| Thursday, November 27th 2025 |
Warren Buffett's Surprise Move Into the AI Big Leagues |
Berkshire Hathaway's latest 13F filing confirmed it now owns three Mag 7 companies. Apple, Amazon, and now Alphabet collectively give Berkshire a front-row seat to the AI arms race, and Alphabet's debut in the portfolio was the standout surprise. The filing showed Berkshire continued trimming Apple, though it still accounts for about 21% of the equity book, but its dominance has come down sharply. Get the full details here |
Burst Content You May Have Missed
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Is This Under-the-Radar Stock Nuclear's Next Big Thing? |
Nuclear power is reentering the center of America's energy strategy as AI, data centers, and mass electrification push electricity demand to levels not seen in decades. Since nuclear already produces more carbon free electricity than solar and wind combined, the U.S. cannot meet future demand without it. This shift has put renewed attention on Centrus Energy. The stock has swung wildly this year inviting the question, is the recent decline a chance to buy into a strategic player in the nuclear fuel supply chain? Get the full details here |
Forget Billionaire's Amazon Buy, Time For This Mag 7 Stock? |
Stanley Druckenmiller's Q3 purchase of nearly half a million Amazon shares drew attention, but the move is more interesting when viewed in context. Druckenmiller has a long habit of trading Amazon in cycles, buying heavily when sentiment softens and trimming when momentum returns. His last cycle didn't produce much upside, making his decision to jump back in at a higher cost especially noteworthy. Get the full details here |
Why Rivian's Stock Is Suddenly Popping |
Shares have ripped higher recently, and the reason has less to do with flashy announcements and more to do with something far more fundamental, Rivian is fixing the hardest part of the EV business. On the surface, Rivian Automotive looked like it was catching its breath in 2025. No new models. No headline-grabbing unveilings. Just the steady hum of software patches, hardware tweaks, and cost-cutting work on its R1 platform. Get the full details here |
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