伯克希尔财报：现金储备降至3650亿美元，回购45亿

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the Stock Movers Report, your roundup of companies making moves in the stock market, harnessing the power of Bloomberg data. Let's take a look at some stocks [music] on the move today. I'm Nathan Hager joined by Bloomberg's Dan Curtis. Could Berkshire [music] Hathaway still be on the move after earnings from Saturday? Good morning, Dan.

Good morning, Nathan. It is on the move, but just a little bit. Shares of the class B stock, uh, that's BRK/B, are up about 3/10en of a percent in the pre-market. And that's as Greg Ael makes his mark after taking over from Warren Buffett. The cash pile for the company dipped to $365 billion from nearly $400 billion. And part of that was $4.5 billion in a buyback. Uh, and then the company also bought about $20 billion in equity.

That buyback was the largest quarterly payout since 2021. So [snorts] what did they buy? Well, Alphabet was a big buy. $10 billion in a private placement and Alphabet became Berkshire's top one of Bergkshire's top 10 holdings. Some other news coming out and then of particular insurance which we look at very closely from Berkshire Hathway as they own a lot of insurance name Geico. That's the biggest contributor to Berkshire's insurance results.

Pre-tax underwriting profits fell by 45%. So a bit of softness from their big insurance play. Well, we're going to have more big tech earnings this week. We've already heard from Taiwan Semiconductor. Uh, how' they do?

So, it's been a very volatile space, the AI space, and then this morning it's proving to be a bit flat. So, the ADRs are up about onetenth of a percent under ticker TSM, and that's the chipmaker for Nvidia and Apple. It reported a 45% rise in July sales. That's verse a year prior. So, the street was looking for 47% growth. So, that was a little bit softer. So this stock up a tiny bit but it's underperforming the broader AI trade which is doing pretty well this morning um off the back of a very strong la uh last week.

That comes these results come after the company raised its fullear uh spending and revenue projections for the year recently. They're seeing 60 to 64 billion in capital expenditure. Fully year sales growth are projecting just above 40% when measured in US dollars. So it's had a lot of positive momentum into this uh print. The monthly numbers came in a little bit soft. So, it's just trailing some of its AI pierce in the pre-market.

Well, the most actively traded stock in the pre-market this morning, Dan, is uh SpaceX. And to quote the kinks, we're back where we started.

Yeah. $136 and and a couple of cents. Uh above that for SPCX, SpaceX. So, it started, it IPOed at 135. It's had a pretty big trip. It got up to well over 200. It went back down to about 105. Uh and now we're settling in around where it started uh a few months ago at 13667. And we're actually getting a pretty strong rally in the space spa in the space itself, pun intended. Uh I'm keeping my eyes also, thank you. Um I'm keeping my eyes also on Rocket Lab, RKLB.

Those shares are up 3% uh alongside SpaceX, which is up nearly 3% because Rocket Lab has earnings out after the close today. And estimates are for $231 million in sales. That's 61% growth from a year before and a loss of 7 cents per share. The company is still growing. It's still not really posting profit yet. So, that loss is expected. Wall Street will be listening for details. It has an $8 billion deal to buy Aridium uh that's going to compete with SpaceX's Starlink system.

That deal was uh was announced uh recently and is expected to close next year. And we're also listening for any updates on Neutron's maiden flight that remains targeted for the fourth quarter of 2026. It's a medium lift, partially reusable launch vehicle. So, we're going to keep our eyes very closely on the space area today.

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The Stock Movers Report from Bloomberg Radio. Check back with us throughout the day for the latest roundup of companies [music] making news on Wall Street. And for the latest market moving headlines, listen [music] to Bloomberg Radio Live. Catch us on YouTube, Bloomberg.com, and [music] on Apple CarPlay and Android Auto with the Bloomberg Business App.