JC888
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With US manufacturer's monthly core inflation coming in low (2%) vs last month's 4%. Did the outcome lift the sentiments at Berkshire Hathaway ? Pre-market indication for the stock is trending higher by +0.34%. Let's hope it stays this way throughout the day till 4pm.
@JC888:Under Abel, BRK.B outpacing US Market ?
With annual US producer price index (PPI) coming in lower at 4.7% vs last month's 5.5% has a rub off effect on INTC. Its pre-market stock price is set to rise higher by +0.23%, rising further away from the $100 marker.
@JC888:Is it INTC time again ?
US producer price index (PPI) came in flat, that should be "good" news for the market. The composite futures seem to think so as the both DJIA and S&P 500 are marginally higher, while Nasdaq is in the "red". It is getting progressively difficult to read the market nowadays. Agree ?
@JC888:US market rally, Reports data show trouble !
With 3 hours to go before Thursday trading commences, BRK.B looks set to open higher. More importantly will the rise persist till 4pm or will the outcome of Producer inflation spook US market?
@JC888:Under Abel, BRK.B outpacing US Market ?
Replying to @CyrilDavy:Hi, tks for reading my post and sharing your views. Totally agree with what was mentioned. Think market agrees too, INTC rose by +3.32% on Wednesday. //@CyrilDavy:Compared with GOOG and META, 20B really that huge? Dilution under 5% sounds manageable to me, utilization is the real test
@JC888:Replying to @HaydenBruce:Hi, thanks for reading my post and sharing your views. $20 billion is a lot of money but compared to GOOG ($195 - $205 billion), META ($130 - $145 billion), it pales by comparison. I think there is costs involved in the shares sale, doing it in smaller tranches will incur more costs. Despite worries on dilution, INTC rose on Tue and is poised to rise further for Wed. Did we worry too much ?//@HaydenBruce:20B raise is hefty. Dilution hits now, and foundry only matters if utilization and FCF show up fast. I’m bearish short term — why not smaller tranches first?
@JC888:Is ALOY about to explode ? Read & Decide.
Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..
@JC888:Under Abel, BRK.B outpacing US Market ?
Under Abel, BRK.B outpacing US Market ?
US companies’ quarterly earnings season that started since early-to-mid July 2026, is set to taper off by end August 2026. Overlapping earnings’ time frame is US companies’ 13F filings for Q2 2026, is on target to complete by this Fri, 14 Aug 2026. On Sat, 8 Aug 2026, $Berkshire Hathaway(BRK.B)$ reported stronger-than-expected Q2 2026 results. This, as CEO Greg Abel : Ramped up share buybacks. Invested heavily in other stocks. Began to put a dent in the $380 billion cash hoard built during Buffett’s final years of running the conglomerate. Berkshire reported Q2 earnings of almost $25.7 billion, above Q2 2025’s $12.4 billion, attributing it to higher (a) operating profits & (b) investment portfolio gains. Operating Profits. Operating earnings,
Under Abel, BRK.B outpacing US Market ?
On Wednesday, INTC powered it's way through, rising by +3.32% ending the day above the $100 mark. Looks like the anxiety over its stock sale did not impact the company. Regardless, I still would like to see 1 or 2 more major deals especially with its Foundry biz before going in further... With the Hormuz Straits still in checkmate status, big ticket purchase can afford to wait for a wee bit longer, I feel. What do you think?
@JC888:Is it INTC time again ?
Replying to @BirdieO:Hi, thanks for reading my post and sharing your views. I supposed the people who are obsessed with dilution concerns will be those heavy weight investors where a -4.2% water down will be 'drastic'. Not small fry like me... hee hee//@BirdieO:I added on Tuesday too. People keep obsessing over dilution and ignore how capital heavy IDM 2.0 is — did the market overreact here?
