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Buffett Doubles Down on Booze
How Trump’s Trade Shift Sparked a Record Rally
Finance Megaphone
May 15, 2025
Welcome to Finance Megaphone – Your Free Source for Financial News
At Finance Megaphone, we bring you the latest and most relevant updates from the world of finance. Whether it's market trends, breaking news, or insights from industry experts, we’ve got you covered. Stay informed, stay ahead, and make smarter financial decisions with the news that matters most.
Let’s dive into what’s happening in the market today!
Wall Street’s $8 Trillion Rebound: How Trump’s Trade Shift Sparked a Record Rally
Cohere Surges to $100M Revenue by Betting Big on Enterprise AI
Buffett Doubles Down on Booze, Ditches Big Banks in Latest Portfolio Shake-Up
Wall Street’s $8 Trillion Rebound: How Trump’s Trade Shift Sparked a Record Rally
Wall Street staged a historic $8 trillion comeback after a sharp April selloff sparked by fears over President Trump’s aggressive trade policies. Stocks and bonds plummeted as investors braced for a global recession, but a swift reversal in Trump’s tariff stance—pausing and scaling back some China tariffs—calmed markets and ignited the fastest recovery since 1982. The S&P 500 has since erased its losses, led by surging tech giants like Apple, Amazon, and Nvidia. Recession odds have dropped significantly, though risks remain as tariffs stay historically high and economic growth shows signs of strain. Analysts warn this rally could stall without stronger fundamentals—and that Trump’s next move could either fuel or fracture the fragile rebound.
Cohere Surges to $100M Revenue by Betting Big on Enterprise AI
AI startup Cohere has doubled its annualized revenue to $100 million by pivoting to secure, customized AI solutions for enterprise clients in regulated industries like finance, healthcare, and government. Now deriving 85% of its business from private deployments with 80% profit margins, Cohere’s strategic shift away from massive foundation models to smaller, tailored systems mirrors a growing trend in the AI industry. Its ChatGPT-style tool, North, is already being piloted by major players like RBC and LG. Backed by over $900 million from investors including Nvidia and Cisco, Cohere’s focused enterprise push is fueling rapid, high-margin growth.
some our tweets
Buffett’s Berkshire doubled its Constellation stake while exiting Citigroup and Nu Holdings.
AI firm Cohere hit $100M in annualized revenue by focusing on enterprise clients.
Wall Street rebounded $8T after Trump eased tariffs, easing recession fears and fueling a record rally.
— Finance Megaphone (@Financemeg_news)
9:19 PM • May 15, 2025
Buffett Doubles Down on Booze, Ditches Big Banks in Latest Portfolio Shake-Up
Warren Buffett’s Berkshire Hathaway has more than doubled its stake in Constellation Brands—maker of Corona, Modelo, and Robert Mondavi wines—boosting its holding to 12 million shares and a 6.6% stake, according to a March 31 filing. At the same time, Berkshire exited positions in Citigroup and Brazilian fintech Nu Holdings. While it’s unclear whether Buffett or his investment deputies made the trades, the move signals a strategic pivot toward consumer staples and away from financials in the latest portfolio update.
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That’s a wrap for this edition of Finance Megaphone.
We hope the insights and updates we’ve shared help you stay informed and ready to take on the market. Remember, knowledge is power, and we’re here to keep you in the know every step of the way. Be sure to check back next edition for more timely news, expert analysis, and the latest trends in the financial world.
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