Berkshire Ends 14-Quarter Sell Streak With $23.5B Stock Spree
Warren Buffett's Berkshire Hathaway flipped from seller to buyer, deploying $23.5B in stocks — $10B into a single private deal.
Warren Buffett just ended a selling streak that stretched 14 straight quarters. Berkshire Hathaway came roaring back as a net buyer, putting $23.5 billion to work in equities — a move that signals Buffett finally found prices he likes after sitting on a mountain of cash for years.
The headline number is big, but the real story is the $10 billion chunk that flowed into a single company at a privately negotiated price. That's not a market order. That's Buffett calling a CEO, cutting a deal, and writing a massive check — the kind of transaction only Berkshire can do at that scale. Private pricing also means he likely got terms the open market never would have offered you or me.
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For retail traders, this is a signal worth watching. Buffett doesn't deploy $10 billion on a whim. He spent years hoarding cash, watched the market run, and waited. The fact that he's now pulling the trigger — and in size — suggests he sees either a valuation he can't ignore or a business durable enough to justify a decade-long hold. Either way, the Oracle of Omaha just got off the sidelines.
The broader $23.5 billion buying spree also flips the narrative on Berkshire's cash stockpile strategy. Critics hammered Buffett for not investing fast enough while markets climbed. This quarter shuts that argument down, at least temporarily. Whether this marks the start of a sustained buying cycle or a one-off opportunistic swing remains the key question heading into Berkshire's next earnings window.
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