Wall Street: Berkshire erhöht Google-Anteil um fast 50 Millionen Aktien
Berkshire Hathaway kauft Alphabet-Papiere zu und hält mittlerweile rund 106 Millionen Aktien des Google-Konzerns. Nvidia reduziert seine Absicherung für ein OpenAI- Rechenzentrum deutlich.
On Monday, Wall Street experienced mixed results with the Nasdaq rising while the Dow Jones fell. In the tech sector, attention turned to the massive capital needs of the AI boom. Nvidia reduced its direct exposure to the planned OpenAI data center in Ohio from 250 billion USD to around 120 billion USD, but could provide an additional 350 billion USD through financing of chip purchases, putting the company at risk for up to 470 billion USD in total.
Nvidia is also considering investing up to three billion USD in the data center developer SB Energy. Meanwhile, Berkshire Hathaway has increased its stake in Google by nearly 50 million shares, bringing the total to around 106 million shares. Google is now the third-largest equity position for the conglomerate, behind Apple and American Express.
PayPal is benefiting from reports of takeover talks with Stripe and Advent International, after an initial offer of 60.50 USD per share was reportedly rejected as too low, with Piper Sandler raising its price target to 59 USD. Cybersecurity sentiment remains positive with Wells Fargo upgrading Okta and anticipating growing AI-driven demand, while Palo Alto Networks, CrowdStrike, and Zscaler see their price targets raised.
However, the oil price negatively impacts sentiment, with Brent rising to around 89 USD following a recent deterioration in the relationship between the USA and Iran.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
