Berkshire’s Monday Receipt Was Delta Up and Apple Still Quiet
Delta gave Berkshire a Monday pop, but Apple’s silence is still the succession tell.
Business
Cerebras Turned Customer Concentration Into A Public-Market Stress Test
Cerebras sold investors an AI growth story whose hard number is still customer concentration.
Cannes' Record Market Attendance Is The Countercase To American Retreat
Hollywood may be cautious, but Cannes proved the film market still has buyers, sellers and a crowd.
Meta's AI Layoffs Are A Labor-Capex Story
Meta is cutting thousands of jobs while lifting AI capex, which makes the balance sheet the real memo.
Lululemon's Proxy Fight Turns Athleisure Into A Governance Story
Lululemon's founder fight is now about board control, margins, tariffs, and a June 25 vote.
Delta Is Berkshire's Air-Travel Bet, Not Buffett Nostalgia
Berkshire's Delta position is a demand and pricing-power claim with oil still in the room.
Abel Left No Letter, So The 13F Had To Explain Berkshire
Without an Abel letter, Berkshire's 13F and the stock tape are doing the succession explaining.
Lionsgate's May 21 Print Has A Monimus Receipt Before Earnings
The May 15 Monimus filing remains the pre-earnings receipt; May 21 is still the real test.