# Berkshire Hathaway Shakes Up Portfolio, NextEra Makes Biggest Power Acquisition Ever Page: https://stenobird.com/podcast/the-rundown-6758831/berkshire-hathaway-shakes-up-portfolio-nextera-makes-biggest-power-acquisition-ever Text version: https://stenobird.com/podcast/the-rundown-6758831/berkshire-hathaway-shakes-up-portfolio-nextera-makes-biggest-power-acquisition-ever.md Podcast: [The Rundown](https://stenobird.com/podcast/the-rundown-6758831) Published: 2026-05-18T16:25:57+00:00 Episode link: https://podcasters.spotify.com/pod/show/the-rundown6/episodes/Berkshire-Hathaway-Shakes-Up-Portfolio--NextEra-Makes-Biggest-Power-Acquisition-Ever-e3jhv6r Audio file: https://traffic.megaphone.fm/APO5920462816.mp3 Processing state: not_requested JSON: https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/berkshire-hathaway-shakes-up-portfolio-nextera-makes-biggest-power-acquisition-ever Duration seconds: 627 ## Resource Market update for Monday May 18, 2026 Check out the Public app for incredible investing tools and to support the show ( LINK ) Check out the Cerebras Deep Dive: ( Spotify , YouTube ) Follow us on Instagram ( @TheRundownDaily ) for bonus content and instant reactions. In today’s episode, Zaid covers: What to watch this week from Nvidia, Walmart, and Target earnings NextEra Energy’s $67 billion deal to buy Dominion Energy Berkshire Hathaway’s first major portfolio shakeup under new CEO Greg Abel Why Cerebras is bouncing after its volatile IPO debut Why Regeneron shares are falling after a failed late-stage melanoma trial How OpenAI and Anthropic now dominate the AI startup space ## Actions - request_transcript: `POST https://stenobird.com/v1/public/podcasts/the-rundown-6758831/episodes/berkshire-hathaway-shakes-up-portfolio-nextera-makes-biggest-power-acquisition-ever/transcription-requests` — Idempotently request low-priority transcript generation for this episode. - read_markdown: `GET https://stenobird.com/podcast/the-rundown-6758831/berkshire-hathaway-shakes-up-portfolio-nextera-makes-biggest-power-acquisition-ever.md` — Read the agent-friendly Markdown representation of this episode resource. A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed. ## Transcript Full transcripts are not published on public pages unless there is a clear rights basis.