CrowdStrike, Marriott, American Express And More On CNBC’s ‘Final Trades’

Warren Buffett and Greg Abel Quietly Hold a Bigger Percentage of This Company Than Any Other in Berkshire's Portfolio (Hint: It's Not Apple or American Express)

Berkshire Hathaway holds nearly 45% of DaVita, a kidney dialysis healthcare company, representing its largest proportional equity stake—larger than Apple or American Express. Despite recent modest sell-offs in 2025, DaVita has surged over 56% year-to-date, driven by strong Q1 earnings that beat analyst expectations. The company offers consistent profitability, revenue growth, and an attractive forward P/E ratio of just over 12.

Can Klook Help Mastercard Capture More APAC Travel Spending?

Mastercard has partnered with Klook to enhance travel offerings and cardholder benefits across Asia Pacific. The collaboration aims to provide exclusive discounts and develop innovative payment solutions, capitalizing on growing demand for experience-led travel where 47% of APAC consumers seek deals and 23% choose destinations based on specific activities.

CNBC Halftime Report Final Trades: Marriott International, American Express, Global X Cybersecurity ETF, CrowdStrike

Warsh Sparks Rate-Hike Bets, Nvidia Reaffirms AI Growth Story: This Week on Wall Street

Kevin Warsh reignites rate-hike bets, Nvidia posts its best day since April, and CrowdStrike prints the biggest gain in its history.

Nvidia's Best Day Since April 2025, Cybersecurity Stocks Go Vertical: Stock Market Today

Nvidia surged 9% and cybersecurity names exploded higher, yet 10 of 11 S&P 500 sectors fell as yields firmed before Jackson Hole.

Okta Stock Surges 29% Post Q2 Earnings: Should You Buy?

Okta reported better-than-expected Q2 fiscal 2027 earnings with revenues of $805 million (up 11% YoY) and adjusted EPS of $1.05, beating consensus estimates. The company showed strong enterprise demand with customers generating over $1 million ACV increasing 20%, and new AI-agent security products contributing 30% of quarterly bookings. Okta provided positive FY27 guidance expecting 10-11% revenue growth and raised its Zacks Rank to #2 (Buy).