Is Berkshire Bending the Rules With Bending Spoons?

Neo-cloud bond stress is spreading beyond CoreWeave even as Berkshire quietly backs an aggressive digital-brand "roll-up" acquirer, Bending Spoons.

• Bank of America stumbles: BofA missed earnings partly from an $1.2B anti-money-laundering penalty, plus investment banking fees down 11%; both analysts rate it a hold.
• Fastenal signals manufacturing strength: 15% revenue growth (vs typical single digits) with heavy manufacturing up 20%+ YoY; only ~1/3 of growth tied to data centers; trades near 40x forward earnings.

Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.