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Jamie Dimon Poaches Buffett Insider Todd Combs, and Wall Street Is Reading Between the Lines

JPMorgan CEO Jamie Dimon has hired Todd Combs, a former investment manager for Warren Buffett, to lead a new $10 billion group focused on strategic investments in sectors vital to national security. Combs, once seen as a potential successor to Buffett, will also serve as a special advisor to Dimon. This move aims to leverage Combs' investment acumen and strengthen JPMorgan's position in the financial market.

benzinga_article·
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JPM
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benzinga_article·
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JPM
+0.36%

Tesla Rolls Out Extended Battery and Drive Unit Warranty in Canada and U.S.

Tesla has launched the High Voltage Battery and Drive Unit Extended Service Agreement (Battery ESA) in Canada and the U.S., covering repairs or replacements of high-voltage batteries and drive units for Model 3 and Model Y. The warranty extends coverage for up to 24 months or 48,000 km/30,000 miles after the original warranty expires. Pricing is $2,800 in Canada and $2,000 in the U.S. The Battery ESA is a one-time purchase, not a subscription, and is available only for vehicles still under the original warranty.

DriveTeslaCanada·
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TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
DriveTeslaCanada·
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TSLA
+2.70%
US
TSDD
-5.27%
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+5.35%

Is Nvidia's valuation justified as new competitors close the AI gap?

The vaunted AI company may have a more challenging year in 2026.

MSN·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
+0.39%
MSN·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
+0.39%

Nvidia weighs expanding H200 output after China rush

Nvidia is considering expanding production of its H200 chips after a surge in demand from Chinese buyers, driven by U.S. export rules allowing sales with a 25% fee. Chinese firms like Alibaba and ByteDance are seeking large orders, but supply is tight. Nvidia is exploring capacity expansion while managing U.S. supply commitments. Chinese approval is pending, with discussions on linking H200 imports to domestic chip purchases. Nvidia faces challenges in increasing capacity due to competition for manufacturing slots at TSMC.

Cryptopolitan·
US
NVDA
-3.27%
US
NVDL
-6.62%
HK
07788
+0.39%
Cryptopolitan·
US
NVDA
-3.27%
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NVDL
-6.62%
HK
07788
+0.39%

Trump Just Handed Elon Musk a Long-Sought Victory Over a Powerful Rival

President Trump issued an executive order for the SEC to review proxy advisory firms ISS and Glass Lewis, seen as a victory for Elon Musk. The order targets their DEI and ESG policies, which Musk criticized for influencing corporate decisions at Tesla. The FTC will also investigate potential antitrust violations. This review could impact corporate governance and shareholder influence, especially for Tesla.

benzinga_article·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
benzinga_article·
US
TSLA
+2.70%
US
TSDD
-5.27%
US
TSLL
+5.35%
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