@JC888:Replying to @HaydenBruce:Hi, thanks for reading my post and sharing your views. $20 billion is a lot of money but compared to GOOG ($195 - $205 billion), META ($130 - $145 billion), it pales by comparison. I think there is costs involved in the shares sale, doing it in smaller tranches will incur more costs. Despite worries on dilution, INTC rose on Tue and is poised to rise further for Wed. Did we worry too much ?//@HaydenBruce:20B raise is hefty. Dilution hits now, and foundry only matters if utilization and FCF show up fast. I’m bearish short term — why not smaller tranches first?
With a marginally "cooler" CPI inflation numbers, US market sentiments turned positive and it has a rub-off effect on $Intel(INTC)$ as well. 2 hours into trading, INTC has re-crossed the $100 mark again. Hurray !
@JC888:Is it INTC time again ?
Wednesday pre-market indicators just turned green with latest CPI data (3.4%) coming in marginally weaker than June 2026's annual inflation (3.5%). This should be the relief investors are waiting for. Do you think this is true ?
@JC888:US market rally, Reports data show trouble !
Hi, My Idea post for today. Hope you like it. Help to Repost so that more people will get to read about it ok. Thanks v much..
@JC888:Is it INTC time again ?
Replying to @HaydenBruce:Hi, thanks for reading my post and sharing your views. $20 billion is a lot of money but compared to GOOG ($195 - $205 billion), META ($130 - $145 billion), it pales by comparison. I think there is costs involved in the shares sale, doing it in smaller tranches will incur more costs. Despite worries on dilution, INTC rose on Tue and is poised to rise further for Wed. Did we worry too much ?//@HaydenBruce:20B raise is hefty. Dilution hits now, and foundry only matters if utilization and FCF show up fast. I’m bearish short term — why not smaller tranches first?
@JC888:Is it INTC time again ?
On Tue, US markets retreated for a 2nd straight session from recent record highs due to impasse at Hormuz Straits. US lay claims for compensation when it is the aggressor ? A lack of a possible peace deal and the Straits' continual closure spooked investors. Oil has briefly touched $90 per barrel during intraday trading. Worries over CPI inflation numbers persisted. Tech stocks again pulled back, dragging market along with it due to its weightage.
@JC888:US market rally, Reports data show trouble !
Is it INTC time again ?
On Mon, 10 Aug 2026 comeback kid $Intel(INTC)$ made the headlines again when it announced a $15 billion common stock offering to support skyrocketing customer AI demand. (see below) Even before US trading begins, early on Tue, 11 Aug 2026, the chip maker confirmed, it had priced the stock offering at $95 a share and upsized the offer by additional $5 billion to $20 billion. (see above) Here’s the thing - INTC’s $20 billion equity raise is more than a routine financing exercise: It is a calculated attempt to convert INTC’s powerful share-price recovery into the factory capacity needed to compete in AI infrastructure and 3rd-party chip manufacturing. The immediate sell-off reflects dilution anxiety, but the deeper question is whether the offering: S
Is it INTC time again ?
@JC888:US market rally, Reports data show trouble !
With 15mins to go before Tuesday trading commences, latest US Composite futures indexes are looking up. (see attached) Both DJIA and S&P 500 that were in the "red" earlier in the day, has turned "green" for now. If inflation concerns remain, things just might turn out differently by the time 4pm arrives. There is need to be vigilant - agree ?
@JC888:US market rally, Reports data show trouble !
7 hours before US market resume trading on Tue, what are the odds that it continues to consolidate 2day ? Market fell across the board on Mon. Lucky the fall is marginal. Same negative catalysts dampening sentiments - (1) Middle East oil & Straits situation, (2) semiconductor down by after news of INTC $15 billion stock sales to fund AI build out. Investors were also (3) jittery about CPI inflation due on Wed, 12 Aug 2026. Will be a "red" day for US market on fateful Tuesday ? What do you think ?
@JC888:US market rally, Reports data show trouble !
Hi, My Pick post for today. Hope you like it. Help to Repost pls - it is important to me & it enables more people to read about it ok. Thanks v much..
@JC888:US market rally, Reports data show trouble !
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