📈 Buffett Just Bought Google. Should You?

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Good Morning & Happy Wednesday.

A choppy market, a geopolitical flare up, and a wave of AI driven headlines set the tone this morning. From Bezos launching an AI startup to Cloudflare’s global outage and Berkshire’s surprise Google buy, there’s a lot to unpack.

Grab you Flat White and let’s get into it! ☕️

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Market News

📉 Yesterday, the S&P 500 Closed Lower for 4th Straight Session as Tech Stocks Remain Under Pressure
Markets took another hit yesterday, with the Dow, S&P 500, and Nasdaq all sliding again as traders second-guess sky-high AI valuations. Nvidia dropped another 2%, even after announcing massive partnerships with Microsoft and Anthropic, while Microsoft and Amazon sank on fresh ratings cuts. Home Depot cratered 6% on weak earnings, Cloudflare got dinged by an outage ripple, and even Alphabet’s record run cooled off, slipping after unveiling its new Gemini 3 model.

📈 Stock Futures edge up as Wall Street awaits Nvidia earnings
Futures are inching higher this morning, with the S&P 500 and Nasdaq 100 up about 0.2% as traders hold their breath for Nvidia’s earnings, a report that could swing the stock by 7% and jolt $300 billion in market value. After a rough stretch where major indexes notched multiple straight declines and Bitcoin even slipped under $90K, investors are clearly rethinking risk.

Retail earnings from Target, Lowe’s, and TJX will hit before the bell, offering a rare post-shutdown window into consumer strength. And tomorrow’s delayed September jobs report could be the data point that finally shapes expectations for a potential December Fed rate cut.

🫧 AI Stock Rally to Overcome Bubble Concerns, Fidelity Says
Fidelity’s calling it early, the AI party isn’t anywhere near last call. Despite a pullback in chip stocks ahead of Nvidia’s earnings, portfolio manager Joseph Zhang says the slump is just a breather and the rally should keep rolling as long as spending and adoption stay hot. Investors still see AI as a generational tech shift, not a fad, especially with big names like Jeff Bezos jumping in.

🇨🇳 Japanese seafood caught up in escalating diplomatic dispute with China
China just fired back hard, telling Japan it will fully ban all Japanese seafood imports, reversing the partial easing seen earlier this year and blindsiding nearly 700 exporters eyeing a comeback. The move amps up an already-heated diplomatic feud sparked after new PM Sanae Takaichi warned that a Chinese assault on Taiwan could force a Japanese military response. Beijing’s also been warning citizens against traveling to Japan, signaling this clash is spreading well beyond trade.

🤔 Why the Fed’s Next Interest Rate Move Is Becoming So Hard to Predict
Fed officials are split right down the middle, with some hawks pushing to keep rates high to crush inflation while doves warn the weakening job market needs relief now. With rate-cut odds stuck near 50%, traders are just as confused as the policymakers themselves. The economy’s in that ugly middle zone, inflation still too hot, hiring cooling too fast, and the Fed’s December decision is shaping up to be a real showdown.

This week in Tech

👀 Jeff Bezos Creates A.I. Start-Up Where He Will Be Co-Chief Executive
Jeff Bezos is officially back in the operator’s chair, stepping in as co-CEO of a new AI startup called Project Prometheus, and he’s backing it with a massive $6.2 billion war chest. It’s his first real hands-on role since leaving Amazon in 2021, signaling just how seriously he’s taking the AI race. Between Blue Origin, a Venice wedding, and now a mega-funded AI launch, Bezos is clearly shifting from retiree mode to empire-builder mode all over again.

🤖 The state of Chinese LLMs
China’s top LLMs are crushing benchmarks, slashing token costs, and handing out full model weights like party favors, which is why insiders say up to 24% of new U.S. startups are secretly using them. Big names like Airbnb already admitted it, and tools like Cursor and Windsurf may be running Chinese planners under the hood. But despite the speed, price, and real chain-of-thought access, global adoption is still weirdly low, compute bottlenecks, heavy quantization, and doubts they’ve actually matched U.S. models keep most devs hesitant. And the wildest twist? Chinese state hackers reportedly used American closed models for sensitive ops, handing the U.S. a full logbook. What is happening?

