Hyperscaler Results, Berkshire's Cash Pile and Fuel Pain

About this episode

Simon discusses hyperscaler results, Berkshire Hathaway's cash position, 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 cash
• fuel price hike
• copper market
• AI in research
• JSE stocks

Keywords

• hyperscaler
• Berkshire Hathaway
• fuel prices
• copper
• JSE stocks
• AI research
• market cap

Mentioned in this episode

Organizations: Microsoft, Amazon, Alphabet, Berkshire Hathaway, Samsung, SK Hynix, Micron

Places: US, JSE

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