Direxion Daily BRKB Bull 2X Shares

Regulatory filings show Berkshire Hathaway increases stake in Sumitomo Mitsui to 10.30%

Berkshire Hathaway Initiates Stakes in Delta Air Lines and Macy's, Boosting Their Pre-Market Stock Prices

UnitedHealth's stock falls after Berkshire Hathaway exits its stake.

Berkshire Hathaway Invests $55 Million in Macy's, Establishing a New Position

Berkshire maintains its top shareholder position in Kraft Heinz at the end of Q1

Berkshire Hathaway's McLane and Aurora Announce 100% On-Time Performance in Autonomous Trucking Pilot

Seeking Alpha analyzed the quant ratings of Berkshire Hathaway's top holdings.

Berkshire's cash hoard grows to a record $397.4 billion in Q1

The post-Buffett era begins as Berkshire Hathaway significantly adjusts its investment portfolio in the first quarter.

Post-Buffett Era: Berkshire Increases Alphabet Stake Under New CEO

Berkshire Hathaway cuts Chevron stake by about $8 billion in Q1.

Soros Fund Management buys Berkshire Hathaway stock after Buffett's departure.

Berkshire Hathaway reduces its stake in Chevron by 35.2%

Berkshire Hathaway Returns to Airline Industry, Adds Over $2.6 Billion Stake in Delta Air Lines

Berkshire Hathaway's Q1 2026 13F filing discloses it dumped Visa and Mastercard, and added new stakes in Delta Air Lines and Macy's

Berkshire Hathaway's 13F filing shows it has liquidated its Amazon stake

Berkshire Hathaway Discloses Latest Holdings in 13F Filing

Berkshire Hathaway disclosed its Q1 2026 portfolio holdings (13F), increasing stakes in Chevron and Chubb while trimming Apple and Bank of America.

Berkshire Hathaway discloses first portfolio report of the post-Buffett era, significantly increases Google stake and initiates a position in Delta Air Lines

Berkshire Hathaway's cash reserves swell to a record $397.4 billion

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

BRK.A

BRK.B

Berkshire Hathaway has restructured its portfolio, exiting over 15 positions while increasing investments in tech and media, and reentering airlines with a $2.65B stake in Delta. The company repurchased $234M in stock, its first buyback since 2024, indicating confidence in its undervalued shares. With $390B in cash, Berkshire is poised for selective acquisitions amid high market valuations.

- Berkshire Hathaway made significant changes to its portfolio, exiting over 15 positions while increasing investments in tech and media, and reentering the airline sector with a $2.65 billion stake in Delta.  
- The company also repurchased $234 million in stock, marking its first buyback since 2024, indicating that management believes shares are undervalued.  
- With $390 billion in cash, Berkshire remains selective in pursuing acquisitions due to prevailing high market valuations.

Berkshire Hathaway

Berkshire Hathaway B

Delta Air Lines

Berkshire Hathaway streamlines portfolio, signals value with buyback

AMZN

AMZU

AMZW

Greg Abel, CEO of Berkshire Hathaway, sold all Amazon shares in Q1 2026, while hedge fund manager David Tepper nearly doubled his stake in the company. Abel's decision may stem from a portfolio clean-up after Todd Combs' departure, while Tepper likely capitalized on Amazon's stock decline, viewing it as a buying opportunity. Tepper's strategy appears promising as Amazon's stock has risen over 20% since then, bolstered by its investments in AI and satellite internet services.

- Greg Abel, the new CEO of Berkshire Hathaway, sold the company's shares in Amazon in Q1 2026, while David Tepper of Appaloosa Management increased his stake in the same stock.  
- Abel's decision likely stems from a strategy to exit positions managed by Todd Combs, who departed to lead JP Morgan's Strategic Investment Group.  
- Tepper, viewing Amazon's investments in AI as opportunities, might benefit from the stock's recovery, which has climbed over 20% since the end of Q1.

Motley Fool

Amazon

Direxion Daily AMZN Bull 2X Shares

Roundhill AMZN WeeklyPay ETF

JPMorgan Chase

JPMORGAN CHASE & CO. 4.20% DEP SHS REPSTG 1/400TH PFD SER MM

JPMORGAN CHASE & CO. 6%NON CUM DEP SHS REP 1/400TH PFD SER EE

JPMORGAN CHASE & CO. DEP REP 1/400TH (5.75% NON CUM PFD DD)

JPMORGAN CHASE & CO. 4.625% DEP SH RE 1/400TH INT NO CU PF LL

JPMorgan Chase & Co.

