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SOTS 2nd Hour: Intel’s Bargaining Chip, Buffett Boosts UnitedHealth, & Janus Henderson’s Top Tech Picks 8/15/25

Squawk on the Street

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Berkshire Hathaway's Strategic Investments

This chapter explores Berkshire Hathaway's investment strategies, particularly its notable stake in UnitedHealth amidst challenging market conditions. It analyzes the contrasting approaches of other investment firms and discusses recent changes in Berkshire's portfolio, including new positions in Nucor and D.R. Horton, coupled with a reduction in Apple holdings. The conversation also touches on broader market trends and the implications for various sectors, including healthcare and consumer staples.

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