Stock Movers UNH and Homebuilders Jump on Berkshire Bid; AMAT Tumbles; Intel Higher
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Aug 15, 2025 The podcast dives into the exciting surge of UnitedHealth and homebuilders after Berkshire Hathaway’s significant investment. Lennar and DR Horton follow suit, riding the wave of enthusiasm. In contrast, Applied Materials faces a tumble due to disappointing forecasts tied to US-China trade tensions. However, Intel finds unexpected success as talks emerge for US government investment. The episode captures the dynamic shifts across sectors, highlighting both opportunities and challenges in today’s market.
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Berkshire Move Sparks Sector Rally
- Berkshire Hathaway's purchase of UnitedHealth shares sparked a sharp rebound in UNH and related stocks.
- The market is quickly rewarding names bought by Buffett, lifting homebuilders too.
Homebuilders Rally With Berkshire Buys
- Lennar and the broader homebuilding sector climbed after Berkshire's 13F showed purchases.
- Homebuilders rallied roughly 4.3% as investors followed Berkshire's buys.
AMAT Tumbles On China Weakness
- Applied Materials plunged after a weak sales and profit outlook tied to slowing Chinese demand.
- Management cited reduced orders and export-approval delays as contributors to the drop.