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Berkshire slashed its Capital One stake by 58%, among its largest cuts, despite the stock's top growth score.
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Dan Loeb increased his Capital One stake as Warren Buffett's Berkshire Hathaway sharply reduced its position during the second quarter.
Read original at benzingaBerkshire Hathaway Q2 holdings shows new names and changes to old positions. Here's the list of changes and the top 10 holdings.
Read original at benzingaNuclear stocks Oklo and NuScale Power have declined significantly in 2026 despite a promising $10 trillion nuclear energy opportunity driven by AI demand. The decline is attributed to shifts in investor risk appetite, lack of near-term cash flows (commercialization not expected until 2030-2040), ongoing shareholder dilution, and overvaluation at the start of the year when market enthusiasm for SMRs peaked.
Read original at the-motley-foolFollowing Warren Buffett's retirement, new Berkshire Hathaway CEO Greg Abel has reshuffled the company's $359 billion portfolio, elevating Alphabet to the No. 3 position ahead of longtime holdings Coca-Cola and Bank of America. Abel has aggressively purchased $17 billion in Alphabet stock, drawn by the company's dominant search market position and rapidly growing AI-powered Google Cloud business, which saw 82% revenue growth in Q2.
Read original at the-motley-foolBank of America is leveraging AI, digital adoption, and branch optimization to improve operating leverage, with Erica surpassing 3.2 billion interactions and plans for 150+ new financial centers by 2027. While the bank shows strong revenue growth, improving earnings outlook, and industry-leading deposit franchise, near-term expense pressures and elevated cost growth remain concerns. The stock is rated a Hold despite long-term efficiency potential.
Read original at zacks-investment-researchTrump bought up to $50,000 in SpaceX shares as his administration advances policies that could benefit the company.
Read original at benzinga