Key Points Berkshire Hathaway stock has performed extremely well over the long run. The company’s financial results, however, have a lot of volatility. Accounting rules explain why some of Berkshire’s results don’t reflect the strength of its underlying businesses. 10 stocks we like better than Berkshire Hathaway › If you're looking for a stock that's generated life-changing returns over the long run, it's hard to beat Berkshire Hathaway (NYSE: BRK.A) (NYSE: BRK.B). The Motley Fool's data on the stock only goes back to 1985, but even in that roughly 40-year span, Berkshire has generated returns of over 260,000%. Those gains have far outpaced those of the broader stock market, and even now that Warren Buffett is no longer CEO, his presence remains felt in the confidence of Berkshire's shareholders. Yesterday, the first article in this series for the Voyager Portfolio looked at Berkshire's history and some of the early investments that led to its market-crushing returns. Today, turn your attention to Berkshire's financial results, because there's an important thing you need to know about what you'll find in the conglomerate's quarterly reports in order to avoid making some incorrect conclusions about the strength of the underlying business. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Why Berkshire's financials are so confusing If you look at a typical set of financial information for Berkshire Hathaway, a couple of things stand out. From a revenue standpoint, Berkshire appears to be following a steady trajectory higher. However, when it comes to net income, the company's numbers are all over the place. In just the past five years, Berkshire has had one year in which it reported net income of close to $100 billion. But that came right after a year in which the company reported a loss of almost $23 billion. Even among companies of a similar size ...

U.S. Senate Majority Leader John Thune (R-SD) speaks to reporters after the weekly Senate Republican caucus policy luncheon at the U.S. Capitol in Washington, D.C., U.S., U.S., January 13, 2026. Kevin Lamarque | Reuters The rapper Nicki Minaj supports it. Elon Musk says it's critical to sustain American democracy. The SAVE America Act voter identification bill emerged this week as a hot topic in hard-line Republican circles and now may advance in Congress next week. The legislation, backed by President Donald Trump , is scheduled for a vote in the House of Representatives next week amid a pressure campaign from right-wing commentators and many in the congressional GOP. It sets up a showdown with Democrats and voting-rights advocates, who say such a proposal could disenfranchise millions of Americans, and with Senate Republican leaders, who are fielding calls to change the filibuster and clear a path to passage. "America's Elections are Rigged, Stolen, and a Laughingstock all over the World. We are either going to fix them, or we won't have a Country any longer," Trump posted to Truth Social on Thursday. The president urged passage of a bill dubbed the SAVE America Act, which would require government-issued photo ID to cast a ballot and proof of citizenship to register to vote. Read more CNBC politics coverage Trump posts racist image of Obamas, White House defends it and slams 'fake outrage' Sen. Slotkin refuses DOJ interview request over troops video: ‘The intimidation is the point’ Hillary Clinton wants testimony on Jeffrey Epstein in public: ‘Let’s stop the games’ Trump would decide whether to investigate Fed pick Warsh over refusal to cut rates: Bessent Democrats are among those who have bristled at the proposals, which are rooted in Trump's unfounded claims that elections are rife with fraud and come in the context of the president's recent comments about nationalizing elections and the FBI raid of a Georgia election office last week where Director of National ...

Bitcoin reclaimed almost all of the losses registered during Thursday’s crypto market meltdown. Other tokens also recovered. Bloomberg's Emily Nicolle reports. (Source: Bloomberg)

