Berkshire trails red-hot S&P 500 by biggest margin so far this year
Berkshire’s widely held B shares are now running 16.3 percentage points behind the benchmark index year-to-date, the biggest gap so far in 2026. Source link
Union Pacific Corp
The Avis ‘circus’ messed with the transports sector this year. Josh Brown finds the real Best Stocks in the space
(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Transport stocks have had a wild year so far. Between the “liberation day” tariff threats and an anomalous event this spring that turned the Dow Transportation Average into a funhouse mirror, …
Seth Klarman’s Baupost makes Amazon top holding, starts Aon and Visa stakes
Seth Klarman’s Baupost Group continued searching for opportunities amid elevated valuations tied to the AI-driven rally in U.S. stocks, hiking its stake in Amazon and adding new picks including Aon and Visa . The hedge fund, with more than $20 billion in assets , boosted its stake in Amazon by 47% in the first quarter, making …
The global M&A boom is rolling into 2026 as AI sparks deal frenzy — but cash is getting tight
A Goldman Sachs logo is displayed on the floor of the New York Stock Exchange in New York City, on Wednesday, August 11, 2010. Ramin Talaie | Corbis Historical | Getty Images The global mergers and acquisitions boom that defined 2025 is carrying into 2026, as companies reassess their portfolios and artificial intelligence-led demand fuels …