While Buffett hasn't had a problem finding opportunities to invest capital throughout most of his tenure, the value-focused investor has found fewer investments to his liking in recent years. Berkshire has sold more stocks than it bought for its equity portfolio in each of the last dozen quarters. These stock sales, which have included trimming its Apple position, have contributed to the rise in its cash position. Meanwhile, Buffett hasn't found too many acquisition opportunities either. Berkshire's recentl ...

Key Takeaways BRK.B enters a new era in 2026 as Greg Abel succeeds Warren Buffett as CEO, with Buffett staying as chairman.Abel has led non-insurance operations and served as vice chairman since 2018, prepping for the top role.Despite succession plans, uncertainty remains on how BRK.B will perform under Abel's leadership post-2026.The next year is expected to be a transitional year for Berkshire Hathaway (BRK.B) as Warren Buffett steps down from the position of CEO and Greg Abel assumes the role. Buffett’s ...

The Bank of Japan is set to raise interest rates to a three-decade high on Friday, marking another landmark shift for a country long accustomed to near-zero rates and unconventional monetary policy. The central bank is widely expected to raise short-term interest rates to 0.75% from 0.5% at its two-day policy meeting ending Dec. 19. While still low by global standards, the move adds weight to Japan’s growing conviction that the country has achieved a sustainable cycle of rising inflation and solid wage ga ...

Investment Announcements - Apple has announced a $600 billion investment in U.S. manufacturing and workforce training [1] - Johnson & Johnson plans to invest $55 billion in U.S. manufacturing, research and development, and new technologies [1] - Hyundai is investing $26 billion in the U.S. to enhance automotive production capacity and localize key components [1] - Toyota has announced plans to invest up to $10 billion in its U.S. operations over the next five years [4] Economic Outlook - Despite criticism of Trump's tariff policies, major companies continue to view the U.S. as a reliable place for investment, indicating strong confidence in the U.S. market [2] - The manufacturing sector has not yet seen a boom, with U.S. manufacturing activity contracting for the ninth consecutive month in November [3] - Trump claims that the return of factories from countries like Germany, Japan, and Canada is driven by companies wanting to avoid tariffs, leading to significant capital investments [3] Industry Trends - The auto industry is highlighted as a key sector experiencing a revival due to tariff policies, with companies returning to the U.S. for production [4][5] - Trump asserts that the U.S. is on the verge of unprecedented economic growth, attributing this to his tariff policy [5]

Core Insights - Warren Buffett is stepping down as CEO of Berkshire Hathaway, leaving behind a portfolio that includes several high-quality AI stocks [1][2] Company Analysis Berkshire Hathaway - Buffett has led Berkshire Hathaway since 1965, achieving a valuation of over $1 trillion through strategic acquisitions and stock purchases [1] - The company's portfolio is valued at $317 billion, with significant investments in AI-driven companies [4] Amazon - Amazon constitutes 0.7% of Berkshire's portfolio and is heavily investing in AI to enhance efficiency and explore new opportunities, particularly in cloud computing [6][8] - The Amazon Web Services (AWS) platform has a $200 billion order backlog and is set to spend $125 billion on infrastructure to meet demand [8] - Amazon's stock price has more than doubled since Berkshire's acquisition, indicating strong potential for future growth driven by AI [8] Alphabet (Google) - Alphabet makes up 1.7% of Berkshire's portfolio and has adapted its Google Search to incorporate AI features, which has led to accelerated revenue growth [9][12] - The company has a $155 billion order backlog for its Google Cloud services, which competes with AWS [12] - Alphabet's stock has increased by 62% this year, reflecting strong momentum from AI initiatives [13] Apple - Apple represents 20.6% of Berkshire's portfolio, with a significant investment of approximately $38 billion made between 2016 and 2023 [14] - The company has launched its own AI software suite, Apple Intelligence, and is uniquely positioned in the consumer AI market with over 2.35 billion active devices [16][17] - Despite selling more than 70% of its Apple stake, Berkshire still anticipates significant returns from its remaining investment [18]

The soon-to-be-retiring Oracle of Omaha has set his trillion-dollar company up to enter 2026 with nearly $184 billion invested in four brand-name businesses.In less than two weeks, iconic billionaire Warren Buffett will retire from the CEO role at Berkshire Hathaway (BRK.A +0.93%)(BRK.B +0.89%) and hand the reins over to the trillion-dollar company he helped build.But just because the Oracle of Omaha is hanging up his work coat, it doesn't mean he hasn't been positioning his company's $318 billion investmen ...

Welcome to Market Catalysts. I'm Julie Hyman. Here's what we're watching today.First, we'll discuss the economic outlook for 2026 as investors prepare for the next read on inflation. Plus, could higher unemployment lead to a higher stock market. We'll have more on that ahead.and we'll discuss the future of Bergkshire Hathaway under Greg Ael as Warren Buffett prepares to hand over the reigns. Let's take a look at the major averages here today. We're sort of in between our two mark uh economic data days and w ...

Warren Buffett has spent decades urging investors to separate a company’s underlying economics from the market’s shifting enthusiasm. In Berkshire Hathaway’s (BRK.B) (BRK.A) 1993 shareholder letter, the CEO revisited a theme that runs through much of his writing: in the short term, stock prices can depart sharply from the progress of the businesses they represent. That performance gap, he suggested, can persist long enough to tempt investors into confusing momentum with durability — even though it rarely b ...

Core Insights - Warren Buffett has led Berkshire Hathaway for 60 years, achieving a per-share market value increase of 5,502,284% compared to the S&P 500's 39,054% during the same period [1] - Buffett's departure at the end of the year marks the end of an era, leaving behind a legacy of investment wisdom [1] Investment Philosophy - Uncertainty is a constant in the market, but it should not deter investors; long-term growth is expected despite short-term volatility [4][5] - The focus should be on buying wonderful companies at fair prices rather than fair companies at wonderful prices, emphasizing the importance of company fundamentals over stock prices [6][8] - Market corrections should be viewed as opportunities rather than threats, reinforcing the idea that great companies can withstand volatility and create shareholder value [7][8]

Key Takeaways Berkshire's insurance float hit $176B in Q3 2025, backed by strong investments and financial flexibility.MET's New Frontier strategy targets cost cuts, global growth and AI-driven operational efficiency.MET boasts 21% ROE and 2025 EPS growth estimate of 7.2%, topping BRK.B's 7.3% ROE and 5.2% EPS decline.The Federal Reserve, in its latest meeting, cut interest rates for the third time in 2025, and there is a probability of one more next year. Meanwhile, equity markets continue to perform satis ...