Berkshire Hathaway (BRK.A, BRK.B): Cash holdings totaled $356.9 billion as of Sept. 30 (end of Q3).

GPUs, used for graphics and increasingly for AI compute, reversed course after an 11-trading-day rally that was sparked by overseas shutdown rumours. Since Oct. 28, prices have fallen sharply: the RTX 5080 slid from nearly 20,000 yuan to about 16,000 yuan, a roughly 20% drop. Vendors say distributors and retailers had pre-stocked inventory, amplifying price swings and producing significant intra-day volatility. Despite the correction, average retail prices for the RTX 50 series remain about 1.7x MSRP, leaving earlier gains largely intact. Huaqiangbei price moves have drawn overseas buyers; visits and cross-border procurement for GPUs and memory have intensified, with one merchant saying foreign customers made up over 50% of October sales.

On Nov. 6 two U.S. officials said some advisers have told President Trump the window to restart large-scale military action against Iran is narrowing and urged action before the new Democratic-controlled Congress is sworn in next January, implying a decision in coming weeks. Officials said the U.S. currently has more than 50,000 troops, 20+ ships and 200+ aircraft deployed to the Middle East; sustaining such a large posture is degrading readiness and is a reason the operational window is limited. Trump's national security team briefed him on Nov. 5 on a plan to resume large-scale operations; he has not decided. A White House official said Trump "can take any option at any time" and only he knows when he will decide.