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Warren Buffett Is "Ahead of His Time" Again: Portfolio's Largest Stock Up 25%, Generating Double the Free Cash Flow of Four Top Global Companies Combined

Apple generated about 136 billion USD in free cash flow in the fiscal year ended September 2026, up 38% and well above its 111 billion USD record in 2022, nearly double the combined total of Microsoft, Meta, Alphabet and Amazon over the last four quarters (about 67 billion USD). The gap stems largely from spending: those four firms put over 600 billion USD into fixed assets, mostly AI chips and data centers, while Apple spent only about 9 billion USD, down nearly 30%. Apple shares rose about 25% year to date as of November 2, and Warren Buffett's Berkshire Hathaway still holds 227.9 million Apple shares worth about 66 billion USD, 22% of its equity portfolio as of end-June 2026, though that stake is down about 75% from mid-2023.

Summary written by Upside AI from the original article. Read the source for full details.

Original headline: Huyền thoại Warren Buffett lại "đi trước thời đại": Cổ phiếu lớn nhất danh mục tăng 25%, tạo dòng tiền gấp đôi 4 công ty top đầu thế giới cộng lại

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