Its latest quarterly earnings didn't wow the market, and that's putting it mildly.

Key PointsAfter all, it triggered a set of analyst downgrades and price target cuts.

In this article BRK.B UAL AAL AON POOL DPZ CHTR Follow your favorite stocks CREATE FREE ACCOUNT Warren Buffett and Greg Abel during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, Nebraska on May 4, 2024. CNBC Berkshire Hathaway added a sizeable stake in Delta Air Lines , marking the conglomerate's return to the airline industry after exiting the sector entirely during the Covid-19 pandemic in 2020. The Omaha-based company built a position worth more than $2.6 billion, making Delta Berkshire's 14th-largest holding at the end of March, according to a new regulatory filing. Warren Buffett stunned investors six years ago when he sold Berkshire's entire equity portfolio of U.S. airlines, including stakes worth more than $4 billion across United , American , Southwest and Delta Air Lines. Buffett said at the time that the pandemic had fundamentally altered consumer behavior and travel patterns. Among Berkshire's largest holdings, the firm trimmed its stake in Chevron during the quarter while significantly increasing its relatively new position in Alphabet . The Google parent is now Berkshire's seventh-largest holding. Zoom In Icon Arrows pointing outwards Berkshire also initiated a small position in Macy's , valued at roughly $55 million at the end of the first quarter. Unwinding Todd Combs positions Meanwhile, the conglomerate sold a slew of stocks last quarter, likely as part of an effort to unwind positions tied to departed lieutenant Todd Combs. The longtime investment manager and Geico chief left for JPMorgan at the end of 2025. Combs had been one of two portfolio managers recruited by Buffett to help oversee Berkshire's equity portfolio. Ted Weschler, the other investment manager, continues to oversee about 6% of the holdings. Among the most notable sales were Mastercard and Visa , the first stocks Combs purchased after joining Berkshire and positions that mirrored major holdings from his former hedge fund, Castle Point Capital. The conglomerate also f...

IBIT260513P00039500 互動股市圖表 | IBIT May 2026 39.500 put 股市 Yahoo 財經

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Robert Way/iStock Editorial via Getty Images Bitcoin ( BTC-USD ) experienced its latest correction from October 2025 through February 2026, losing more than half its value. Since the February low, Bitcoin has made higher lows and higher highs, signaling that another boom period could be on the horizon. Bitcoin is not a leveraged asset, but its price action has been unprecedented. Coinbase ( COIN ) is the leading U.S. cryptocurrency trading platform. COIN shares have correlated with Bitcoin and other cryptocurrency prices, as booms have driven more participation and busts have curtailed activity. The GraniteShares 2x Long COIN Daily ETF ( CONL ) is a leveraged ETF that delivers twice the daily percentage change in COIN shares. CONL is leveraged on a stock that already experiences substantial price volatility. I last wrote about CONL on Seeking Alpha on October 20, 2025 , after Bitcoin and COIN reached highs, highlighting its significant risks. I concluded with the following: Leverage comes at a price, as the gearing created by options and swaps experience time decay. Therefore, when COIN shares move lower, CONL will experience a greater percentage loss. Moreover, stability in COIN shares will result in losses for CONL as time decay will erode its value. With the most recent bust period in the rearview mirror, another boom period could make CONL a valuable trading tool. Bitcoin and Ethereum have moved into short-term bullish trends After substantial corrections, Bitcoin and Ethereum ( ETH-USD ) have moved into short-term bullish trends. Monthly Chart of Bitcoin versus the U.S. Dollar (Barchart) Bitcoin plunged 52% from the record high of $126,184.05 in October 2025 to $60,514.55 per token in February 2026. The monthly chart shows that it has made higher lows and higher highs through May 2026. Monthly Chart of Ethereum versus the U.S. Dollar (Barchart) Ethereum dropped 64.6% from the record high of $4,953.929 in August 2025 to $1,754.452 per token in February 2026. The...

