Episode Details

Warren Buffett’s hand-picked successor is shrinking Berkshire’s giant cash pile, buying stocks, and making a $10 billion bet on Alphabet and AI – while TSMC’s July sales jumped 45%, giving investors reason to believe that the AI spending boom’s still sailing on.

Today’s stories:

• Greg Abel’s Having A Whale Of A Time At Berkshire Hathaway
• AI Demand Has TSMC Running A Tight Chip

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