This isn't your grandparents' Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) anymore! Following the retirement of billionaire Warren Buffett as CEO on Dec. 31, Berkshire has a new boss overseeing the company's day-to-day operations and $330 billion investment portfolio: Greg Abel. The Oracle of Omaha's successor wasted no time overhauling Berkshire's portfolio during the first quarter. Notably, he c...
This isn't your grandparents' Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) anymore! Following the retirement of billionaire Warren Buffett as CEO on Dec. 31, Berkshire has a new boss overseeing the company's day-to-day operations and $330 billion investment portfolio: Greg Abel. The Oracle of Omaha's successor wasted no time overhauling Berkshire's portfolio during the first quarter. Notably, he completely exited a third (16) of the positions Buffett had overseen, and has concentrated over 28% of Berkshire Hathaway's portfolio into two artificial intelligence (AI) titans: Apple (NASDAQ: AAPL) and Google parent Alphabet (NASDAQ: GOOGL) (NASDAQ: GOOG) . Warren Buffett retired as Berkshire's CEO on Dec. 31, 2025. Image source: The Motley Fool. Continue reading
(RTTNews) - European stocks edged lower on Wednesday as renewed Middle East tensions continued to push oil prices higher, clouding the outlook for inflation and interest rates.
(RTTNews) - European stocks edged lower on Wednesday as renewed Middle East tensions continued to push oil prices higher, clouding the outlook for inflation and interest rates.
Nvidia Corp . Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability. The Nvidia co-founder, who’s spent much of the week at Computex proselytizing about how AI will revolutionize economies and society, found time Tuesday eveni...
Nvidia Corp . Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability. The Nvidia co-founder, who’s spent much of the week at Computex proselytizing about how AI will revolutionize economies and society, found time Tuesday evening to address hundreds of representatives from financial institutions and wealthy family offices. A billionaire himself, Huang said only “crazy” people would question returns from AI, citing the trillions of dollars of value the technology’s created. “Only for the last six months has the ROI been completely reset. It is now insanely profitable,” Huang said at a closed-door event in Taipei hosted by Jasper Lau’s billionaire-backed investment firm Era and Chailease Holding Co. , controlled by local financial mogul Andre Koo Sr. The forum at the Mandarin Oriental attracted more than 300 guests, including Hillhouse Investment , PAG and DBS Group Holdings Ltd . Read More: Wealthy Asians Chasing Returns Pour $25 Billion Into AI Startups Huang’s pitch coincides with a persistent debate about whether investors globally are buying into a bubble that’s due to burst. On Tuesday, the Nvidia CEO took aim at investors who’ve called attention to an unprecedented runup in market valuations and questioned the future monetization potential of AI after trillions of dollars were committed toward data center spending. “Remember last year when we were together, the rhetoric and the narrative around the investment were, what’s the ROI?” he said. “Give me one example of some crazy person saying that now. They’re going to sound insane.” Huang touted not just his own company but gave shoutouts to some of the hundreds of technology firms it partners with, including memory chipmakers Micron Technology Inc. and SK Hynix Inc. , and Taiwan Semiconductor Manufacturing Co. This week, shares of Marvell Tech...
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in Doub...
(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang touted “insane” returns for investors willing to bet on the AI boom, seeking to dispel lingering concerns around the big sums spent on artificial intelligence and its long-term profitability.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableTrump to Get Audit Immunity as $1.8 Billion Fund in DoubtCanada Dips Into Technical Recession for First Time Since 2020Trump Begins Rebuilding His Tariff Wa
Kuwait suspended flights at its international airport on Wednesday, after an Iranian drone attack caused heavy damage to one of its passenger terminals. Flights will be diverted to alternative airports until further notice, the Kuwait News Agency said, citing a spokesman for the country’s civil aviation authority. Dozens of scheduled flights were canceled, according to tracker Flightradar24. Vital...
