HK, US stocks top stories
HTHT (Trans): Mid-to-upscale brands show stronger overall RevPAR recoveryHTHT: Leaner and unburdened, still a top performer in hotels!The U.S. Department of Justice is investigating the valuation methods of BlackRock's private credit fundsMicrosoft's "Sharp Divergence": Prominent Tech Fund Unloads $8 Billion, While Renowned Hedge Fund Manager Ackman Bottom-Fishes with $2.4 BillionBuffett Sneered at the Airline Industry for Years; Berkshire's "New King" Buys $2.6 Billion Stake in Delta Air LinesBerkshire (BRK., Berkshire reduced its holdings in Chevron by approximately $8 billion in the first quarter, with its ownership ratio dropping to 4.2%Soros Fund Increases Stakes in NVIDIA and Apple in Q1, Bottom-Fishes BerkshireBerkshire's "New Era, New Look": Reduces Retail and Oil & Gas Holdings in Q1, Increases Stake in Alphabet, and Opens Position in AirlinesGlobal Inflation Intensifies Bond Market Storm, Shaking Foundations of Stock Bull Market: "Everything Now Depends on Oil"AI faith remains unshaken! Soros increased his positions in NVIDIA, Taiwan Semiconductor in Q1, established a position in Berkshire Hathaway, and nearly liquidated his holdings in the solar company SunrunConsumers sue Amazon: Did not refund Trump tariff feesU.S. inflation "explodes" changing market expectations! Federal funds rate futures price in the possibility of a rate hike within the year for the first timeAckman Opens Position in Microsoft, Citing an "Unreplicable" Moat, and Reduces Stake in GoogleRate Hike Expectations and Inflation Concerns Weigh on Global Stocks; KOSPI Plunges 5%, Bond Yields Surge, Silver Breaks Below $80The 13F report shows that Bridgewater has newly invested in TSMC, completely sold off Salesforce, Workday, ServiceNOW, increased holdings in Amazon, Micron, Broadcom, and Marvell Technology, reduced holdings in Adobe, and heavily invested in Amazon, NVIDIA, and Alphabet AFederal Reserve: Powell to Serve as Chair Pro Tempore Until Kevin Warsh Is Sworn In