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- Meet Warren Buffett Successor Greg Abel's Newest Investment: Bending Spoons. Should Investors Follow Suit and Buy the Stock?
Greg Abel, now in charge of Berkshire Hathaway, has made a new tech bet on Bending Spoons (BSP), which Berkshire first bought for around $600 million when the company IPO'd at $29 in July. The conglomerate has now added another $330 million through a private placement this month, buying 10 million shares at $33, about a 13% discount to the previous day's price. Bending Spoons is a digital technology holding company that acquires digital-first businesses and uses AI to lift revenue and cut costs; its revenue reached $1.3 billion in 2025, up 95%, and second-quarter 2026 revenue rose 126% to $704.2 million. It bought Airtable for nearly $1.3 billion in September, agreed to buy Miro for nearly $1.4 billion, and relies on significant debt financing. The author would pass on the stock, citing the debt-financed roll-up model, aggressive deal-making and AI disruption risk, especially after the share price jumped on news of Berkshire's investment.
- AI Bubble or Not, Warren Buffett Would Buy This Vanguard Index Fund
The S&P 500 gained 24% in 2023, 23% in 2024 and about 16% in 2025, with much of the rally driven by AI enthusiasm concentrated in a small group of tech stocks. The Shiller CAPE ratio is around 41 versus a historical average near 17, a level reached only in a few periods, most notably the dot-com bubble. Warren Buffett favored a low-cost S&P 500 index fund over trying to time corrections, and Berkshire Hathaway bought 43,000 shares of the Vanguard S&P 500 ETF (VOO) in late 2019, holding them for roughly five years. With a 0.03% expense ratio and exposure to hundreds of businesses, the article argues VOO remains a compelling long-term holding, while the S&P 500 has returned about 10% annualized from 1928 to 2025.
- Warren Buffett and Broadcom CEO Issue a Similar Blunt Warning to Wall Street. Here’s What Investors Should Do Next, According to a Key Buffett Investing Principle.
The S&P 500 has hit record highs, rising 78% over the past three calendar years and heading for a 14% gain this year, largely driven by AI stocks. Warren Buffett, in a CNBC interview at the May shareholders’ meeting, likened markets to “a church with a casino attached” and said people have never been in a more gambling mood. Broadcom CEO Hock Tan said many AI investors set extreme expectations and are almost like they are in a casino because they don’t truly understand what they are investing in. The S&P 500 Shiller CAPE ratio recently reached 41, its highest ever, indicating stocks are historically expensive. Citing a key Buffett principle, the article advises investing in quality companies you know well so you can set reasonable expectations for their growth and stock performance.
- Warren Buffett's Berkshire Compounded at 19.7% a Year Between 1965 and 2025, Nearly Double the S&P 500's 10.5% Annual Return. Can Investors Still Apply That Playbook Today?
Warren Buffett retired as Berkshire Hathaway CEO at the end of 2025 after compounding the portfolio at an average 19.7% a year over 60 years, versus roughly 10.5% for the S&P 500 and 11.8% for the Nasdaq Composite since 1971. His successor, Greg Abel, called him “arguably the greatest investor of all time” in the 2025 annual report. The author doubts Berkshire can sustain a 20% average annual return but still considers it a favorite stock, expecting it to outperform the S&P 500 over time because its businesses are well-run market leaders, its holdings are good values, and it tends to hold up well in downturns. Abel has already made several portfolio changes and holds a large cash pile, and he said in his shareholder letter that Berkshire's culture and values will guide his leadership. He expects that in 20 years the company will be even stronger, though returns may not be as high as before.
- Broadcom CEO: Investors are ignoring a key lesson from Warren Buffett
Broadcom CEO Hock Tan says many investors are ignoring Warren Buffett's principle of investing only in businesses they understand, treating the market almost like a casino. Speaking in Singapore, as reported by Bloomberg, Tan said many investors have “no clue” what they are buying and hold extreme expectations. The article notes that AI is harder to understand than earlier technology, making Buffett's advice harder to follow, though Tan remains bullish on Broadcom. He warned the industry could run out of capital and that AI profitability will depend on proving its usefulness to businesses, many of which may be “wasting money.” The article's takeaway is to avoid the casino-like aspects of the AI trade rather than the trade itself.
- Warren Buffett's Market Warning Is Hard to Ignore. But I'd Buy These 3 Stocks Anyway.
