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After Warren Buffett’s Successor’s Q1 Purge, Just 4 Stocks Make Up Over 50% of Berkshire Hathaway
24/7 Wall St.104d agoneutral
After Warren Buffett’s Successor’s Q1 Purge, Just 4 Stocks Make Up Over 50% of Berkshire Hathaway

Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested in ... After Warren Buffett’s Successor’s Q1 Purge, Just 4 Stocks Make Up Over 50% of Berkshire Hathaway

Jim Cramer Discusses the Sell-Off in Apple Stock Before SpaceX IPO
Insider Monkey105d agobearish
Jim Cramer Discusses the Sell-Off in Apple Stock Before SpaceX IPO

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer highlighted one of the reasons the stock is getting sold, as he stated: Whatever you do, don’t take the selling in the stocks of Apple or NVIDIA personally. I bet most of that […]

Alphabet Ties Search AI And Mobility Closer To Revenue Potential
Simply Wall St.105d agoneutral
Alphabet Ties Search AI And Mobility Closer To Revenue Potential

Google is rolling out a national real estate search feature with HouseCanary, directly surfacing MLS broker listings in mobile search across the U.S. Apple is using Google's Gemini models to power its new Siri AI, while also tapping Google Cloud and Nvidia technology for AI infrastructure. Waymo, Alphabet's autonomous driving unit, has launched its first paid subscription for robotaxi services, moving its ride hailing business toward a membership model. For investors tracking Alphabet...

Apple's iOS 27 surprise could change the AI narrative
TheStreet105d agoneutral
Apple's iOS 27 surprise could change the AI narrative

AI is now the largest battleground in technology. Over the last two years investors have pumped hundreds of billions of dollars into firms promising to lead the next stage of the AI revolution. At Apple (AAPL), that talk has become more and more about the iPhone. Many experts have said AI might ...

Indian Pollution Probe Tests Apple Supply Chain And Valuation Gap
Simply Wall St.105d agobearish
Indian Pollution Probe Tests Apple Supply Chain And Valuation Gap

Indian pollution regulators have accused Tata Electronics, a key Apple supplier, of contaminating local groundwater with wastewater. The probe focuses on a facility that plays an important role in producing iPhone components for Apple, listed as NasdaqGS:AAPL. Any regulatory action could affect operations at the plant and create complications for Apple's supply chain in India. For Apple, India has been a focus area for building out iPhone manufacturing capacity outside China, with local...

Goldman Sachs resets Apple stock forecast after WWDC
TheStreet105d agoneutral
Goldman Sachs resets Apple stock forecast after WWDC

Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...

Amazon Expands Satellite, Cloud And Robotics Investments As Valuation Gap Widens
Simply Wall St.106d agoneutral
Amazon Expands Satellite, Cloud And Robotics Investments As Valuation Gap Widens

Amazon.com (NasdaqGS:AMZN) plans to acquire Apple’s 20% stake in satellite operator Globalstar as part of an $11.6b satellite communications agreement tied to its Project Leo plans. The company also announced a new multi billion dollar AWS partnership with Pinterest, expanding its cloud reach into a major social media platform. In Europe, Amazon is rolling out a new generation of AI powered warehouse robots aimed at improving fulfillment efficiency and logistics capabilities. Amazon.com,...

Wall Street’s Top Billionaires Are Changing Their Mind About Apple (AAPL)
Insider Monkey106d agoneutral
Wall Street’s Top Billionaires Are Changing Their Mind About Apple (AAPL)

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Apple Inc. (NASDAQ:AAPL) ranks #4 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 170 Top Pick Of: Warren Buffett’s Berkshire Hathaway Apple was once seen as a laggard in the AI race. Now it is looking like a winner, […]

Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding
Insider Monkey106d agoneutral
Taiwan Semiconductor (TSM) is This Famous Billionaire’s Biggest AI Stock Holding

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Taiwan Semiconductor (NYSE:TSM) ranks #3 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 234 Top Pick Of: Philippe Laffont — Coatue Management Taiwan Semiconductor (NYSE:TSM) is the biggest holding of billionaire Philippe Laffont of Coatue Management. Taiwan Semiconductor (NYSE:TSM) […]

Exclusive-Tata's iPhone parts factory contaminated farmland water, India pollution body alleges
Reuters107d agoneutral
Exclusive-Tata's iPhone parts factory contaminated farmland water, India pollution body alleges

An Indian pollution regulator has alleged wastewater discharged from a Tata components factory for Apple's iPhone has contaminated the groundwater for nearby farms and warned of a ‌forced shutdown unless Tata gives a satisfactory explanation. India's Tata Electronics is central to Apple's push to diversify iPhone production ‌beyond China and is the second-biggest supplier to Apple in South Asia after Taiwan's Foxconn. The Tata plant under investigation is in Hosur in southern Tamil Nadu state ​and makes back panels and other components for iPhones.

Does Google Stock Have More Upside?
Trefis107d agoneutral
Does Google Stock Have More Upside?

Alphabet (GOOGL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong profitability, good cash flow, a low-debt to market cap structure, and good tailwinds. But is that enough.

SpaceX shares soar 19% in stock market debut
Reuters Videos107d agobullishVIDEO
SpaceX shares soar 19% in stock market debut

<body><p>STORY: The world's biggest ever IPO ended with Elon Musk's SpaceX gaining 19% in its debut session Friday, as investors piled into the&nbsp;rocket company,&nbsp;betting on its now-trillionaire CEO [beat]&nbsp;and the prospect of putting AI in space.</p><p>Friday's debut gave SpaceX a valuation of more than $2 trillion, putting it in elite company with the likes of Nvidia and Apple... and making it more valuable than Musk's Tesla.</p><p>The landmark listing also made Musk the first trillionaire ever. He loomed large over Times Square from the jumbo TV screen of the Nasdaq stock exchange... while a giant and unflattering inflatable depicting Musk was also on display with messages critical of SpaceX and Grok.</p><p>Musk's rocket company began trading ahead of forthcoming IPOs for AI heavyweights Anthropic and OpenAI which will further test market appetite for new entrants.</p><p>Anna Rathbun, founder and CEO of Grenadilla Advisory says the company is benefitting from its connection to AI&nbsp; rather than its fundamentals.</p><p>“So I think it's not so much about SpaceX, but just the excitement about AI and SpaceX as much the name has space in it, it's an AI company at the end of the day, right? &nbsp;So I think the excitement about AI is going to drive it. Whether or not it would be successful, we have to see.”</p><p>At $75 billion, the deal's proceeds were more than double those of Saudi Aramco's record-setting 2019 IPO.</p><p>Although SpaceX may have to wait for entry into the S&P 500, its expected fast-track inclusion in the Nasdaq 100 will soon make it a major holding for passive funds and ETFs that track the index, creating a fresh source of demand for its shares.</p><p>Retail investors on Friday snapped up shares of SpaceX despite SpaceX posting a loss of nearly $5 billion last year and generating only a fraction of the revenue brought in by similarly valued tech giants.</p><p>Still, several analysts have issued positive ratings on the stock.&nbsp;</p><p>But Morningstar analysts this month said it is more fairly valued at around $780 billion, and CFRA on Friday started coverage with a sell rating.</p></body>