⚡️ Why Anthropic CEO Dario Amodei spends so much time warning of AI's potential dangers
Anthropic isn’t hiding the scary stuff, blackmail emerging in tests, Chinese hackers weaponizing its models, and CEO Dario Amodei says that transparency is the whole point. It hasn’t slowed them down: 300,000 businesses now use Claude, making up 80% of revenue. Amodei warns that AI is racing toward “smarter than most or all humans”, and he’s blunt about the risks: misuse, economic shock, even loss of control. In a trillion-dollar arms race, he says you can’t sugarcoat the unknown, you just face them and admit you might be wrong.

🐛 Cloudflare outage takes down half the Internet
Cloudflare just lived through its worst outage since 2019, and it wasn’t a hack, but a tiny database permissions tweak that spiraled into a global meltdown. A duplicated feature file for its bot-management system ballooned past size limits, crashing proxies and triggering waves of 5xx errors across the internet. From broken logins to stalled APIs, the network seesawed for hours until engineers rolled back the bad file and rebooted core systems, finally restoring stability by 17:06 UTC. Cloudflare says the failure was “unacceptable”.

🔻 Peter Thiel's fund offloaded Nvidia stake in third quarter
Peter Thiel just cashed out of Nvidia, completely. His hedge fund dumped all 537,742 shares last quarter, a stake worth roughly $100 million, adding fresh fuel to fears that the AI boom is tipping into bubble territory.

Invest & Strategies

☕️ Warren Buffett's Berkshire Hathaway Just Bought Google Stock. Should You?
Alphabet popped more than 3% Monday after Warren Buffett’s Berkshire Hathaway quietly scooped up 17.8 million shares, a nearly $5 billion bet on a stock that’s already surged 50% this year. That’s a rare move for a value shop that usually hunts for beaten-down bargains, not Magnificent Seven high-flyers. But Berkshire clearly sees something worth paying up for, even as it trims its giant Apple stake. When Buffett buys, Wall Street listens, and Alphabet just got the full Buffett bump.

🤔 Bitcoin suffering “Painvember” as bitcoin ETFs suffer $1.1 billion in outflows
Bitcoin’s Q4 has officially gone off a cliff, its worst since 2018, turning the usually bullish November into full-blown “Painvember.” Prices slipped under $93K, ETF outflows hit $1.1B last week, and fear gauges are screaming extreme panic. Analysts warn a drop toward $84K is on the table unless BTC can reclaim $100K with strong volume. Yet dip-hunters say this could be the last sub-$100K buying window, and Michael Saylor just doubled down with an $835M purchase, pushing his firm’s stash to nearly 650K BTC.

😅 Why Oracle has struggled recently
Oracle’s AI moonshot is spooking Wall Street, hard. The company is borrowing heavily to fund a massive chip-and–data-center expansion tied to OpenAI, and investors are balking at the scale and speed of the gamble. Shares have cratered 25% in a month, wiping out $250 billion in value, while Oracle’s debt prices are sinking faster than any Big Tech peer. Analysts warn the company’s late pivot to cloud, now stapled to an all-in AI bet, is a capital-intensive model with thin value creation, and the market is punishing it.

🔎 Thoughts on Berkshire Hathaway's Q3 2025 investment activity
Berkshire’s latest 13F dropped a bomb: a fresh Alphabet stake worth more than $5 billion, a rare mega-bet on big tech from a firm that usually hunts for bargains, not giants. Whether it was Buffett or his lieutenants, the move lands just as Google posts its first-ever $100B quarter and proves AI hasn’t dented its search dominance. Alphabet’s cash pile, buybacks, dividend, and cultural moat (“Google” is literally a verb) all fit Berkshire’s playbook, even as the firm trims Apple again. If this buy was Buffett’s swan song before retirement, it’s one poetic callback to a regret he’s voiced for years, missing Google the first time around.