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businessMay 18, 202610:27pending

Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever

The Rundown

About this episode

Market update for Monday May 18, 2026

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In today’s episode, Zaid covers:

  • What to watch this week from Nvidia, Walmart, and Target earnings

  • NextEra Energy’s $67 billion deal to buy Dominion Energy

  • Berkshire Hathaway’s first major portfolio shakeup under new CEO Greg Abel

  • Why Cerebras is bouncing after its volatile IPO debut

  • Why Regeneron shares are falling after a failed late-stage melanoma trial

  • How OpenAI and Anthropic now dominate the AI startup space

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Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever

The Rundown

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