Occidental Petroleum Capital Spending: 2026 Outlook
As crude prices rise, Occidental Petroleum trims its 2026 capital spending. This deep dive explains what the move mea...
Capital allocation
On this page, readers will find valuable insights on capital allocation and its impact on investment strategies. Learn how to make informed financial choices.
40 articles
Don’t Miss Surprising Signal for NOW Ahead of July 22 Earnings
ServiceNow stands near $112 ahead of July 22 earnings, with a bullish setup built on rising subscription growth, soli...
Chamath Palihapitiya Says Boom Sparks Capital Debate
As AI spending hits record levels, Chamath Palihapitiya argues the real test is whether buyers of AI can deliver dura...
Elon Musk's SpaceX Poured Big AI Bets: Costs and Risks
SpaceX's $7.7 billion AI infrastructure push in Q1 2026 marks a dramatic shift from traditional rocket business to da...
Berkshire Hathaway’s $400 Billion Cash Pile Sparks Debate
Berkshire Hathaway’s cash pile nears the $400 billion mark, renewing scrutiny on what the conglomerate will do with v...
Warren Buffett's Successor Greg Bets Big on Alphabet
As Berkshire's new leader, Greg Abel faces a massive cash pile. This article examines why Alphabet is the target, wha...
Strategy Selling More Bitcoin May Not Be Bearish After All
Strategy disclosed a new Bitcoin sale as part of its renewed capital plan. Far from signaling weakness, the move coul...
Berkshire Hathaway Sitting Record Cash: Abel Era Buy?
Greg Abel leads Berkshire Hathaway as the company holds a record cash pile. This in-depth guide explains what that me...
Greg Abel Already Reshaping Berkshire Hathaway Playbook
Greg Abel is stepping into Warren Buffett’s shoes with a plan that could redefine Berkshire Hathaway’s approach. This...
Honeywell Aerospace CEO: Supply-Base Investment Post-Spinoff
Honeywell Aerospace begins trading as an independent company with a clear capital-allocation rule: invest in the supp...
Gamestop Next Berkshire Hathaway? Could It Happen
Investors often wonder if a smaller company can replicate Berkshire Hathaway’s long-term success. This analysis looks...
Corporate America Quietly Buying Stock at Record Pace
U.S. corporations are accelerating stock repurchases, widening participation beyond mega-cap tech and triggering a br...