Berkshire Hathaway, under new CEO Greg Abel, disclosed its first quarterly portfolio update since Warren Buffett stepped down. The $263 billion equity portfolio saw significant changes, including increased stakes in Alphabet, The New York Times, and Delta Air Lines, while exiting positions in Visa, Mastercard, Amazon, and others. Apple remains the largest holding. Despite a portfolio reduction, Berkshire holds $397 billion in cash, signaling flexibility for future investments. The stock has underperformed since Buffett's retirement, with investors closely watching Abel's capital allocation strategy amid market challenges.
At WWDC 2026, Apple revealed a major AI upgrade for Siri, but the most significant change is that its advanced AI model will run on NVIDIA chips via Google Cloud, not on Apple's own hardware. This reliance on external partners like Alphabet and NVIDI...
Fidelity MSCI Information Technology Index ETF (FTEC) gained 24.8% in the first five months of 2026, significantly outperforming the Vanguard S&P 500 ETF's 9% return in the same period. This strong performance is mainly due to heavy exposure to Nvidi...
The iShares MSCI Emerging Markets ETF (EEM) has significantly outperformed the SPDR S&P 500 ETF (SPY) in 2026, with a 20% year-to-date gain compared to SPY's 8%. This outperformance is largely due to EEM's heavy exposure to semiconductor companies li...
Apple stock triggered a significant technical sell signal after failing to sustain recent highs, closing at $289 following a sharp decline post-WWDC. Analyst Ali Martinez highlighted a recurring weekly "9" sell signal that historically precedes notab...
Apple is running its new frontier AI model, FM Cloud Pro, on Nvidia GPUs hosted in Google Cloud, marking a shift from its usual in-house AI compute on M-series chips. This change is due to scaling limits in Apple's private AI infrastructure, which co...
