Why Warren Buffett Loaded Up on Heico
Berkshire Hathaway quietly raised its stake in Heico by over 11% last quarter, bringing its total position to about 1.3 million shares. That move turned heads because Heico isn’t a typical Buffett pick. It’s not cheap by traditional value metrics, and it doesn’t sell iconic brands like Coca-Cola or Geico.
So why did Berkshire,
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A Flying Bet on the Future of Urban Mobility
Instead of building Jetsons-style flying cars, Archer is focused on eVTOLs, electric vertical take-off and landing aircraft.
These battery-powered machines seat four passengers, can travel at speeds up to 150 miles per hour, and are designed to fly with less noise and turbulence than a traditional helicopter.
While they won’t end traffic jams on the ground,
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The AI Gold Rush Has an Overlooked Winner
Chipmakers, cloud giants, and software platforms are all basking in the AI spotlight. But there’s a truth hiding beneath the frenzy, which is that none of this technology can function without massive amounts of electricity. And that’s where Dominion Energy steps in.
Key Points
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AI will triple U.S.
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1 Overlooked AI Monster
Most investors think they need to hunt down small, speculative companies to ride the artificial intelligence wave. But the truth is, one of the best AI plays has been sitting in plain sight all along, Alphabet.
AI is here to stay, and Alphabet may be the most complete way to gain exposure.
Key Points
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Alphabet builds chips,
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Why the Swoosh Might Be Turning the Corner Fast
Analysts had written off Nike heading into its latest earnings report. The previous quarter was a mess, sales fell 10%, inventories piled up, and the brand that once defined performance and style looked a little out of step with both.
Yet this quarter, Nike did something investors didn’t expect by starting to look like Nike again.
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Read MoreThe Ivy
Is Lululemon Stock Finally in the Stretch Zone?
For more than a decade, Lululemon has been one of retail’s great success stories. Its yoga pants became a cultural phenomenon, its stores a lifestyle hub, and its stock a compounding machine.
But shares have lost nearly 40% in the past year, their steepest drop since 2008, as tariffs, slowing demand, and new rivals pressure the business.
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Berkshire’s $9.7 Billion OxyChem Deal Means What?
Buffett’s firm has spent years amassing a giant stake in Occidental Petroleum (NYSE: OXY), starting with a $10 billion preferred stock and warrant package in 2019 that helped Occidental fund its acquisition of Anadarko.
By mid-2025, Berkshire had built that into a 32.7% equity position, making OXY one of its six largest holdings.
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Read MoreThe Daily
Warren Buffett issues warning about AI videos of him
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Warren Buffett has a message to those making AI videos of him. There’s only one Oracle of Omaha. Berkshire Hathaway issuing a statement titled, It’s not me on Thursday night. In it, concerns are raised about AI-generated videos that include images of Buffett paired with a voice that clearly isn’t his,
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