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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#Event-Driven Stocks↓
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.
Snapchat Stock Crashes After Meta Launches “Instants”
Snap shares fell after Meta rolled out Instants — disappearing photos you can’t edit or screenshot. The new Instagram feature (and standalone app) looks a lot like Snapchat.
AST SpaceMobile Stock Jumps as AT&T, Verizon & T-Mobile Team Up on Satellite Deal
AST SpaceMobile shares surged after AT&T, Verizon, and T-Mobile announced a joint venture to expand satellite direct-to-device coverage and eliminate U.S. dead zones.
Australian Neocloud Sharon AI Locks in $950 Million Five-Year AI Cloud Contract
Sharon AI signs a $950M cloud deal, rolling out faster, cheaper AI systems in Australia, with revenue expected starting late 2026.
Mobix Labs to Buy Critical Minerals Firm Powering F-35s, Submarines & AI
Mobix Labs has signed a non-binding LOI to acquire SPD, a U.S. firm building sovereign supply chains for rare earths and critical minerals powering F-35s, submarines, and AI infrastructure.