With the uncertainty surrounding the U.S. elections now resolved, market attention has returned to fundamentals. A recent 25-bps rate cut by the U.S. Fed provided little relief, as it was already factored into market valuations.
Warren Buffett’s AI legacy: Apple and Amazon now make up a fifth of Berkshire’s $282 billion portfolio
Berkshire Hathaway, long known for its conservative investments, now has significant exposure to AI through major holdings in Apple and Amazon. While trimming its Apple