
Watch CNBC's full interview with Deepwater's Gene Munster and author Patrick McGee

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
25 minutes ago
- Yahoo
Labor Day sales are coming soon -- Here's what to expect and how to get the absolute best deals
Labor Day is hardly synonymous with shopping, but that doesn't stop stores from trotting out weekend sales in honor of — and I'm quoting Wikipedia here — "the American labor movement and the works and contributions of laborers to the development and achievements in the United States." I mean, I guess that's a good reason to knock 30% off a duvet cover? Of course, if you're in the market for a duvet cover — or anything else that typically goes on sale this time of year, like appliances, electronics and outdoor furniture — there are things you should know. Let's start with the highlights, then dive into some tips on scoring the best deals (and making sure whatever's on sale is really a deal). What to expect from Labor Day 2025 sales You've probably already seen a lot of back-to-school sales. Many of these morph into Labor Day sales; very often they're exactly the same, just with different names. The month of August is changing the landscape of the streaming video market, with the imminent debut of new ESPN and Fox streaming services hitting soon. Concurrently, we're seeing some notable streaming deals and bundles, including Sling TV's new day-passes, starting at just $5. It's no coincidence this is all happening just ahead of the college and NFL football seasons, when viewers are aiming to make sure they can watch their favorite teams. So keep your eyes peeled for similar offerings in the days to come. Although it hasn't been announced just yet, Apple's annual product-launch event is expected in early September. We fully expect new iPhones and Apple Watches, and maybe even new AirPods, too. So if you're taking advantage of various pre-Labor Day Apple deals, just note that a new set of "latest and greatest" are likely imminent in several categories. Labor Day shopping tip #1: Remember that the 'List Price' isn't always what it seems Labor Day shopping is no different than regular shopping: Seek out the best savings before you pull the trigger. But what constitutes savings? There's the list price, aka MSRP ("manufacturer's suggested retail price"), which is the default price set by the manufacturer. But if you're shopping the likes of Amazon and Walmart, you may encounter third-party sellers. And because those third-party sellers have complete control over the prices shown for any product, they can artificially inflate the list price in order to make the discounted price seem more substantial. Not every seller does this, of course, but it does happen. For example, there are a lot of no-brand robot vacuum cleaners available at Amazon. A common strategy there is for the seller to assign the product a very high list price, at least for a few weeks, then sell it for considerably less — making it seem like you're saving more than you are. Meanwhile, competing models are all priced around that same "sale" price, but seem less attractive by comparison. Amazon has attempted to mitigate this issue on some products by instead listing something it calls the "typical price." Per Amazon, that is "the median price paid on Amazon in the last 90 days, [excluding] prices paid by customers for the product during a limited-time deal." It's a nice idea, but it doesn't seem to preclude some third-party sellers from pulling the same inflated discount game, even on name-brand products. Take this 15-inch HP laptop sold by "Tropical Lightning Tech." It has a list price from that vendor of a whopping $4,500. It's currently listed as "78% off," or just under $1,000. Sounds great until you investigate further. That $4,500 price is an illusion: While it's not a bad price for Core i7 laptop with a ton of RAM and 2TB of storage, there's no way anyone should ever have been paying anything north of, say, $1,200 for it. A little common sense is applicable here: If you're seeing something advertised as 70%, 80% or even 90% off, chances are good it was never really selling for that higher price to begin with. And if it was, it definitely wasn't worth it. So, given that the posted discounts don't always line up with reality, how can you determine if a deal is really worth buying? That brings us to tip #2. Tip #2: Check every deal's price history Knowledge is power, and there's no better knowledge you can have during Labor Day than a product's complete price history. Thankfully, a couple of free tools let you pull back the curtain and see exactly that. Why is this so important? Two reasons. First, as discussed above, you can see if that deal is really a deal or if the discounted price is the "always" price. Second, you can eliminate