Key Points American Express stands out in Berkshire Hathaway’s concentrated portfolio because of its premium customer base. The company is…
Key Points Warren Buffett admitted that Berkshire’s buy of Alphabet was his idea. He seeks businesses that can earn a…
Key Points Rocket Lab is acquiring a company called Iridium to directly compete with SpaceX’s Starlink service. Both companies want…
Key Points The Netflix sell-off is intensifying after its second-quarter results and third-quarter guidance. Netflix’s pursuit of content quality comes…
Key Points Apple is reportedly exploring technology that could reduce on-device memory by up to 15x. Micron has skyrocketing earnings…
Key Points Nvidia’s dominance in AI is unmatched. Micron stands to benefit from ongoing data center construction. Alphabet is a…
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