$AAPL

Berkshire CEO Greg Abel signals intention to hold Apple, American Express, Coca-Cola, and Moody's for decades, citing their capacity to compound value.

Global data center spending hits $650B in 2024, up 32% YoY, driven by AI infrastructure demand. TSMC poised to benefit with dominant 72% foundry market share.

Tech sector splits: semiconductors up 18.6%, software down 27.2% due to AI concerns. Broad ETFs like VGT offer diversified exposure amid divergence.

Ironwood Investment Counsel commits $22.6M to Akre Focus ETF, marking its fourth-largest holding at 3.15% of assets under management.

Major investor Wedgewood Partners liquidated its $10M Pool Corp position, signaling reduced confidence despite the company's solid $5.3B revenue and stable margins amid sector normalization.

Ghacks Tech News eliminates ads and launches Dutch and German editions. The shift focuses on reader experience while expanding into European markets.

Greg Abel takes over Berkshire's $318B portfolio, which is heavily concentrated in five mega-cap stocks. Analysts expect potential reductions in Apple and Bank of America positions.

Amazon could become the fourth company to reach $3 trillion valuation, needing 33-43% growth. AWS expansion and improved e-commerce profitability support the milestone within two years.

Tech stocks fell sharply on profit-taking in Nvidia and AI sector concerns. S&P 500 dropped 0.54% while Nasdaq fell 1.18%, signaling a shift in AI sentiment.

Thiel Macro liquidated its entire public equity portfolio in Q4 2025, exiting Tesla, Microsoft, and Apple positions. The fund is shifting strategy toward private market investments.

PayPal shares surge 6.72% on Bloomberg report that Stripe is exploring acquisition discussions with the digital payments provider.

Buffett reduced Berkshire's Apple stake by 4% in his final quarter as CEO, though Apple remains the conglomerate's largest equity position amid concerns over valuation and innovation.

Tech executives at seven major companies sold $8.4B in stock despite record valuations, signaling possible concerns about current market pricing versus company fundamentals.

U.S. facial recognition market expected to reach $36.46B by 2035, growing at 15.91% annually. Growth driven by AI advances and federal security investments, though privacy concerns pose challenges.

Wall Street projects S&P 500 to deliver 12% returns in 2026, driven by earnings growth, AI investment, and rate cuts. Year-end target: 7,650.

Berkshire Hathaway's stakes in Apple, Kroger, and Bank of America offer modest investors sector-diverse exposure to dividend-paying companies with strong competitive advantages.

Supreme Court voids Trump's tariffs in 6-3 decision. Tech and consumer stocks poised to benefit from lower costs, while domestic manufacturers face increased competition.

Analysts identify Nvidia, Micron, and Amazon as positioned for long-term growth through 2034, driven by expanding AI infrastructure demand and strong competitive advantages.

Thiel Macro liquidated entire tech portfolio including Nvidia, Tesla, Microsoft, and Apple, moving to cash amid AI competition, macro uncertainty, and geopolitical tensions.

Tesla redirects Fremont factory to mass-produce Optimus humanoid robots by year-end, positioning robotics as a major revenue stream alongside vehicles.