WS #14260
Holding: newest synthesis is 51d 5h old
Nvidia's $1.5B SB Energy investment and Micron's surge highlight continued AI capex strength. Berkshire raises Alphabet stake by ~$17B and Delta by 44%, signaling confidence in tech and airlines.
AI infrastructure boom
Nvidia's $1.5B SB Energy investment and Micron's surge highlight continued AI capex strength.
Berkshire raises Alphabet stake by ~$17B and Delta by 44%, signaling confidence in tech and airlines.