Abel Cut Berkshire's Portfolio Before He Explained It
Greg Abel's first Berkshire explanation is still a filing, and the trades are talking before he does.
Business
Cerebras Fell After The Pop And The Concentration Question Survived
Cerebras got its AI IPO party, then the stock tape asked the customer question again.
Lululemon Told Shareholders Chip Wilson Is The Turnaround Risk
Lululemon's founder fight is now a governance story about board seats, margins, and who gets to define the brand.
Samsung's Strike Threat Hit The AI Supply Chain Before The Picket Line
Samsung's labor deadline is already chip infrastructure news because the threatened stoppage touches exports, GDP, and AI capacity.
Adani Paid Treasury And Got A Capital-Markets Door Reopened
Adani's U.S. relief matters less as vindication than as a test of whether banks and bond buyers come back.
Apple Stayed Put While Abel Changed Almost Everything Else
Berkshire's loudest succession signal was the stock Greg Abel did not sell.
Trump Wanted More Intel After The Government Stake Started Paying
Industrial policy became a mark-to-market brag the moment Trump wished Washington owned more Intel.
Seagate's AI Memory Selloff Made Storage A Capacity Story
Seagate fell, but the selloff still showed how AI demand pulled storage into the data-center trade.