Berkshire's Abel-Era 13F Tripled Alphabet and Dumped Visa
Greg Abel's first Berkshire 13F bought $17 billion of Alphabet, doubled down on Delta, and walked out of Visa, Mastercard, Amazon, UnitedHealth and Domino's.
Theo Kaplan
Bureau: San Francisco
Warsh Inherits a Forty Percent December Hike Bet on Day One
The market spent Friday pricing Kevin Warsh's first FOMC as a Trump-Warsh collision rather than a ceremonial debut, with hike odds nearly tripling in a week.
OpenAI Launched Daybreak as a Mirror of Anthropic's Glasswing
Two competing labs ran identical security coalitions with the same three anchor partners — the news is the mirror, not the launch.
Cerebras Lost Ten Percent on Day Two as Semis Shed Four
Cerebras fell about ten percent Friday as Nvidia dropped 4.4 percent and the semis index lost four — the slide is now a session not a guess.
The Berkshire Exits Are the 13F Story No One Is Telling
Abel-era Berkshire kept the Alphabet headline and dumped Amazon, Visa, Mastercard, UnitedHealth, and Domino's — the exits show whether the new CEO will hold the line.
Wall Street Snapped a Six-Week Nasdaq Streak on Yields and Oil
Two distinct forces hit the market at once — oil-driven yields repriced bonds and the AI-momentum trade lost four percent on semis.
Musk Skipped His Own Closing Arguments to Fly to Beijing With Trump
The plaintiff in a $150 billion AI-governance trial chose statecraft over the courtroom, and his lead counsel apologized to the jury.
Vercel's Breach Is Now the Test Case for Daybreak and Glasswing
Two AI-security initiatives now pitch themselves against a breach neither vendor has said its customers paid for.
Lionsgate Reports Thursday as Monimus Capital Adds 460,000 Shares Before the Print
Lionsgate reports fiscal Q4 May 21 with the stock up roughly 85% year to date, and a hedge fund disclosed adding 460,000 shares ahead of the print.
The Apple Stake Is Still the Berkshire Position That Did Not Move
Abel tripled Alphabet, added Delta, opened Macy's, and exited five names — and left the Apple position alone.
Berkshire Bought $2.6 Billion of Delta Into the Worst Oil Week of the War
Abel's first 13F added about 40 million Delta shares — an airline bet against a Hormuz disruption that just produced the largest weekly oil gain of the Iran war.
Project Glasswing Reaches Day 39 With Nothing Public to Show
Day 39 carries the count forward with no Anthropic deliverable, while OpenAI's mirror Daybreak signs the same Cisco, CrowdStrike and Palo Alto partners.
Jury Instructions Arrive in the Musk-Altman Case While Musk Remains in Beijing
The court is moving to verdict watch while the named plaintiff is on a foreign tarmac, and his lawyer is the one apologizing for it.
Neither Daybreak Nor Glasswing Will Say Whether Vercel Is a Customer
Two AI security launches share a partner list and a marketing claim; neither will name the breach victim their products are supposed to prevent.
The G42-UAE Concentration Is Still Printed in Cerebras's Own Prospectus
A bad Day 2 tape did not edit the S-1, and the S-1 is still the durable Cerebras fact.
Greg Abel's First Berkshire Is a Filing, Not Yet a Letter
Berkshire's new CEO has now made decisions on paper; the annual letter that explains them is still unwritten.