JPMORGAN CHASE & CO. 4.55% DEP SHS REPSTG 1/400TH PFD SER JJ

JPMORGAN CHASE & CO. 4.75 DEP SHS REP 1/400 NCUM PFD SR GG

Greg Abel Just Dumped Amazon. David Tepper Nearly Doubled His Stake. One of Them Is About to Look Very Smart.

JETS

Delta Air Lines CEO Ed Bastian announced the company's focus on global expansion rather than U.S. consolidation, despite favorable merger conditions under the Trump administration. Bastian emphasized the importance of enhancing Delta's international brand presence and mentioned plans to restart flights to Hong Kong and add routes to Riyadh. Additionally, Berkshire Hathaway has increased its stake in Delta, marking a strategic shift after previously exiting airline investments.

- Delta Air Lines CEO Ed Bastian announced a focus on global expansion, not U.S. consolidation, despite the current political climate favoring mergers.  
- He confirmed plans to restart Hong Kong flights and add routes to Riyadh, emphasizing the airline's commitment to strengthening its international brand presence.  
- Additionally, Berkshire Hathaway has acquired over 39 million shares of Delta, indicating a strategic shift, while discussions about mergers follow Spirit Aviation Holdings' recent collapse.

benzinga_article

Us Global Jets

Ryanair

United Airlines

American Airlines

Southwest Airlines

SPIRIT AVIATION HOLDINGS  INC

Jetblue Airways

Destiny Tech100

Ryanair Holdings Plc

Spirit Aviation

Delta CEO Ed Bastian Says Airline Will Prioritize Global Expansion Over Domestic Tie-Ups Despite Trump's Merger-Friendly Policies

GOOG

GOOGL

LEN.B

GOOW

CLOU

Berkshire Hathaway, under new CEO Greg Abel, purchased seven stocks in Q1 2026, including a significant 204% increase in its stake in Alphabet and a new position in Delta Air Lines valued at $2.6 billion. The company also expanded its holdings in The New York Times and Lennar. Despite Buffett's reduced role, he remains influential in investment decisions. Alphabet is highlighted as the standout investment due to its leadership in AI and cloud services.

- Berkshire Hathaway's recent 13F filing revealed seven stock purchases made under new CEO Greg Abel in Q1 2026, including significant increases in stakes in Alphabet and The New York Times Company.  
- Delta Air Lines emerged as the largest new holding with a $2.6 billion investment, while Berkshire's investment strategy seems influenced by Buffett, focusing on attractive valuations and long-term prospects.  
- Among the purchases, Alphabet is highlighted as the most promising, benefiting from trends in AI and technology, despite not being the cheapest option.

Alphabet - C

Alphabet

Lennar-B Shares

New York Times

Lennar

Roundhill GOOGL WeeklyPay ETF

Global X Cloud Computing ETF

Macys

Berkshire Hathaway Bought 7 Stocks in Its First Quarter Without Warren Buffett as CEO: Here's the Best of the Bunch.

Berkshire Hathaway added a roughly $3 billion stake in Delta Air Lines (DAL); Dal premarket shares rose about 2% on the disclosure. Key trading fact: $3B position; ~2% premarket gain.1Delta Air Lines sees continued strong demand 11 weeks into the Iran war; CEO Ed Bastian says premium, business and international travel remain robust with no expected pullback in demand.2Delta CEO Ed Bastian said Amazon’s Project Kuiper offers cheaper, better tech than SpaceX Starlink for Delta’s planned in‑flight Wi‑Fi, including retail, Prime and gaming features.3

- Berkshire Hathaway invested approximately $3 billion in Delta Air Lines, leading to a roughly 2% increase in premarket shares.  
- Delta Air Lines reports strong demand in the wake of the Iran war, with CEO Ed Bastian indicating that premium, business, and international travel are robust.  
- Additionally, Bastian stated that Amazon's Project Kuiper provides superior technology for Delta's in-flight Wi-Fi plans compared to SpaceX's Starlink.

TradingView

Key facts: BRK ~$3B Delta stake; +2%; 11wks demand; CEO backs Kuiper

UNHG

Berkshire Hathaway sold its entire stake in UnitedHealth in Q1 2026, leading to a decline in the insurer's stock. CEO Greg Abel's strategy reflects a shift towards quicker trades, contrasting with Warren Buffett's long-term approach. Despite the sell-off, UnitedHealth is exceeding earnings forecasts and focusing on AI investments and cost controls to enhance profitability.

- Berkshire Hathaway divested its entire UnitedHealth position in Q1 2026, leading to a decline in the insurer's stock.  
- CEO Greg Abel is adopting a strategy of quicker trades and capital redeployment, contrasting with Warren Buffett's long-term investment approach.  
- Despite the sell-off, UnitedHealth is exceeding earnings forecasts and focusing on AI investments and cost controls to enhance profitability.

