BECKY QUICK: Welcome back, everybody. Berkshire Hathaway first invested in Japan’s five main “trading houses” just over six years ago, and it consistently increased its position. Berkshire now owns more than 10 percent of each of the top five. And the company’s CEO, Greg Abel, is in Japan right now. He joins us for a…
AI data centers powered by off-grid power plants took a major step forward this week, a good sign for GE Vernova as industry challenges pile up. Monday’s announcement from Chevron that Microsoft has signed a long-term energy purchase agreement to fuel a massive new data center project couldn’t have come at a better time. Microsoft will…
(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.) Lingering mysteries from Berkshire’s portfolio update The large reduction in the number of stocks in Berkshire Hathaway’s equity portfolio that was revealed in last Friday’s first quarter 13F…
Kazuhiro Nogi | AFP | Getty Images Japan and South Korea stocks hit record highs Thursday, trailing overnight gains on Wall Street after President Donald Trump‘s extended a ceasefire with Iran, boosting investor sentiment alongside strong corporate earnings. Trump extended a two-week U.S. ceasefire on Tuesday, saying it was warranted due to Tehran’s “seriously fractured” government….
(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.) Berkshire shares suffer longest losing streak in more than 7 years Shares of Berkshire Hathaway have lost ground for eight consecutive days. It…
Voyager Technologies‘ CEO Dylan Taylor said two years would be an “aggressive” timeframe for space data centers and cooling remains a problem for the developing technology. While SpaceX has the heavy lift rockets to bring components to space, Taylor told CNBC’s Morgan Brennan that the lack of a cooling solution to transfer the heat remains…
Signage outside the Mitsubishi Corp. head office in Tokyo, Japan, on Thursday, Jan. 15, 2026. Mitsubishi agreed to buy Aethon Energy Management LLC’s US gas and pipeline assets for $5.2 billion, the biggest purchase by a Japanese company in the American shale sector. Photographer: Takaaki Iwabu/Bloomberg via Getty Images Bloomberg | Bloomberg | Getty Images Mitsubishi Corporation said…
Huge swathes of cash are flowing from Japan to European tech startups as risk-averse investors favor a more mature entrepreneurial ecosystem, helping to scale the continent’s booming deep tech cluster. While the European startup and venture capital ecosystem has long operated in the shadow of Silicon Valley, it has become fertile ground for Japanese corporates,…
(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.) Buffett’s master class on the problem with gold The price of gold slipped on Friday after hitting a record high above $4,300 an…
(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.) Hours after we first reported last week that Berkshire sold off the remainder of its stake in BYD earlier this year, the Chinese electric vehicle maker confirmed…
