Warren Buffett’s conglomerate has more cash on the books than any company in history.

(00:21) Matt Argersinger and Ricky Mulvey discuss:

- What home sales data says about the economy.

- A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics.

- The reasons why Warren Buffett could be sitting on record cash.

Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.

Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD

Host: Ricky Mulvey

Guests: Matt Argersinger, Mary Long, Asit Sharma

Engineers: Dan Boyd, Rick Engdahl

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