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For decades, Berkshire Hathaway’s quarterly stock filings have been treated like a roadmap into Warren Buffett’s thinking. However, the latest one feels very special. Berkshire Hathaway (BRK.A) (BRK.B) unveiled a wide-ranging portfolio overhaul in its latest 13F filing, adding a big new stake in Delta Air Lines (DAL), increasing its stake in Alphabet (GOOGL) (GOOG), […]

There is a particular kind of pep talk that only billionaires can give. It usually shows up right when the rest of us are doing the math on a layoff notice or a rent check, and it usually involves the word “opportunity.” You have heard versions of this speech before. The shuttered factory is actually

Take-Two Interactive (TTWO) just delivered one of the cleanest earnings beats the company has posted in years, and Morgan Stanley isn’t changing its tune. The Wall Street firm maintained its Overweight rating and $280 price target on TTWO after Take-Two’s fiscal fourth quarter results, which landed on May 21. Bookings beat estimates by 3%, and

Markets do not crash when investors are afraid. They crash when investors are convinced the rules have changed, when even the most cautious money managers find themselves crowded into the same trade because the alternative is missing the year. That is roughly where the US stock market sits in late May 2026. Tech now accounts

Over the past few years, the sluggish U.S. housing market has weighed heavily on home improvement retail, and Lowe’s hasn’t been immune.  After weak sales growth in 2025, the home-improvement retail chain has recently expanded its services to win back customers. As these changes roll out, Lowe’s has noticed a concerning shift in how customers

For nearly four years, the story Americans have been told about artificial intelligence has rarely strayed from one note. AI is going to take your job. AI is going to gut the white-collar middle class. AI is the reason your kid cannot land a first interview after college. That narrative has dominated commencement speeches, dinner

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission. Frigid winters full of snow and icy sleet leave you readier than ever for the summer heat, and when it gets to be too much, cooling off in the backyard pool

Nvidia just reported $81.6 billion in quarterly revenue, up 85% year over year. Its data center business alone generated $75.2 billion, up 92%. The numbers are extraordinary by any measure. Michael Burry’s argument is that they may also be the most dangerous kind of numbers there are. Burry argues against AI infrastructure trade In a

Crude oil is lower on hopes for a resolution with Iran, with WTI well below $100 bbl and Brent crude under $105 bbl. Longer-term interest rates are lower on the prospects for a lower inflation impact, while shorter-term rates are higher on expectations of a more restrictive Central Bank posture until the lower inflation shows up in

Corporate America has spent the past two years acting like every problem has an artificial intelligence (AI) solution attached to it. The pitch is always the same. Faster than people. Cheaper than people. More accurate than people. Boardrooms have funded it, consultants have sold it, and shareholders have rewarded it. Then the software meets the