Kuwait suspended flights at its international airport on Wednesday, after an Iranian drone attack caused heavy damage to one of its passenger terminals. Flights will be diverted to alternative airports until further notice, the Kuwait News Agency said, citing a spokesman for the country’s civil aviation authority. Dozens of scheduled flights were canceled, according to tracker Flightradar24. Vital facilities including diplomatic missions were damaged in the attack, which resulted in one fatality and several injuries, Kuwait’s foreign ministry said in a statement. It gave no further details. The traffic halt follows exchanged strikes overnight between the US and Iran, with the latest flare-up adding pressure on the fragile ceasefire. The US military said Iran targeted neighboring countries on Tuesday, including Kuwait and Bahrain, and that it had struck a command center in the Islamic Republic in response. Read More: US and Iran Exchange Strikes, Putting Fresh Strain on Ceasefire Kuwait International Airport’s Terminal 1 had resumed full operations on Monday, after a months-long closure following Iran’s retaliatory attacks on Persian Gulf countries. National carrier Kuwait Airways gradually restored flights over the last month and the country’s second-biggest airline, Jazeera Airways , returned to full operations from Kuwait on May 3, after temporarily relocating services to Saudi Arabia and Egypt. Tensions between US and Iran remain high, threatening to derail efforts to reach a deal to extend the ceasefire brokered in early April. Washington attacked Iranian radar and command-and-control sites over the weekend and the Islamic Revolutionary Guard Corps tried to target an air base in retaliation. Israel also ramped up its parallel campaign in Lebanon against Iran-backed Hezbollah militant, prompting Iran to threaten to quit talks and leading to a tense call between US President Donald Trump and Israeli Prime Minister Benjamin Netanyahu . Read More: Netanyahu Maneuver...
Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI systems. The integration strengt...
Infineon Technologies AG (FSE: IFX) (OTCQX: IFNNY) today announces the integration of its OPTIGA™ Trusted Platform Module (TPM) SLB 9672 with NVIDIA's Jetson Thor platform. The hardware-based security solution securely stores cryptographic keys and verifies system integrity at the chip level, establishing a certified, quantum-resilient root of trust for Physical AI systems. The integration strengthens the security foundation, enabling robots and autonomous systems to operate securely and reliabl
In just a little over 10 years, Chinese electric vehicle (EV) makers have gone from automotive afterthought to being widely acknowledged as producing some of the most advanced EVs on the planet. There is widespread concern in the U.S. automotive industry about Chinese products entering the U.S. market and significantly undercutting domestic automakers, causing an existential threat to domestic man...
In just a little over 10 years, Chinese electric vehicle (EV) makers have gone from automotive afterthought to being widely acknowledged as producing some of the most advanced EVs on the planet. There is widespread concern in the U.S. automotive industry about Chinese products entering the U.S. market and significantly undercutting domestic automakers, causing an existential threat to domestic manufacturing. Just recently, Geely became the first Chinese manufacturer to export EV crossovers to Canada, which might be giving the foreign automakers a foot in the door. That might sound like a good time for investors to panic, but let's take a look at the details first. Here's a bit of context for the many concerns surrounding the potential of Chinese EVs entering the U.S. market. First, as previously mentioned, many Chinese automakers have taken advantage of government subsidies and, with their advanced supply chains and cheap labor, can produce EVs at far lower cost. That level of price undercutting makes it incredibly challenging for automakers such as Ford Motor Company (NYSE: F) and General Motors (NYSE: GM) to compete. A second concern is that as more software-defined vehicles, which are filled with massive computing power, cameras, microphones, and other systems, take over the road, they will represent a potential security threat. For example, they could be used for surveillance or, in a nightmare-like scenario, disabled during a global conflict. Continue reading
HSBC Asset Management expects the dollar to weaken, arguing that its limited gains despite favorable macro conditions may point to a structural downtrend once energy shocks and geopolitical tensions fade. The fund manager, which oversees $863 billion, said the greenback’s strength has been muted so far this year. The dollar’s failure to rally decisively despite strong domestic growth and increased...
