Warren Buffett’s conglomerate reported a 33.6% year-over-year increase in Q3 operating earnings and amassed a record cash pile of roughly $381.7B–$382B, while refraining from share buybacks in the quarter. The outsized liquidity underscores Berkshire’s caution on valuations and its capacity to pounce on dislocations, with analysts noting Vice Chair Greg Abel’s role in investor confidence as succession planning advances.
Source: Seeking Alpha
Big Tech’s AI arms race to fuel another wave of multi-billion CapEx cycles
U.S. tech giants are preparing to lift capital spending again as AI workloads demand more data centers, power, networking and advanced chips. The renewed outlays point to continued tailwinds for semiconductor makers, equipment vendors, power infrastructure and utilities—while keeping margins and free cash flow in focus as the buildout accelerates into 2026.
Source: Seeking Alpha
China to ‘effectively eliminate’ rare-earth curbs, end probes of U.S. firms
The White House said Beijing will dismantle effective restrictions on rare-earth exports and close investigations into certain U.S. companies, signaling a potential easing in a key supply chain chokepoint. The shift could lower input risk for EVs, wind turbines and electronics that depend on permanent magnets, while tempering price volatility across critical materials.
Source: Seeking Alpha
Trump tariffs: October announcements chart next steps in trade policy
A roundup of October’s tariff announcements outlines where and when new measures may take effect, offering investors a clearer timeline for sector impacts. With policy signals spanning strategic industries and supply chains, the update keeps trade-sensitive areas—manufacturing, autos, energy and consumer goods—on watch for cost and pricing repercussions.
Source: Seeking Alpha
The Fed may soon be a net tailwind for markets again
Beyond rate cuts, the Fed’s evolving balance-sheet and liquidity operations are poised to add support to financial markets, according to analysis. As reserve conditions, Treasury cash balances and quantitative-tightening dynamics adjust, liquidity could improve—bolstering risk assets if growth holds and inflation keeps moderating.
Source: MarketWatch
Emerging markets notch a 10-month winning streak, the best run since 1993
The MSCI Emerging Markets Index rose for a 10th straight month in October and is up about 30% year-to-date, propelled by AI-linked Asian tech shares and a softer dollar. Sustained inflows reflect improving risk appetite and relative value, though positioning and U.S. rate volatility remain key to the next leg higher.
Source: South China Morning Post
Global electricity demand seen surging nearly one-third by 2035
Rystad Energy forecasts power demand to jump roughly 30% by 2035, driven by data centers, electrification, and industrial growth. The outlook implies step-change investments in generation, grids and storage—supporting utilities, equipment makers and fuel suppliers while elevating focus on reliability, permitting and capital costs.
Source: Seeking Alpha
You May Also Be Interested In...
Wall Street eyes further gains after the longest monthly win streak since 2021
Can SEC Chair Paul Atkins revive the U.S. IPO market?
Solana ETFs lure inflows as investors rotate from Bitcoin and Ether funds
NIO and Chinese EV peers post record October deliveries
Malaysia outlines a three-year roadmap to pilot asset tokenization