See the full story in the original article.
Read the original on Yahoo Finance ↗
Keywords
Warren BuffettBerkshire HathawayJim Cramer
Open a keyword to see other news on the same topic.
Related news
- Meet the Stocks Yielding 65%, 45%, and 41% Annually for Warren Buffett's Berkshire Hathaway
Berkshire Hathaway is now led by Greg Abel after Warren Buffett retired as CEO on Dec. 31 and stepped down as chairman in mid-September, with the company holding a $368 billion investment portfolio. Coca-Cola, American Express and Moody's, held since 1988, 1991 and 2000 respectively, generate yields on Berkshire's cost basis of 65%, 45% and 41%, compared with current market yields of 2.22%, 1.17% and 0.84% as of Oct. 22. The article attributes these high yields to patience and low cost bases, with annual dividends of $2.12, $3.80 and $4.12 per share. It also cites a Hartford Funds and Ned Davis Research study finding dividend payers averaged a 9.2% annual return from 1973 to 2025, versus 4.21% for non-payers.
- Berkshire Hathaway: Is the Stock Still a Safe Buy Without Warren Buffett?
Greg Abel took over as CEO of Berkshire Hathaway this year, replacing Warren Buffett, and the stock has risen around 9% so far this year. Buffett stepped down as chairman last month, with his son Howard taking the role to guard the company's values and culture, while Abel runs the business and Buffett is expected to be far less involved. The author flags uncertainty because Abel has no prior experience managing a portfolio the size of Berkshire's, and notes the company has added to its Alphabet stake and taken a stake in serial acquirer Bending Spoons, which could raise risk and volatility. He says the portfolio may look far different over the next few years, so he is taking a wait-and-see approach for now.
- 2 Warren Buffett Artificial Intelligence (AI) Stocks I'd Buy Right Now and Never Sell
The article argues that Apple and Alphabet, two holdings in Warren Buffett's Berkshire Hathaway, suit long-term investing because their businesses do not depend entirely on AI succeeding. Apple has a loyal customer base and a Services segment that generates recurring revenue, and although Berkshire has reduced its position over time, Apple remains its largest holding. Alphabet, which owns Google and YouTube, is using its Gemini AI models as a new growth driver across Search, Workspace, Android and Google Cloud, while its core businesses are already strong on their own. According to the author, the biggest risk is that investors overestimate how much profit individual companies will earn from AI.
- Berkshire shares shake the Buffett blues with new all-time highs
Berkshire Hathaway's Class A and B shares closed at all-time highs this week, erasing the losses since Warren Buffett announced at the 2025 shareholders meeting that he would step down as CEO. Class A closed at $820,500 and Class B at $546.97 on Thursday, compared with $809,350 and $539.80 on May 2, 2025. Class B has gained almost 9% since early October, while the S&P 500 slipped 0.4% and the NYSE FANG+ index fell almost 4.8% as investors rotated out of tech and AI stocks. Commentators cited Berkshire's more than $350 billion in cash and close to $50 billion in annual after-tax earnings as a defensive profile, while CEO Greg Abel sees supplying energy to AI data centers as a significant opportunity. Berkshire also holds a $34 billion position in Alphabet.
- Berkshire Finally Topped Its Pre-Buffett-Exit Peak
Berkshire Hathaway Class B shares closed at a record $539.82 on October 20, 2026, beating the old $539.80 high from May 2, 2025 by just two cents after 17 months. Most of the rally came from money leaving AI stocks: from October 6 to 20, the iShares Semiconductor ETF (SOXX) fell 15.17%, while Berkshire rose in nine of those sessions. In Q2, Berkshire bought back $4.5 billion of its stock and invested $23.5 billion in other stocks, while operating profit rose 16% to $12.98 billion. Buffett stepped down as chairman on September 18, 2026, and his son Howard Buffett became non-executive chairman, while rising profits and buybacks under Abel gave investors proof that Berkshire can run well without Buffett at the top. The article argues the record may not last if third-quarter operating earnings fall short of $13.48 billion and the chip ETF recovers its October losses.
- Billionaire Warren Buffett's Warning Before the Dot-Com Crash Offers a Lesson for Today's Investors
The article recalls advice Warren Buffett gave more than 25 years ago on how investors can prepare for a possible stock market crash, which it argues could be especially relevant today. It notes that Buffett, 96, stepped down as chairman of Berkshire Hathaway in September after more than five decades in the role.
Related markets
Latest news
- Lion Rock Receives State and County Permits for Pegmatite Extraction & Bulk Sampling
Lion Rock Resources received a state mining license from South Dakota's Department of Agriculture and Natural Resources (DANR), which together with a previously approved Lawrence County Conditional Use Permit completes permitting to mine pegmatite and conduct bulk sampling at its Volney project in the Black Hills. The company is advancing metallurgical studies, targets a bulk sampling program in 2027, and is evaluating small-scale mining that could generate revenue. Recent drilling returned tantalum intercepts of up to 3,715 ppm Ta₂O₅ over 1.0 m, alongside tin and lithium mineralization. No production decision has been made, and historical concentrate grades of up to 57% Ta₂O₅, 62.5% Sn and 6.3% Li₂O have not been fully verified by a Qualified Person.