Key Points BYD is China's largest domestic automaker and has begun exporting vehicles around the world. It had a rough Q3 but still grew revenue for the first nine months of 2025 and maintained profitability. The Chinese EV market is set for a rough year with increasing lithium prices and the end of government subsidies. 10 stocks we like better than BYD Company › China is the world's largest auto market and it's not even close. Alone, China accounted for 30% of all new vehicle sales in 2025. The United States is in the No. 2 spot with an 18.4% share of global sales. Japan and India are tied for third place at 5.1% each. And though China's auto market was once dominated by foreign manufacturers, especially Volkswagen, Toyota, and General Motors, a crop of domestic Chinese manufacturers have sprung up in the past 30 years and have now gained dominance over the Chinese market. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Some of them have begun exporting their cars and establishing a global footprint. And the early leader of the Chinese auto industry is BYD (OTC: BYDDY). But China's own auto giant needs to prove one big thing this year for me to consider it a good stock for American investors to buy. Weathering the storm The main problem BYD will have to face is in its own market. The Chinese market has been the biggest buyer of electric vehicles (EV) and hybrids for a while now. The International Energy Association (IEA) projects EVs will make up 60% of all Chinese vehicle sales for 2025 (when the numbers are all out) and grow to 80% of all car sales in China by the end of the decade. Much like how the U.S. had an EV tax credit until late in 2025 to encourage the purchase of new electric cars, China did the same thing. However, China's subsidies and tax breaks were much more aggressive. But now that China's EV market is mature and developed, th...

The week began with a selloff in gold , but by midweek we saw a conceptual selloff in Keir Starmer’s stock — and an actual sell off in tech . If January was a jolt of a start to the new year, February so far has been no less fast and furious. Through all of 2025, people wondered when the AI disruption would arrive. Well, it seemed to come this week in a $285 billion rout in software and professional services stocks after a typically unassuming release by Anthropic of a new product on its website. As stimulants for multibillion dollar routs go, this was as modest and meek a mic drop as it’s possible to conceive. It was also drowned out in the UK by the Peter Mandelson revelations . But, appalling as they were, they seemed to herald the end of an era in Britain — as Bloomberg Opinion ’s Adrian Wooldridge wrote here . The Mandelson scandal has ruined his career and may yet ruin the career of the prime minister: check out Martin Ivens’s Bloomberg Opinion column for a pretty terminal verdict. Meanwhile, the tech sell off happening at almost exactly the same time perhaps confirms the arrival of a new one. Making AI more usable in corporate culture will displace millions more jobs: a threat most lucidly articulated by Anthropic’s CEO Dario Amodei himself. This tension — Anthropic as both criticiser of the change as well as beneficiary of it — is something Parmy Olson looks at in her excellent latest column . Anthropic’s first game-changer product released on Tuesday threatened to render obsolete junior lawyers. Yesterday, it was their launch of Claude Opus 4.6 , which can run the rule over a company’s finances to complete work in minutes that it normally takes days to do. Shares in legal services companies slumped on Tuesday, and the same happened to financial services companies this morning. The great sift finally appears to be underway, when we’ll find out which companies and services will be most disrupted by AI. As Parmy writes, it’s all down to Anthropic’s “seemingly ...

中国驻巴基斯坦使馆表示，截至6日，没有中国公民在当天巴基斯坦首都伊斯兰堡爆炸事件中死亡的报告。当地时间6日，巴基斯坦官员说，伊斯兰堡一清真寺当天发生爆炸，造成至少31人死亡、约170人受伤。（央视新闻）

SpyGlass Pharma Inc. shares jumped 50% in the biopharmaceutical firm’s trading debut after it raised $150 million in an initial public offering. The company’s shares traded at $24 each as of 12:12 p.m. in New York, above its IPO price of $16 apiece. That gives the Aliso Viejo, California-based company a market value of about $766 million, based on the outstanding shares, according to a filing. Founded in 2019, the late clinical-stage biopharmaceutical firm is developing intraocular lens and drug delivery solutions to treat patients with chronic eye conditions such as glaucoma. SpyGlass is led by Chief Executive Officer Patrick Mooney, a former head of Novartis AG ’s opthalmic division. He previously worked at eye care products maker Alcon AG , which competes with SpyGlass in the market for alternative glaucoma surgical devices. The firm reported a net loss of $27.3 million for the nine months ended Sept. 30, compared with $20.8 million in the same period a year prior, according to the filing. The offering was led by Jefferies Financial Group Inc., Leerink Partners, Citigroup Inc. and Stifel Financial Corp. The company’s shares trade on the Nasdaq Global Select Market under the symbol SGP.