Billionaire investor Stanley Druckenmiller's Duquesne Family Office picked up a new stake in Broadcom ( AVGO ) and Caris Life Sciences ( CAI ), while exiting its position in Alphabet Class A ( GOOGL ) and Cogent Biosciences ( COGT ), among other moves in the first quarter. The investment firm disclosed the information in its latest 13F filing for the three months ended March 31, 2026, published on Friday. Duquesne snapped up 195,955 shares in Broadcom ( AVGO ) and 1.89M shares in Caris Life Sciences ( CAI ). It also took a new stake of 315,860 shares in Revolution Medicines ( RVMD ). Additionally, the fund acquired 387,400 shares in Global X MSCI Argentina ETF ( ARGT ). The fund also initiated a position in SanDisk ( SNDK ), adding 38,155 shares. Turning to exits, aside from Alphabet Class A ( GOOGL ) and Cogent Biosciences ( COGT ), the fund also got rid of its holdings in Entegris ( ENTG ). Additionally, it also exited its position in the State Street Financial Select Sector SPDR ETF ( XLF ). Looking at stake additions, the fund upped its position in STMicroelectronics ( STM ) from 0.77M shares in the previous quarter to 2.61M in Q1. It also strengthened its position in Natera ( NTRA ) to 3.06M shares in Q1 from 2.51M in the previous quarter. The fund also added to its positions in Alcoa ( AA ), YPF Sociedad Anónima ( YPF ), and BBB Foods ( TBBB ) during the three months ended on March 31. Finally, notable stake decreases include a significant reduction from 737,940 shares to 9,539 shares in Amazon ( AMZN ). The fund also cut its position in Pharmaceutical Industries ( TEVA ) to 2.37M shares from 5.87M shares, and in Coupang ( CPNG ) from 6.77M shares to 2.67M shares. It also diluted its position in Woodward ( WWD ) and MercadoLibre ( MELI ) during the quarter. More on Broadcom, Alphabet 6.7% AA2 Bond Yield From Alphabet, But There Is A Catch Alphabet Taps The Bond Market, High Bar Into Google I/O, Raising My Target Alphabet Inc. (GOOGL) Presents at MoffettNathans...

DDOG260515C00142000 互動股市圖表 | DDOG May 2026 142.000 call 股市 Yahoo 財經

According to a SEC filing dated May 11, 2026, Endeavour Capital Advisors increased its position in QCR Holdings (NASDAQ:QCRH) by 81,209 shares during the first quarter. The quarter-end stake was worth $35.01 million, with the position value increasing by $7.65 million, reflecting both the share purchase and market price movement. This purchase increases QCR Holdings' stake to 7.94% of Endeavour Capital Advisors' 13F reportable assets under management. Top five holdings after the filing: Continue reading

Legendary investor Warren Buffett advises to be fearful when others are greedy, and be greedy when others are fearful. One way we can try to measure the level of fear in a given stock is through a technical analysis indicator called the Relative Strength Index, or RSI, which me

Appaloosa Management trimmed its stake in Microsoft ( MSFT ), piled up on Micron Technology ( MU ) and Amazon ( AMZN ), and got a new stake in Sandisk ( SNDK ), while exiting its position in American Airlines ( AAL ), among its first-quarter moves. The American hedge fund, founded by David Tepper and Jack Walton, disclosed the information in its latest 13F filing , published on Friday. Appaloosa, which had 14.15M shares in American Airlines during the fourth quarter, exited its stake in the first quarter. The firm also exited United Airlines ( UAL ) and Mohawk Industries ( MHK ), among others. The hedge fund purchased a new stake of 281, 250 shares in Sandisk. Appaloosa increased its shares in Amazon to 4.32M shares from 2.18M shares, while it increased its stake in Micron to 1.66M shares. The firm also increased its stake by a considerable amount in ride-hailing giant Uber (Uber) to 6.33M from 1.85M shares. Coming to its decrease in position, Appaloosa cut stakes in Microsoft to 90K shares from 500K, while it trimmed shares by 1.67M to 3.46M in Chinese tech giant Alibaba ( BABA ) during the quarter. It has also cut stakes in Whirlpool ( WHR ) and Class A shares of Meta Platforms ( META ). More on 13Fs Tiger Global takes new position in Intel; adds to Broadcom, Nvidia among Q1 moves Berkshire Hathaway dumps Visa and Mastercard, adds Delta Air and Macy's in Q1 3G Capital adds semiconductor stocks, doubles holding in Alibaba among Q1 positioning changes