that sense of urgency from your shopping, because if a product has been discounted like this before, chances are good it will be again. The tools I recommend for this: CamelCamelCamel (so named for the animal's humps, which go up and down — just like prices) and Keepa. Both will show you detailed price-history charts, including the lowest and highest prices on record. (And both work only with Amazon. Try Honey if you want a tool that works with other retailers.) Now, the caveat here is that these price trackers will capture the same dramatic price fluctuations based on those sometimes-inflated list prices noted above. But for products with more honest price fluctuations, you can still save by waiting just a few days for the discount cycle to repeat. A great example: Amazon-branded products like the Kindle, Fire TV Stick and Echo Show. Checking their price histories, I know that they go on sale with almost clockwork regularity (typically once per month). And unlike during Prime Day and Black Friday, Labor Day isn't likely to yield the lowest prices of the year. If this isn't the best time for you to make a purchase, you can always wait for a bigger, better discount. To use these tools, you can either search for a product (or copy/paste an Amazon product link) on their respective sites, or install their desktop browser extensions, which make searches much faster and easier. Prefer to shop on your phone? Keepa has mobile apps for Android and iOS. Tip #3: Set up price-drop alerts If there's a product you've been eyeballing but don't want to have to keep checking to see if it's on sale, there's an easy, automated solution: Create a price-drop alert so you'll get notified if and when that product hits your desired amount. CamelCamelCamel and Keepa both offer this feature, a great secondary benefit to using them. Here's an example of what that looks like in the former, with Apple AirPods Pro 2 as my desired deal: Obviously, this needn't be limited to Labor Day; I use price-drop alerts all the time. As long as you're not in a rush to buy whatever it is, this is the way to make sure you get exactly the discount you want. Tip #4: Don't automatically assume Amazon has the best deal This may come as a shock, but there are other stores out there. Best Buy, Target, Walmart and other retailers often run competing sale events during Labor Day, matching and sometimes even beating Amazon's prices. Indeed, I think we're all a little hard-wired to believe that Amazon always has the best deals, but that's not always the case. Before you pull the trigger, especially on a large purchase, it's worth taking a minute or two to do some price-comparison shopping. And if I can hop onto my little soapbox for a moment, don't forget to check out local stores as well. Especially bookstores, which can offer a browsing experience and customer service unmatched by Amazon. Some even have loyalty programs or other discounts that might get you close to Amazon pricing. Tip #5: Follow Yahoo's Labor Day coverage (duh) I'd be remiss if I didn't note that Yahoo will be monitoring and sharing all the best Labor Day deals in all the different categories: home, health, kitchen, tech and more. We have teams of experts (I mean it, literal experts!) scouring Amazon and other stores for the latest and greatest buys. So if you haven't already, bookmark Yahoo Shopping and Yahoo Tech as your jumping-off points for Labor Day 2025. FAQs When is Labor Day 2025? The holiday falls on the earliest possible date: Sept. 1, 2025. Labor Day sales are likely to start as soon as mid-August, and kick into high gear by the start of Labor Day weekend: Friday, August 29. Once the holiday weekend ends, the sales do, too. Will tariffs affect Labor Day deals? Confused about the Trump administration's tariff plans? Join the club. Tariff rates seem to yo-yo from week to week, making the impact on consumer prices tough to gauge. In the tech space, we've begun to see evidence of price hikes on items like Xbox and Nintendo game consoles, high-end Japanese camera brands and some Sonos speakers. That said, with the largest China tariffs pushed out another 90 days, we're still seeing many familiar deals on things like Apple products persist — at least for now. How long it will last (or not) is anybody's guess, but you could be forgiven for jumping on a good deal while it's still available. What items are most commonly discounted during Labor Day sales? I asked ChatGPT this question and got... the same answer that I already knew from experience. Mattresses, appliances, outdoor grilling gear and furniture, electronics, clothing, home decor and back-to-school items are all expected to be on sale during the Labor Day season. Put another way: If you're looking for pretty much anything, it's likely to be on sale later this month.
