#DisruptionBanking

Berkshire Hathaway just reported a record $397.4 billion in cash and T-bills, 59% of its investable portfolio. After fourteen straight quarters of net equity selling, a streak that has continued unbroken under new CEO Greg Abel, what does the nearly $400 billion in cash signal? If one is to take Warren Buffett at his word, Berkshire is just waiting in the wings for a good deal.

Broadcom (AVGO) shares fell roughly 15% intraday on Thursday, June 4, before closing down 12.59% at $418.91. This marked the company’s steepest one-day fall in more than a year. The stock had closed the previous session at $479.23, and the drop more than erased its May rally. The selloff came not because Broadcom’s results were weak. It happened because its AI chip outlook failed to clear the elevated expectations built up during a multi-week pre-earnings rally.

Palantir Technologies (NASDAQ: PLTR) is having a terrifying April 9. While the broader tech sector clawed back gains, PLTR fell more than 8% (TradingView) at the time of writing, hitting $129.25 per share. The stock is now down over 28% year-to-date (YTD) and approximately 38% below its 52-week high of roughly $207 set in November 2025.

A new White House report has delivered a sharp blow to banking industry efforts to tighten the stablecoin yield prohibition inside the Digital Asset Market Clarity Act of 2025 (the CLARITY Act). Released on April 8 by the Council of Economic Advisers, the study concludes that banning yields, including those offered through platforms and affiliates, would deliver almost no meaningful boost to bank lending while costing consumers real benefits.

Japan doesn’t do crypto halfway. When the country commits to a digital asset framework, institutions move with it. That context is precisely why XRP Tokyo 2026, which opened on April 7 at Happo-en in central Tokyo, carries real weight for the XRP Ledger ecosystem. This is a room full of capital, compliance infrastructure, and institutional decision-makers asking where to go next.

JPMorgan Chase dropped its 2025 Annual Report on April 6, 2026, alongside Chairman and CEO Jamie Dimon‘s letter to shareholders. In his 48-page letter, Dimon delivered his most sobering assessment yet. He celebrates a blowout year while delivering blunt warnings about geopolitics, AI, and shaky regulations. That tension defines everything Dimon wrote this year.

Global, April 7, 2026 Bitget, the world’s largest Universal Exchange (UEX), announced a strategic product partnership with MuleRun, an industry-leading self-evolving AI Agent, to launch a personal AI-powered trading assistant that brings institutional-grade market signals to everyday investors through natural language. MuleRun is a self-evolving personal AI platform that lets users deploy workflows through natural language with no technical setup.

2026 started with high expectations. Many investors were still riding the momentum from late 2025, but the first few months have already delivered significant shocks across capital markets. In today’s story we summarise the 7 biggest capital markets disruptors of 2026 so far. In no particular order, we shine a light on the challenges and opportunities that the buy-side, sell-side, and retail investors alike face.

Partnership strengthens institutional-grade pricing infrastructure for overnight markets and next-generation perpetual products. Kaiko, the global independent leader in digital asset market data, analytics, indices, and pricing, today announced a collaboration with Bruce Markets, which operates the after-hours Bruce ATS, to incorporate its trading data into Kaiko’s 24/7 equity Reference Rates.

Ten of the UK’s most promising FinTech startups and scaleups to compete live at Level39 during UK FinTech Week on 22 April London, 2 April 2026 – Innovate Finance, the industry body representing the UK’s world-leading FinTech sector, today announces the ten finalists selected for Pitch360 2026, taking place on Wednesday 22 April at Level39, Canary Wharf, as part of UK FinTech Week.