Polymarket traders think that OpenAI, Anthropic and SpaceX will trade at valuations on their first day on public markets north of at least $1.4 trillion. On Wednesday, SpaceX officially filed for its public debut, while reports circulated that OpenAI reportedly is preparing to do so confidentially and that Anthropic might have its first profitable quarter.
Warren Buffett sold more stock than he bought for 13 quarters before Greg Abel came in.
Warren Buffett spent six decades insisting that big technology sat outside his circle of competence.
CEO Greg Abel is showing an early fondness for them with Berkshire taking a new $2.6 billion position in Delta during the first quarter.
Warren Buffett's shareholder meeting drew a smaller crowd this year as the investor wasn't onstage. Unofficial guide Tilman Versch told us how he predicted a sharp drop-off in attendance.
Berkshire Hathaway remains fundamentally robust post-Buffett, with intrinsic value estimated at $520 per share, about 10% above current market levels. BRK.B's insurance division, powered by unrivaled float and statutory capital, underpins its investment engine and resilience, valued at $278 per share. Capital allocation is shifting, with potential for more aggressive share repurchases and continued disciplined deployment of $35B annual investable cash flow.
Warren Buffett steered the Berkshire Hathaway holding company to market-crushing returns between 1965 and 2025. He stepped aside as CEO of Berkshire at the end of 2025 and handed the reins to his chosen successor, Greg Abel.
Macy's Inc (M) is in focus on Monday morning after Berkshire Hathaway's latest filing disclosed a new position worth roughly $55 million in the iconic retail chain. The strategic buy-in from one of the world's most revered conglomerates has boosted interest in M, with the company's share price up nearly 4% at the time of writing.
It only takes one look at Berkshire Hathaway's NYSE: BRK.B latest 13F filing to know that someone new is in charge. Warren Buffett retired as CEO at the end of 2025, and Greg Abel succeeded him.
Here are five key things investors need to know to start the trading day.
Berkshire Hathaway has revamped its investment portfolio of U.S. stocks under new CEO Greg Abel. It took a $2.6 billion stake in Delta Airlines, while increasing its Alphabet shares by 224%.
Macy's receives a buy rating, supported by Berkshire Hathaway's new 1% stake and an improved earnings outlook. M delivered solid Q4 results, with comp store sales up 1.8% and a strong performance at Bloomingdale's, despite a 2% revenue decline. Guidance for FY 2026 remains prudent amid macro uncertainty, but free cash flow yield exceeds 15% and valuation remains attractive at 12x P/E.