HSBC Asset Management expects the dollar to weaken, arguing that its limited gains despite favorable macro conditions may point to a structural downtrend once energy shocks and geopolitical tensions fade. The fund manager, which oversees $863 billion, said the greenback’s strength has been muted so far this year. The dollar’s failure to rally decisively despite strong domestic growth and increased geopolitical tensions could leave it vulnerable as valuations are elevated, according to Joe Little , the firm’s global chief strategist. “Something has changed because historically that set of preconditions would’ve created a much, much stronger trend in the dollar,” Little said in an interview. “So I don’t think the broad environment has changed that much from the type of dynamics we saw last year where the dollar was tending to trade on a weaker footing as the trend.” A weaker greenback is seen as a key tailwind for emerging markets, easing financial conditions and drawing capital into higher-yielding assets. The fund manager expects developing-nation currencies and local markets to benefit, particularly as many remain undervalued against the dollar. The Bloomberg Dollar Spot Index climbed 0.6% last month, recouping some of its earlier losses as resilient US economic data and quickening price pressures fuel bets that the Federal Reserve’s next move may be an interest-rate hike.
格隆汇6月3日｜黑莓(BB.US)盘前继续上涨超9%，近2个月累计升幅更是超200%。消息上，6月2日，黑莓首席财务官在投资者会议上释放了明确的积极信号，公司“重组已完成，黑莓现在是一家成长型公司”。QNX部门总裁约翰·沃尔在会议上明确提出，QNX正从汽车操作系统向机器人、手术机器人、工业自动化等“物理AI”（Physical AI）场景延伸。这一表态的意义在于：QNX不再只是一个汽车软件供应商，而是正在成为面向所有需要“安全认证”的嵌入式AI系统的底层软件基础设施——从汽车到人形机器人，QNX可能正在成为真正的“AI神经系统”。此外，QNX部门还达到了软件行业的“Rule of 40”基准（增长率+利润率≥40%）。
Ole_CNX/iStock via Getty Images I recently came across this ETF by the name WisdomTree Equity Premium Income Fund ( WTPI ). The ETF reported a 30-Day SEC Yield of ~ 3.26%, with an expense ratio of ~0.44%. Initially I thought it might be executing some combination of equity-focused strategies, resulting in these metrics. But what the ETF actually does is sell cash-secured puts. The ETF is based on ...
Ole_CNX/iStock via Getty Images I recently came across this ETF by the name WisdomTree Equity Premium Income Fund ( WTPI ). The ETF reported a 30-Day SEC Yield of ~ 3.26%, with an expense ratio of ~0.44%. Initially I thought it might be executing some combination of equity-focused strategies, resulting in these metrics. But what the ETF actually does is sell cash-secured puts. The ETF is based on the Volos US Large Cap Target 2.5% PutWrite Index. Those who might not be very active in options should note that there is nothing fancy about the said strategy. In terms of economic rationale, it’s similar to buying a stock and selling a covered call at the same strike price. For example, if the fund is selling an ATM put, it is economically equivalent to buying the underlying and selling an ATM call. Also, the difference you observe in the prices of calls and puts for an ATM strike, with the call trading slightly above the put, is primarily a carry premium. WTPI holds Treasuries and can simply sell ATM puts to earn premium. The Treasury allocation earns additional interest. If, however, they bought the underlying instead of allocating to Treasuries, they would have earned more premium by selling calls, with the underlying payoff being identical, with any differences attributable to trade execution, liquidity, transaction charges, etc. Also, it is interesting to note that a ~3.46% SEC Yield, as reflected by the ETF, is based on Treasury income generated from the fund's cash collateral allocation and is not attributable to the underlying option strategy in that sense. The point of getting into detail on this aspect initially is that, consistent with what I will try to put across in the later body of the article, there is nothing in this strategy that is anything unique or would warrant a ~0.44% management fee. If an investor has time, they can execute a better cash-secured-put portfolio by themselves. Therefore, it's better not to consider it to be much different from any o...
