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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.

After 6-Year Exit, Berkshire Buys $2.6 Billion Stake in Delta
Photo by Trac Vu on Unsplash
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Featured/ 05/15/2026 · 5:00 PM
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Letterboxd in Talks for $250 Million Sale as Netflix, Sony, and Paramount Circle the Film Platform
07/10/2026 · 11:23 AM

Letterboxd in Talks for $250 Million Sale as Netflix, Sony, and Paramount Circle the Film Platform

Concerns grow over the platform’s independence as it hits 30 million users.

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BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control
Featured/ 07/10/2026 · 9:54 AM

BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control

Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.

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Strong Demand and Pricing Power Help Delta Offset Record Fuel Costs in Q2
07/10/2026 · 9:16 AM

Strong Demand and Pricing Power Help Delta Offset Record Fuel Costs in Q2

Delta’s premium segment drove Q2 growth as cabin revenue exceeded main cabin. Strong pricing power helped offset historic fuel costs while beating EPS forecasts.

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