he's been selling burke shire for 20 years. the maytag have less to do if americans continue to pull back on spending amid a robust economy. that has the ceo of whirlpool on alert, joining us live standing by with the new york stock exchange with this u.s. consumer in this plan to keep the spin cycle movie did whirlpool's favor. the consumer discretionary etf xl why is a basket of these names, whirlpool is holding, fresh two-year high close to it, "the claman countdown" is coming right back. don't go away. ♪ everyone say, “space pod.” cheese. [door creaks open] [ominous music] (♪) [ding] meanwhile, at a vrbo... when other vacation rentals are just for likes, try one you'll actually like. j.p. morgan wealth management knows it's easy to get lost in investment research. get help with j.p morgan personal advisors. hey, david! ready to get started? work with advisors who create a plan with you, and help you find the right investments. so great getting to know you, let's take a look at your new investment plan. ok, great! this shoul

buffett is sitting on $167 billion but he is concerned he noted eye-popping performance at burke shireing a hard time looking for something that could move the needle. interestingly enough it would probably have to be an american company keep that in mind the u.s. stock market significantly outperforming the rest of the world and is not by accident in the pied piper of the stock market. i want people to own stocks, great american companies because that's what you own. my take away with the letter that buffett made the notion of attaining prosperity through the stock market through long-term investing and feel wholesome in a world that says getting or being rich is selfish and it's actually harmful, take about what he said about his sister his sister has done so many wonderful things in her life for so many other people, just something to keep in mind i urge everyone if you get a chance make sure you read the bourne buffett letter today i read it on saturday and i had chills i'm not going to joke i really had chills and felt so good in part americana and part hopeful, it was a wonderful

number two, burke shire, which was buying every share that was not nailed down, going back to 2012, last quarter for the first time, they started to trim their position, so they should trim. it's half the stock portfolio. it's a quarter of their market cap, but still, they are not active buyers of apple, and it's hard to see why that might change, so those are two things that are going against the company right now. the third thing is, they really haven't given you something to be excited about on generative ai, and as a result, they are not in that category of the mega caps that are still making new highs. now, here's what is good. they are telling reporters that is coming later this year. tim cook is now, actually, saying, generative ai, for the first time, he hasn't really been talking about it, they have a worldwide developer conference in june. i wouldn't be surprised if that's the moment they choose to unveil something specific. they claim they are already using ai, all of the devices are ai ready. >> he said today at the shareholder meeting that they would break new ground this ye