The article says AI agents are moving beyond chatbots to perform tasks such as reading earnings transcripts, building financial models, and completing compliance reviews. It cites Anthropic’s launch of 10 finance-focused agents and says major banks and others (JPMorgan, Goldman Sachs, Citigroup, AIG, Visa) are deploying them. It adds that data/software providers including FactSet, Thomson Reuters, S&P Global, Moody’s, and Morningstar saw share pressure.
Berkshire Hathaway reported its latest portfolio trades, its most active quarter in recent memory, with Greg Abel’s first period as CEO including full exits from several holdings and new buys. The article highlights five remaining Buffett-style stocks: Apple, Moody’s, Alphabet (6.8% position), American Express, and Coca-Cola, citing valuation and analyst earnings/dividend growth estimates.
Rathbones Group PLC reduced its stake in Moody's Corporation by 32% in Q4, leaving it with 5,148 shares valued at approximately $2.63 million. Moody's reported strong Q1 earnings, beating estimates with $4.33 EPS and an 8.1% revenue increase, and provided optimistic FY2026 EPS guidance. The company also declared a $1.03 quarterly dividend as analysts maintain a "Moderate Buy" rating with a target price of $544.29.