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Last week, Meta said full-year capex will rise to as much as $135 billion — a potential jump of about 87%. Microsoft the same day reported a 66% increase in second-quarter capital spending, topping estimates, and analysts project it will shell out almost $105 billion in capex for the fiscal year ending in June. The news triggered the second-biggest single-day decline in market value for any stock. The four companies “see the race to provide AI compute as the next winner-take-all or winner-takes-most market,” said Gil Luria, an analyst at DA Davidson. “And none of them is willing to lose.” It also raises the risk that expenditures by a narrow set of affluent companies, already accounting for a rising share of economic activity in the US, could distort big-picture data such as construction spending, gross domestic product, durable goods and employment reports, potentially making the overall economy look healthier than it actually is. The ever-larger numbers — in total, an estimated 60% increase from a year ago — means yet another acceleration in the wave of data center construction taking place around the world and in the financing boom required to pay for all of it. The sprint to build these sprawling facilities, which hold racks of humming servers powered by expensive processors, has touched off an unprecedented level of borrowing, pinched energy supplies and brought developers into conflict with communities worried about rising power and water costs. The search for a comparison to the spending projections — which came as the four reported earnings in the past two weeks — requires going back at least as far as the telecommunications bubble of the 1990s, and perhaps to the build-out of the US railroad networks in the 19th century, the postwar federal investments in interstate highways or New Deal-era relief programs. The spending planned by Alphabet Inc., Amazon.com Inc., Meta Platforms Inc. and Microsoft Corp., all in pursuit of dominance in the still-nascent market...

Why Is AMD (AMD) Stock Rocketing Higher Today The Globe and Mail

Lenovo LOQ 15 AMD Gen 10 IGN

Victor Golmer Seeking Alpha's roundup of statements, announcements, and remarks that could impact markets, sectors, or individual stocks. Wegovy-maker Novo Nordisk ( NVO ) said it will run its first-ever Super Bowl ad on Sunday, with the spot featuring celebrities such as DJ Khaled and Saturday Night Live's Kenan Thompson. “The Super Bowl is special,” Ed Cinca, Novo's senior vice president for marketing, told Bloomberg . “The whole country gathers around to watch it, and we most certainly want to be there in that moment.” Shares of Novo tumbled earlier this week after the company predicted weaker sales for its weight-loss drugs due in part to increased competition. The company's main competitor in the U.S. weight-loss market has been Eli Lilly ( LLY ), with Hims & Hers ( HIMS ) recently launching a cheaper version of Wegovy. Voyager Technologies ( VOYG ) CEO Dylan Taylor said builders of orbiting data centers such as SpaceX ( SPACE ) still face a problem of how to keep them cool in space. “It’s counterintuitive, but it’s hard to actually cool things in space because there’s no medium to transmit hot to cold,” Taylor told CNBC . “So essentially, all heat dissipation has to happen via radiation, which means you need to have a radiator pointing away from the Sun to do that.” SpaceX, which recently merged with xAI ( X.AI ), is said to be eyeing an IPO for later this year. Voyager, which went public in June, is currently building a successor space station to the International Space Station. SpaceX also owns satellite internet provider Starlink ( STRLK ). The company is controlled by Tesla ( TSLA ) CEO Elon Musk. More on Novo Nordisk A/S, Voyager Technologies, Inc., etc. Novo Nordisk A/S (NOVO:CA) Q4 2025 Earnings Call Transcript Novo Nordisk A/S 2025 Q4 - Results - Earnings Call Presentation Novo Nordisk A/S (NOVO:CA) Q4 2025 Earnings Call Transcript Apple heads to moon after NASA chief approves iPhones for upcoming missions xAI sale brings tax, financial and legal gains...

