Berkshire’s First Quarter Without Buffett: $400 Billion in Cash and a Conglomerate in Motion
First quarterly report under Greg Abel: operating earnings up 18%, net income roughly doubled to $10.1B, cash reserves approaching the historic $400B mark.
Market Commentary
Market analysis and commentary on current events.
Alphabet Just Solved the AI Capex Question — At Least For Now
Alphabet’s Q1 2026 print delivered the cleanest answer the market has gotten on AI capex: $109.9B revenue, Cloud +63%, and a $462B backlog. Capex guidance up, not down — supply, not demand, is the new constraint.
Markets Hold Their Breath: Fed Split, Mag7 Earnings, and the OpenAI Shockwave
A four-dissent Fed decision, Mag7 capex on a collision course with reality, and the OpenAI revenue miss that reset the entire AI infrastructure trade.
The Magnificent 7 Earnings Week: Why the Next 72 Hours Will Decide the Future of the AI Boom
This week, five of the world’s seven most valuable companies face investors — and they all face the same question.
Qualcomm Surges 9 Percent: What the OpenAI Smartphone Deal Really Means for Apple, Samsung, and the Chip Sector
It was a single tweet that catapulted a $158 billion company’s stock by 13 percent in 30 minutes. Ming-Chi Kuo,
Over 35,000 Jobs in One Month — The Great Tech Restructuring of 2026 Has Begun
In April 2026, something shifted in the tech industry that will be recognizable as a turning point in five years’
8,000 Jobs Cut — How Meta Is Funding Its AI Bet Through Its Own Workforce
On Thursday, Meta sent an internal memo to its workforce. Content: 10 percent of employees — about 8,000 people —
Intel Stock Explodes 27%: How the Data Center Boom Seals Intel’s Comeback
Intel posts a quarter that leaves Wall Street speechless: 1,350% earnings surprise, Data Center revenue +22%, and guidance that analysts underestimated.
Oil at $95, S&P 500 at Record: Why Markets Are Ignoring the Iran War — And What It Really Costs
Trump extends Israel-Lebanon ceasefire, oil climbs to $95, S&P 500 hits record highs. Why markets are pricing two opposing realities at once.
Ceasefire Extended, Nasdaq at Record High — Q1 Earnings Season Now Decides Everything
Last night, just hours after the Wall Street close, US President Donald Trump posted a message on Truth Social that