Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain
About this episode
Simon discusses hyperscaler results, Berkshire Hathaway's cash reserves, and the impact of fuel price hikes on consumer stocks.
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.
People in this episode
Host: Simon Brown
Topics covered
- hyperscaler results
- Berkshire Hathaway
- fuel price hike
- AI in research
- JSE stocks
- copper market
- consumer stocks
Keywords
- hyperscaler
- Berkshire Hathaway
- fuel prices
- AI research
- JSE stocks
- copper
- market cap
Mentioned in this episode
Organizations: Microsoft, Amazon, Alphabet, Berkshire Hathaway, Samsung, SK Hynix, Micron, WorldWideMarkets, JustOneLap
Places: JSE, US, Brent
More episodes of JSEDirect with Simon Brown
- Stocks for your Soccer World Cup
- The US consumer has no savings left, should we worry?
- The SpaceX IPO Valuation Reality Check | The Pope on AI
- Bond Yields Are Screaming | Why Isn't Anyone Calling It a Crisis?
- Boxer's Blinder & The Pick & Pay Valuation That Makes No Sense
- Tim Cook Out, Tariff Refunds In, Markets Back At Highs
Explore listener stats, chart rankings, contacts and more on the JSEDirect with Simon Brown podcast page.