Key Points Pier Capital sold 504,958 shares of Core Scientific in the fourth quarter. The shares were worth $9.06 million as of the last-disclosed position value. The position was previously 1.4% of the fund’s AUM as of the prior quarter. 10 stocks we like better than Core Scientific › On February 3, Pier Capital reported selling all 504,958 shares of Core Scientific (NASDAQ:CORZ) in the fourth quarter, an estimated $9.06 million transaction. What happened According to a Securities and Exchange Commission (SEC) filing dated February 3, Pier Capital sold all 504,958 shares of Core Scientific during the fourth quarter. The fund’s quarter-end Core Scientific position dropped by $9.06 million. What else to know Top five holdings after the filing: NYSE:MIR: $16.80 million (2.7% of AUM) NYSE:CWAN: $16.45 million (2.6% of AUM) NYSE:HXL: $11.99 million (1.9% of AUM) NASDAQ:ALHC: $10.80 million (1.7% of AUM) NASDAQ:FULT: $10.50 million (1.7% of AUM) As of February 6, shares of Core Scientific were priced at $14.82, up 17% over the past year and slightly outperforming the S&P 500’s roughly 13% gain over the same period. Company overview Metric Value Price (as of February 2) $14.82 Market Capitalization $4.59 billion Revenue (TTM) $334.18 million Net Income (TTM) ($768.31 million) Company snapshot Core Scientific operates digital asset mining facilities and provides blockchain infrastructure, software solutions, and colocation services in North America. The company generates revenue primarily through self-mining of digital assets and hosting services for large-scale blockchain miners, leveraging owned and operated datacenter infrastructure. It targets institutional clients and enterprise-scale miners seeking secure, high-performance blockchain processing and hosting capabilities. Core Scientific is a leading provider of blockchain infrastructure and digital asset mining services, operating at scale across North America. The company combines proprietary software, high-capacity ...

Meta Platforms (NASDAQ: META) is rebuilding its growth story through AI-driven advertising and disciplined cost cuts. With analysts forecasting significant upside, this stock could be entering a powerful new phase that investors cannot ignore. Stock prices used were the market prices of Jan. 30, 2026. The video was published on Feb. 2, 2026. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Should you buy stock in Meta Platforms right now? Before you buy stock in Meta Platforms, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Meta Platforms wasn’t one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you’d have $436,126!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you’d have $1,053,659!* Now, it’s worth noting Stock Advisor’s total average return is 885% — a market-crushing outperformance compared to 192% for the S&P 500. Don't miss the latest top 10 list, available with Stock Advisor, and join an investing community built by individual investors for individual investors. See the 10 stocks » *Stock Advisor returns as of February 6, 2026. Rick Orford has positions in Meta Platforms. The Motley Fool has positions in and recommends Meta Platforms. The Motley Fool has a disclosure policy. Rick Orford is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through their link, they will earn some extra money that supports their channel. Their opinions remain their own and are unaffected by The Motley Fool. The views and opinions expressed herein are the views and opinions of the a...

Lenovo LOQ 15 AMD Gen 10 Review IGN

It could more than double your money along the way. Only a tiny percentage of publicly traded stocks have ever achieved a $1 trillion valuation. The group of corporations that have hit $4 trillion is even more exclusive. It includes Nvidia and Alphabet as its current active members, with Microsoft and Apple also having reached this milestone at some point. One tech leader that could join that clique within six years is none other than Meta Platforms (META 1.08%). Here is why. Meta's strong momentum Meta Platforms' shares dropped after its third-quarter 2025 earnings report, as investors feared that its heavy investments in artificial intelligence (AI) would not pay off and that the company's profits and margins would be squeezed. But in its latest period, the social media specialist showed that its spending is paying off. Meta Platforms' revenue jumped by 24% year over year to $59.9 billion, coming in ahead of analyst expectations, while its earnings per share rose 11% to $8.88. Further, Meta Platforms' guidance was strong. The company expects first-quarter revenue between $53.5 billion and $56.5 billion. At the midpoint, that would amount to a 30% increase compared to the first quarter of 2025. Meta Platforms isn't slowing down its AI spending, but as long as it is backing that up with strong revenue growth, it won't be a problem. Expand NASDAQ : META Meta Platforms Today's Change ( -1.08 %) $ -7.21 Current Price $ 663.00 Key Data Points Market Cap $1.7T Day's Range $ 646.51 - $ 671.79 52wk Range $ 479.80 - $ 796.25 Volume 740K Avg Vol 18M Gross Margin 82.00 % Dividend Yield 0.31 % Looking at the next six years Meta Platforms is currently worth about $1.8 trillion. It needs a compound annual growth rate of 14.2% to hit $4 trillion in five years. That's no easy task, but Meta Platforms has several things going its way. First, it continues to grow its ecosystem. The company now boasts 3.58 billion daily active users (DAUs), up 7% year over year. Meta Platforms is ram...

