US68389X1054 - Common Stock
Nuclear energy stocks glowed last year as AI data centers locked down a future's worth of power. And 2025 started strong with a big new deal.
Nuclear stocks soared Thursday after Constellation Energy announced a 10-year contract with the federal government.
Want to score big wins in 2025? Taking a page or two out of Buffett's investing playbook could be a great move.
Nuclear stocks ran higher on Thursday after Constellation Energy announced a nearly $1 billion contract to supply power to U.S. government agencies.
Over decades of building Berkshire Hathaway into the massive conglomerate it is today, Warren Buffett has become the most renowned investor in the world. Between 1965 and 2023, Berkshire's stock generated a whopping 4,384,748% return, equating to a 19.8% compound annual growth rate (CAGR). Given these impressive returns, investors should keep an eye on Berkshire's portfolio for new ideas although make sure to do your due diligence.
Arguably, there's been no bigger bull in the artificial-intelligence (AI) rally than Wedbush's Dan Ives. Ives has been cheerleading the AI boom since shortly after the debut of ChatGPT. In February 2023, the analyst said an AI arms race was shaping up following the launch of the generational AI chatbot.
Oracle stock has slumped since its earnings earlier this month but nonetheless is set to close 2024 up 60%, its best performance since 1999.
Federal budget cuts in 2025 and beyond loom as a wild card for Palantir stock and software makers amid Donald Trump's DOGE initiative.
Warren Buffett's company Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) has been stockpiling cash all year. At the end of the third quarter of 2024, Berkshire had over $320 billion of cash and short-term Treasury bills. Recently, however, Buffett and Berkshire scooped up $563 million of stock in three companies, disclosures Berkshire had to make because it already holds more than a 10% stake in each one.
Oracle shares have jumped 63% in 2024 and are headed for their best year since 1999, adding over $75 billion to Larry Ellison's net worth.
Recently, Zacks.com users have been paying close attention to Oracle (ORCL). This makes it worthwhile to examine what the stock has in store.
Though the Oracle of Omaha has been a net seller of stocks for two years, you can be a confident buyer of these three industry-leading businesses in the new year.
AI is driving fantastic results for both companies, but one stock may have gotten ahead of itself.
Despite Buffett overseeing stakes in nearly four-dozen securities, the lion's share of Berkshire's invested assets have been put to work in seven top ideas.
Although Nu Holdings' (NYSE: NU) third-quarter financial results showed strength in key metrics, the market still wasn't pleased with the results. Nu Holdings had its initial public offering (IPO) in December 2021, just after the stock market's bull run had ended and just before the Federal Reserve embarked on an aggressive rate-hiking cycle. In fact, Berkshire Hathaway, the conglomerate headed by legendary capital allocator Warren Buffett, has been a shareholder since the IPO.
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