Real-time News

February 18th - A 13F filing revealed that Berkshire Hathaway reduced its holdings in Bank of America and Apple, while increasing its stake in The New York Times in the final quarter of Warren Buffett's CEO tenure. In the fourth quarter of last year, the company reduced its holdings in Bank of America by approximately 50.8 million shares and Apple by 10.3 million shares, marking the third consecutive quarter of reducing its Apple holdings. Simultaneously, the company purchased 5.1 million shares of The New York Times, whose stock price rose by approximately 2% in after-hours trading. As of September last year, American Express, Apple, Bank of America, Coca-Cola, and Chevron were Berkshire Hathaway's largest holdings.

Gaza Situation: 1. Eight countries, including Jordan, jointly condemned Israel's new land regulations in the West Bank. 2. The Israeli military claimed to have struck Palestinian militants attempting to cross into Syria. Iran Situation: 1. Iran's Ministry of Oil website, Shana: The Iranian Oil Minister met with the Russian Energy Minister in Tehran. 2. The US deployed F-22 and F-16 fighter jets to the Middle East. It is believed that more than 10 F-22s and over 30 F-16s have left their bases. 3. During US-Iran negotiations, the Strait of Hormuz was closed for several hours, and Iran conducted live-fire military exercises and launched missiles. 4. Iranian Foreign Minister: Iran and the US reached an agreement on guiding principles for negotiations. Negotiations with the US have made "good progress." The date for the next round of US talks has not yet been set. 5. Iran's Supreme Leader Khamenei: Nuclear energy is our inalienable right. The type and range of Iranian missiles are irrelevant to the US. The US cannot destroy Iran. 6. Iranian officials reportedly proposed suspending uranium enrichment activities, transferring some uranium stockpiles to offshore areas, and reaching a commercial agreement with the United States to advance nuclear negotiations and avoid a US strike. 7. US officials: Iran is expected to submit a detailed proposal on the content of nuclear negotiations within the next two weeks. 8. Iranian President: Iran is willing to accept any form of inspection regarding the peaceful nature of its nuclear industry. Iran will not abandon its peaceful nuclear industry used in medical, agricultural, and industrial fields. 9. US Vice President Vance: In some respects, negotiations with Iran are progressing well, but the Iranians are not yet willing to acknowledge certain red lines set by Trump. Trump still hopes to find a solution. Other: 1. A joint statement shows that eight countries, including Turkey, Egypt, Saudi Arabia, Qatar, and the UAE, condemned Israel's decision to demarcate "state territory" in the occupied West Bank. 2. Turkish President Erdogan: I want to reiterate that Israel's recognition of Somaliland is not in the best interest of Somaliland or the Horn of Africa. 3. Syrian Foreign Minister: Israel is taking advantage of Syria's current transitional phase to occupy new territory after December 8, 2024. Our primary and ultimate condition is that Israel withdraws from the territory it occupies after that date.

February 18th - NVIDIA (NVDA.O) and Meta Platforms (META.O) announced a multi-year strategic partnership. Meta is already NVIDIA's second-largest buyer of chips. Under the agreement, Meta will deploy millions of NVIDIA chips. The collaboration covers on-premises deployments, cloud computing, and AI infrastructure. Meta also plans to use NVIDIA's Grace CPU in the core of standalone computers for the first time. This deployment will encompass products based on NVIDIA's current Blackwell architecture as well as products from the upcoming Vera Rubin AI accelerator platform.

Berkshire Hathaway reduced its stake in Apple by 4.3% to 227.9 million shares.