Key Points Meta Platforms' latest quarterly update was strong. The company has several opportunities that could help catapult it to a $4 trillion valuation by 2032. 10 stocks we like better than Meta Platforms › Only a tiny percentage of publicly traded stocks have ever achieved a $1 trillion valuation. The group of corporations that have hit $4 trillion is even more exclusive. It includes Nvidia and Alphabet as its current active members, with Microsoft and Apple also having reached this milestone at some point. One tech leader that could join that clique within six years is none other than Meta Platforms (NASDAQ: META). Here is why. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Meta's strong momentum Meta Platforms' shares dropped after its third-quarter 2025 earnings report, as investors feared that its heavy investments in artificial intelligence (AI) would not pay off and that the company's profits and margins would be squeezed. But in its latest period, the social media specialist showed that its spending is paying off. Meta Platforms' revenue jumped by 24% year over year to $59.9 billion, coming in ahead of analyst expectations, while its earnings per share rose 11% to $8.88. Further, Meta Platforms' guidance was strong. The company expects first-quarter revenue between $53.5 billion and $56.5 billion. At the midpoint, that would amount to a 30% increase compared to the first quarter of 2025. Meta Platforms isn't slowing down its AI spending, but as long as it is backing that up with strong revenue growth, it won't be a problem. Looking at the next six years Meta Platforms is currently worth about $1.8 trillion. It needs a compound annual growth rate of 14.2% to hit $4 trillion in five years. That's no easy task, but Meta Platforms has several things going its way. First, it continues to grow its ecosystem. The company now boasts 3.58 bi...

Ukraine Says Russian Military Pace Already Slowing After Starlink Cutoff Ukraine's military is claiming it can already see the impact of Elon Musk and SpaceX's decision to thwart Starlink access to Russian troops. Russian military bloggers began confirming the Starlink cutoff earlier this week. For example the NY Times notes , "A Russian blogger writing anonymously under the name Military Informant in the Telegram messaging app said that both the Starlink connections on Russian drones and Starlink satellite internet communications for troops at the front had been disrupted ." Source: Ukraine Military Center This may force the Russian side to more broadly rely on older technologies, and could greatly reduce reliance on small drone warfare - which has been a staple in this war. On Friday, Politico has cited Ukrainian officials who say they notice a difference in Russia's operations along the front lines, however, such assertions are very far from being verified : Two days after Elon Musk's SpaceX launched Starlink verification and blocked unverified terminals in Ukraine, the pace of Russia's offensive appears to be slowing , a Ukrainian military official told POLITICO. “Currently, such a trend is indeed observed. But it will be necessary to monitor further whether it will continue, whether there will be other factors,” said the official, granted anonymity to discuss sensitive matters. “However, at some places, Ukrainian military Starlinks which have not been registered yet have also been disconnected. But the registration process is ongoing,” the official added. Starlink took action at Ukraine's request, after for many months Russian units were observed ferrying Starlink terminals to the battlefield , which in addition to providing basic reliable comms reportedly made drones less prone to jamming and more accurate. Some reports are prematurely going so far as to call this a "catastrophe" for Russian forces . While SpaceX has not sold Starlink terminals in Russia due t...

