Berkshire Hathaway downgraded to sell by KBW, citing Buffett succession, ‘many’ other issues

KBW said the company’s core businesses — from auto insurer Geico to railroad Burlington Northern Santa Fe — are likely to face simultaneous pressures ahead.
Qualcomm announces AI chips to compete with AMD and Nvidia

The AI200, expected in 2026, and the AI250, planned for 2027, both can come in a system that fills up a full, liquid-cooled server rack, Qualcomm said.
Wall Street trading desks turn bullish, say not to bet against Big Tech earnings, rate cut

Market participants are looking to this week’s Fed meeting and earnings reports as additional catalysts for stocks that are already trading at all-time highs.
Sidelined Russia flexes muscle with missile launch — and Trump is not impressed

Russia boasted about the testing of an “invincible” nuclear-powered missile. Trump said Moscow should focus on ending the war instead.
RBC upgrades Honeywell ahead of planned 2026 breakup

RBC Capital Markets believes that Honeywell’s separation of its aerospace segment next year could unlock further value.
Lululemon is partnering with the NFL to release apparel for all 32 teams

Lululemon is launching a new collection around the NFL, marking the first time it will have products featuring all 32 teams.
Here are Monday’s biggest analyst calls: Nvidia, Microsoft, Berkshire, Apple, Tesla, Honeywell & more

Here are the biggest calls on Wall Street on Monday.
OpenAI’s spending bonanza has Wall Street focused on capex in Big Tech earnings reports

Most of the tech megacaps report quarterly results this week, and investors are particular focused on capital expenditures.
Tesla risks losing CEO Musk if $1 trillion pay package isn’t approved, board chair says

Tesla Board Chair Robyn Denholm said Elon Musk is key to the future of the EV maker as it focuses more on Full Self Driving and Optimus.
Bessent lists five finalists for Fed chair job and Trump says decision coming before the end of the year

The Federal Open Market Committee meets this week, with an interest rate decision due Wednesday.