Wall Street Breakfast Podcast: UnitedHealth Jumps As Funds Boost Stakes

Group 1: Berkshire Hathaway Investments - Berkshire Hathaway acquired a new stake in UnitedHealth (UNH) during Q2 2025, purchasing 5.04 million shares valued at $1.57 billion [3] - The company also took new stakes in Nucor (NUE) and D.R. Horton (DHI), while reducing its holdings in Apple (AAPL) and Bank of America (BAC) [3] Group 2: Other Investment Moves - Eminence Capital exited its positions in Bank of America (BAC), Uber (UBER), GE Healthcare (GEHC), Capital One (COF), and Primo Brands (PRMB), while acquiring 0.57 million shares of UnitedHealth (UNH) [4] - Renaissance Technologies also invested in UnitedHealth Group (UNH), taking a new stake of 1.35 million shares [5] Group 3: Intel Developments - Intel (INTC) shares rose 7.38% following reports that the U.S. government is considering taking a financial stake in the company to support the development of a factory hub in Ohio [6] - The plan for Intel could potentially make the site the largest chip foundry globally, although details on the investment amount and legality remain unclear [7] Group 4: Airbnb Payment Options - Airbnb (ABNB) introduced a "Reserve Now, Pay Later" option for U.S. guests, allowing reservations without upfront payment for listings with moderate or flexible cancellation policies [8][10] - A survey indicated that 60% of respondents find flexible payment options important, and 55% utilize them when available [10]