Yahoo
34 minutes ago
- Yahoo
Duan Yongping's Strategic Moves: A Closer Look at Apple Inc. and Other Key Investments
Insights from the Second Quarter of 2025 Duan Yongping (Trades, Portfolio), a renowned investor known for his strategic and value-driven investment approach, recently submitted his 13F filing for the second quarter of 2025. This filing provides a detailed look into his investment decisions during this period. Based in Menlo Park, California, Yongping is celebrated for his long-term investment philosophy, often focusing on technology and consumer sectors. His recent moves reflect a keen interest in maintaining and expanding positions in high-potential companies. Key Position Increases Duan Yongping (Trades, Portfolio) also increased stakes in a total of four stocks, among them: The most notable increase was in Apple Inc (NASDAQ:AAPL), with an additional 894,426 shares, bringing the total to 35,118,607 shares. This adjustment represents a significant 2.61% increase in share count, a 1.59% impact on the current portfolio, with a total value of $7,205,284,600. The second largest increase was in Alphabet Inc (NASDAQ:GOOG), with an additional 834,800 shares, bringing the total to 1,945,400. This adjustment represents a significant 75.17% increase in share count, with a total value of $345,094,510. Summary of Sold Out Duan Yongping (Trades, Portfolio) completely exited one holding in the second quarter of 2025, as detailed below: Moderna Inc (NASDAQ:MRNA): Duan Yongping (Trades, Portfolio) sold all 83,000 shares, resulting in a -0.02% impact on the portfolio. Key Position Reduces Duan Yongping (Trades, Portfolio) also reduced positions in four stocks. The most significant changes include: Reduced Alibaba Group Holding Ltd (NYSE:BABA) by 235,900 shares, resulting in a -5.92% decrease in shares and a -0.26% impact on the portfolio. The stock traded at an average price of $118.61 during the quarter and has returned 0.05% over the past three months and 46.20% year-to-date. Reduced Occidental Petroleum Corp (NYSE:OXY) by 270,000 shares, resulting in a -1.95% reduction in shares and a -0.11% impact on the portfolio. The stock traded at an average price of $41.92 during the quarter and has returned 3.10% over the past three months and -9.04% year-to-date. Portfolio Overview At the second quarter of 2025, Duan Yongping (Trades, Portfolio)'s portfolio included 10 stocks. The top holdings included 62.47% in Apple Inc (NASDAQ:AAPL), 14.24% in Berkshire Hathaway Inc (NYSE:BRK.B), 7.86% in PDD Holdings Inc (NASDAQ:PDD), 4.94% in Occidental Petroleum Corp (NYSE:OXY), and 3.68% in Alibaba Group Holding Ltd (NYSE:BABA). The holdings are mainly concentrated in five of the 11 industries: Technology, Financial Services, Consumer Cyclical, Energy, and Communication Services. This article, generated by GuruFocus, is designed to provide general insights and is not tailored financial advice. Our commentary is rooted in historical data and analyst projections, utilizing an impartial methodology, and is not intended to serve as specific investment guidance. It does not formulate a recommendation to purchase or divest any stock and does not consider individual investment objectives or financial circumstances. Our objective is to deliver long-term, fundamental data-driven analysis. Be aware that our analysis might not incorporate the most recent, price-sensitive company announcements or qualitative information. GuruFocus holds no position in the stocks mentioned herein. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
an hour ago
- Yahoo
Warren Buffett Just Bought 6 Brand-New Stocks -- Here's Exactly What They Are
Key Points During the second quarter, Berkshire sold several stocks, including more of its Apple and Bank of America stakes. Buffett and his team added to six existing positions and started six brand new ones. Most of the new positions have been beaten down or generally look cheap. 