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Split screen – In response to the Fed, markets initially sighed in relief after seeing only two hawkish dissents. They then switched to worrying about the dearth of projected interest rate cuts – merely one next year. Markets need some certainty, they hate uncertainty – seen by both the Fed’s mixed messages and the lack of robust official economic data due to the government shutdown.
Why it matters
Filling the gap – With top-tier inflation and employment figures coming out only next week, today’s four speeches from Fed officials matter for the weekly close and for the narrative going forward. In addition, comments about the impact of AI on labor and the pace of price rises also matter. Investors are cautious about Silicon Valley’s hype, and want to hear words from top economists.

What’s next
Four amigos – Philadelphia Fed President Anna Paulson will be a voting member in 2026, and she has been rather cautious until now. But, is she dovish? Beth Hammack, President of the neighbouring Cleveland Fed, is a clear hawk, and also gets to vote next year. Did she prefer leaving rates unchanged?
Another hawk is Jeff Schmid, President of the Kansas City Fed, but his dissent was well-telegraphed.
Last but not least, Chicago Fed President Austan Goolsbee switched his dovish feathers for hawkish ones, voting to leave interest rates on hold on Wednesday.
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Tech Contrarians offer context about how we should be thinking about President Trump approving Nvidia's H200 GPUs to China.Broadcom is well positioned as the leading ASIC provider, with scale, networking exposure, and potential new hyperscaler customers driving long-term upside.Apple is insulated from the AI-driven memory shortage, giving it a competitive edge over Chinese smartphone peers facing margin pressure.AI sector momentum is rebounding - how should investors be positioned?Tech Contrarians offer context about how we should be thinking about President Trump approving Nvidia's H200 GPUs to China (0:30). Broadcom earnings (9:10). Apple and the memory supercycle (14:40). Amazon, Google, OpenAI, and momentum around AI names (19:00).TranscriptRena Sherbill: Sara Awad from Tech Contrarians. Always great to have you on talking tech and updating us on what you think of that part of the market, which honestly is so much a part of the market these days. Welcome back.Sara Awad: Thanks for having me again. I'm really glad to be back. There's lots to talk about. It's definitely an exciting time with the news on the H200s coming out.Rena Sherbill: Yes, it's a journey and we're not sure of the destination. So talk us through what you're thinking about these days. What are a few things that are top of mind for you and what are you most focused on?Sara Awad: There's a couple different moving factors that we're looking at the moment. I'll get started with the H200 news, because that's really the elephant in the room.And I think it's exactly what you're saying. No one really knows how to think about this, because we've had so many on and off, will Nvidia (NVDA) ship to China? Will they not ship to China throughout this year? That it's like the market doesn't know whether to trust what we're getting in terms of news from the US, because China also has a say in this now, right? They're not just going to accept any chip, any AI chip that the US is going to approve.And we saw that with Beijing warning domestic Chinese players against buying the H20 when we saw the reverse ban in July. So I think the market's really kind of confused about how to understand this news. Is it going to move towards Nvidia having China sales, or are we still far away from that because we still have a murky image from Beijing?
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From December through November 9, 2025, the combined market capitalization of the ten largest U.S. companies remained close to 42% of the S&P 500—hovering near its record high and underscoring the index’s continued concentration in mega-cap stocks.
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(Warren Buffett's current holdings). From Visa’s explosive rise ($188B → $624B) to Kraft Heinz’s decline ($88B → $29B), the chart reveals how long-term conviction plays out across sectors.
Takeaway: Buffett’s patience pays — but not all bets compound equally. Quality, scale, and competitive moats drive divergence.
Analysis:
Winners: Visa, Mastercard, American Express, and Moody’s show strong compounding and brand resilienceSteady growers: Coca-Cola and VeriSign reflect consistent performance in consumer and infrastructure nichesUnderperformers: Kraft Heinz and DaVita highlight the risks of stagnation and sector headwindsPortfolio philosophy: Buffett favors durable franchises with pricing power, but even legends face mixed outcomes over time
📌 Note: These eight stocks have been held by Buffett for over 10 years — a testament to his long-term discipline.
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