Lone Pine Capital LLC cuts share stake in Taiwan semiconductor manufacturing by 54.5% to 1.4 million sponsored ADS - SEC filing marketscreener.com

Gov. Jared Polis' controversial commutation follows a pressure campaign by the Trump administration to free Tina Peters, an ex-county official who was convicted of tampering with election equipment. (Image credit: Scott Crabtree)

Just_Super/iStock via Getty Images The increase in consumer prices exceeded wage growth over the past 12 months, with near-panic from some reporters. The numbers show wages rose 3.6% but consumer prices increased by 3.8%. This disparity is a short-run blip, not a long-lasting trend. The long-run trend is that employee compensation rises faster than inflation, but with exceptions. The recent run-up of inflation came mostly from energy, where prices rose by 18% in the past 12 months. The rest of the Consumer Price Index rose just 2.8%. Historically, sharp run-ups in oil prices often coincide with total inflation exceeding wage growth, but only briefly. When inflation rises persistently, it’s invariably due to excessive stimulus in the economy, which often goes on and on and on. In these cases, wages rise faster than prices. But a bump in inflation that is caused by a spike in oil prices does not persist. High oil prices breed their own reversal. The run-ups of 1973 and 1979 pushed oil up to $40 a barrel. That led to energy conservation by both consumers and businesses. More importantly, it led companies to search for more oil. By 1986, oil was below $12 per barrel. That brought overall inflation below the pace of wage gains. Another oil prices surge came again in 2008, due to the growing world economy pushing petroleum demand up faster than supply increased. (This was a little-noticed contributing factor to the Great Recession.) When oil prices reversed course, falling 42% in a 12-month period, inflation not only fell but turned negative for a while. Wages continued to rise, helping workers enjoy a higher standard of living. Today’s oil prices will come back down at some point. The timing depends on the outcome of the Iran War and the reopening of the Strait of Hormuz. These events I am not able to forecast. Overall inflation will come down and drop lower than the pace of wage gains. This prediction of inflation-adjusted wages rising does not depend on Federal Reserve...

百濟神州跨市場表現分化，一季報超預期且新藥獲FDA批准 富途牛牛

Figma shares rose after the creative software platform reported first-quarter results that beat expectations and raised its full-year forecast, with analysts saying the report eased concerns about AI-related disruption. Figma CEO Dylan Field joins Bloomberg’s Caroline Hyde and Ed Ludlow on "Bloomberg Tech." (Source: Bloomberg)

ROCHESTER, NEW YORK, May 15, 2026 (GLOBE NEWSWIRE) -- Syntec Optics Holdings, Inc. (Nasdaq: OPTX) (“Syntec” or the “Company”), a leading provider of advanced optics and photonics solutions across defense, biomedical, communications, and consumer markets, today reported financial results for the first quarter ended March 31, 2026.

Lone Pine Capital Llc Cuts Share Stake In Taiwan Semiconductor Manufac By 54.5% To 1.4 Million Sponsored ADS - SEC Filing TradingView

