A few storylines are starting to connect. Berkshire is making long-duration bets, NVIDIA is pushing AI off the cloud and onto devices, and the money required to keep this whole buildout going is getting bigger, more public, and harder to ignore. At the same time, the market backdrop is getting less forgiving. Leadership is narrow, credit is flashing some caution, and geopolitics just reminded oil traders how fast risk premiums can reprice.

• Berkshire shifts
• NVIDIA expands the battlefield
• The AI capital stack gets enormous
• Who benefits and where the bottlenecks are
• Market momentum versus warning signs
• Oil and macro sensitivity
• What to watch now

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