Core Insights - Senator Markwayne Mullin has fully exited his position in Berkshire Hathaway, with the transaction reported on November 21 for a trade executed on November 3 [1][2] - Berkshire Hathaway is currently facing significant challenges, including underwriting losses and a large cash reserve that has frustrated shareholders [3][4] - Since Mullin's sale, Berkshire shares have increased by 9.52%, indicating a missed opportunity for the senator [5] Company Performance - Berkshire Hathaway's stock has struggled this year due to various factors, including foreign-exchange impacts and a lack of major buybacks [3] - The company's cash pile has led to shareholder frustration, as many are expecting more active deployment of capital or acquisitions [4] - The upcoming leadership transition to Greg Abel in 2026 has led to a reassessment of the "Buffett premium," contributing to stock volatility [4] Senator's Trading Activity - Mullin's recent trades included selling positions in Chipotle Mexican Grill, T-Mobile, and Fiserv, with mixed post-trade performances: Chipotle up 3.94%, T-Mobile up 6.59%, and Fiserv down 1.77% [8] - The senator also made a significant purchase of Microsoft shares valued between $250,000 and $500,000, which is currently down 5.13% since the trade [8] - Mullin's trading history has drawn scrutiny due to potential conflicts of interest and the timing of his transactions [7]

The BSE benchmark rose 669.14 points, or 0.79 per cent, during the week.Reliance, Airtel top weekly gainsThe market valuation of Reliance Industries increased by Rs 36,673 crore to Rs 20,92,052.61 crore, while Bharti Airtel’s mcap jumped Rs 36,579.01 crore to Rs 12,33,279.85 crore.Tata Consultancy Services added Rs 16,299.49 crore to reach Rs 11,39,715.66 crore, while Infosys gained Rs 17,490.03 crore, taking its valuation to Rs 6,41,688.83 crore.HDFC Bank’s mcap rose by Rs 14,608.22 crore to Rs 15,35,132.5 ...

Market Overview - The Indian market ended lower due to profit-taking, with the Sensex and Nifty near record highs, led by declines in banking heavyweights ICICI Bank and HDFC Bank [1][2] - The S&P BSE Sensex dropped 400.76 points, or 0.47%, closing at 85,231.92, while the NSE Nifty 50 declined 124 points, or 0.47%, settling at 26,068.15 [1][12] Market Sentiment - Market sentiment was bearish, with 2,898 out of 4,338 stocks traded on the BSE declining, while only 1,278 advanced [11] - A soft manufacturing PMI reading, a weakening INR, and concerns over potential delays in India–US trade discussions contributed to the cautious market tone [3][12] U.S. Market Influence - Better-than-expected U.S. non-farm payroll data dampened expectations for a December rate cut, impacting Indian market sentiment [2][12] - U.S. stocks rallied sharply, with the S&P 500 climbing 64.89 points, or 0.99%, and the Dow Jones Industrial Average surging 505.03 points, or 1.08% [6][12] Technical Analysis - A bearish Harami pattern formed on the hourly chart of the Nifty, indicating further weakness in the coming sessions [8][12] - Resistance for the Nifty is placed at 26,166, while a decline could extend towards the 25,920–25,900 zone [9][12] Active Stocks - HDFC Bank was the most active stock in value terms at Rs 1,752 crore, followed by Kotak Mahindra Bank and Adani Wilmar [10][12] - In volume terms, Vodafone Idea led with 74.6 crore shares traded, followed by JP Power and YES Bank [10][12] Stock Performance - Over 87 stocks reached their 52-week highs, including Bharti Airtel and RIL, while 225 stocks hit their 52-week lows [10][12] - Notable selling pressure was observed in stocks like JP Power and GE Vernova T&D India [10][12]

