Alphabet’s advertising business provides it with plenty of money to invest in Google Cloud. Amazon has a 40% market share in e-commerce in the U.S. Buffett has trimmed Berkshire Hathaway’s stake in Apple, but it still makes up 21% of the conglomerate’s portfolio.
Source: https://www.fool.com/investing/2025/12/11/the-best-warren-bu…
TSMC just committed $56 billion to AI chip manufacturing capacity. That’s not money disappearing into factories.
Dutch Bros continues to deliver robust growth, posting 29.4% revenue and 7.7% same-store sales increases, outperforming expectations. BROS plans aggressive expansion, targeting 2,029 locations by 2029, implying a 15.6% CAGR, and recently acquired Clutch Coffee to accelerate market entry. Despite margin pressures from higher coffee prices and food expansion, BROS guides for only a 60bps margin drop in 2026, maintaining strong profitability.
UPS and FedEx shares sank Monday after Amazon announced it was opening up its supply chain network to outside companies. Both stocks fell 10% in midday trading.
