The Oracle of Omaha has dumped almost 465 million shares of Bank of America stock since mid-2024, and has purchased shares of a consumer-facing juggernaut for five consecutive quarters.
Amazon is returning to the bond market with a $15 billion sale as it ramps up AI spending, joins rivals Meta and Oracle in a major tech borrowing wave, and draws strong investor demand despite rising infrastructure costs.
The technology sector, a beacon of growth for much of the past decade, is currently navigating a turbulent downturn, significantly impacting market valuations and investor sentiment. This recent slump, particularly pronounced in mid-November 2025, is primarily driven by a confluence of macroeconomic factors, most notably the fading hopes for imminent Federal Reserve interest rate cuts. [...]
As November 2025 unfolds, the global financial markets are gripped by a potent mix of excitement and apprehension surrounding the burgeoning "AI trade." A handful of technology titans, often dubbed the "Magnificent Seven," have propelled stock indices to dizzying heights, fueled by unprecedented investment and fervent speculation in artificial intelligence.
Shares of biopharma company Jazz Pharmaceuticals (NASDAQ:JAZZ)
jumped 18.3% in the morning session after the company announced positive top-line results from its Phase 3 HERIZON-GEA-01 trial for its cancer drug, Ziihera.
Shares of senior living provider The Pennant Group (NASDAQ:PNTG)
jumped 1.4% in the morning session after RBC Capital raised its price target on the company to $39 from $34 and maintained its "Outperform" rating.
Big tech’s rising capital spending on cloud and AI has raised the specter of an imminent bubble burst, although some believe that the revolution has further legs to play out.
Bill Gates almost skipped his meeting with Warren Buffett in 1991, but a push from his mother led to a daylong conversation that reshaped his business thinking and began a long friendship.
