Warren Buffett has amassed over $325 billion in cash by selling off large amounts of Apple and Bank of America stock this year while continuing to generate profits from Berkshire Hathaway’s diverse range of businesses. Despite this significant cash reserve, Buffett has not made any major acquisitions recently, opting instead to maintain a steady stream of profits from his existing ventures. This accumulation of cash highlights Buffett’s cautious approach to investing and his patience in waiting for the right opportunities to make significant acquisitions.
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Nvidia Expected to Beat Earnings Estimates as Demand Offsets Supply Constraints
Nvidia is anticipated to surpass Q4 earnings estimates, with analysts expecting strong performance despite ongoing manufacturing challenges. The company is projecting a slight increase in Q1 guidance, slightly above average estimates, as supply constraints from GB200 NVL server production issues persist. Demand for H20 GPUs in China is rising due to DeepSeek's growth and a scarcity of Huawei's Ascend AI processors, while Nvidia's cloud service providers are funding inventories at electronic manufacturers. Nvidia shares rose...
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