Nvidia guidance will be crucial for tech bulls. Fed's favorite inflation gauge looks more benign than CPI. Warren Buffett assures investors on cash pile.

Warren Buffett's Berkshire Hathaway recently filed its 13F form with the Securities and Exchange Commission. The 13F shows what stocks Berkshire owned at the end of Q4 2024. Moves made by Buffett and his team continue to provide a glaring warning to Wall Street.

Learn More » In addition to riding Buffett's coattails to significant long-term gains, investors have also come to appreciate Buffett's open-book approach. His annual letter to shareholders and yearly meeting in Omaha provides a forum for Berkshire's chief to speak candidly about the U.

Warren Buffett is one of Wall Street's most-followed money managers, with investors eagerly awaiting the quarterly release of his trading activity at Berkshire Hathaway. During the December-ended quarter,

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. 24/7 Wall St. : Berkshire Hathaway Inc. (NYSE: BRK.A, BRK.

Warren Buffett's investing wins are highly regarded across Wall Street, but no one can bat a thousand. Here are some of Buffett's biggest misses.

Warren Buffett has an unrivaled track record of creating piles of money. From 1965 through 2023, Buffett's knack for spotting value that Wall Street overlooks has grown the value of Berkshire Hathaway stock by 4,

Warren Buffett and Berkshire Hathaway (NYSE: BRK-A) always make headlines in February when the firm holds its annual meeting. Among the many takeaways is what the company has been buying and selling and how invested it is in the market. A critical detail from the 2025 meeting is that Berkshire Hathaway's cash pile hit a record high, suggesting the Oracle of Omaha and his investment Colossus are on the sidelines. The risk for the stock market is the impact of Donald Trump's policies on an already-strained economic situation. His policies are expected to sustain higher-than-wanted inflation due to tariffs and increased domestic demand, likely keeping the FOMC from lowering interest rates. The question is if inflation will hold steady at its current pace or accelerate as it did in the second half of 2024. If inflation continues to accelerate, the FOMC must raise interest rates to combat inflation, which could easily tip the economy into a recession. Trump's policies also include mass layoffs. The Department of Government Efficiency (DOGE) is cutting government jobs by the thousands and will impact the labor market generally. That is bad news for employment data and the consumer outlook, but it may have a silver lining. Reducing government jobs may offset Trump's inflationary pressure enough to keep it from accelerating consumer-level inflation so that rate hikes come back onto the table. As it is, the CME FedWatch Tool indicates a 92% chance for one 25-basis point rate hike by year's end and about 70% chance for two. Broadening Economic Activity and Earnings Growth Are the Opportunity The opportunity for investors is that the United States will avoid recession, and Trump's policies will not significantly accelerate inflation. The U.S. economy will remain strong, and corporate earnings will grow in this scenario, a bullish environment for stocks compounded by the expectation of broadening activity. Easing regulatory and tax hurdles are expected to bolster economic activity across sectors, leading to a broader rally in stocks, another good reason for Mr. Buffett to raise cash. In that light, Berkshire's sales in 2024 were precautionary but also preparatory, raising capital for deployment into new investments. So, the S&P 500 is set up to fall but is not likely to fall far because the outlook for economic and earnings growth is dimming but still positive. A price correction in early 2025 may only fall as much as 5.5% from the all-time high, finding support at the January low, but there is a risk of a deeper correction because the forecasts could continue to decline. The critical support zone is 5,725 to 5,780; if broken, this market could retreat to 5,400 or deeper before hitting solid support. Catalysts for the market include tariff relief, easing inflation, and lower interest rates, but they are not likely to emerge until later in 2025. The S&P 500 could remain in a holding pattern until then, trending sideways within the established range. Before you make your next trade, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. Our team has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and none of the big name stocks were on the list. They believe these five stocks are the five best companies for investors to buy now...

Buffett routinely tells investors to bet on America and the market's long-term growth, with funds mirroring the S&P 500 ( ^GSPC 1.59%) being a good way to do just that. Do Berkshire's latest moves suggest that Buffett may be worried about a market crash?

Warren Buffett is a gifted teacher who explains complex topics in a digestible format. This year he touched on Berkshire Hathaway’s massive cash hoard, among other items.

Both of these Buffett picks are financial sector giants had a strong 2024 and could be poised for another banner year in 2025.