The legendary investor and his successor have transitioned Berkshire Hathaway's public equities portfolio toward a willingness to bet on tech companies.
SPY hands most of your money to a handful of giants, but one rival fund treats the smallest S&P 500 company as an equal to the largest. The tradeoff is stranger than it sounds, and the recent returns reveal a tension every index investor should weigh.
Dell Technologies (DELL) stock has more than quadrupled over the past year, while the S&P 500 gained 18% (as of September 25, 2026). At about 32 times trailing earnings, it looks stretched. Those earnings are adjusted: normalized net income with stock-based compensation added back, a measure defined differently from the analyst forecasts behind the forward multiples. Yet most of what makes the stock look cheaper sits in a year Dell has already guided and half reported.
On September 9, Motorola Solutions, Inc. (NYSE:MSI) announced that its Board of Directors approved a $2 billion expansion to its share repurchase program, raising the company’s cumulative repurchase authorization since July 2011 to $20 billion. The updated program has no fixed expiration date and builds on the company’s previously authorized $18 billion buyback plan, which […]
Nvidia is launching the largest-ever U.S. stock buyback. Here's what the plan could mean for current shareholders and prospective investors.
Mezzi Co-Founder and CEO Manish Jain joins Asking For A Trend host Josh Lipton to discuss the company's study on whether its customers were taking wealth management advice from its personalized AI, with results showing that 36% of buy advice led to a purchase within 10 trading days.
Nvidia now has $235 billion available for share repurchases as its forward earnings multiple falls to its lowest level in more than a decade.
Broadcom has locked-in AI revenue commitments from some of the most important companies in the industry. Marvell is growing faster but leans heavily on a small number of hyperscaler relationships.
As TSMC stock teases a breakout, it flashes telltale indicators and provides multiple ways to view the chart action.
Nvidia stock buybacks allow investors to effectively get future cash flows from the AI boom paid up front.
Apple Inc. (NASDAQ:AAPL) has been ordered by a United States jury to pay about $5.7 billion over patents covering haptic technology, the vibration feedback that makes a phone buzz under a fingertip. The award is the largest of its kind ever handed down in an American patent case. The shares closed at $341.07, up 1.53%. […]
Alphabet's management has changed what it talks about on its earnings calls. In April 2024, managing its own cost base was a major strategic focus. By July 2026, spending on AI infrastructure had taken center stage. Management plans 2026 capital spending of $195 billion to $205 billion. The plan exceeds the $185.7 billion of cash its operations made over the past year. How did Alphabet shift so rapidly from cost discipline to record-breaking capital spending.
A revived UK reseller case follows a $5.7 billion U.S. patent verdict that Apple plans to appeal.
The maker of rings is expected to price its initial public offering after the market close on Tuesday.