Berkshire Hathaway, Bank of America, BlackRock, Apple, AMD, and Constellation Energy showed strength in the financial sector, tied to data center and AI energy supply.

The entities involved

• AMD →

  American multinational semiconductor company

  • OpenAI announces massive commitments to various partners, including 10 GW of Nvidia systems, a $300B cloud capacity goal, and new deals with AMD and Broadcom.03:12
  • Democrat-controlled Congress could challenge AI expansion, fueling fears over Donald Trump's AI drive.02:00
• Berkshire Hathaway →

  American multinational conglomerate holding company

  • Berkshire Hathaway, based in Omaha, Nebraska, announced that Greg Abel agreed to make a stock investment in Alphabet (Google) and boosted the company's stake.Wed 13:44
  • Berkshire Hathaway is undergoing a leadership transition with Greg Abel set to take over from Warren Buffett, accompanied by investment write-downs.Tue 14:25
• BlackRock →

  American multinational investment management corporation

  • BlackRock maintains corporate offices in London.Wed 23:50
  • BlackRock subsidiary has established silver vaults in London.Wed 23:50
• Constellation Energy →

  energy company headquartered in Baltimore, Maryland, United States

  • Efforts are underway to revive the Bataan Nuclear Power Plant, driven by demand from AI data centers.Fri 10:16

Related events

• AMD, Google, and Amazon are major players in the AI infrastructure race, with market commentary noting Google's slump.Nov 1
• AMD and Apple are involved in AI spending, while legislative control is determined by the House and Senate.Nov 3
• Major semiconductor companies like AMD and Intel are benefiting from AI growth, with analysts upgrading CoreWeave stock.Oct 19
• Major global companies and fund creators, including BlackRock, Charles Schwab, and Samsung, were highlighted for their size and investment strategies.Oct 22
• Multiple tech and semiconductor companies reported disappointing earnings and saw sharp stock declines on October 30, 2026.Oct 30