WS #14178
Silver Lake is in talks to acquire Workday in a potential $50B+ software buyout, sending WDAY shares up ~18% on Aug 13. Berkshire's Q2 13F shows Alphabet stake grew to ~106M shares worth $37.76B, with Greg Abel agreeing to a $10B investment, a strong bullish signal for GOOGL. Nvidia's SEC filing shows SpaceX stake worth ~$21B and Intel stake worth ~$30B, far exceeding prior estimates, bullish for NVDA and INTC. Michael Burry added to his short position on Nebius (NBIS) at $247, calling it 'the peak of a boom,' a bearish signal for the AI stock.
Silver Lake in talks to acquire Workday for $50B+
Silver Lake is in talks to acquire Workday in a potential $50B+ software buyout, sending WDAY shares up ~18% on Aug 13.
Berkshire's Q2 13F shows Alphabet stake grew to ~106M shares worth $37.76B, with Greg Abel agreeing to a $10B investment, a strong bullish signal for GOOGL.
Nvidia's SEC filing shows SpaceX stake worth ~$21B and Intel stake worth ~$30B, far exceeding prior estimates, bullish for NVDA and INTC.
Michael Burry added to his short position on Nebius (NBIS) at $247, calling it 'the peak of a boom,' a bearish signal for the AI stock.