After 6-Year Exit, Berkshire Buys $2.6 Billion Stake in Delta
Berkshire bought a $2.6B stake in Delta again and also took a small new position in Macy’s while reshaping its portfolio in Q1 2026.
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Trump’s Massive Tech Stock Shopping Spree in Early 2026
U.S. President Donald Trump disclosed hundreds of millions in stock trades in Q1 2026 — heavy buys in Nvidia, Microsoft, Adobe, ServiceNow and more during the tech selloff.
Czech Fund Acquires 5% Stake in Xerox Holdings – A Major “Deep Value” Bet
STARTEEPO bought 5% of Xerox, sees it as undervalued, and plans to work with management to improve performance and value.
Semiconductor Shares Slide as US-China Talks End Without Chip Deal
Chip stocks fell after a Trump–Xi meeting brought no deals. Nvidia, Intel, AMD dropped as hopes for China sales and AI growth cooled.
Blackstone & CD&R Eye Big Buyout of Ben & Jerry’s Owner Magnum
Private equity giants Blackstone and CD&R are exploring a bid for Magnum Ice Cream, the owner of Ben & Jerry’s and Cornetto, viewing it as a major turnaround opportunity.
Bill Ackman Just Bought Microsoft – Here’s Why He Calls It a “Compelling” AI Bargain
Bill Ackman’s Pershing Square just took a big new stake in Microsoft. He calls the valuation “highly compelling” despite a 15% stock drop this year, citing huge AI upside in Azure, M365, and OpenAI.