The Rundown Buffett Takes $1.6B Stake in UnitedHealth, White House Weighs Intel Investment
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Aug 15, 2025 Warren Buffett makes headlines with a $1.6 billion stake in United Health Group, boosting its stock amid tough times. The podcast also delves into the Trump administration's ambition to invest in Intel for bolstering U.S. chip production. Listeners get a dose of humor with a quirky mention of a Trump-branded perfume. Market trends and their implications round out this engaging discussion on financial moves and their wider impact.
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Buffett Bets On UnitedHealth, Trims Apple
- Berkshire Hathaway bought over 5 million UnitedHealth shares worth about $1.6 billion, triggering a >10% stock jump.
- Buffett trimmed Apple by ~20 million shares and held ~$344 billion cash, signaling selective repositioning.
UnitedHealth Faces Legal, Reputation Headwinds
- UnitedHealth has lost nearly half its value amid a DOJ probe and leadership upheaval this year.
- Buffett likely sees a turnaround opportunity despite recent regulatory and public pressure.
Berkshire Sitting On A Mountain Of Cash
- Berkshire was a net seller in Q2, unloading nearly $7 billion while buying just under $4 billion.
- The firm still holds a massive cash pile (~$344 billion) despite strong markets.