Tesla’s robotaxi and humanoid-robot promises remain unproven businesses. Its energy division isn’t. And therein lies the company’s next bright idea. https://t.co/OB1Md0UEMRIllustration: Macy Sinreich for Forbes; Photos: Riccardo De Luca/Anadolu, Nancy Pauwels via Getty Images https://t.co/fdX7kUuoGE ...

Oil markets are waking up to a new reality: Disruption to the Gulf’s prodigious energy supplies isn’t ending anytime soon https://t.co/avYns2gUpy ...

Group 1: Investment Thesis - The current investment strategy is based on an inflationary thesis, influenced by various factors including government policies and the ongoing Iran war, leading to a belief in persistent inflation rather than a return to 2% levels [3][4][5] - The market is perceived as overly optimistic regarding inflation trends, with expectations of trillion-dollar deficits continuing without significant political will to address them [4] Group 2: Fertilizer Industry - Fertilizer is essential for global crop production, and despite high prices, the yield benefits from fertilizer remain positive, driving ongoing demand [6][7] - Companies like Mosaic, which have North American assets, benefit from lower transportation costs and are less affected by tariffs, positioning them favorably in the market [8] Group 3: Energy Sector - Prior to the outbreak of the Iran war, investments in energy were made based on the belief that demand for oil and gas would not decline as anticipated due to the rise of electric vehicles; instead, demand is expected to grow with global economic expansion [9] - Current oil prices are viewed as a temporary spike, with a belief that long-term demand for oil and natural gas will remain modestly growing, benefiting energy companies [10]

🚨 Tesla Energy just received a license to supply electricity in the UKThe approval from regulator Ofgem allows Tesla Energy Ventures to sell power to homes and businesses across Great Britain, expanding Tesla’s energy business beyond the U.S.With 250,000+ Tesla EVs and thousands of home batteries already in the UK, Tesla now has a large potential customer base to tap into. $TSLA ...

Tesla's energy division has been granted a license to supply electricity in the UK https://t.co/RO4mcTs2BL ...

RT Clash Report (@clashreport)32 members of the International Energy Agency are preparing to release a record 400 million barrels of oil from emergency reserves as global prices surge amid tensions around the Strait of Hormuz, according to reports.https://t.co/QtOfx70lgZ ...

AVRIL: THIS IS "THE ASIA TRADE. " HAIDI: ASIAN EQUITIES ARE SET TO FALL AFTER A COORDINATED MOVE BY SOME NATIONS TO RELEASE RESERVES DID LITTLE TO STEM OIL PRICE FEARS. TRADERS ARE EXPECTING JUST ONE RATE CUT THIS YEAR. PRESIDENT TRUMP TOUTS THE RELEASE OF EMERGENCY OIL RESERVES AND SAYS THE U.S. IS PREPARED TO FINISH THE JOB IN A CAMPAIGN AGAINST IRAN. STEPHEN: AS CHINA'S NATIONAL PEOPLE'S CONGRESS WINDS DOWN, OFFICIALS ARE INTENSIFYING EFFORTS TO BOOST DOMESTIC CONSUMPTION AMID A SLEW OF CHALLENGES AT HOM ...

Core Insights - Warren Buffett has transitioned leadership of Berkshire Hathaway to Greg Abel, who emphasizes continuity in operations but brings a different focus on business operations rather than investment decisions [1] - Abel has resumed share repurchases, ending a 21-month hiatus, indicating confidence in the stock's current value [3][9] - Berkshire Hathaway's stock price-to-book ratio has seen significant fluctuations, reaching a low of 1.42 in early 2026, suggesting potential undervaluation [6][10] Financial Performance - Berkshire Hathaway's cash reserves have increased to $373 billion, with its equity portfolio valued at approximately $307 billion [8] - The company's insurance business showed solid results in 2025, with GEICO's premiums continuing to rise despite challenges from natural disasters [12] - The railroad segment, Burlington Northern Santa Fe, improved its operating margin to 34.5% in 2025, although it still lags behind competitors like Union Pacific [13] Market Conditions - The stock experienced a notable decline following Buffett's announcement of his retirement, leading to a price-to-book ratio of about 1.5, which is historically low for the company [5] - Market reactions to external factors, such as the Iran war, have contributed to stock price volatility, presenting potential buying opportunities [9][10] - Despite mixed results across various segments, there is optimism regarding future operational improvements and demand in the energy sector [15][16] Investment Sentiment - Abel's personal investment of $15 million in Berkshire stock reflects strong confidence in the company's valuation and future prospects [17] - The current market conditions and operational strengths suggest that it may be an opportune time for investors to consider buying Berkshire shares [16][17]

After having an $87 million Energy Department grant cut, Sublime Systems has laid off two-thirds of its staff https://t.co/boALbh0b2Z ...

>> INSIGHT ON THE PEOPLE, COMPANIES AND TRENDS SHAPING THE ECONOMY. GLOBAL BUSINESS, FINANCE AND TECH NEWS AS IT HAPPENS. "DAYBREAK ASIA" WITH CAROL MASSAR AND TIM STENOVEC.LIVE ON BLOOMBERG RADIO, TELEVISION, BLOOMBERG ORIGINALS. CAROL: A VERY GOOD AFTERNOON. IT IS A VERY BUSY WEDNESDAY.YOU ARE LISTENING AND WATCHING "BLOOMBERG BUSINESSWEEK DAILY." HE IS BACK. GREAT STUFF. TIM: IT WAS THE BOCA THAT WAS AMAZING.CAROL: HIGH LEVEL IN TERMS OF EXCHANGES, PREDICTION MARKETS. TIM: IT IS DESCRIBED AS THE PLUMBERS ...