📉 META REPORTEDLY PLANNING MASSIVE LAYOFFS THAT COULD CUT UP TO 20% OF ITS WORKFORCEAccording to @Reuters, senior executives have been told to start planning for broad workforce reductions aimed at offsetting rising AI infrastructure costs.Meta employed nearly 79,000 people as of December 2025, meaning the cuts could affect over 15,000 workers.The company plans to invest up to $600 billion in data center infrastructure by 2028 and recently acquired AI startup Manus for at least $2 billion.If implemented, th ...

Core Insights - Investors can gain insights into expert investment strategies through Form 13F filings, which disclose trades of managers overseeing over $100 million in securities [1] Group 1: Dan Loeb's Investment Moves - Dan Loeb sold shares of several AI leaders but increased his position in Nvidia, which has surged approximately 453,000% since its IPO, indicating confidence in its future growth potential [2] - Loeb oversees $7.2 billion in 13F securities, with technology stocks being a significant focus, comprising three of the top five positions in his portfolio [5] Group 2: Market Environment and AI Stocks - The fourth quarter of the previous year saw AI stocks initially climbing, but concerns about high valuations and potential bubbles led to declines in November [4] - Nvidia is positioned to benefit from a projected $4 trillion spending on infrastructure by the end of the decade, particularly in AI chip demand [7] Group 3: Specific Stock Movements - Loeb closed his position in Meta Platforms, which had accounted for 1.8% of his portfolio, and reduced his holdings in Amazon by 22% and Microsoft by 15%, while increasing his Nvidia position by nearly 4% [8] - Nvidia now represents over 7% of Loeb's portfolio, making it his second-largest holding, reflecting ongoing confidence in its growth prospects [8] Group 4: Future Outlook - Nvidia is expected to benefit as data centers expand, requiring advanced chips for AI applications, which positions the company favorably in the market [9] - Despite selling Meta, which rose about 140% during Loeb's holding period, the moves indicate a continued commitment to the AI sector, suggesting that many AI stocks may still have significant growth potential [11]

Meta reportedly considering layoffs that could affect 20% of the company https://t.co/qj8v4Kdr7g ...

Core Insights - Warren Buffett's departure as CEO of Berkshire Hathaway in 2025 left behind a diverse equity portfolio that includes both traditional consumer brands and emerging technology companies [1] - The portfolio features significant holdings in American Express and Alphabet, showcasing a blend of established and newer investments [2][3] American Express - American Express is a crucial asset for Berkshire Hathaway, representing the conglomerate's second-largest equity position valued at over $45 billion, accounting for approximately 15% of the total equity portfolio [4] - The company reported a fourth-quarter 2025 revenue of $19.0 billion, reflecting a 10% year-over-year increase, and achieved a record annual revenue of $72.2 billion [5] - American Express generated a record $10 billion in net card fees in 2025, marking its 30th consecutive quarter of double-digit growth in card fees [6] Alphabet - Alphabet is a more recent addition to Berkshire's portfolio, acquired before Buffett's departure, making it a significant investment under his leadership [3]

Digg lays off staff and shuts down app as company retools https://t.co/6LVVbk5XgW ...

there's this sort of like new school of AI researchers and engineers. They um you know realize this fact that in the past scientific discovery takes like decades and even centuries but today with AI it can be the timeline can be greatly compressed. So it's it's really exciting.It's almost like you know this opportunity is right here in front of us where the work we do can have very rapid impact and it's deep tack but it's also much faster than you know anything that has happened before. We are puzzle solver ...

This week I purchased shares in Ondas $ONDSThis position was built after it became apparent that the future will be dominated by autonomous systems.From land to sea to air, the proliferation of drones and other autonomous systems is going to fundamentally change the way we operate as a society.The threats are changing, which means the defenses will have to change. I am encouraged by the Ondas team’s recent track record of execution.They have a lot of cash and have built a business to acquire innovative tech ...

🔥 TODAY: NVIDIA teams up with Palantir Technologies to build a new AI operating system. https://t.co/HGffkJ3fIM ...

Michael Dell, chairman and CEO of Dell Technologies, and Darío Gil, US Department of Energy under secretary for science, talk about working together on the build-out of a national AI infrastructure. Dell also comments about Anthropic's dispute with the Pentagon over using AI tools. They speak to Bloomberg's Ed Ludlow. -------- More on Bloomberg Television and Markets Like this video? Subscribe and turn on notifications so you don't miss any videos from Bloomberg Markets & Finance: https://tinyurl.com/ysu5b8 ...

Australian Billionaire Mike Cannon-Brookes’ Atlassian Cuts 1,600 Jobs Amid AI Push https://t.co/5kXkuHc31u📸: Brook Mitchell via Getty Images https://t.co/JGO6WNjq1n ...