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Berkshire Hathaway has been quietly building a position in Lennar, lifting its stake in the homebuilder to eleven point two percent. The pace of buying appears to be decelerating, which is worth watching — when Buffett's team starts to slow down, it often signals they're approaching a comfortable position size, or reassessing the entry point.
Shifting to pharma, Eli Lilly made a significant announcement that's drawing fresh attention to its weight loss franchise. The GLP-one market is on a trajectory to approach one hundred billion dollars within just a few years, and Lilly remains the dominant player. Any development that reinforces that moat carries real weight for long-term investors sizing up the sector.
And on the labor front, data on tech job openings is pushing back against the narrative that artificial intelligence is hollowing out the industry. Postings at major tech companies are actually climbing, suggesting that AI is creating demand for new roles at least as fast as it displaces others — a nuance that matters enormously for anyone reading the macro employment picture.
That's the tape. Markets Desk, signing off the floor.
