Good morning. CFO turnover continues in the Fortune 500, and now it’s reached one of the most watched companies in American business: Berkshire Hathaway. Marc Hamburg, the longtime SVP and CFO at Berkshire, will retire on June 1, 2027, after 40 years of service, the massive American conglomerate and holding company announced on Monday. Hamburg, who joined Berkshire in 1987, will be succeeded by Charles C. Chang, who was appointed SVP and CFO effective June 1, 2026. Chang is currently SVP, CFO, and directo ...

Boom Supersonic building a commercial supersonic jetliner. This morning though, the company announcing a new series uh B funding round and some other news as well that's may change the face of the company itself. Joining us right now is Blake Shaw. He's the founder and CEO of Boom Supersonic. Good morning to you, Blake. Uh congratulations. Thanks for having me. >> Congratulations on the earnings, but let's talk more broadly about what's happening here, not just in in supersonic travel, but maybe what's happ ...

Imagine the power of the waves hundreds, no thousands of kilometers away from shore. What if we could turn this force of nature into clean, sustainable energy. Meet Ocean 2.Pantalysis's new wave power converter. This giant and strange buoy like object wants to transform the ways we source our power. Pantalysis, a startup based in Portland, Oregon, believes it's cracked a new design with Ocean 2.According to the company, their converter is a modular, flexible buoy system designed to work with the ocean. Here ...

Berkshire Hathaway is reshuffling its top ranks ahead of the departure of its legendary CEO, Warren Buffett, in January. The company announced on Monday that Todd Combs, one of Buffett's key deputies and CEO of Berkshire-owned Geico, is departing the company to take on a role at JPMorgan.Alongside Combs' departure, Berkshire Hathaway announced a series of new leadership appointments. The company said that the new leaders are "stewards of the company's culture, demonstrate strong business acumen and judgme ...

J P M O R G A N Global Markets Strategy 03 December 2025 Global Commodities 2026 Outlook Supply-driven crocodile cycle—tight metals continue to beat glutted energy. G9 old remains a fourth-year buy Key Takeaways Figure 1: BCOM Energy vs All Metals ER indices and JPM forecast Index level (dashed is forecast) Source: Bloomberg Finance L.P., J.P. Morgan Commodities Research Global Commodities Research Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorgan Chase Bank NA Gregory C. Shearer (44-20) ...

Investment Rating - The report suggests a bullish outlook on commodities, particularly recommending long positions in commodities and oil/energy as the best trades for 2026 [3][4]. Core Insights - The report highlights a significant shift in market dynamics, indicating that commodities are outperforming bonds in the current inflationary growth environment, contrasting with the previous era of secular stagnation [2][3]. - It notes that LatAm stocks have increased by 56% year-to-date, indicating strong performance in the region [3]. - The report emphasizes the importance of monitoring bond market reactions to the "run-it-hot" trade, as they pose a potential threat to stock and credit market upside in 2026 [4]. Summary by Sections Market Performance - Year-to-date performance shows gold at 59.1%, stocks at 19.6%, and commodities at 6.7%, while oil has declined by 16.8% [2]. - The report indicates that the biggest inflows have been into cash ($112.3 billion) and bonds ($15.4 billion), with a notable outflow from tech stocks [13][17]. Investment Strategies - The report advocates for long positions in commodities and oil/energy, viewing them as contrarian trades that are likely to yield positive returns in 2026 [3]. - It suggests tactical long positions in zero coupon bonds in anticipation of Fed cuts, while also recommending mid-cap stocks as a favorable investment due to their relative undervaluation [16]. Economic Indicators - The BofA Bull & Bear Indicator has decreased to 6.0, indicating a neutral sentiment in the market [60]. - The report notes that the current economic environment is characterized by rising bond yields in Japan and China, which are seen as secular floors for global yields [18]. Sector Analysis - Inflows into high-yield bonds ($2.3 billion) and emerging market debt ($2.4 billion) are highlighted, indicating a positive sentiment towards these sectors [17]. - The report also mentions significant outflows from tech stocks, suggesting a shift in investor preference towards more stable sectors [17][40].

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sector, emphasizing cash flow and the companies that generate it, which leads to value and growth prospects with real potential [1] Group 1 - The service includes access to a 50+ stock model account, in-depth cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas market [2]

Core Insights - Fluence Energy, Inc. (NASDAQ:FLNC) experienced a significant share price increase of 22% week-on-week, driven by positive coverage from seven investment firms [1][2] - UBS raised its price target for Fluence Energy by 175% to $22 from $8, maintaining a "neutral" stance [1] - Citigroup also increased its price target by 167% to $20 from $7.50, reflecting strong growth potential compared to peers [2] Analyst Ratings - Jefferies upgraded its price target for Fluence Energy by 45% to $16 from $11, while Goldman Sachs raised its target by 33% to $20 from $15 [3] - Susquehanna increased its price target by 17.6% to $20 from $17, and Morgan Stanley raised its target by 16.7% to $14 from $12 [4] - Canaccord was the most bullish, raising its price target by 150% to $25 from $10 while maintaining a "buy" recommendation [3]

One of the largest hydroelectric dams on the Paraná River between Paraguay and Brazil powers millions of people plus a Bitcoin mine. HIVE Digital plugs into the surplus energy, turning water into cryptography.https://t.co/12eEq0rZd9 ...

Core Insights - POSCO Holdings Inc.'s unit, POSCO International Corporation, has formed a strategic partnership with Glenfarne Alaska LNG, LLC for the Alaska LNG Project, the only federally authorized LNG export project on the U.S. Pacific Coast [2][9] - The partnership includes a significant steel supply for the 807-mile natural gas pipeline and a 20-year Heads of Agreement for 1 million tons per annum of LNG on a Free-on-Board basis, marking the first HOA for the project [3][9] - POSCO's pre-FID capital investment and the regional support for a sustainable LNG source highlight the project's potential [4][9] Company Developments - Glenfarne is developing the Alaska LNG Project in two phases: the first phase focuses on an in-state pipeline for domestic energy needs, while the second phase will add an LNG terminal capable of exporting 20 million tons per annum [5] - Glenfarne has secured preliminary commercial commitments for 11 million tons per annum of LNG from buyers in Japan, Korea, Taiwan, and Thailand, including major companies like Tokyo Gas and JERA [4] Market Performance - PKX's shares have increased by 13.7% over the past year, while the industry has seen a growth of 26.9% [7]