Stock Movers UNH Jumps on Berkshire; AMAT Falls; Intel Higher
Aug 15, 2025
UnitedHealth Group leaps after Berkshire Hathaway's $1.6 billion investment, boosting market confidence. Meanwhile, Applied Materials watches its shares dive due to a grim sales forecast tied to trade tensions with China. In contrast, Intel's stock rises amid talks of potential government support. The podcast delves into the impact of these developments on broader market trends and the challenges facing the tech industry in manufacturing and advertising.
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Berkshire's Big Bet On UnitedHealth
- Berkshire Hathaway bought about 5 million shares of UnitedHealth, giving it a roughly $1.6 billion stake.
Portfolio Shifts Beyond UnitedHealth
- Berkshire simultaneously adjusted many holdings, selling T-Mobile and trimming Apple and Bank of America positions.
Homebuilders Rise With Berkshire
- Berkshire increased stakes in U.S. homebuilders, lifting Lennar shares alongside UnitedHealth.