Ackman has deployed over 95% of his new fund's capital into 14 stocks, adding six new positions. The "highly productive" quarter suggests he's betting big on a concentrated set of names.
financeSunday, August 16, 2026
Ackman and Buffett reshape portfolios
The billionaire set spent the day reshuffling portfolios, with Bill Ackman and Warren Buffett making notable moves. Meanwhile, the AI bubble debate continues to simmer, and Bitcoin's long-term supply dynamics are getting attention.
Billionaire moves
Two of the most watched investors in the world filed their latest moves, and both are doubling down on tech and housing.
Berkshire's $10 billion Alphabet stake is a rare tech bet for Buffett, and the homebuilder additions signal confidence in housing. This is a notable shift from his usual value plays.
AI and Bitcoin risks
The AI spending boom that's propping up markets faces a reckoning, and Bitcoin's supply is winding down slower than expected.
This piece argues the AI boom is debt-fueled and warns of a stop in spending. It's a counterpoint to the Nvidia optimism, and it ties into broader fiscal concerns.
With only 929,465 BTC left to mine, the halving schedule means the final coins won't be mined for over a century. This changes the narrative around Bitcoin scarcity.
Public miners are shifting from Bitcoin to AI compute, shedding 21% of hashrate. This is a structural change in the mining industry that could affect network security.
Also today14
How to Publish a $1.43 Billion Bribe and Survive itwww.notesfromthecircus.com
When America’s budget will break, disastrouslywww.washingtonpost.com- The US Dollar Index (DXY), Explained: What It Is and Why It Movespiptheory.com
- Walmart Q2 Preview (20 August 2026): The $2.4bn Tariff Refund That Is Deliberately Not in Guidancepiptheory.com
- Prediction: Nvidia Stock Will Fall After Aug. 26. Here Are 2 Reasons Whywww.fool.com
JSW Mahanadi Power settles Raigarh Champa Rail dispute; NCLAT disposes of appealwww.thehindubusinessline.com
Will the 2027 Social Security COLA Exceed 4%? Here's What the Latest Estimate Says.www.fool.com
The 2027 Social Security COLA is finally coming into focus.
Low-pressure area forms over northwest Bay of Bengal; fishermen advised against venturing into seawww.thehindubusinessline.com
The weather department said that squally weather, with wind speeds reaching 40-50 kmph and gusting to 60 kmph, is very likely over northwest Bay of Bengal
Ethereum and Solana may become scarcer – THESE Grayscale projections say…bitrss.com
Would stronger long-term price support result from lower SOL and ETH inflation?
Thousands evacuate after Indonesia quake kills 51, cuts roadswww.globalbankingandfinance.com
‘Bitcoin doesn’t need MSCI’ – Strategy fires back as MSTR deletion odds hit 73%bitrss.com
Some analysts believe Strategy is an active operating firm because of its digital credit operations.
Review: the refurbished Hotel Palais de la Méditerranée hotel, Nice (World of Hyatt)www.headforpoints.com
This is our review of the Hotel Palais de la Méditerranée in Nice, part of Hyatt’s Unbound Collection. This hotel was one of the first places I visited with my (now) wife when we first met, and is a hotel I had seen being constructed on earlier trips. Originally operated by Conco