Core Insights - The combined market valuation of seven of the top-10 most valued firms increased by ₹1,28,281.52 crore last week, driven by a positive trend in equities [1] - Reliance Industries and Bharti Airtel were the biggest gainers in market valuation [1] Group 1: Gainers - Reliance Industries' market valuation rose by ₹36,673 crore, reaching ₹20,92,052.61 crore [2] - Bharti Airtel's valuation surged by ₹36,579.01 crore to ₹12,33,279.85 crore [2] - Infosys saw an increase of ₹17,490.03 crore, bringing its valuation to ₹6,41,688.83 crore [3] - Tata Consultancy Services (TCS) experienced a rally of ₹16,299.49 crore, with a market cap of ₹11,39,715.66 crore [3] - HDFC Bank's market cap grew by ₹14,608.22 crore to ₹15,35,132.56 crore [3] - State Bank of India rose by ₹4,846.08 crore to ₹8,97,769.87 crore [3] - Hindustan Unilever's market cap advanced by ₹1,785.69 crore to ₹5,71,972.75 crore [3] Group 2: Losers - Bajaj Finance's market valuation decreased by ₹8,244.79 crore, resulting in a total of ₹6,25,328.59 crore [3] - Life Insurance Corporation of India's (LIC) market cap tumbled by ₹4,522.38 crore to ₹5,70,578.04 crore [4] - ICICI Bank's market cap declined by ₹1,248.08 crore to ₹9,79,126.35 crore [4] Group 3: Market Overview - The BSE benchmark index increased by 669.14 points or 0.79% last week [1] - Reliance Industries remains the most valued domestic firm, followed by HDFC Bank, Bharti Airtel, TCS, ICICI Bank, State Bank of India, Infosys, Bajaj Finance, Hindustan Unilever, and LIC [4]

Core Viewpoint - The article highlights several companies that offer attractive dividend yields above 5%, contrasting with the average S&P 500 dividend yield of only 1.2% [1]. Group 1: Clearway Energy - Clearway Energy has a current dividend yield of 5%, supported by stable cash flows from its renewable energy facilities [2]. - The company plans to pay out approximately 70% of its free cash flow in dividends, with expectations to grow cash available for distribution from $2.11 per share in 2023 to at least $2.70 per share by 2027 [3]. - Clearway aims to increase its annualized dividend from $1.81 per share to $1.98 per share by 2027, with long-term goals of reaching around $3.00 per share by 2030 [3]. Group 2: Oneok - Oneok has a dividend yield of 5.9%, supported by resilient, fee-based cash flows and a history of dividend stability and growth [5]. - The company plans to increase its dividend by 3% to 4% annually and has completed strategic acquisitions expected to generate significant cost savings [6]. - Ongoing organic expansion projects are anticipated to enhance cash flow, supporting the company's dividend growth strategy [6]. Group 3: NNN REIT - NNN REIT offers a dividend yield of 5.9% and has raised its dividend for 36 consecutive years, indicating strong performance in the REIT sector [7]. - The REIT pays out 70% of its stable cash flow in dividends, allowing for reinvestment in new properties [9]. - NNN REIT focuses on retail properties secured by triple-net leases, providing stable cash flow as tenants cover all operating costs [9]. Group 4: Verizon - Verizon's dividend yield stands at 6.7%, with a growth streak of 19 consecutive years [10]. - The company generated $28 billion in cash flow from operations in the first nine months of the year, with $15.8 billion in free cash flow available to cover its $8.6 billion dividend payout [11]. - Verizon is working on a $20 billion acquisition of Frontier Communications to expand its fiber footprint, which is expected to enhance customer loyalty and profit margins [12]. Group 5: VICI Properties - VICI Properties has a dividend yield of 6.2%, focusing on experiential real estate and leasing properties under long-term NNN agreements [14]. - The REIT pays out about 75% of its stable rental income in dividends and has grown its payout at a 6.6% compound annual rate since 2018 [15]. - Recent acquisitions, including a $1.2 billion sale-leaseback deal, are expected to support continued dividend increases [15]. Group 6: Investment Outlook - The highlighted companies provide high-quality, high-yield dividend stocks with solid financial profiles and growth potential, making them attractive investment opportunities for income-seeking investors [16].

