The Shiller CAPE ratio is around 41 versus a historical average of about 17, and the Buffett indicator is near 230%, above the 200% level Warren Buffett warns about. The article argues that Berkshire Hathaway holdings Apple (AAPL) and Alphabet (GOOGL, GOOG) could still perform well even if the market falls. Apple's fiscal third-quarter revenue reached $109.4 billion, up 16%, with Services at $30.7 billion, up 12%, and more than 2.5 billion active devices and 1.5 billion paid subscriptions. For Alphabet, the article points to Google Search, AI Overviews, Gemini integration across Workspace and Android, and its TPU chips as areas AI could strengthen. It notes that Apple does not need to become a pure-play AI company to keep generating profits.
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Warren BuffettBerkshire HathawayAAPLGOOGLvaluation
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• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/28/2026 | 215.39 |
| Change that session | -1.17% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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