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Berkshire’s $400B cash pile is now a serious defensive weapon
TheStreet32d agoneutral
Berkshire’s $400B cash pile is now a serious defensive weapon

Berkshire Hathaway’s cash and short-term Treasury bill holdings reached a record $397.4 billion at the end of the first quarter of 2026, the highest liquid reserve in its history, according to Berkshire's first-quarter 10-Q filing. The capital is producing significant income, with annualized ...

Chip Rebound Fizzles, Hammers Nasdaq
Barrons.com32d agoneutral
Chip Rebound Fizzles, Hammers Nasdaq

The Nasdaq tumbled on Tuesday after a rebound in semiconductor stocks fizzled out overnight. The Dow dropped 131 points, or 0.3%. After chips rebounded on Monday, selling in memory stocks in South Korea bled into U.S. trading.

XLRE Keeps Real Estate Costs Low While RWO Adds Global Reach
Motley Fool32d agoneutral
XLRE Keeps Real Estate Costs Low While RWO Adds Global Reach

The Real Estate Select Sector SPDR Fund (XLRE) gives investors a cheaper way to own the S&P 500 real estate sector, while the SPDR Dow Jones Global Real Estate ETF (RWO) reaches beyond the U.S. market. For investors comparing the two, the bigger question is how much global real estate exposure you are looking for.

2 Healthcare Stocks to Buy for Their Dividends—and Why Pfizer Isn’t One of Them
Barrons.com32d agobullish
2 Healthcare Stocks to Buy for Their Dividends—and Why Pfizer Isn’t One of Them

Finding stocks with generous dividends isn’t easy these days, and with packaged food giant Conagra recently getting demoted from the S&P 500, Pfizer is now the highest yielding stock in the benchmark index. The drug company, which has made quarterly payouts more than 80 straight years, is certain to get a lot of attention from dividend hunters. Pfizer’s high yield reflects investors’ trepidation over the stock.

Nvidia Shines While SOX Falls
Barrons.com32d agobearish
Nvidia Shines While SOX Falls

The PHLX Semiconductor Index is down 4.3% with all components in the red–with one big exception. Nvidia is up roughly 1%. The index gained more than 87% in that timeframe, compared with Nvidia’s nearly 15% gain, according to Dow Jones Market Data.

Samsung Highlights Risk For Tech Stocks: Lofty Earnings Expectations
Investor's Business Daily32d agoneutral
Samsung Highlights Risk For Tech Stocks: Lofty Earnings Expectations

S&P 500 companies are expected to report 23.3% earnings growth for Q2, the second straight quarter above 20% and far above the average growth rate of 16.4% over the past five years, according to FactSet. The key question for markets, according to famed investment strategist Ed Yardeni, is whether analysts got carried away after Q1 earnings and set the bar too high. "The big risk up ahead is that technology companies, especially the hyperscalers, won't beat analysts' overly optimistic earnings growth estimates for the quarter," Yardeni wrote in Monday note.