Well, US corporate buybacks providing a tailwind to the stock market to the tune of roughly $1.2% trillion dollar so far uh this year. That is 15% ahead of this time last year. And back with us is Chris Versace, Tatica Research Chief Investment Officer.Chris, I find it fascinating that we have seen this big uptick in buyback authorizations and buybacks themselves given that stocks are near their highs. What what is that telling us. I think to some extent, Julie, there there it reflects the nervousness that ...

Warren Buffett is stacking piles of cash before he vacates his position as CEO of Berkshire Hathaway.Warren Buffett will step down from his role as chief executive officer of Berkshire Hathaway (BRK.A +0.56%)(BRK.B +0.23%) at the end of this year, capping off an incredible six-decade tenure that started in 1965. Fortunately for investors, he will continue to serve as the company's chairman, so his successful brand of long-term value investing will likely endure.Had you parked $500 in Berkshire stock when Bu ...

Group 1 - Precision Castparts manufactures castings, forgings, and fasteners for aerospace, industrial, and automotive markets [1] - At one point, General Electric accounted for 11% of Precision's revenue [1] - The stock was bought correctly at around 40, with the first sell based on the rule to sell when a stock closes for the week below a certain threshold [1] Group 2 - Warren Buffett's cash infusion will allow OXY to reward him with stock buybacks [2] - The Dow Jones futures rose on Warren Buffett's investments, particularly in Nucor and UnitedHealth [4] - Berkshire Hathaway's Q2 operating profit fell by 4% [4]

Four of the biggest US banks almost doubled their stock buybacks in the first full quarter following the Federal Reserve’s annual stress test, which the lenders all comfortably passed in June https://t.co/RAzXIQ40n1 ...

[Music] We've got the major indexes sitting near record highs, even the small cap Russell 2000. The S&P 500 alone has added add added $16 trillion in market cap since the April lows. And meanwhile, the Fed is cutting again.And earning season is about to start, but one of the biggest supports for stocks is fading right now, the stock buyback bid. And that's what we're digging into on today's stocks in translation. First, a quick definition.A stock buyback or repurchase is when a company uses cash to buy its ...

Financial Projections and Share Repurchase - AT&T Inc. reiterated its financial projection for the full year 2025 and plans to repurchase $20 billion worth of shares between 2025 and 2027 [1] - The company remains on course to meet its previously declared financial goals, which include raising adjusted EBITDA, adjusted EPS, and consolidated service revenue [1] Customer Demand and Subscriber Growth - During the third quarter, AT&T reported solid customer demand in its wireless business [2] - The firm anticipates larger subscriber net additions for AT&T Fiber and AT&T Internet Air in the second half of 2025 compared to the first half for its Consumer Wireline division [2] Fiber Connectivity Expansion - By the end of 2030, AT&T expects to have more than 60 million fiber locations, which is about double its current coverage [3] - The company reiterated its plans to boost fiber internet connectivity [3] Business Overview - AT&T provides a wide range of wireless communication services and data solutions to various customer groups, including corporations, governmental organizations, wholesale customers, and individual consumers [3]

Core Viewpoint - Thor Industries, Inc. is a leading player in the recreational vehicle (RV) industry, showing strong financial health and positive market momentum despite some cautious outlooks from analysts [1][5]. Company Overview - Thor Industries is known for its diverse range of RV products, including travel trailers and motorhomes, and operates in the U.S., Canada, and Europe [1]. - The company competes with other RV manufacturers such as Winnebago Industries and Forest River [1]. Market Performance - The consensus price target for Thor Industries' stock has increased from $91.36 to $104 over the past year, indicating analysts' optimism about the company's growth potential [2][6]. - Citigroup has set a lower price target of $86, reflecting a more cautious outlook, particularly as the company is expected to report a decline in fourth-quarter earnings [3][6]. - Despite the cautious outlook, Thor's stock price increased by 3.2% in the last trading session, driven by higher-than-average trading volume [3][6]. Financial Performance - Thor Industries has demonstrated strong momentum with a year-to-date stock increase of 17% and a 37% surge over the past three months [4][6]. - The company's third-quarter performance was robust, with net sales rising by 3.3% and the North America Towable segment boosting the gross margin to 15.3% [4]. - Financial health remains solid, with increased cash reserves and positive free cash flow, alongside stock buybacks to enhance share prices [5][6]. Segment Analysis - Backlogs have decreased across all segments, although the European segment showed quarter-over-quarter improvement [4].

Group 1: Workday (WDAY) - Workday announced a $4 billion increase in its buyback authorization, bringing the total buyback capacity to $5 billion, which is 8% of its market capitalization [1][2] - The company plans to utilize this buyback capacity through fiscal 2027, indicating a commitment to significant buyback spending over the next 16 months [2] - Workday's buyback spending in the last two quarters was approximately $961 million, an 86% increase compared to the previous two quarters [3] Group 2: Chipotle Mexican Grill (CMG) - Chipotle announced an additional $500 million share repurchase authorization, with a total buyback capacity of around $750 million as of September 15 [6] - The company's buyback pace has increased significantly, spending an average of $465 million quarterly over the past four quarters compared to $190 million in the preceding eight quarters [7] - Chipotle's stock price has seen a decline of over 20% from June 30, 2024, to June 30, 2025, suggesting the company sees value in shares around the $50 mark [8] Group 3: TKO Group (TKO) - TKO Group is planning a $1 billion buyback program, with $26 million already executed, representing 4% of its market capitalization [11][12] - The majority of the buyback will be conducted through an accelerated repurchase program, expected to be completed by December [12] - TKO's forward P/E ratio is 36x, which is below its historical average of 41.5x, indicating a potentially attractive valuation [13]

Core Viewpoint - Tesla Inc. should utilize its excess cash of $37 billion for stock buybacks instead of allowing it to accumulate further, as suggested by Future Fund LLC's managing director, Gary Black [2]. Group 1: Investment Strategy - Gary Black advocates for Tesla to buy back shares to enhance shareholder value rather than letting excess cash build up [2]. - Institutional investors are reportedly underinvested in Tesla due to its perceived high valuation compared to their estimates, rather than its volatility [3]. Group 2: Stock Performance Predictions - Black previously predicted a surge in Tesla's stock due to strong Q3 deliveries, but he now anticipates a decline in Q4 as the new affordable model may not meet expectations [4]. - Ross Gerber, co-founder of Gerber Kawasaki, also forecasts a temporary surge in Tesla's stock, suggesting that positive news may not last and could lead to a downturn in the following weeks [5]. Group 3: Market Reactions - Tesla's stock initially rallied after an SEC filing revealed CEO Elon Musk's purchase of over $1 billion in shares, pushing the stock price above $420 [6]. - Musk's financial recovery follows a period of criticism and declining sales after his support for President Trump [6]. Group 4: Company Metrics - Tesla scores well on Momentum and Growth metrics, while its Value metric is rated poorly, indicating a mixed performance in terms of investment attractiveness [7].

Group 1 - iREIT+HOYA Capital focuses on income-producing asset classes that provide sustainable portfolio income, diversification, and inflation hedging [1] - The current environment of interest rate cuts may benefit borrowers but negatively impact savers, making money market funds and short-dated bonds less attractive [2] Group 2 - The article emphasizes the importance of performing due diligence and drawing personal conclusions before making investment decisions [4][5]