Articles by Jennifer Song
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Berkshire Hathaway (BRK-B) nearly doubles its Lennar (LEN) stake after buying Taylor Morrison
Berkshire Hathaway bought about $349 million of Lennar stock from September 17 to 25, lifting its Class A stake to about 12% from 6.2% at the end of June. In July, Berkshire bought all of homebuilder Taylor Morrison for about $6.8 billion.
Goldman Sachs (GS) reportedly made over $200 million this year from Leopold Aschenbrenner's fund
Goldman Sachs reportedly earned more than $200 million in fees this year from lending to Leopold Aschenbrenner's Situational Awareness, a fund that nearly collapsed in July and now plans to borrow less.
Nvidia (NVDA) director Mark Stevens sold about $946 million of stock in three weeks
Nvidia director Mark Stevens sold another 1,366,000 shares, worth about $300 million, from a family trust on September 18. It is his third sale filing in three weeks, and none of them reports a Rule 10b5-1 trading plan.
Dell's finance chief and general counsel sold $16.3 million the day before the stock hit a record
Two more Dell officers sold stock on September 17th, a day before shares hit a record high. One is the finance chief, and the filings show open-market or private sales the forms do not tie to a Rule 10b5-1 plan.
Three Karman (KRMN) directors bought stock on the same day. One of them did almost all the buying.
Three Karman (KRMN) directors bought on Sept. 16, all discretionary code P purchases with no trading plan. The $1.04 million total is really chairman David Stinnett buying about $1.01 million, with two independent directors adding small personal amounts.
Senator Alan Armstrong ran Williams (WMB) for 14 years. His latest disclosure data lists option purchases.
Armstrong was CEO of Williams Companies from 2011 to 2025 before Governor Kevin Stitt appointed him to the Senate in March. A September 17 disclosure lists two Williams option entries from August, months after he sold $5 million to $25 million of the stock in June.
CleanSpark (CLSK) names Meta as its Georgia data center tenant. A unit wants $2.227 billion in secured notes.
CleanSpark identified Meta as the tenant on its 175 MW Sandersville campus while a subsidiary went out for $2.227 billion of senior secured notes due 2031.
Amazon (AMZN) gets a Generac (GNRC) stock warrant tied to generator purchases. Generac shares jump 33% after hours.
Generac granted Amazon a warrant covering shares equal to about 2.9% of its stock at $200.9266, above Wednesday's close. Most of it vests only as Amazon's generator purchases reach set thresholds, up to $8 billion. Expected deliveries are $2.4 billion in 2027 and 2028.
Viking Global reports 5.4% of Regal Rexnord (RRX), a larger stake than before Viking sold part of the position in the second quarter
Viking cut a third of its Regal Rexnord position in the second quarter, when the stock was at $238. The Schedule 13G it filed on September 16 reports 1,476,986 more shares than that June 30 figure, and puts the firm over 5% as of September 9.
Microsoft's $678 billion and Amazon's $496 billion: why AI backlog figures aren't directly comparable
Five companies report their contract books three different ways, and the labels are not interchangeable. What RPO, revenue backlog and performance obligations each mean.
Stanley Druckenmiller held 12.7% of Nevada tungsten developer Guardian Metal (GMTL) as of March 31
The filing is new to EDGAR, the stake is not. Duquesne bought 24,699,825 shares of the Nevada tungsten developer at 55p in August 2025, and the Schedule 13G filed Monday reports the same count still held as of March 31.
Do members of Congress trade industries their committees oversee? Yes, in 15.4% of tracked trades.
Of 1,186 disclosed congressional trades where both the company sector and the member's committee seats are known, 183 fell inside a sector that member helps write law over. A dated snapshot of the overlap rate, the caveats, and how it is calculated.
Leopold Aschenbrenner's fund raised about $2.6 billion more since March. The investor count went from 93 to 135.
