29.7% of Berkshire Hathaway's $356 Billion Portfolio Is Invested in 2 Artificial Intelligence Stocks

Under new CEO Greg Abel, Berkshire Hathaway has significantly increased its AI investments, with nearly 30% of its portfolio concentrated in two tech giants. Alphabet's position has been quadrupled since early 2026, benefiting from AI-enhanced search features and a booming Google Cloud business with a $514 billion order backlog. Apple remains Berkshire's largest holding at 19.5% of the portfolio, leveraging its in-house chip design for AI integration across 2.5 billion devices.

08/20/2026, 4:26 AM • The Motley Fool

Prediction: 3 Unstoppable Artificial Intelligence Stocks That Will Join Nvidia, Apple, and Alphabet in the $4 Trillion Club by 2028

The article predicts that Microsoft, Amazon, and Taiwan Semiconductor Manufacturing will join Nvidia, Apple, and Alphabet in the $4 trillion market cap club by 2028. Microsoft and Amazon are positioned to reach this milestone by returning to historical valuation multiples (30x forward earnings), while TSMC must achieve approximately 28% compound annual growth, which is slightly below its expected growth rate.

08/19/2026, 12:30 AM • The Motley Fool

Nvidia Is on Track to Beat the S&P 500 for the 4th Straight Year. Should Its $500 Billion AI Infrastructure Financing Plan Give Investors Pause?

Nvidia has partnered with six major financial institutions (BlackRock, Blackstone, KKR, Apollo Global Management, Brookfield, and Goldman Sachs) to create a $500 billion AI infrastructure financing plan. The deal aims to securitize AI compute assets and diversify Nvidia's customer base beyond hyperscalers. While the plan resembles financial engineering that could amplify an AI slowdown, it positions Nvidia as a critical ecosystem provider and enables recurring revenue streams through inferencing-as-a-service.

08/18/2026, 10:20 AM • The Motley Fool

Is the Vanguard Morningstar Total Stock Market ETF Still the Best Long-Term Core Holding for Most Investors?

The article argues that the Vanguard Morningstar Total Stock Market ETF (VTI), which holds 3,531 U.S. stocks across all market caps, remains a superior long-term core holding compared to S&P 500 ETFs. While VTI has underperformed the S&P 500 over the past decade, it outperformed in the past year. The author advocates for owning the entire U.S. stock market rather than just the 500 largest companies to capture potential gains from mid-cap and small-cap stocks.

08/18/2026, 7:31 AM • The Motley Fool

Why SK Hynix Stock Popped Today

SK Hynix stock jumped 4% after the Trump Administration signaled opposition to Apple sourcing memory chips from China, preferring domestic U.S. manufacturers or allied countries like South Korea. The policy shift could benefit SK Hynix alongside American competitors Micron and Sandisk, with SK Hynix trading at a lower valuation multiple while maintaining strong projected earnings growth.

08/17/2026, 10:21 AM • The Motley Fool

The Vanguard S&P 500 ETF (VOO) Beat the Vanguard Morningstar Total Stock Market ETF (VTI) for 4 Straight Years. Here's Why That's About to Change.

After outperforming for four years due to mega-cap growth stock concentration, the Vanguard S&P 500 ETF (VOO) is losing ground to the Vanguard Total Stock Market ETF (VTI) in 2026. VTI's exposure to cheaper small and mid-cap stocks, combined with its flexibility to quickly add new IPOs like SpaceX, makes it a better choice for broad market exposure despite both ETFs' identical 0.03% expense ratios.

08/16/2026, 8:05 AM • The Motley Fool

This Dividend King Has Raised Its Payout for 64 Straight Years -- And It's Outperforming the "Magnificent Seven" This Year

Coca-Cola has extended its dividend growth streak to 64 consecutive years and is outperforming all Magnificent Seven stocks in 2026, with shares up over 25%. The beverage giant has benefited from sector rotation as investors shift away from tech due to concerns about AI infrastructure spending. Despite slower long-term growth ambitions (4-6% revenue, 7-9% EPS growth), Coca-Cola delivered strong Q2 results with 7% revenue growth and 16% EPS growth.

08/16/2026, 7:15 AM • The Motley Fool

Meet the Dividend Stock That Warren Buffett Backed for Decades. Here's Why It Just Hit an All-Time High Under Greg Abel.

