Wall Street Breakfast Berkshire bids farewell to BYD
5 snips
Sep 22, 2025 Berkshire Hathaway wraps up its 17-year relationship with BYD, marking a significant change. Nissan is stepping up its game with ProPilot technology to compete with Tesla's FSD. In a surprising twist, sales of Hamburger Helper are on the rise as shoppers hunt for budget-friendly meals. Other headlines include evolving reports linking Tylenol use in pregnancy to autism risks and Samsung shares hitting a yearly peak after major Nvidia news.
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Berkshire Exits Longstanding BYD Bet
- Berkshire Hathaway fully exited its 17-year investment in BYD, ending a stake that grew massively in value.
- The position once worth $415 million is now reported as zero, after gradual reductions below disclosure thresholds.
Nissan Targets Tesla With Safer ProPilot
- Nissan will roll out an upgraded ProPilot driver assist by March 2028 aiming to match Tesla's FSD capability while remaining Level 2.
- Nissan differentiates with driver monitoring and emphasizes safety even as it pursues hands-free highway driving.
Budget Foods See Renewed Demand
- Hamburger Helper sales rose 14.5% through August as shoppers seek budget-friendly meal options amid higher grocery bills.
- Consumers are returning to staple, low-cost items like beans, rice, tuna, and macaroni and cheese.