中国5G+工业互联网大会作为中国"5G+工业互联网"领域国家级大会，已在武汉举办六届，成为推进中 国互联网技术创新与产业发展的重要平台。(完) （文章来源：中国新闻网） 据介绍，湖北数字经济发展强劲，规模总量突破3万亿元人民币。湖北已建成国家5G工厂101家，智能 网联汽车、智能制造、智慧港口等竞相出现。日前，全球首个智能体工厂落户湖北，全球首个天地一体 化智能遥感卫星系统和新一代北斗定位芯片等在湖北首发。 开幕式现场，湖北省政府与中国电信、中国移动、中国联通、中国信科、中国铁塔签署合作备忘录。江 西、湖北、湖南的工业和信息化主管部门签署长江中游城市群工业互联网产业区域协同发展合作备忘 录。 数据显示，中国5G基站总数达到470.5万个，建设超过2万张工业5G专网，国家级互联网骨干直联点和 新型互联网交换中心布局进一步完善。"5G+工业互联网"技术产品形成完整谱系，工业级5G网关、路由 器等产品款数占全球40%以上，模组成本较商用初期下降90%。 中新社武汉11月22日电 2025中国5G+工业互联网大会22日在武汉开幕，院士专家、行业翘楚和企业代表 聚焦5G、人工智能、大数据、工业互联网等前沿技术的深度融合 ...

Core Insights - Nvidia's latest earnings report has created significant market volatility, with a notable stock price fluctuation following the announcement, reflecting concerns about future growth sustainability [1][3] - The tech sector's downturn in the US has impacted the A-share market, leading to a decline in related sectors such as computing power and AI chips [4] Market Trends - The computing power sector is experiencing a reevaluation of valuations and fundamentals, with a potential short-term profit-taking pressure as year-end approaches [4] - Major tech companies like Microsoft, Google, Meta, and Amazon are increasing capital expenditures, indicating sustained demand in the computing power supply chain [4][6] Domestic Developments - The domestic computing power ecosystem is rapidly evolving, with a significant shift towards self-sufficiency in chip supply, as evidenced by the projected decrease in reliance on foreign chips from 63% to 42% by 2025 [7] - Domestic chip manufacturers are showing substantial revenue growth, with companies like Cambricon reporting a 2386.38% increase in revenue year-on-year [7] Technological Advancements - The focus in the computing power industry is shifting from hardware accumulation to efficiency optimization, with significant reductions in inference costs for AI models [9][10] - Innovations in system architecture, such as the adoption of supernode technology, are enabling better performance despite limitations in chip capabilities [10] Industry Opportunities - The AI computing power sector is becoming a primary growth engine for the communications industry, with investment opportunities emerging in areas like optical modules and storage chips [13][14] - The liquid cooling technology market is expected to grow significantly, with a projected compound annual growth rate of 46.8% from 2024 to 2029 [10][14] Investment Shifts - Investment in the computing power industry is transitioning from infrastructure to application innovation, reflecting a maturation of the sector [14] - Companies that can accurately navigate technological trends are likely to gain a competitive advantage during the upcoming industrial transformation [14]

Core Viewpoint - T-Mobile US Inc (NASDAQ:TMUS) is experiencing a decline in stock price following a downgrade by Oppenheimer, which cited slowing industry subscriber growth as a concern for the company's ability to meet subscriber and free cash flow estimates [1]. Stock Performance - T-Mobile's stock has been volatile, reaching a one-year low of $199.41 on November 6 after peaking at $276.49 in March. The stock is down approximately 5% year-to-date [2]. Options Trading Activity - Options traders are showing bullish sentiment, with a 10-day call/put volume ratio of 3.94, indicating significant buying activity. This ratio is the highest compared to all readings from the past year. Additionally, T-Mobile's put/call open interest ratio of 0.45 is in the lowest percentile of its annual range, further reflecting a positive outlook [3]. Volatility Expectations - T-Mobile's stock has historically exceeded options traders' volatility expectations, as indicated by a Schaeffer's Volatility Scorecard (SVS) rating of 91 out of 100 [4].

Seven tech giants have weighed in on India’s 6 GHz spectrum debate, asking authorities to drop the auctioning of the spectrum and opt for a more social-welfare valuation approach.Rather than setting timelines for future auction, Amazon, Apple, Broadcom, Cisco Systems, Meta Platforms, Hewlett Packard Enterprise and Intel Corporation in a joint submission asked the Telecom Authority of India (TRAI) to align the allocation of the upper 6 GHz band with the World Radio Conference 2027 regulations. In the interim ...

Diane King Hall is joining us. Uh we start with the story about what we've seen in Bitcoin and I was noting the selloff and institutional outflows as folks are nervous about private credit or no rate cut or whatever and u that's taken Coinbase down along with it. It has uh today right now at the moment it's moving in locked up with the uh optimism that we're seeing on Wall Street but it has been under pressure and in fact in the pre-market it was indicating lower but right now we're seeing a little bit of b ...