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Good morning, you're tuned in to Markets Desk.
Berkshire Hathaway is making its portfolio moves known, and they are significant. Warren Buffett's firm has taken a two point six billion dollar stake in Delta Air Lines and dramatically expanded its position in Alphabet by two hundred twenty four percent — a signal that Berkshire sees durable value in both travel demand and big tech at current levels.
Shifting to Washington, President Trump is drawing attention for remarks about Intel, saying he should have asked for more of the chipmaker when the government negotiated its nine point nine percent equity stake back in August. Intel shares have surged since that deal closed, and Trump's candid admission raises real questions about how aggressively the administration intends to pursue industrial ownership going forward.
And Deutsche Bank is flashing a caution signal for equity investors. With Nvidia's earnings due Wednesday and the broader reporting season effectively in the rearview mirror, the bank warns that the tailwinds propping up stocks are fading. Rising Middle East tensions could quickly refocus the market's attention on geopolitical risk, and Deutsche is urging investors to start buying protection now before volatility reprices.
That's the tape. Markets Desk, signing off the floor.["https://www.businessinsider.com/tech-exec-sued-tesla-full-self-driving-promises-model-3-2026-5","https://www.cnbc.com/2026/05/18/berkshire-portfolio-revamp-delta-airlines-macys-unitedhealth.html","https://www.cnbc.com/2026/05/18/trump-stake-in-intel.html","https://www.marketwatch.com/story/as-these-market-drivers-start-to-weaken-its-time-for-investors-to-buy-protection-says-deutsche-bank-f8c6b3d5?mod=mw_rss_topstories","https://fortune.com/article/trump-succession-key-man-risk-republicans/","https://www.nasdaq.com/articles/cac-40-moderately-lower-noon","https://www.marketwatch.com/story/heres-where-treasury-yields-will-peak-and-open-up-a-rare-opportunity-to-buy-stocks-and-bonds-says-wall-street-veteran-85b14790?mod=mw_rss_topstories","https://www.forbes.com/sites/erikmatuszewski/2026/05/18/jeffersonville-earns-philly-spotlight-as-gap-makes-public-golf-history/"]
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