Berkshire’s $850M Move, Q2 EPS of $2.60 and a New Risk Layer#

Berkshire Hathaway disclosed a roughly $850 million position in [NUE] just as Nucor reported Q2 2025 diluted EPS of $2.60 on $8.46 billion in net sales — a combination that refocused attention on Nucor’s role in domestic infrastructure and the company’s exposure to AI‑led data‑center demand. At the same time, Nucor confirmed a May 2025 cybersecurity incident that resulted in limited data exfiltration, adding an operational and reputational risk to an otherwise tangible‑asset story. The juxtaposition is vivid: a high‑profile institutional investor taking a large position while the company navigates cyclical profit compression and discrete non‑operational shocks, underscoring both the opportunity and the volatility in Nucor’s near‑term trajectory (Berkshire stake: Seeking Alpha / AInvest; Q2 results: Nucor press release) https://seekingalpha.com/news/4485669-berkshire-hathaway-takes-new-stakes-in-unitedhealth-nucor-pares-back-on-apple https://www.prnewswire.com/news-releases/nucor-reports-results-for-the-second-quarter-of-2025-302515226.html.