BI Weekend: Buffett Apple Stake, US Earnings

Aug 9, 2024

Guest

Mandeep Singh

Guest

Matthew Palazola, a Senior Analyst in Property and Casualty Insurance, discusses Berkshire Hathaway's major cut to its Apple stake and its implications. Geetha Ranganathan, focused on US Media, dives into Disney's earnings struggles, especially in theme parks. Jonathan Palmer sheds light on CVS's financial challenges amid rising healthcare costs, while Mandeep Singh highlights Uber's strong performance and the potential disruption from autonomous vehicles. The conversation also touches on the broader market dynamics affecting companies like Caterpillar.