Updates from Wednesday’s quarter-final matches Email Katy | Zerev sees off Jódar | Kostyuk through COURT PHILIPPE CHATRIER – 11am (10am BST) Anna Kalinskaya (22, Russia) v Maja Chwalinska (Poland) Aryna Sabalenka (1, Belarus) v Diana Shnaider (25, Russia) Felix Auger-Aliassime (4, Canada) v Flavio Cobolli (10, Italy) Not before 8.15pm (7.15pm BST) Matteo Berrettini (Italy) v Matteo Arnaldi (Italy)...
Updates from Wednesday’s quarter-final matches Email Katy | Zerev sees off Jódar | Kostyuk through COURT PHILIPPE CHATRIER – 11am (10am BST) Anna Kalinskaya (22, Russia) v Maja Chwalinska (Poland) Aryna Sabalenka (1, Belarus) v Diana Shnaider (25, Russia) Felix Auger-Aliassime (4, Canada) v Flavio Cobolli (10, Italy) Not before 8.15pm (7.15pm BST) Matteo Berrettini (Italy) v Matteo Arnaldi (Italy) Continue reading...
Voestalpine AG press release ( VLPNF ): FY revenue down slightly to EUR 15.1 billion (previous year: EUR 15.7 billion). EBITDA improves to EUR 1.5 billion (BY 2024/25: EUR 1.3 billion). Strong free cash flow of EUR 537 million and continued reduction of net financial debt. greentec steel on track; approximately 60% of EUR 1.5 billion already invested. Outlook for 2026/27: EBITDA between EUR 1.60 b...
Voestalpine AG press release ( VLPNF ): FY revenue down slightly to EUR 15.1 billion (previous year: EUR 15.7 billion). EBITDA improves to EUR 1.5 billion (BY 2024/25: EUR 1.3 billion). Strong free cash flow of EUR 537 million and continued reduction of net financial debt. greentec steel on track; approximately 60% of EUR 1.5 billion already invested. Outlook for 2026/27: EBITDA between EUR 1.60 billion and EUR 1.85 billion. More on Voestalpine AG Historical earnings data for Voestalpine AG Dividend scorecard for Voestalpine AG Financial information for Voestalpine AG
The mainland Chinese coastguard’s first independent law enforcement patrol east of Taiwan on Monday – in response to the maritime border talks between Japan and the Philippines – marked an expansion of its patrolled area beyond the traditional focus. Since its launch in 2021, the China Coast Guard (CCG) has routinely patrolled in the South China Sea, East China Sea and Yellow Sea. In recent years,...
The mainland Chinese coastguard’s first independent law enforcement patrol east of Taiwan on Monday – in response to the maritime border talks between Japan and the Philippines – marked an expansion of its patrolled area beyond the traditional focus. Since its launch in 2021, the China Coast Guard (CCG) has routinely patrolled in the South China Sea, East China Sea and Yellow Sea. In recent years, apart from routine patrols around a few Taiwan-controlled islands, the CCG has also joined the...
For decades, fame seemed to be the only guarantee for a quick, splashy, and profitable home sale, but in recent years, that playbook seems to have faltered.
For decades, fame seemed to be the only guarantee for a quick, splashy, and profitable home sale, but in recent years, that playbook seems to have faltered.
Nutthaseth Vanchaichana/iStock via Getty Images When I rated Vistance Networks, Inc. ( VISN ) a Buy in September last year, I was cautious because the stock had already done quite a lot of running, and at ~$16.5, there were three things that fueled the call. The ~$10.5b sale of the mature CCS (Connectivity Solutions) segment to Amphenol was in the pipeline. The two remaining businesses—Aurora Netw...