周五美股成交额第1名收跌4.42%，成交397.58亿美元。波士顿对冲基金Whale Rock Capital Management周五向美国证券交易委员会提交了13F文件，披露了其2026年第一季度末的持仓变化。文件显示，该基金在一季度进行了显著的科技股仓位调整：新建仓 苹果 和 微软 ，同时大幅减持了近年来炙手可热的英伟达股票。 第2名 美光 收跌6.62%，成交346.13亿美元。周五美股市场存储芯片概念股集体下跌。 第3名 特斯拉 收跌4.75%，成交218.35亿美元。据Teslarati今晚报道，特斯拉正在内华达州克拉克县靠近拉斯维加斯的地方，为Cybercab建设一座专用洗车设施。该设施面积约3345平方米，项目形态相当特殊，将服务于特斯拉未来Robotaxi车队。 文件显示，特斯拉此前已悄悄提交Cybercab洗车设施建设计划。5月12日，特斯拉又提交了许可申请，准备启动“特斯拉中心Cybercab第二阶段洗车设施”的改造工程。 第4名微软收高3.05%，成交206.43亿美元。比尔·阿克曼刚刚下注微软，称其估值极具吸引力。他认为市场对微软人工智能方面的担忧被夸大了。 阿克曼透露潘兴广场将在即将提交的13F文件中披露持有微软的新头寸，同时称这家软件巨头在当前价位“极具吸引力”。 阿克曼还表示，他较新的基金潘兴广场美国已使微软成为其核心持仓之一，这显示出即便在华尔街部分人士最近对该公司的人工智能和云业务前景变得更为谨慎之际，他仍怀有强烈的信心。 在X平台的一篇长文中，阿克曼认为微软近期的股价疲软主要受到围绕两个问题的担忧所驱动：一是Microsoft 365能否抵挡住像Anthropic的Claude Cowork这样日益强大的人工智能工作场所工具的竞争；二是随着微软与OpenAI的关系持续演变，Azure的增长能否保持持久。 但阿克曼认为，投资者低估了微软生态系统在大型企业内部的嵌入程度。他认为，Microsoft 365不仅仅是另一个软件产品，而是通过其在身份管理、安全、合规和工作流基础设施方面的集成，成为许多公司运营支柱的一部分。 阿克曼还为微软大规模的人工智能支出举措进行了辩护，称其预计的2026年1900亿美元资本支出预算应被视为长期增长投资，而非鲁莽支出。他将微软的人工智能基础设施建设与 亚马逊 、Alphabet、 谷歌 及Meta正在进...

JHVEPhoto/iStock Editorial via Getty Images AMD ( AMD ) has entered into a $5B unsecured revolving credit facility with JPMorgan Chase ( JPM ) serving as the administrative agent, according to a filing with the U.S. Securities and Exchange Commission. The five-year, $5B revolving facility replaces the semiconductor company's previous credit agreement from 2022 that was led by Wells Fargo ( WFC ). AMD also increased its maximum aggregate amount outstanding at any time of unsecured commercial paper notes to $5.5B from $3B. Proceeds from these notes will be used for general corporate purposes, according to the filing. More on AMD and JPMorgan Chase AMD: The Market Mispriced What Lisa Su Just Said AMD Stock: I Called The Surge - Here's What Comes Next How The Music Stops For AMD Whale Rock adds Apple, Microsoft; cuts stake in Nvidia as part of Q1 positioning changes Geopolitical uncertainty reigns, but the AI trade hasn't slowed down

AVGO Stock Slips $20 as China Export Risks and OpenAI Financing Questions Weigh on Broadcom FXLeaders

Associated Capital Group press release ( ACGP ): Q1 GAAP EPS of -$0.04. Revenue of $2.5M (+17.4% Y/Y). More on Associated Capital Group Dividend scorecard for Associated Capital Group Financial information for Associated Capital Group

NUGL reports Q1 2026 results with revenue growth, stronger gross profit, improved margins, and continued operating leverage.

The New DRAM ETF Is Off The Charts. The Memory Chip Boom Is Only Part of It. Barron's

Berkshire Hathaway ( BRK.A ) ( BRK.B ), now helmed by Greg Abel, shed stakes in Visa ( V ) and Mastercard ( MA ), took a new stake in Delta Air Lines ( DAL ) valued at $2.65B, boosted holdings of Alphabet ( GOOGL ) class A shares, and reduced its stake in Bank of America ( BAC ), according to its 13F filing on Friday. Other positions closed during the quarter included UnitedHealth Group ( UNH ), Aon ( AON ), Amazon ( AMZN ), Domino's Pizza ( DPZ ), and Liberty Latin America ( LILA ) ( LILAK ). The investment behemoth established new stakes in Alphabet ( GOOG ) class C shares with 3.59M shares valued at $1.03B and Macy's ( M ) with 3.04M shares valued at $55M. Stakes that were increased include Alphabet class A shares ( GOOGL ) to 54.2M shares from 17.8M, the New York Times ( NYT ) to 15.1M shares from 5.07M, and Lennar ( LEN ) to 10.3M shares from 7.23M. Among the biggest decreases, Chevron ( CVX ) went to 84.4M shares from 130.2M, Bank of America ( BAC ) fell to 513.6M shares from 517.3M, and Nucor ( NUE ) dropped to 3.91M shares from 6.41M, according to the filing. After the filing, Delta Air ( DAL ) stock rose 3.2%, and Macy's ( M ) climbed 5.4% in after-hours trading. More on Berkshire Hathaway Inc., Visa, etc. Berkshire Hathaway: P/B Ratio Becomes More Important With The Leadership Transition Visa: Record Buybacks Fuel Double-Digit EPS Growth It's Just Plane Obvious: Delta Is Set To Benefit From The Jet Fuel Crisis Mega‑cap laggards: IBM, Palantir, Wells Fargo lead biggest YTD declines Here's the full list of business executives invited to go with Trump to China

