Berkshire trails red-hot S&P 500 by biggest margin so far this year
Berkshire’s widely held B shares are now running 16.3 percentage points behind the benchmark index year-to-date, the biggest gap so far in 2026. Source link
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One of the market’s hottest trades is everything AI can’t replace
As investors worry about all of the companies that AI will wipe out, they are rotating into the ones that AI will have a harder time disrupting. And the HALO trade, as it is called, is working. HALO, which stands for “heavy assets, low obsolescence,” was coined by Josh Brown, co-founder and CEO of Ritholtz…
1 big thing we’re watching in this week’s market just as important as Iran
Wall Street’s scorching rally off its wartime lows back to new highs faces a big test this week: a jam-packed earnings calendar. The list of companies reporting stretches from linchpins of the AI trade like Club name GE Vernova to battleground software stocks such as ServiceNow to companies with their pulse on the industrial economy…
Global M&A stays strong in 2026 despite tightest capital squeeze in 30 years
A Goldman Sachs logo is displayed on the floor of the New York Stock Exchange in New York City, on Wednesday, August 11, 2010. Ramin Talaie | Corbis Historical | Getty Images The global mergers and acquisitions boom that defined 2025 is carrying into 2026, as companies reassess their portfolios and artificial intelligence-led demand fuels…
Trump releases overdue funds for NY-NJ Gateway tunnel: Hochul
The Gateway Tunnel site near W. 30th St. and 11th Ave. in Hudson Yards, Manhattan on Oct. 23, 2025. Barry Williams | New York Daily News | Getty Images The Trump administration on Wednesday released the rest of the funds it had been withholding for the construction of a major rail tunnel between Manhattan and…
Abel takes over for Buffett in less than two weeks. Wall Street has some advice for new Berkshire CEO
(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) With Warren Buffett’s planned departure as Berkshire Hathaway’s CEO less than two weeks away, some on Wall Street have advice for incoming CEO…
Earnings season kicks off with reports from big banks
CNBC’s Jim Cramer walked investors through next week as Wall Street launches into earnings season, highlighting reports from financial giants including Wells Fargo, Goldman Sachs, Citigroup, Bank of America, Morgan Stanley and JPMorgan. He acknowledged Friday’s major sell-off but said he doesn’t think the session marks the end of the market’s multi-year rally. “It’s a…
Warren Buffett just told CNBC his plan for trains. The stocks are moving
People watch as Berkshire Hathaway chairman Warren Buffett is seen on a screen speaking at the Berkshire Hathaway annual shareholders’ meeting in Omaha, Nebraska, on May 3, 2025. Brendan McDermid | Reuters Warren Buffett is not in the market to buy another railroad but he did meet with the CEO of CSX and discuss greater…
Voltify wants railroad operators to avoid diesel
Voltify plans to build a series of energy microgrids to power its locomotive batteries, as shown in this computer-generated image. Voltify Daphna Langer has a bold ambition: To decarbonize the rail industry in less than a decade. How? By convincing U.S. freight railroad companies to switch from diesel power to rechargeable batteries — part of…
America’s 10 strongest state economies prepared for recession
With the U.S. economy solid but still facing elevated risk of recession — or, as President Trump described it in May, in a “transition period” — states are pitching themselves as the most stable place for companies to locate no matter what happens to the economy. “Multiple international headquarters, hundreds of billions of committed investments…