Warren Buffett's Berkshire Hathaway (NYSE:BRK.B) fully exited its UnitedHealth Group (NYSE:UNH) position in Q1 2026 under new CEO Greg Abel, ending a roughly 45% gain on about 5 million shares accumulated near the stock's…
Berkshire Hathaway (NYSE:BRK.B) used its first full quarter under Greg Abel to nearly triple its position in New York Times (NYSE:NYT | NYT Price Prediction), adding roughly 199% to the Class A stake in the same…
Roger Ferguson, the former Federal Reserve Vice Chairman, went on CNBC Thursday to translate what just happened at Kevin Warsh’s debut meeting as Fed Chair. The Fed held the policy rate steady at 3.75%,…
President Donald Trump purchased between $1 million and $5 million in Dell shares on February 10, 2026, nine days before telling a crowd in Rome, Georgia, to “go out and buy a Dell computer”…
Jim Cramer used his Mad Dash segment on June 18, 2026 to flag what he sees as a serious shift in the AI talent war. Noam Shazeer, co-lead of Google’s Gemini effort and co-founder…
Stanley Druckenmiller’s Duquesne Family Office spent the first quarter of 2026 quietly accumulating South American equity exposure, with EWZ representing roughly 4.49% of the portfolio as the fifth-largest holding alongside a new position in…
Berkshire Hathaway (NYSE:BRK.B), now run by CEO Greg Abel with Warren Buffett serving as chairman, disclosed in Q1 2026 13F filings that it increased its Alphabet stake by more than 200%. Berkshire then continued…
President Trump’s May 2026 OGE Form 278-T disclosure revealed something genuinely unusual in volume, with more than 3,600 individual stock trades in the first quarter of 2026, with heavy concentration in AI infrastructure bought…
Before Michael Burry shut down Scion Asset Management in late 2025 and pivoted to publishing a Substack newsletter warning of an “AI Bubble,” his final 13F filings reportedly disclosed put options against NVIDIA (NASDAQ:NVDA |…
Mark Cabana, Co-Head of Global Rates Research at Bank of America Securities, came on CNBC this morning ahead of the FOMC decision with a thesis that has very little to do with the dot…
In 2012, Meta (NASDAQ:META | META Price Prediction) was still called Facebook, had just crossed a billion users, and was preparing for one of the most hyped IPOs in history. The business looked invincible.…
Rick Santelli read the May retail sales tape from the CME floor on Wednesday morning and the number that printed was better than the consensus wanted. Headline retail sales rose 0.9% versus the 0.6%…
Vivian Tu, the former Wall Street trader who built Your Rich BFF into one of the largest personal finance brands online, made a claim on her Networth and Chill podcast. “Credit card debt, unfortunately,…
Nancy Pelosi filed a Periodic Transaction Report earlier this year, disclosing a purchase of AllianceBernstein (NYSE:AB | AB Price Prediction) units in the $1,000,001 to $5,000,000 range, with a transaction date of January 16, 2026. That…
Kevin Warsh walks into his first Federal Open Market Committee meeting as chairman with a problem most new bosses dread. The people in the room do not appear to agree with him. Steve Liesman…
On a recent Diet TBPN segment, John Coogan and callers Quinn Thompson and Nick Carter spent a chunk of the show trying to make sense of what happened to SpaceX’s (NASDAQ:SPCX | SPCX Price Prediction) after-hours…
Simon White, Bloomberg macro strategist, has been making rounds with a thesis that should rattle anyone who lived through 2008. Speaking on Bloomberg Businessweek, White described what he calls “the financialization of GPUs”, a…
On Tuesday’s TBPN, the conversation drifted from SpaceX’s eye-watering private mark to Snap’s eye-watering hardware price tag. Host John Coogan and his callers landed on a useful pairing. SpaceX trading at around 100x price-to-sales,…
Vivian Tu, the creator behind Your Rich BFF, spends a chunk of her Networth and Chill episode on a quiet detail most new investors skip past. “It’s a percentage that you’ll pay on top…
Warren Buffett stepped down as Berkshire Hathaway’s (NYSE:BRK.B) CEO a little over 6 months ago, though he’s still the chairman. Greg Abel has been entrusted with steering the company, and he has largely followed in…
