair the facilities and get production and processing back to the prewar levels. More importantly, despite the opening of the Strait of Hormuz , anyone with a knowledge of the history of the area knows that issues in the Middle East are rarely resolved rapidly. The project that is going on is likely to turn out to be long-term rather than a quickly done deal as was the case in Venezuela. If that is the case, then a debt-free company like PrimeEnergy Resources is in a very good position to take advantage of higher commodity prices. This is a company that has "name" operators. It therefore can likely increase production at will once the operators decide that the acreage should be developed. All that was really needed was higher oil prices. Now those higher oil prices exist. We will therefore soon find out what it takes for the acreage that the company has to experience the higher activity it saw back in fiscal year 2024. Earnings One of the axioms of nearly any commodity industry is that when commodity prices are low, ear...

Here's What Happened Inside Gas Stations When Gas Hit $4 In Goldman's first-quarter "Nicotine Nuggets" survey of retailers and wholesalers covering roughly 44,000 U.S. stores, or about 28% of all tobacco outlets nationwide, analysts observed that once the national average for regular 87-octane gasoline hit the politically sensitive $4-a-gallon level, the squeeze on consumers began to emerge . One of the clearest signs of stress was a downshift in purchases as budget-conscious consumers started pulling back on tobacco purchases or, in some cases, trading down. "The outlook remains cautious but retailers & wholesalers generally see the environment as stable despite ongoing concerns on the consumer and recent pressure from higher gas prices," Bonnie Herzog, managing director and senior consumer analyst at Goldman, wrote in a note on Friday morning. According to the survey, 58% of respondents said consumer behavior had noticeably changed once 87-octane gasoline prices at the pump crossed the $4 threshold , while another 26% said they have not seen changes yet but expect them if prices remain elevated. The biggest changes cited were consumers downtrading in stores, buying less fuel, and purchasing less overall inside stores. Some retailers also reported fewer trips, weaker inside sales, and more "splash and go" visits at the pump, where customers buy smaller amounts of fuel and skip in-store purchases. She said, " Downtrading was strong in Q1 , as roughly 80% of respondents indicated that deep-discount cigarettes gained share." Main points of the survey: Specific changes in behavior noted included consumers purchasing less in stores (indicated by 32% of respondents), downtrading in stores (47%), downtrading at the gas pump (11%), driving less (16%), and purchasing less fuel (37%). Multiple respondents noted seeing fewer customer trips to stores as a result of their higher retail fuel prices (with one noting higher basket sizes as a result of trip consolidation), along wi...

格隆汇4月18日｜据AXIOS记者：一名美国国防部官员称，自（当地时间）周六早上以来，伊朗伊斯兰革命卫队已在霍尔木兹海峡对商船发动了至少三次袭击。

格隆汇4月18日｜据央视，当地时间18日，伊朗副外长哈提卜扎德称，美国方面发出的信息“矛盾且模糊”，目前尚未确定下一轮谈判的具体日期。哈提卜扎德表示，伊朗无意解读美国这些表态背后的动机，并称：“我不想对其意图作出判断，这些声明是否符合国际法，应该由美国人民来判断。”在谈及美伊谈判时，哈提卜扎德表示，目前尚未确定下一轮谈判的具体时间。

百濟神州：注射用塔拉妥單抗在中國獲得上市許可 重塑小細胞肺癌治療格局 富途牛牛

KadnikovValerii/iStock Editorial via Getty Images The U.S. Treasury Department has extended a waiver that will temporarily ease some sanctions on Russian oil shipments just two days after Secretary Scott Bessent said Washington would not renew the exemption despite surging oil prices caused by Middle Eastern tensions. The so-called general license means U.S. sanctions will not apply for 30 days on deliveries of Russian oil that has been loaded on tankers as of Friday. It extended a similar 30-day license issued in March for Russian oil that had been loaded by March 11. The extension underscores how the fallout from the Iran war has boosted Moscow’s ability to profit from its energy exports, which had been restrained since the invasion of Ukraine. Speaking at the White House on Wednesday, Bessent ruled out extending the license. “We will not be renewing the general license on Russian oil, and we will not be renewing the general license on Iranian oil,” he said. The administration did not immediately explain the reversal. The AP contributed to this report Relevant tickers: ( CL1:COM ), ( CO1:COM ), ( NG1:COM ), ( XB1:COM ), ( XLE ), ( USO ), ( BNO ), ( UCO ), ( SCO ), ( USL ), ( DBO ), ( DRIP ), ( GUSH ), ( USOI ), ( UNG ), ( BOIL ), ( KOLD ), ( UNL ), ( FCG ), ( XLE ) More on Crude Oil Futures, United States Oil Fund LP ETF, etc. Macro Insights: The 'Spoils Of The Iran War' Hidden In The Market The Alfred E. Neuman Market Returns Markets Weekly Outlook: A Real Peace Process Or A Fantasy? Tanker comes under fire as Iran closes Strait of Hormuz again Persian Gulf oil recovery will take months once war ends, Strait of Hormuz opens

EV maker Tesla (TSLA) is reportedly gearing up to launch a new, large version of its Model Y L SUV in the world’s most populous country, India next week to kickstart sluggish sales. New Family Favorite Tesla, which reports Q1 earnings next week, is said to be ready to unveil a new version of its electric SUV in India, to boost sluggish sales in the country. It will be its first new product launch in India. The Model Y L is a six-seat, long-wheelbase vehicle that made its global debut in China la

Tesla Set to Launch New Model Y Variant to Kickstart Sluggish Indian Sales Yahoo Finance