Berkshire Hathaway portfolio changes: How the new stocks are trading

kept by eddie may 18

Berkshire Hathaway disclosed a $2.6 billion Delta Air Lines stake and increased its Alphabet position, with several stocks rising on the news.

Greg Abel finally puts Buffett’s cash pile to work
Greg Abel, Warren Buffett’s successor at Berkshire Hathaway, is deploying the conglomerate’s massive cash reserves into strategic acquisitions and investments after years of conservatism.
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The chess bot on Delta Air Lines will destroy you (2024) [video]
The Delta Air Lines in-flight chess bot, originally designed for easy play, inadvertently became extremely strong due to hardware upgrades, now playing at roughly 2500 ELO.
also on Delta Air Lines
See Who Owns The 39 Trillion U S Debt In 2026 From Domestic And Foreign Holders To The Fed And Mutual And Pension Funds
As of March 2026, U.S. debt totals $39 trillion, with domestic investors holding $17.7 trillion and foreign holders $9.3 trillion.
also on Warren Buffett, Berkshire Hathaway, #finance
Berkshire Hathaway Posts a Drop in Earnings in Buffett’s Last Year - The New York Times
Gregory Abel's first earnings report as Berkshire Hathaway CEO shows lower profits, mainly from insurance declines, using straightforward commentary instead of Warren Buffett's folksy style.
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The Google Capital Company – Stratechery by Ben Thompson
Google raises $80B in equity, including $10B from Berkshire Hathaway, to fund AI capex, signaling demand vastly exceeds expectations and capital is becoming a commodity.
also on Berkshire Hathaway, Alphabet, #business-strategy