Core Insights - Warren Buffett's final significant investment was in The New York Times Company, marking a return to his roots in media and storytelling [1] - The New York Times has successfully transformed its business model, achieving 12.8 million digital subscribers and a 243% increase in net income to $344 million since 2020 [1] - Berkshire Hathaway's cash reserves reached a record $381.6 billion, with recent portfolio adjustments including a $4 billion increase in Alphabet stake and reductions in Apple and Amazon holdings [1] Investment Highlights - The New York Times has grown its digital subscription revenue by 14% annually and maintains gross margins around 48%, showcasing strong pricing power [1] - The company has diversified its offerings, including popular products like Wordle and The Athletic, which enhance its content portfolio [1] - Berkshire Hathaway now holds approximately 5.065 million shares of The New York Times, valued at about $376 million, representing around 3% of the company [1] Transition to Greg Abel - Greg Abel officially took over as CEO of Berkshire Hathaway on January 1, 2026, concluding Buffett's 60-year leadership, which yielded a cumulative return of 6.1 million percent [1] - Under Abel's leadership, Berkshire has begun to implement changes, including divesting from Bank of America and Apple, while increasing investments in Chevron and Chubb Limited [1] - The New York Times investment may symbolize Buffett's final influence on the company before Abel establishes his own strategic direction [1] Market Context - Despite a focus on technology and AI in the current market, Buffett's investment in The New York Times underscores the enduring value of trusted brands and quality content [1] - The New York Times reported a 25% growth in digital advertising revenues in Q4 2025, generating $551 million in free cash flow for the year [1] - Buffett's career trajectory from undervalued newspapers to investing in a leading news brand highlights the resilience of trusted media in a rapidly changing technological landscape [1]

Quick Read Warren Buffett’s final major investment was The New York Times (NYT) before Berkshire Hathaway (BRK-A) transitioned to Greg Abel. Berkshire’s newest 13F also shows continuing sales of Apple (AAPL) and a major reduction in Amazon (AMZN) ownership. The New York Times grew to 12.8 million digital subscribers and increased net income 243% to $344M since 2020. Berkshire holds record $381.6B in cash and recently increased its Alphabet stake by $4B in Q3 2025. A recent study identified one sing ...

Warren Buffett’s Berkshire Hathaway (NYSE: BRK.A, BRK.B) submitted its latest 13-F filing on February 17, 2026, revealing some interesting changes in the portfolio. The most newsworthy one was undoubtedly the staggering 77% reduction in the Amazon (NASDAQ: AMZN) stake, as the company has sold 7.7 million shares in the e-commerce leader, reportedly valued at nearly $1.7 billion.Berkshire first entered Amazon in 2019, and after seven years, the paradigm appears to be shifting again, with ‘The Oracle of Omaha’ ...

Core Insights - Bruker's international revenue performance is crucial for assessing its financial resilience and growth prospects, especially given its global presence [1][2][3] Revenue Performance - The total revenue for Bruker in the last quarter was $977.2 million, reflecting a slight decline of 0.2% year over year [4] - Asia Pacific generated $301.2 million, accounting for 30.8% of total revenue, which was a surprise increase of +12.62% compared to the projected $267.46 million [5] - Other International contributed $74 million, making up 7.6% of total revenue, exceeding the consensus estimate of $58.31 million by +26.91% [6] Future Projections - Analysts project Bruker will report revenues of $798.04 million for the ongoing fiscal quarter, a decline of 0.4% from the previous year, with expected contributions from Asia Pacific and Other International at $251.4 million and $62.78 million, respectively [7] - For the full year, total revenue is expected to reach $3.59 billion, an increase of 4.5% from the previous year, with Asia Pacific and Other International projected to contribute $1.06 billion and $251.05 million, respectively [8] Market Dependency - Bruker's reliance on global markets for revenue presents both opportunities and challenges, making the monitoring of international revenue trends essential for predicting future performance [9][10] Stock Performance - Over the past month, Bruker's stock has declined by 23.5%, while the Zacks S&P 500 composite decreased by 1.3% [13] - In the last three months, the company's stock price has fallen by 22.7%, contrasting with a 2.9% rise in the S&P 500 index [13]

Next up, the New York Times. Those shares were edging higher after Bergkshire Hathaway disclosed a new $350 million investment in the company. This was made during Warren Buffett's last quarter as CEO of Bergkshire.And it comes six years after Buffett sold all sold off all of Berkshire stake in newspapers, calling the industry quote toast. Bergkshire Hathway also trimmed its stake in Apple and revealed a new position in Alphabet. ...

