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 stake, it remains heavily invested in the tech giant. Amazon, via AWS, represents a dynamic AI growth play, reflecting a strategic pivot in Berkshire’s portfolio.
RBI action on Paytm Payments Bank incrementally negative for One 97, says Bernstein; retains ‘Outperform’, sees 30% upside
The RBI has cancelled Paytm Payments Bank’s license due to regulatory non-compliance, citing detrimental operations and prejudiced management. While Bernstein views this as incrementally negative