An amended Form D filed Monday shows Leopold Aschenbrenner's fund has sold $4.35 billion of partnership stakes since 2024, up from $1.76 billion in March, with the investor count rising from 93 to 135.
JPMorgan (JPM) has ended its lending to Leopold Aschenbrenner's fund
JPMorgan notified Situational Awareness it would end their lending relationship after the July losses, Reuters reports. Goldman Sachs, Citigroup and Bank of America remain active brokers.
Pat Gelsinger bought Gloo (GLOO) stock on his own call. Thrivent is selling it and Bill Hwang's foundation is holding.
Gelsinger's $166,875 purchase carries transaction code P and no trading plan. Gloo's two 10% outside holders are Thrivent Financial for Lutherans, which has sold 711,477 shares since June, and the charitable foundation of the man serving 18 years for the Archegos fraud.
Two Dell (DELL) executives file to sell $24.4 million as shares hit a record. Filings show $388.9 million sold this month.
Peter Trizzino and Richard Rothberg filed Form 144 notices on Friday covering $24.4 million of Dell stock, the morning DELL traded at its highest price ever. Separate Form 4s report $388.9 million sold on September 3, 4 and 8.
Babcock & Wilcox (BW) is building Applied Digital's power plants. Leopold Aschenbrenner's fund owned both companies.
Situational Awareness LP held 2,027,451 Babcock & Wilcox shares at the end of the second quarter, up 50 percent in three months. B&W's $2.4 billion contract is to build the power plants for Applied Digital's AI campuses, and the fund owned that company too.
Uber (UBER) CEO Dara Khosrowshahi bought $10 million of stock on Thursday. His president bought $5.3 million six days earlier.
Dara Khosrowshahi bought 141,000 Uber shares at an average of $70.96 on September 10, about $10 million, and the filing does not identify a 10b5-1 plan. It is the second Uber insider purchase in a week, after president Andrew Macdonald's $5.3 million buy.
Core Scientific (CORZ) got conditional ERCOT approval for its Texas sites. The final power allocation is still open.
A three-paragraph 8-K puts numbers on the Texas grid question that has hung over Core Scientific since Governor Abbott ordered an audit of data centers in ERCOT's interconnection queue in August.
Solaris (SEI) director AJ Teague buys $501,000 of stock as shares surge 16%
Solaris Energy Infrastructure director AJ Teague bought 7,800 shares for $501,000 on September 8, the day the company raised its adjusted EBITDA guidance and the stock rose 16 percent. He paid an average of $64.23. It is his fifth open-market purchase since May 2025 and his largest. The stock closed at $67.59 on Wednesday.
Cerebras (CBRS) insiders sold $29.6 million on the day the stock jumped 10%. Since June, they have sold $296 million.
Three Cerebras insiders, including the CEO and the chief technology officer, sold $29.6 million of stock on September 4, the day the shares rose 10 percent. Two of the sales were under plans set up in May. Since selling began in June, six insiders have sold $296 million, and three more lockup releases are due by the end of October.
Uber (UBER) president Andrew Macdonald bought $5.3 million of stock at $75.83. A year ago, the CEO was selling at $100.
Uber president and chief operating officer Andrew Macdonald bought 70,000 shares for $5.3 million on September 4, at an average of $75.83. It is the largest open-market purchase by an Uber insider in the Form 4 filings we have on record, and it came a day after Uber said it would cut 3,300 jobs. The stock was trading below his price on Tuesday.
Bloom Energy (BE) is joining the S&P 500. Pelosi's household bought it in July, while it was falling.
S&P Dow Jones Indices named Bloom Energy to the S&P 500 on Friday. The same ticker turned up in a Pelosi periodic transaction report last month, bought on two falling days in late July.
USA Rare Earth (USAR) closes Serra Verde deal; $100 million DFC tranche discharged at closing
The closing 8-K mostly confirms what April and the July proxy already disclosed. The exception is the loan: the $100 million incremental tranche was deemed repaid at closing, leaving the initial tranche, last reported at $325 million as of June 30.