10 stocks we like better than Berkshire Hathaway › When Berkshire Hathaway (NYSE: BRK.A)(NYSE: BRK.B) released its second-quarter earnings, it was revealed that the Warren Buffett-led conglomerate had been a net seller of stocks. But that didn't come close to telling the whole story. In the company's just-released 13-F filing with the Securities and Exchange Commission (SEC), investors got an updated look at Berkshire's portfolio. And to be clear, Berkshire was a net seller of stocks. However, this was primarily because of three specific moves: Berkshire sold another 20 million shares of Apple, worth about $4.6 billion at current prices. The Bank of America investment was trimmed by another 26.3 million shares, worth about $1.25 billion. Berkshire completely closed its T-Mobile investment, selling 3.88 million shares, worth about $1 billion. These sales aren't too surprising. But what was a bit of a surprise was that Buffett and his team added to six existing positions and also bought six brand-new stocks in the massive portfolio. Here are Berkshire's six new stocks Here's a rundown of the six new stocks that were added to Berkshire's portfolio in the second quarter: Company (Symbol) Shares Purchased Current Market Value UnitedHealth Group (NYSE: UNH) 5,039,564 $1.57 billion Nucor 6,614,112 $857 million Lennar (NYSE: LEN) 7,048,993 $780 million D.R. Horton (NYSE: DHI) 1,485,350 $191 million Lamar Advertising 1,169,507 $142 million Allegion 780,133 $112 million Data source: Berkshire Hathaway 13-F. Share counts as of 6/30/2025 and market values as of 8/15/2025. Before we go on, there are a few things worth noting. First, we don't know whether these purchases were made by Warren Buffett himself, or one of Berkshire's two other investment managers, Ted Weschler and Todd Combs. Also notice that although these are six brand-new positions, they add up to about $4 billion, significantly less than the proceeds from the Apple, Bank of America, and T-Mobile sales, which is how Berkshire was still a net seller of stocks for the quarter. It's also possible that Berkshire will continue to build some of these positions. As an example, one of the stocks Berkshire first added to its portfolio late last year, Pool Corp., was one of the largest additions to an existing position during the second quarter. When we get a glimpse of Berkshire's third-quarter buys and sells later this year, I wouldn't be surprised to see at least a few of these positions have grown significantly. Why did Berkshire buy these stocks? We don't know exactly why Buffett and his team decided to add any of these stocks, and it would be rare for him to comment on his investment thesis for any of them. But generally speaking, these all look like rather cheap stocks right now, especially considering that the S&P 500 and Nasdaq are near all-time highs. In the case of UnitedHealth, it's no secret that the business has struggled lately. Between rising medical costs, regulatory turmoil, and several other issues, UnitedHealth -- the largest health insurer in the United States -- has fallen by nearly 50% in 2025 before Berkshire's purchase was announced. You'll also notice that there is not one, but two homebuilders on the list, Lennar and D.R. Horton. Conditions for these companies are not great right now, as mortgage rates remain high and the market has been agonizingly slow. But these are two of the largest and most financially sound builders in the industry, and they trade for price-to-earnings (P/E) multiples of just 10.8 and 12.4, respectively. The bottom line is that even though the stock market as a whole might look a little expensive right now, Buffett and Berkshire's investment managers seem to think there are some stocks that are attractive bargains right now. It will be interesting to see if Berkshire keeps adding to these (and any other) stocks in the third quarter, as the market has rallied significantly in the roughly one and a half months since the second quarter ended. Should you buy stock in Berkshire Hathaway right now? Before you buy stock in Berkshire Hathaway, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the for investors to buy now… and Berkshire Hathaway wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $663,630!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $1,115,695!* Now, it's worth noting Stock Advisor's total average return is 1,071% — a market-crushing outperformance compared to 185% for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of August 13, 2025 Bank of America is an advertising partner of Motley Fool Money. Matt Frankel has positions in Bank of America and Berkshire Hathaway. The Motley Fool has positions in and recommends Apple, Berkshire Hathaway, D.R. Horton, and Lennar. The Motley Fool recommends T-Mobile US and UnitedHealth Group. The Motley Fool has a disclosure policy. Warren Buffett Just Bought 6 Brand-New Stocks -- Here's Exactly What They Are was originally published by The Motley Fool