The regulatory reinforcement follows a surge in market discussion about virtual assets in the second half of 2025. Photo: VCG cryptocurrencies and, for the first time, outlined a regulatory framework for the tokenization of real-world assets, signaling a more proactive approach to managing risks from emerging financial technologies. In a notice dated Feb. 6, the People’s Bank of China and seven other government bodies reiterated that all virtual-currency-related business activities constitute illegal financial activity. The rules explicitly prohibit any domestic or foreign entity from issuing stablecoins pegged to the yuan overseas without regulatory approval.

(RTTNews) - The Canadian market remained firmly up in positive territory a little past noon on Friday, holding early gains, thanks to sustained buying in materials, healthcare and technology stocks. Several stocks from consumer discretionary, industrials and energy sectors too posted strong gains. A few stocks from the financials sector moved up as well. Data showing a drop in the nation's unemployment rate in the month of January aided sentiment. The benchmark S&P/TSX Composite Index, which surged to 32,478.02 earlier in the session, was up 370.85 points or 1.17% at 32,365.45 about a quarter past noon. The Materials Capped Index climbed nearly 3.5%. New Gold Inc. shares soared 11%. Novagold surged nearly 10% and Perpetua Resources rallied 8%, while 5N Plus, First Majestic Silver, Aya Gold & Silver, Endeavour Silver, Skeena Resources, Discovery Silver Corp., Silvercorp Metals and Iamgold Corp gained 6%-7%. Healthcare stocks Curaleaf Holdings and Bausch Health Companies climbed 8% and 2.5%, respectively. In the technology sector, Bitfarm jumped nearly 19%. Celestica and Open Text Corporation gained 6.3% and 6.2%, respectively, with the latter rising on strong results. Coveo Solutions, Sylogist, Firan Technology Group, Kinaxis, BlackBerry and Computer Modelling gained 1%-4.3%. Energy stocks Enerflex, Athabasca Oil Corp., Vermilion Energy, Baytex Energy, Tamarack Valley Energy, Parex Resources, Headwater Exploration, Ces Energy Solutions and Terravest Capital gained 3%-6.5%. Industrials stocks Aecon, Bird Construction, Bombardier, Finning International, Ats Corp., Brookfield Business Partners, AtkinsRealis, CAE Inc., and Air Canada moved up 2.3%-5%. Data from Statistics Canada showed employment in Canada fell dropped 25,000 or about 0.1% in January, marking the sharpest monthly decline since August 2025. The unemployment rate in Canada fell to 6.5% in January from 6.8% in December 2025, marking the lowest level in 16 months. Meanwhile average hourly wages in Canada inc...

View image in fullscreen Composite: Rita Liu/The Guardian/Getty Images/United States Department of Justice In August 2018, as the #MeToo movement spread across social media and women around the world demanded justice from sexual predators, Michael Wolff, a journalist, forwarded Jeffrey Epstein a plea for help. Wolff wanted Epstein to support Stephen Elliott, a writer looking to sue the creator of the Shitty Media Men List, a crowd-sourced Google Doc that detailed anonymous allegations of misconduct against dozens of men who worked in the media industry. “I have always thought that the way back from this climate is through specific instances of individuals successfully challenging their persecution,” Wolff wrote to Epstein, according to emails released in a tranche from the so-called Epstein files. “If his story is solid he might be worth supporting.” Initially, Epstein was unmoved. In a single-word, no-punctuation email, the convicted sexual offender replied: “tough.” “Give it some further thought, if you would,” wrote Wolff, who had originally received Elliott’s pitch through Lorin Stein, the former editor of the prestigious Paris Review and another name on the Shitty Media Men List. “I think there is an opening here. What you need is an excuse – or opportunity – to make the public argument.” Epstein relented: “ill help anyway i can. if you like.” Weeks later, Elliott sued Moira Donegan, the Shitty Media Men List’s creator. View image in fullscreen Michael Wolff at an event at 92NY in March 2025. Photograph: Theo Wargo/Getty Images This chain of communications – from Elliott to Stein, from Stein to Wolff, from Wolff to Epstein – is just one of several exchanges, unearthed through the Trump administration’s staggered releases of the Epstein files, involving Epstein and men who’d been accused of sexual misconduct. There is no evidence that Stein or Elliott knew that their communications had been forwarded to Epstein or that Wolff would attempt to enlist Epstein’s sup...

