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07.11.26 - 17:24
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Berkshire′s Post-Buffett Era Gets Off To Rocky Start As AI Bets Stumble (ZeroHedge)
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Berkshire's Post-Buffett Era Gets Off To Rocky Start As AI Bets Stumble
With Warren Buffett gone for not even a year, Berkshire Hathaway is already facing questions over its investment decisions. Under new CEO Greg Abel, the conglomerate has made a multibillion-dollar push into artificial intelligence, only to see some of its biggest bets stumble as enthusiasm for the technology fades, according to Bloomberg.In his first year at the helm, Abel has committed $10 billion to Google parent Alphabet and another $930 million to Italian technology group Bending Spoons, marking a shift from Buffett's traditionally cautious approach to technology investments.But the timing has raised concerns. Alphabet shares have fallen more than 24% since June, slipping below Berkshire's purchase price, while Bending Spoons has also retreated following an initial rally.CEO Greg AbelStill, analysts say Abel may be taking a longer-term view, much like Buffett did with his highly profitable Apple investment in 2016. ...
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07.11.26 - 16:42
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Ken Chenault on Leadership in an Age of AI (Bloomberg)
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On Bloomberg This Weekend, General Catalyst Chairman and Managing Director and former American Express CEO Ken Chenault discusses leadership, diversity and responsible AI, arguing that executives need the courage to stand by their values even as political and technological pressures intensify. Chenault tells host David Gura that companies should pursue innovation while protecting safety, broadening opportunity and ensuring AI ultimately improves people's lives. (Source: Bloomberg)...
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07.11.26 - 15:36
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AI Safety Advocates Make Gains After $110 Million Midterm Fight (Bloomberg)
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Candidates who favor stricter oversight of artificial intelligence racked up wins in key congressional races, aided by a pro-regulation political funding group backed in part by Anthropic PBC at a time when Americans are increasingly uneasy over the rapidly developing technology....
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07.11.26 - 14:01
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AI Trade Faces a Post-Election Reality Check (Bloomberg)
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On Bloomberg This Weekend, Yorkville Ives & Co. partner Dan Ives and Bloomberg US equities reporter Natalia Kniazhevich examine the sharp post-election technology selloff, as investors weigh political resistance to data centers, AI spending and the outlook for Anthropic's IPO. They tell hosts David Gura and Christina Ruffini that the election could slow the AI buildout and reshape winners and losers across tech, even as Ives argues the long-term AI investment cycle remains intact. (Source: Bloomberg)...
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07.11.26 - 13:48
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Global AI memory crunch drives Taiwan to launch advanced memory initiative (Digitimes)
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The boom in AI demand has triggered a global memory crunch, creating persistent supply shortages and price hikes. The market is currently dominated by Samsung Electronics, SK Hynix, and Micron Technology. While China's ChangXin Memory Technologies (CXMT) has expanded its mass-production capabilities rapidly, US export controls and cybersecurity concerns continue to prevent it from competing directly in the US against American and South Korean rivals....
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07.11.26 - 13:48
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WT Microelectronics Chairman says AI growth holds as auto, industrial markets recover (Digitimes)
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WT Microelectronics chairman Eric Cheng said November 5, 2026, that the long-term AI growth trend remains intact, while the automotive and industrial markets have both passed their cyclical troughs. Following its acquisition of Future, WT Microelectronics has entered the European and North American AI data center supply chains for the first time, bringing its global integration synergies into the harvesting phase....
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