- Several Important Factors Protect Amazon’s Margins and Secure Its AI Moat
The author says they added to an Amazon position at $249.09, up 7.92% year to date, as the business accelerates. The article argues that in-house chips, the Bedrock platform supporting multiple AI models and automated logistics help protect margins. Amazon's chips business is reported to run at an annual revenue rate above $25 billion, while AWS posted a 39% operating margin on $42.2 billion in revenue, up 36.7%. The AWS backlog stands at $496 billion, and operating income rose 43.24% to $27.46 billion while revenue grew 19.62%. The article also flags risks: 2026 capex is expected at about $220 billion, trailing 12-month free cash flow was -$7.6 billion, and Q2 GAAP EPS included a $53.4 billion pre-tax gain on the Anthropic stake. Q3 operating income guidance is $22.5 billion to $26.5 billion, compared with $17.4 billion a year earlier.
- CoreWeave Vs. Nvidia: Demand For Silicon is Not The Same Thing as Solvent, Credit-Backed Demand for Physical Infrastructure
CoreWeave and NVIDIA both posted record quarters on AI demand, but the article contrasts NVIDIA's cash from chip sales with CoreWeave's borrowing to build rented data centers. NVIDIA reported fiscal Q2 revenue of $96.221B, up 105.8%, with a 75.0% non-GAAP gross margin, while CoreWeave's revenue rose 112.3% to $2.575B alongside a $104.2 billion backlog. CoreWeave's interest expense rose to $640M from $267M, and its free cash flow was -$5.743B. NVIDIA now offers minimum revenue guarantees, with obligations limited to $108.5B, to help NeoClouds secure financing. The article notes CoreWeave shares fell 36.99% over the past month and are down 22.93% year to date, while NVIDIA is up 16.09%, and argues NVIDIA is better positioned because it is paid at the hardware sale.
- Amkor Technology Halved Over The Last 6 Months: Two Chip Analysts Say 145% Returns Await Those Who Buy Now
Amkor shares, at $36.81, have fallen 51.18% over six months after a Q3 miss: EPS of $0.76 came in below the $0.7766 consensus, and revenue of $1.99 billion missed roughly $2.04 billion expected. Revenue growth slowed to 0.18% year over year, the Communications share of revenue fell to 37% from 51%, and Q4 EPS guidance of $0.65 to $0.75 sits below the $0.7774 consensus. Two analysts, Needham's Charles Shi and UBS's Randy Abrams, carry $90 targets set before the miss, implying about 144% upside from current levels, while the $74.50 consensus target implies about 102%. The article cites AI packaging demand and Q3 gross margin expansion to 18.3% from 14.3%, but notes roughly $2.5 billion in full-year capex. The stock is down 6.3% year to date, while the S&P 500 is up 12.24%.
- Prediction: Broadcom Stock Could Be Worth Twice as Much by 2030
Broadcom's AI semiconductor revenue reached $16.70B, up 221% year over year, and total revenue rose 85.5% to $29.59B, yet the stock is down 6.45% this year at $323.24. The article says shares sit near the 52-week low of $288.95 rather than the high of $493.28, and points to competition from Google's cheaper second sources and a 210 basis point sequential drop in gross margin. The article's model sets a one-year target of $402.33, while the consensus target is $527.59. Reaching $650 by 2030 would require a 101.1% gain, or about 35x the forward EPS of $18.376. The article ties this to AI revenue of roughly $115 billion in fiscal 2027 and $230 billion in fiscal 2028, with management saying fiscal 2028 EPS should exceed $30. The main risk noted is that a few AI labs drive most of the demand.
- Microsoft Is Paying Workers to Leave So It Can Pay for AI
Microsoft offered voluntary buyouts on October 26 to about 60,000 employees, roughly 27% of the 223,000 full-time staff as of June 30. The article links the offer to rising AI spending, though the announcement does not mention AI or cost cutting. The stock rose 1.54% to $532.60, and the company is valued at about $3.95 trillion. Fiscal 2026 capex reached $115.95 billion, up 79.62%, while free cash flow fell 6.46%, and calendar-2026 capex is put at about $175 billion. The offer covers level 70 and below on selected teams such as Xbox, Windows, Copilot and Finance, while data center, sales and marketing staff are largely excluded. Wells Fargo, which rates the stock Overweight with a $725 target, estimates that if one-third of eligible workers accept, operating margin could rise about 2 percentage points a year, though uptake and total cost were not disclosed.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.