Market Trends
Investment Signals from Buffett’s Q2 Holdings Adjustments
On August 14, according to filings with the U.S. Securities and Exchange Commission (SEC), Warren Buffett-led Berkshire Hathaway submitted its second-quarter 2025 holdings report (13F) as of June 30, 2025.
Paying 15% of H20 Chip Sales Revenue in China——The Impact on Nvidia’s Profit
On August 11, 2025, the Financial Times reported a widely discussed development: Nvidia and AMD have reached a special agreement with the U.S. government, under which both companies agreed to remit 15% of their AI data center chip sales revenue destined for the Chinese market to the U.S. government
Will Apple Successfully Avoid Trump’s Tariff Impact?
On August 6, 2025, Apple disclosed plans to invest an additional $100 billion in the U.S. over the next four years, bringing its total domestic investment to $600 billion to bolster local supply chains and manufacturing capacity.
Despite Berkshire’s Profit Drop, Buffett’s Long-Term Thesis Still Deserves Your Trust
As Warren Buffett prepares to retire, Berkshire Hathaway released its Q2 2025 financial results during a period of transition. While both revenue and earnings surpassed market expectations, the sharp year-over-year declines signal growing pressure on earnings quality. The renewed impairment charge
On July 31, the White House issued an executive order to reset tariff rates for certain countries under the new "reciprocal tariffs" framework. According to Annex 1 of the order, specified countries will be subject to individualized tariff rates, while all others will face a uniform 10% rate.
1.In the second quarter of 2025, Tesla reported a broad decline in both revenue and profit, missing market expectations across the board. Revenue from its core automotive segment continued to fall by double digits.2.Despite the recent weakness in performance, Elon Musk reiterated Tesla’s plans for
Nvidia Will Surpass Apple to Become the Most Valuable Company in History
Wall Street analysts predict that Nvidia could exceed a $5 trillion market cap within the next 18 months
2025’s Biggest Tech IPO: Figma’s Valuation and Growth Outlook
Can Figma Maintain Its Growth After Going Public
Tesla's Challenges Go Beyond Musk's Political Actions
Recently, Elon Musk publicly criticized the "Big and Beautiful" bill signed by Trump and announced the creation of the "American Party."Tesla's global vehicle deliveries continued to decline in the first half of 2025.Despite Tesla's stock price plunge, Cathie Wood of Ark Invest remains
