Happy Tuesday! Berkshire Hathaway’s latest report has Wall Street buzzing and its latest investment is turning heads, too. In addition, Warren Buffett’s succession plan still has plenty of skeptics, which has led Berkshire Hathaway to significantly underperform since Buffett’s surprising announcement. Read on to see what’s driving the uncertainty.

Also, as artificial intelligence continues to dominate and power the market, most investors are focused on the obvious first-level trades: software and chip stocks. But the real opportunity lies one step further — Level 2 trades and the infrastructure powering AI. Here are nine stocks to put on your watchlist.

Plus, if you’re looking for the ultimate stock portfolio, check out today’s sponsor.

In Today's Edition

• MARKET RECAP

• MARKET HEATMAP

• FIVE ZINGERS

• MARKET HISTORY

Berkshire's Big Q3 Fueled By This 200% Surge + Uncertainty Deepens Ahead of Buffett's CEO Transition

Berkshire Hathaway delivered a blockbuster report, powered by a 200% underwriting surge and a bold new bet that’s turning heads on Wall Street.

As Warren Buffett prepares to pass the torch after six decades at the helm, his successor steps into a company flush with cash. Will he continue the same strategy or opt for something different? That’s one of many reasons why investors still have concerns as Buffett readies to relinquish his duties, which has led to significant underperformance this year. Here’s everything you need to know.

LikeFolio And Wall Street’s Quant King Just Revealed Their Top 6 Stocks

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Yesterday: U.S. indexes ended mixed on Monday, with the Dow falling while the S&P 500 and Nasdaq rose on AI news. Tech stocks led the advance, as Amazon jumped to a record close following its partnership with OpenAI. At the same time, market breadth remains weak, with roughly 300 S&P 500 components declining, reinforcing concerns about rising concentration in a handful of large-cap tech names. In addition, the U.S. government shutdown continues, with today tying the record for the longest in U.S. history. Lastly, cryptocurrencies extended their recent slide, with Bitcoin, Ethereum and XRP all falling to one-month lows and touching October crash levels.

On Our Radar: It’s another busy earning day with all eyes on AMD (AMD), Amgen (AMGN), Super Micro Computer (SMCI) and Rivian (RIVN), which all report after the market close today.

Shares of IDEXX Laboratories and Kenvue were soaring on earnings and a takeover offer, meanwhile, Kimberly-Clark and cryptocurrencies were plunging. But those weren’t the only things making big moves. Here’s a look at some of the biggest winners and losers on Monday.

Discover how the market is moving with our interactive heatmap. Filter by market cap, or click on any box to explore specific sectors or assets in more detail.

Revved Up?: Rivian is set to report Q3 earnings later today. Read on to see what experts and analysts will be watching, including the post-tax credit landscape.

Cathie Wood: Cathie Wood-led Ark Invest made significant trades involving Palantir, Roku and Beam Therapeutics. Read on to see which ones she’s been buying and selling.

Recession Watch: While the U.S. economy is mostly healthy, certain industries are sliding into recession, says Treasury Secretary Scott Bessent. Discover which sectors are vulnerable and how to position your portfolio.

The Next Big Short Squeeze?: Datavault AI just got slammed by a scathing short report— but traders are striking back and looking for a squeeze. Could this become a similar squeeze just like the Opendoor rally? Read on to find out.

Stock Of The Day: After surging to new all-time highs, shares of Amazon will likely be testing a key level soon. Read on for all the insights and analysis, and what traders are watching next.

2025’s Final Stretch Is Marked By Volatility – Hedge Your Portfolio And Chase Profits Amid Turbulence With Direxion’s Leveraged And Inverse ETFs

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On This Day In 2011…

Groupon went public, pricing shares at $20. Shares popped 40% on the first day of trading, and the company would go on to see its market cap soar to more than $14 billion over the next several weeks and months. However, from that point on, it was all downhill for the daily deals business model. As of today, Groupon has a market cap of $900 million, representing a 93% decline since its IPO peak.

QUOTE OF THE DAY

“Time in the market beats timing the market.”

— Ken Fisher

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