As China’s political elite gather for the country’s annual legislative sessions this week, we examine the broader forces likely to influence policies and decision-making for the coming year. The third part of the series delves into how much more investible the nation has become in a short span. As top lawmakers gather in Beijing to…
Berkshire Hathaway Chairman and CEO Warren Buffett, center, is driven to the morning session during a July 2023 conference in Sun Valley, Idaho.David Paul Morris/Bloomberg As questions continue to swirl about Warren Buffett’s recent preference for cash, Berkshire Hathaway’s chairman and CEO says he’s not giving up on stocks. “Despite what some commentators currently view…
Nvidia (NASDAQ:NVDA) is expected to modestly beat earnings expectations when it reports fiscal Q4 results on February 26, according to Bank of America (BofA). However, analysts caution that the company’s first-quarter outlook could face challenges. BofA analysts point to three key concerns: the transition to Blackwell chips, a decline in Hopper chip demand, and ongoing…
Feb 15, 2025 Amid growing investment in artificial intelligence, concerns are mounting about parallels with historical market bubbles. Bank of America strategists, in a client note, have compared current market trends to the infamous “Nifty Fifty” and “dot-com” bubbles, highlighting a potential risk of an impending downturn. Source. This observation draws attention to the concentration…
Warren Buffett added one new stock to Berkshire Hathaway’s publicly-traded equity portfolio, while … [+] eliminating three holdings. (Photo by Chip Somodevilla/Getty Images) Getty Images Berkshire Hathaway’s (BRK/A, BRK/B) fourth-quarter 13F was filed after the market closed on Valentine’s Day, February 14. This regulatory filing gives us a quarterly opportunity to observe what Warren Buffett…
By Jonathan Stempel (Reuters) – Warren Buffett’s Berkshire Hathaway on Friday disclosed a new investment in alcoholic beverages producer Constellation Brands, and said it has reduced its holdings in four banks, including Citigroup and Bank of America. In a regulatory filing detailing its U.S.-listed stock holdings as of December 31, Berkshire also disclosed it has…
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US stocks have looked sluggish at times over the past several weeks as rising rates and debate over whether the Federal Reserve will cut interest rates in 2025 sent the S&P 500 (^GSPC) to its lowest levels since the election. But a better-than-expected inflation reading on Wednesday helped US markets perk up, and Bank of…
While the Dow Jones Industrial Average (^DJI) closes lower for its ninth consecutive session, the Nasdaq Composite (^IXIC) continues to float around its all-time record high above 20,100. Yahoo Finance markets and data editor Jared Blikre joins Asking for a Trend to lay out the biggest market themes of today’s trading session, including Bank of…
Investors are growing increasingly bullish as the stock market rally rolls on to end 2024. In Bank of America’s December Global Fund Manager Survey, 36% of respondents said they’re overweight US equities, the highest level seen in the survey’s history. This large shift into US stocks came alongside a record-low allocation to cash and a…