Core Insights - Duan Yongping, known as 'the Chinese Warren Buffett,' has submitted his fourth-quarter 2025 13F filing, revealing a portfolio focused on artificial intelligence and blue-chip stocks [1] Portfolio Changes - A significant increase in Nvidia (NASDAQ: NVDA) shares was noted, with Yongping adding 6,639,300 shares, raising his total stake to 7,237,100 shares, which constitutes approximately 7% of his portfolio, valued at around $1.35 billion, marking a 1,110.62% increase in share count [2][3] - New investments included CoreWeave (NASDAQ: CRWV) with 299,900 shares valued at approximately $21.48 million, Credo Technology Group Holding (NASDAQ: CRDO) with 141,300 shares worth roughly $20.33 million, and Tempus AI (NASDAQ: TEM) with 110,000 shares valued at $6.50 million [4] Position Reductions - Yongping reduced his stake in Apple (NASDAQ: AAPL) by 2,470,600 shares, a 7.09% decline, impacting the overall portfolio by 4.29% [5] - A significant cut was also made in ASML Holding NV (NASDAQ: ASML), with a reduction of 70,100 shares, representing an 87.63% decrease [5] - Other notable adjustments included a 38.24% increase in Berkshire Hathaway (NYSE: BRK) holdings, adding 1,984,896 shares, bringing the total to 7,176,196 shares valued at approximately $3.61 billion [4]

For the first time since 1965, Berkshire Hathaway has made a major trade under the direction of someone other than former CEO Warren Buffett. The conglomerate recently sold roughly 1.65 million shares of DaVita Inc. (NYSE: DVA), valued at about $200 million, under newly appointed CEO Greg Abel, who took the helm of the company in 2026, reported the International Business Times. However, this does not necessarily mean that Abel is countering the wishes of his former mentor. In fact, it may simply represen ...

Core Viewpoint - Berkshire Hathaway sold 77% of its Amazon stake in Q4, indicating a significant reduction in its investment before Warren Buffett stepped back as CEO [1] Group 1: Investment Actions - Berkshire Hathaway sold 7,724,000 shares of Amazon, reducing its holdings from 10 million shares to 2,276,000 shares valued at $525 million [1] - The initial investment in Amazon was made in 2019, with shares valued at approximately $930 million, which expanded to about $2.1 billion by Q3 of the previous year [1] Group 2: Management and Strategy - The sale of Amazon shares was managed by investment managers, not Warren Buffett himself, suggesting that the decision may not reflect Buffett's personal views [1] - Todd Combs, one of the investment managers linked to tech investments, resigned from Berkshire in December, which may have influenced the timing of the Amazon sale [1] Group 3: Company Performance - Amazon Web Services achieved a $142 billion annual revenue run-rate, with growth at its fastest pace in three years, indicating strong performance in the cloud sector [1] - Amazon plans to invest $200 billion in capital expenditures this year, focusing on data centers and AI infrastructure, which highlights its commitment to growth in these areas [1] Group 4: Market Outlook - Amazon's stock has declined 13% in 2026, particularly after a Q4 earnings report that showed slower-than-expected growth, making the sale appear timely [1] - Analysts project Amazon's revenue to reach $805 billion in 2026, with operating margins at 14.4%, and average price targets of $287 per share, indicating a potential upside of 44% [1]

Core Viewpoint - Warren Buffett's Berkshire Hathaway made a notable investment in The New York Times, acquiring approximately 5.1 million shares valued at $352 million, marking a significant return to the newspaper industry after previously divesting its newspaper holdings [1][12]. Company Summary - The New York Times has shown a recovery in recent years, with revenues increasing by 9% to $2.8 billion and net income rising by 17% to $344 million, driven by a 9% rise in subscription revenues and a 12% increase in advertising revenues [12]. - The publisher added 1.4 million digital-only subscribers, bringing its total subscriber count to 12.78 million as of December 31 [13]. - The stock price of The New York Times has surged approximately 15-fold since its low in early 2009, reaching a record high of $74, with a 50% increase in the past year [13][14]. Industry Summary - Warren Buffett has expressed concerns about the newspaper industry's viability, noting a significant decline in circulation and advertising revenues over the years [6][11]. - Despite these concerns, Buffett previously stated that newspapers delivering reliable information to local communities would remain viable, indicating a belief in the potential for certain newspapers to succeed [10]. - The newspaper industry has faced a transformation, with many traditional titles struggling, leading Buffett to predict that only a few national titles would survive in the long term [11].

Occidental Petroleum Corporation (NYSE:OXY) will release earnings results for its fourth quarter, after the closing bell on Wednesday, Feb. 18.Analysts expect the Houston, Texas-based company to report quarterly earnings at 18 cents per share, down from 80 cents per share in the year-ago period. The consensus estimate for Occidental Petroleum's quarterly revenue is $5.62 billion, versus $6.84 billion a year earlier, according to data from Benzinga Pro.On Jan. 2, Occidental announced that it has completed th ...