Source: Bloomberg, 0:38

BlackRock Inc.’s Rick Rieder said he’s reducing exposure to US investment-grade and high-yield bonds while increasing holdings of emerging-market debt, citing favorable valuations and a soft dollar. Yield spreads in US credit markets, which are hovering near the lowest in three decades , simply aren’t attractive enough at a time when bond supply is rising, BlackRock’s chief investment officer for global fixed income said in an interview on Bloomberg Television Friday. Rieder, who recently lost out to Kevin Warsh as President Donald Trump’s pick to succeed Jerome Powell as Federal Reserve chair, also said he trimmed holdings of mortgage-backed securities “a little bit” in recent days. While he still favors the sector, “the balance-sheet discussion becomes a little less enthusiastic,” Rieder said. Warsh, a former Fed governor, has advocated shrinking the central bank’s holdings, which currently include about $2 trillion of mortgage securities. “We’ve been moving around a fair amount to keep it dynamic and where we think the best opportunity is,” said Rieder, who helps oversee $2.4 trillion in fixed-income assets. Rieder said his positive view on emerging markets partly reflects historically attractive yield premiums over US junk bonds. “We like EM a lot,” he said. “The dollar will stay contained. The yield differential between EM and high yield is as good as it has ever been.” He added that he has shifted some investments from Europe to Asia after European markets “killed it” last year.

This article first appeared on GuruFocus. Micron Technology (MU, Financials) saw its shares edge lower after a new analyst report cast doubt on its participation in Nvidia's next generation HBM4 memory supply. Semianalysis said it does not expect Nvidia to place any HBM4 orders with Micron, citing performance limitations in the company's internal base-die design. The firm forecasts that Nvidia will instead source its HBM4 memory from SK Hynix and Samsung Electronics, with respective shares of 70% and 30%. The news sent Micron stock down 0.5% in pre market trading, erasing earlier gains sparked by Amazon.com, Inc.'s $200 billion capital expenditure outlook for 2026, which had fueled optimism for memory chip demand. Despite potential setbacks in high end AI memory, analysts note that Micron remains well positioned with strong balance sheet flexibility and exposure to data center and enterprise customers. As AI infrastructure spending accelerates, the company's ability to execute on technology performance will be key to regaining investor confidence.

Micron Stock Slips as Analyst Predicts Zero Nvidia Orders for HBM4 Chips TradingView

Microchip Technology is amid a market reversal underpinned by improving business conditions and quality, cash flow, and capital returns.

This article first appeared on GuruFocus. Micron Technology (NASDAQ:MU) stock climbed about 2% Friday morning, shrugging off a cautious note on its high-bandwidth memory (HBM) outlook. Semianalysis cut its forecast for Micron's share of Nvidia's (NASDAQ:NVDA) next-generation HBM4 chips to zero. The research firm cited performance concerns and now expects SK Hynix and Samsung to supply the bulk of the memory. Despite this, Micron was initially boosted by Amazon's (NASDAQ:AMZN) $200 billion capital expenditure plan for 2026. Analysts see the spending as a potential driver for demand in memory chips across data centers. HBM memory is a key component for advanced AI processors. Losing Nvidia's HBM4 orders may limit Micron's growth in the high-margin AI segment. However, broader market demand could offset some of the impact. Shares of Nvidia rose more than 6% on expectations for strong AI chip adoption, while Amazon slipped about 8% following its capital-intensive forecast. Investors are watching how Micron balances AI memory opportunities with ongoing market pressures, including competition from SK Hynix and Samsung.

Micron Stock Climbs Despite Losing Nvidia HBM4 Orders TradingView