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Neuhart tells Full Signal why the market looks cheaper, where he sees the AI cycle and which sectors he likes.
Nov 11, 2026
Microsoft generated $18.6B of free cash flow last quarter, while Meta, Oracle, Alphabet and Amazon all burned cash.
Microsoft is up 29.7% since February 3, while the iShares Expanded Tech-Software ETF is up 17.5%.
Microsoft fell after Anthropic unveiled an Excel rival, but it was the only big AI spender with positive free cash flow last quarter.
Schafer tells Full Signal why the AI trade is getting late, and why he still likes Alphabet, Visa and Walmart.
Nov 10, 2026
Nvidia is down 25.3% from its October 6 record close, its fourth slide of 20% or more since 2024. The first three all ended with a new high.
Nvidia closed Monday at $178.67, down 25.3% from its October 6 record, while the Nasdaq Composite is down 8.5% over the same stretch.
Nvidia has recovered from every 20% drawdown since 2024 but Jensen Huang has stirred a new controversy this time.
Berkshire's cash pile has slipped from its first-quarter high but is still massive after a big buyback quarter.
Nov 9, 2026
Berkshire spent more on its own stock in the third quarter than in the first two quarters of 2026 combined.
The conglomerate is ramping up share buybacks in its post-Buffett era.
The semiconductor index has swung from well above its recent trend to well below it in less than six months.
Nov 8, 2026
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