U.S. stocks keep hitting record highs, but the so-called Warren Buffett indicator, the total market cap of U.S. stocks relative to GDP, stands at a record 237.5%, far above the 138.5% peak during the early-2000 dot-com mania. The author argues the backdrop shapes how to invest rather than whether to invest, and recommends Pfizer (PFE) and Alphabet (GOOG, GOOGL) despite the warning. Pfizer's revenue has fallen from just over $100 billion in 2021 to around $60 billion, and patent expirations threaten roughly one-third of its drug portfolio, but Padcev sales reached $667 million in Q2, up 23%, and its forward dividend yield is nearly 6%. Alphabet is well positioned in AI as its Gemini chatbot outgrows competitors, Google handles nearly 90% of the world's web queries, and Android runs on 69% of the world's mobile devices.
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- Amazon stock pops after Morgan Stanley details 5 catalysts, lifts price target
Morgan Stanley named Amazon a top pick and raised its price target to $350 from $335, implying about 40% upside from Friday's $250 close. The bear and bull cases are $220 and $410, a 3:1 risk-reward ratio. Analyst Brian Nowak outlined five catalysts: faster AWS revenue growth (47% in 2027 and 42% in 2028), AWS operating margins of 42% and 44%, more visibility into Bedrock, gains from AI shopping, and robotics that could save $2 billion to $4 billion a year for every 10% of units moving through automated fulfillment centers. The firm raised its capex forecast to $355 billion for 2027 and $365 billion for 2028. The stock is up about 11% this year but sits roughly 10% below its early August high.
- Should You Buy Meta (META) Ahead of Earnings?
Meta Platforms (NASDAQ:META) reports Q3 results on Oct 21, and the stock is among the top 10 holdings in Trump's latest portfolio, where its biggest trade in the Oct 8 filing was a purchase of $5 million to $25 million on Aug 21. Bulls say AI is boosting Meta's ad business: in Q2, ad impressions rose 14%, the average price per ad rose 12% and revenue grew 28%. Bears point to rising capital spending, nearly vanished free cash flow and a Q2 earnings miss of about 14% from legal and severance charges, while Muse brings in little revenue so far. The number of hedge funds holding Meta fell from 262 to 254 in Q2, and the stock fell after each of its last two earnings reports. The article notes analysts expect Q3 revenue growth of about 24% with EPS below last year, and suggests either buying a small starter position before the report or waiting for it.
- Berkshire Hathaway CEO Greg Abel Just Took a Page Out of Warren Buffett's Playbook, Plowing $930 Million Into a 'Wonderful Company at a Fair Price'
CEO Greg Abel has put $930 million into Bending Spoons, a company that acquires, optimizes and reinvests in digital businesses, including $600 million in its July IPO and a further $330 million later, lifting Berkshire's stake to about 4%. Bending Spoons has acquired 50 businesses since 2013, including AOL, Eventbrite and Vimeo. In the second quarter, revenue rose 126% to over $704 million, diluted EPS grew 163% to $0.28, and adjusted operating margin reached 54%. The IPO price was $29 per share and the $330 million purchase was at $33, while the stock now trades near $54.50, a market cap of nearly $35 billion and about 39 times forward earnings. The article argues this reflects Buffett's principle of buying a wonderful company at a fair price, though the stock is no longer a bargain.
- Intel stock pops after JPMorgan gives a Neutral upgrade
JPMorgan (JPM) upgraded Intel (INTC) to Neutral from Underweight. The note points to improving execution under CEO Lip-Bu Tan, potential foundry customers for next-generation manufacturing, and rising earnings estimates for 2027 and 2028.
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AP's gold futures table (100 troy oz, USD per troy oz) as of 10:00 AM on Monday, October 19 shows the December 2026 contract trading at $4,169.50, down $11.60, with volume of 79,099 contracts versus 135,074 on Friday. The October 2026 contract rose $14.00 to $4,173.50, and open interest totaled 398,149 contracts, up 2,143.
- Intel leads chip stocks higher as investors jump back into AI trade
Chip stocks rebounded on Monday as investors bought the dip after last week's steep AI trade sell-off. The PHLX Semiconductor Index (^SOX) rose 2%, reversing a recent semiconductor rout. Intel (INTC) jumped 5% after JPMorgan upgraded the stock to Buy, citing "solid execution." Nvidia (NVDA) and AMD (AMD) also gained, while a Goldman Sachs upgrade of CoreWeave (CRWV) to Buy from Neutral helped lift AI sentiment. Arm Holdings (ARM), Micron Technology (MU) and SK Hynix (SKHY) also rebounded after sharp declines last week.
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