【有線新聞】九龍中及新界西聯網公立醫院本月初起部分病房延長探病時間，醫管局形容推行順利，會總結經驗探討推展到其他病房。有前線醫護就關注新措施加重工作負擔。 九龍中和新界西聯網公立醫院本月初率先延長探病時間，復康、療養及紓緩治療等病房由每日5至6小時探病時間延長至9小時，兒科病房則24小時開放。醫管局認為延長探病時間達到分流效果，照顧者陪伴亦有助病人康復。沙田醫院行政總監余海欣：「尤其是老人家有不同程度的認知障礙，到了一個陌生環境會很緊張，甚至有機會心亂，一有親人在旁甚至是工人姐姐安撫到他們的情緒，他們的復康過程一定更理想。」 有前線醫護關注措施加重工作負擔，醫管局稱會與前線保持溝通。醫護人員馮先生：「很多日常事務的東西平時做、盡量趕也不夠時間，現場日常事務的的東西未必趕上完成，人手不夠，家屬來探訪病人，有甚麼都會問醫護人員，需要分散人手去照顧他們。」 醫管局總護理行政經理唐華根：「當一個新政策、新安排推出時，前線可能都會有一點焦慮。我們第一，會與前線保持緊密溝通，但是我們初步理解，這兩個聯網的推展都尚算順利，如果是當中有一些工作安排需要靈活調配的話，我們覺得我們可以作出調整。」 新安排只涵蓋四類病房，唐華根指急症病房病人醫療程序頻繁、留院日數少，現階段不會推行新安排，但會研究推展至例如骨科及婦產科等病房。新措施下月起在其他聯網陸續推行，少量醫院需要在7月才實施。

Robert Way/iStock Editorial via Getty Images 3G Capital Partners exited Microsoft ( MSFT ), added semiconductor stocks, and doubled its holding in Alibaba ( BABA ) as part of the fund's Q1 portfolio positioning changes, according to the firm's latest 13F filing . The New York-headquartered private equity investment firm added 40,000 shares of Analog Devices ( ADI ), 35,000 shares of Applied Materials ( AMAT ), and 25,000 sponsored American Depositary Shares of Taiwan Semiconductor ( TSM ). Notable exits: BBB Foods ( TBBB ) (550,000 class A common stock); Coupang ( CPNG ) (700,000 class A shares); Goosehead Insurance ( GSHD ) (225,000 class A common stock); Microsoft ( MSFT ) (90,000 shares of common stock). The fund company doubled its holding in Alibaba Group Holding ( BABA ) to 150,000 sponsored American Depositary Shares from 75,000. Other stake increases include Meta Platforms ( META ) (to 105,000 class A shares from 90,000). Meanwhile, 3G Capital cut its stake in Carvana ( CVNA ) to 137,500 class A shares from 150,000; MercadoLibre ( MELI ) to 17,500 shares of common stock from 25,000; and Amazon.com ( AMZN ) to 125,000 shares of common stock from 130,000. Stake in AppLovin ( APP ) was maintained at 95,000 class A common stock. More on related tickers Applied Materials, Inc. (AMAT) Q2 2026 Earnings Call Transcript Alibaba Earnings: Cloud Acceleration Is A Bullish Catalyst Alibaba: The Market Is Still Mispricing Its AI Boom Ricky Sandler's Eminence Capital adds TSMC, exits DraftKings, among top Q1 trades Biggest stock movers Friday: PZZA, TSM, and more