Podcasts · WorldWide Markets with Simon Brown
Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain
· 20 min
Episode Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain
Hyperscaler results from Microsoft, Amazon and Alphabet produced numbers that almost don't seem real — combined remaining performance obligations of $1.46 trillion and Q1 capex of $112 billion.
Simon unpacks where that money is going, why copper is the quiet beneficiary, and which JSE stocks give exposure.
Berkshire Hathaway is sitting on $380 billion in cash, roughly 38% of its market cap — a meaningful drag while US markets sit at highs.
The memory makers — Samsung, SK Hynix and Micron — are choosing pricing power over capacity, with SK Hynix on a forward PE of 4.5.
Closer to home, the fuel price hike lands tomorrow with Brent back at $114, putting fragile consumer stocks under pressure. Plus an update on using AI for institutional-grade research and the upcoming JustOneLap events.
WorldWideMarkets is part of JustOneLap.com.
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