Nutthaseth Vanchaichana/iStock via Getty Images When I rated Vistance Networks, Inc. ( VISN ) a Buy in September last year, I was cautious because the stock had already done quite a lot of running, and at ~$16.5, there were three things that fueled the call. The ~$10.5b sale of the mature CCS (Connectivity Solutions) segment to Amphenol was in the pipeline. The two remaining businesses—Aurora Networks (what was then called ANS) and RUCKUS—were exhibiting signs of margin expansion that generally call for a regime shift in valuations. And the balance sheet was poised to get lighter. The transformation thesis was apparent when you looked at the combined RemainCo's growth surging ahead of the company's blended growth rate. The margin transformation also looked compelling. The CCS sale closed in Q1 2026, removing the debt and preferred equity overhang. Vistance now has ~$2.5b in cash. The expected distribution due to the sale also happened at $10 per share (return of capital). Even considering that the stock now trades at ~$12.3, adding the distribution, decent money was made even for investors who joined the rally late, around the time of my September thesis. For fresh investments today, we have to gauge the effect of the RUCKUS sale to Belden (for ~$1.85b), which leaves Aurora Networks as the remaining business—a focused DOCSIS 4.0 infrastructure play with a clean balance sheet and another distribution coming from the RUCKUS proceeds. The Q1 2026 numbers were strong for Aurora, but margin recovery is guided for H2 2026, not as obvious as was the case in September when RemainCo's EBITDA margin had already expanded from ~9% to ~25%. That margin improvement is dependent on the memory chip drag improving in H2—something I do not count on, especially given the limited visibility beyond Q2 on both supply and pricing. While the near-term margin pressure is a drag, the valuation math I show subsequently in this analysis suggests that the market is pricing Aurora at a level tha...
STMicroelectronics (STM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
STMicroelectronics (STM) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.
FabrikaCr Stock futures drifted into the red Wednesday morning as a fresh round of missile strikes shattered hopes for an imminent U.S.-Iran peace deal. The renewed conflict sent crude oil prices and Treasury yields climbing, forcing investors to reassess risk and brace for prolonged geopolitical friction. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Marvell Technology ...
FabrikaCr Stock futures drifted into the red Wednesday morning as a fresh round of missile strikes shattered hopes for an imminent U.S.-Iran peace deal. The renewed conflict sent crude oil prices and Treasury yields climbing, forcing investors to reassess risk and brace for prolonged geopolitical friction. Here are some of Wednesday's biggest stock movers: Biggest stock gainers Marvell Technology ( MRVL ) +16% - Shares continued to rise following Tuesday’s 33% surge, driven by optimistic comments from Jensen Huang. He suggested that the AI networking and semiconductor company could be the next to achieve a $1 trillion market valuation. Investor enthusiasm has been fueled by Marvell's expanding role in AI infrastructure, particularly with the introduction of its Teralynx T100 networking chip, which is optimized for AI applications. The rally contributes to an impressive streak for the stock, driven by the increasing demand for AI data center connectivity and custom silicon solutions. This trend positions Marvell as a significant beneficiary of the growing AI ecosystem. GameStop ( GME ) +9% - Shares jumped after the company reported 14% revenue growth and delivered the highest Q1 net income and operating income in company history, with EPS easily beating Wall Street estimates. The video game retailer ended the quarter with a strong liquidity position, including $9.7B in cash and related assets, plus roughly $400M in digital assets and receivables. GameStop's board also approved a $2B share repurchase program running through July 2029. Adding to investor interest, CEO Ryan Cohen continues to pursue a proposed $56B acquisition of eBay, despite eBay's board rejecting the offer, with Cohen indicating he may consider a proxy fight and outlining plans to leverage GameStop's retail footprint to support eBay's marketplace operations. Biggest stock losers GitLab ( GTLB ) -6% - Shares slipped after the software development platform announced a restructuring plan that will impac...