Unitedhealth

VG Health

Health Care Select Sector SPDR

SPDR S&P Health

iShares US Healthcare Providers

Leverage Shares 2X Long UNH Daily ETF

iShares Global Healthcare

Berkshire's UnitedHealth exit sends shares lower despite turnaround

02888

STAN

Darsana Capital Partners holds nearly 60% of its assets in SpaceX shares, potentially earning over $10 billion. Standard Chartered aims for an 18% return by 2030 and plans job cuts. Commerzbank advises against UniCredit's undervalued offer. U.K. gilt yields rise to multiyear highs amid inflation concerns. Federal prosecutors investigate BlackRock's TCPC fund due to poor performance. Berkshire Hathaway re-invests in Delta during Abel's first quarter as CEO.

- Darsana Capital Partners has invested nearly 60% of its managed funds in SpaceX, standing to gain over $10 billion from this position.  
- Standard Chartered aims for an 18% return on tangible equity by 2030 while planning corporate job cuts to enhance efficiency.  
- Commerzbank advises shareholders to reject UniCredit's offer, citing undervaluation and lack of a credible strategic plan.

MorningStar

STANCHART

Standard Chartered PLC

Goldman Sachs

Commerzbank AG

BlackRock

TCP Capital

Mastercard

Visa

GS Hldg R

BlackRock Tech and Private Equity Term Trust

BLACKROCK MULTI-SECTOR INCOME TR COM USD0.001(S/R 09/09/2025) WI

Blackrock Enhanced Div Achievers Trust

BlackRock Science and Tech Term Trust

BlackRock Multi-Sector Income Trust

Dow Jones Top Financial Services Headlines at 12 AM ET: The Little-Known Hedge Fund That Stands to Make Over $10 Billion on SpaceX | StanChart ...

GGLL

Berkshire Hathaway Doubles Down on GOOG Stock While Dumping AMZN. You Probably Shouldn’t.

Barchart Option

Direxion Daily GOOGL Bull 2X Shares

Berkshire Hathaway Doubles Down on GOOG Stock While Dumping AMZN. You Probably Shouldn’t.

Macy's Inc (NYSE: M) shares rose 0.98% to $18.59 on Monday, following the disclosure of a new $55 million stake by Berkshire Hathaway. The stock is currently stabilizing after a recent pullback, with key resistance at $20.50 and support at $17. Traders are watching for potential momentum shifts as technical indicators show mixed signals.

- Macy's Inc shares are trading higher following Berkshire Hathaway's disclosure of a new stake valued at approximately $55 million.  
- The stock is currently facing a technical decision point, with various moving averages indicating mixed trends that keep both bulls and bears active.  
- As of Monday, Macy's shares increased by 0.98%, reaching $18.59, with key resistance at $20.50 and support at $17.

VanEck Retail ETF

SPDR S&P Retail ETF

Regeneron Pharma

ServiceNow

Dow Jones Industrial Average

S&P 500

NASDAQ Composite Index

Macy Stock Is Climbing: What's Happening Today?

LULU

LULG

Consumer stocks showed mixed performance, with the Consumer Staples ETF up 0.8% and the Discretionary ETF down 0.1%. Lululemon's shares rose 0.6% after criticizing founder Chip Wilson's views. Home Depot and Lowe's may lower guidance due to weak consumer sentiment, with Home Depot shares up 0.3%. Macy's shares increased 0.5% following a $55 million investment from Berkshire Hathaway.

- Consumer stocks showed mixed results, with the State Street Consumer Staples ETF increasing by 0.8% while the Consumer Discretionary ETF decreased by 0.1%.  
- Lululemon Athletica's shares rose by 0.6% after a shareholder letter criticized founder Chip Wilson's views, potentially impacting the company's turnaround.  
- Home improvement retailers Home Depot and Lowe's may lower their full-year guidance due to weak consumer sentiment, with Home Depot shares up 0.3% and Lowe's remaining flat.

Direxion Daily BRKB Bull 2X Shares(BRKU.US)

Berkshire Hathaway streamlines portfolio, signals value with buyback

Greg Abel Just Dumped Amazon. David Tepper Nearly Doubled His Stake. One of Them Is About to Look Very Smart.

Delta CEO Ed Bastian Says Airline Will Prioritize Global Expansion Over Domestic Tie-Ups Despite Trump's Merger-Friendly Policies

Berkshire Hathaway Bought 7 Stocks in Its First Quarter Without Warren Buffett as CEO: Here's the Best of the Bunch.

Key facts: BRK ~$3B Delta stake; +2%; 11wks demand; CEO backs Kuiper