Greg Abel‘s first quarter running Berkshire Hathaway‘s equity portfolio produced one of the most dramatic reshuffles the conglomerate has seen in over a decade. The new CEO initiated or significantly expanded positions in five stocks while dumping 16 others, shrinking total holdings from 42 to just 29 in a single quarter. That overhaul touched every
Nvidia has lost roughly a trillion dollars in market value in less than two months. Although the semiconductor index has nearly doubled year to date, Nvidia is up only about 4%. For the company that makes most of the chips that power the AI revolution, that kind of lag has investors asking what is going
SpaceX priced its IPO at $135 on June 12, raised $85.7 billion, and watched the stock run to $225 in its first week of trading before it pulled back to $160. Twenty-five days later, the mandatory quiet period for IPO underwriters expired. The analyst notes started landing at dawn on July 7. By the time
Wall Street is becoming more confident in Micron Technology (MU). A Melius analyst now says the chipmaker could become the sixth-largest public company in the United States. That would make it worth more thanBroadcom (AVGO) and even Taiwan Semiconductor (TSM). The analyst’s claim is a bold one for a company most people know only as
Micron Technology (MU) just issued a different kind of artificial intelligence caution to investors. The dismal earnings picture isn’t the problem. It is not because demand is collapsing. It does not even arise from an obvious shift in the memory-chip cycle. Instead, the warning comes from the stock. Micron’s stock has tanked since the company
Walmart (WMT) looked unstoppable this spring. But by early July, its performance had significantly declined. The retail giant’s shares have fallen from a 52-week highnear $135toabout $112. The stock is now down for the year, even as the broader market keeps climbing. A drop like that usually leaves Wall Street silent. However, Jim Cramer did the
Goldman Sachs spent more than a year telling clients that Taiwan Semiconductor Manufacturing (TSM) was one of the best stocks to own in Asia. However, on July 1, 2026, the bank changed its mind. Goldman dropped TSM from its Asia-Pacific Conviction List. This list is the bank’s short roster of ideas its analysts strongly back.
Someone once walked up to Warren Buffett and asked how to make $30 billion. The man had $10,000 and wanted to know if Buffett could turn it into a fortune. Buffett did not laugh at the question. He answered it. His first two words were “Start young.” The room laughed. The rest of his answer
Intel spent most of 2023 and 2024 as one of the most beaten-down chip stocks on Wall Street. Frank Lee, an HSBC semiconductor analyst, was among the skeptics. In late 2025 he had the company on reduce with a $24 price target and a straightforward message: time to bail out. On July 2, Lee published
Gold prices seemed to be mounting a comeback, but JPMorgan just made the rally harder to trust. Investors expected the shiny yellow metal to continue pushing higher into year’s end, buoyed by rate-cut hopes, central-bank buying, and safe-haven demand. Reuters reported that spot gold was up over 2% for the week, even as JPMorgan recently