Here are five key things investors need to know to start the trading day.

In his final quarter as CEO of Berkshire Hathaway (NYSE: BRK-B), Warren Buffett reallocated his technology holdings.

Diehard value investor Seth Klarman closed out 2025 overseeing nearly $5.3 billion in assets under management, spread across 22 positions. Baupost Group's Form 13F filing shows more than 2.1 million shares of Amazon were purchased in the December-ended quarter, making it Klarman's new No.

Consumer-facing tech platforms are powerful business models. These companies have entrenched market leadership and long growth runways.

Nvidia doesn't have to miss Wall Street's Q4 estimates for its share price to fall.

Investors are worried about the risks involved with Amazon's huge capital expenditure plans this year. Management guided for capital expenditures of about $200 billion in 2026.

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