No Data
How will the results of the USA election affect the six major industries and leading companies?
Trump and Harris's policies will bring radically different impacts to six major industries: autos, energy, industry, medical health, banks, and technology.
Buffett's "clearance-style" selling of Apple and Bank of America stocks, not repurchasing to hoard cash! Is Buffett voting with his feet on US stocks?
"Be fearful when others are greedy, and greedy when others are fearful." Following a nearly 50% reduction in shareholding in the second quarter, Berkshire Hathaway once again decreased its Apple stocks by 25% in the third quarter, significantly selling around 0.1 billion shares, with the market cap dropping from $174.3 billion at the beginning of the year to $69.9 billion.
Institutions | The "soft landing" path has not changed, and the noise should not interfere with the Federal Reserve's decision.
The significant deviation in non-farm payroll growth from expectations is attributed to disruptions caused by strikes and hurricanes, this noise is unlikely to alter the pace of the Federal Reserve's monetary policy.
Berkshire's Q3 operating profit fell by 6.2% year-on-year, below expectations, continuing to shareholding Apple, with cash reserves reaching a new high.
Due to the poor performance of the insurance business income, Berkshire Hathaway's third-quarter revenue and operating profit unexpectedly slightly declined; cash reserves rose to $325.2 billion, reaching a record high; the number of shares held in Apple decreased from about 0.4 billion shares in the second quarter to about 0.314 billion shares, with a reduction rate of 25%.
Big Tech Is Spending Big on AI
OpenAI CEO Says the Company Is Being Held Back by Lack of Compute Capacity