Coca-Cola, Warren Buffett's longest-held equity position, has hit an all-time high under Greg Abel's leadership. The stock is up 26% year-to-date, outperforming the S&P 500's 14% gain. Buffett's 1988 investment of $1.3 billion has grown to nearly $35 billion, with the company maintaining its dominance through strong marketing, a 64-year dividend increase streak, and 6% organic revenue growth despite inflationary pressures.

08/15/2026, 11:27 AM • The Motley Fool

Not Nvidia. Not AMD. This Chip Stock Will Be the Biggest Winner of the Historic AI Semiconductor Boom

While Nvidia and AMD are benefiting from the AI semiconductor boom, Taiwan Semiconductor Manufacturing (TSMC) is positioned as a better investment due to its foundry business model serving multiple major clients. TSMC's diversified customer base, strong pricing power, and dominant 73% foundry market share make it well-positioned for sustained growth, with the stock trading at an attractive 25x forward earnings compared to peers.

08/15/2026, 9:23 AM • The Motley Fool

Greg Abel Just Plowed $4.2 Billion Into Warren Buffett's All-Time Favorite Stock

Berkshire Hathaway's new CEO Greg Abel has invested $4.2 billion in stock buybacks during Q2 2026, continuing Warren Buffett's strategy of returning capital to shareholders. Abel has also invested over $20 billion in Alphabet since taking over as CEO. With $365 billion in cash reserves, Berkshire is well-positioned to continue buybacks and strategic investments.

08/15/2026, 9:23 AM • The Motley Fool

Amazon.com vs. StubHub: Which Consumer Stock Is a Better Buy in 2026?

The article compares Amazon.com and StubHub as investment options in 2026. Amazon demonstrates strong financial health with $77.7 billion net income, 10.8% net margin, and 12.4% revenue growth, while StubHub struggles with a $1.9 billion net loss despite generating $191.2 million in free cash flow. The author recommends Amazon as the superior investment choice due to its profitability, diversified business model spanning e-commerce, cloud services, and advertising, versus StubHub's niche ticketing focus and ongoing path to profitability.

08/14/2026, 6:08 PM • The Motley Fool

PayPal Grows Its Volume Every Year. Here's Why the Stock Doesn't Always Follow.

PayPal's total payment volume grew 10% year-over-year to $486 billion in Q2, but the stock remains down 81% from its 2021 peak. The company's most profitable segment, online branded checkout, has significantly underperformed with only 2% TPV growth in Q2, compared to 26% annualized growth during 2018-2021. Intense competition from Apple Pay and weak branded checkout performance are pressuring the stock despite overall business growth.

08/14/2026, 1:05 PM • The Motley Fool

Amazon Is the Only $3 Trillion Company That Has Never Paid a Dividend

Amazon remains the only $3 trillion company that has never paid a dividend, unlike Microsoft, Apple, Nvidia, and Alphabet. The company is spending heavily on AI and cloud infrastructure ($220 billion expected in 2026), resulting in negative free cash flow of $7.6 billion over the past 12 months. Management believes this aggressive capital investment strategy will generate better returns than shareholder payouts, with AWS revenue growing 37% year-over-year.

08/13/2026, 3:26 PM • The Motley Fool

The Race to $5 Trillion: Who Will Get There First, Apple or Alphabet?

Apple and Alphabet are competing to become the second company to reach a $5 trillion market cap after Nvidia. While Apple currently leads with $4.4 trillion versus Alphabet's $4.2 trillion, Alphabet is better positioned to reach the milestone first due to strong AI-driven growth in cloud computing and data centers. Apple faces headwinds from rising memory chip prices that could pressure margins under new CEO John Ternus, while Alphabet also trades at a lower valuation premium relative to its operating cash flow.

08/13/2026, 6:10 AM • The Motley Fool

Prediction: Amazon Will Join Apple in the $4 Trillion Club Before 2030

Amazon is positioned to reach a $4 trillion market capitalization before 2030, driven by projected revenue growth to $1.1 trillion by 2028 (15% CAGR), expansion in e-commerce, thriving digital advertising (26% YoY growth), and AWS growth (37% YoY) with a $496 billion backlog. The stock trades at a reasonable 22.4 P/E ratio, suggesting limited downside risk.

08/13/2026, 4:46 AM • The Motley Fool