Move Over, Coca-Cola: Warren Buffett's Successor, Greg Abel, Has a New No. 3 Holding at Berkshire Hathaway

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, has significantly increased the company's stake in Alphabet through a $10 billion private placement, elevating it to the No. 3 position in Berkshire's portfolio ahead of long-held Coca-Cola. The move signals Abel's confidence in Alphabet's AI leadership and cloud growth potential, marking a shift toward tech investments that Buffett historically avoided.

06/24/2026, 5:06 AM • The Motley Fool

Application Specific Integrated Circuit Market Size to Grow $38.47 Billion by 2035 | SNS Insider

The global Application-Specific Integrated Circuit (ASIC) market is projected to grow from $20.95 billion in 2025 to $38.47 billion by 2035 at a 6.30% CAGR, driven by surging AI accelerator demand from hyperscalers and rising custom silicon adoption in automotive and industrial sectors. Full custom ASICs are the fastest-growing segment, while consumer electronics and industrial applications lead market demand.

06/24/2026, 3:30 AM • GlobeNewswire

Apple’s Intel Deal Arrives at the Right Time for Its Stock

Apple has partnered with Intel to design and manufacture chips in the United States, addressing supply chain pressures including rising memory chip costs and overdependence on TSMC. The deal aligns with US manufacturing policy priorities, strengthens Apple's supply chain resilience ahead of an AI-driven device cycle, and provides justification for upcoming price increases on core products.

06/23/2026, 5:04 PM • Investing

Is Roundhill Generative AI ETF or iShares U.S. Tech ETF Better In a Volatile Market?

The article compares two tech-focused ETFs: Roundhill Generative AI & Technology ETF (CHAT), which offers concentrated exposure to AI stocks with higher volatility and expense ratios, versus iShares U.S. Technology ETF (IYW), which provides broader diversification with lower costs and a longer track record. IYW is recommended for long-term investors due to its stability, lower fees (0.38% vs 0.75%), and proven performance through multiple market cycles, while CHAT's exceptional recent gains may not be sustainable.

06/23/2026, 2:28 PM • The Motley Fool

3 Chip Giants Still Worth Buying Despite Massive Gains

Despite massive year-to-date gains, three semiconductor stocks remain reasonably valued according to The Motley Fool. Micron Technology (up 831% in 12 months) benefits from sold-out AI memory chips through 2026 with pricing power. Western Digital (up 1,160% in 12 months) dominates AI data storage with strong demand extending to 2028-2029. Taiwan Semiconductor Manufacturing (up 116% in 12 months) maintains a 90% market share in advanced AI chip manufacturing, positioning it as an entrenched player in the AI boom.

06/23/2026, 11:15 AM • The Motley Fool

Micron's Stock Is Up 861% Over the Past Year. These Analysts See 30% Upside From the Current Price.

Micron Technology's stock has surged 861% over the past year, with three major analysts setting $1,500 price targets implying 30% additional upside. Analysts believe the AI memory cycle is structural rather than cyclical, with potential supply tightness extending into 2028. However, the article cautions that high expectations could lead to volatility, citing Broadcom's recent stock decline despite beating earnings estimates when guidance disappointed.

06/23/2026, 9:15 AM • The Motley Fool

Should You Forget Stock Picking and Just Buy This ETF Instead?

A 2025 SPIVA study shows 79% of actively managed large-cap U.S. equity funds underperformed the S&P 500, continuing a decades-long trend. The article argues that individual investors face similar challenges with stock picking and overtrading. The Vanguard S&P 500 ETF (VOO), which recently surpassed $1 trillion in assets, offers a simpler alternative with a 0.03% expense ratio and 13.5% 5-year average annual returns. However, the fund's heavy tech concentration (39%) poses potential risks if interest rates rise.

06/23/2026, 7:15 AM • The Motley Fool

Ranking the "Magnificent Seven" From Most to Least Attractive, Based on Future Cash Flow

The article ranks the Magnificent Seven tech stocks (Nvidia, Alphabet, Apple, Microsoft, Amazon, Tesla, and Meta Platforms) based on price-to-cash-flow ratios. Meta Platforms and Amazon emerge as the best values, with strong AI integration driving future cash flow growth. Tesla and Apple are deemed expensive, while Nvidia and Microsoft offer moderate value. The analysis uses cash flow metrics rather than P/E ratios to better evaluate growth stocks reinvesting heavily in AI initiatives.

06/23/2026, 5:06 AM • The Motley Fool

Intel Has a Warning for AMD Stock Investors

Intel has entered risk production of its advanced 18A-P process node, which promises 9% performance improvements and 18% power reduction compared to its 18A node. The company aims to use this technology to regain market share from AMD in the server CPU market, where it has lost significant ground. Intel's strong demand for 18A chips and potential to land major customers like Apple could help reverse its declining market position.

06/22/2026, 4:23 PM • The Motley Fool

Is SCHD a Better Dividend ETF Than VIG?

The article compares two dividend ETFs: Schwab U.S. Dividend Equity ETF (SCHD) offers a higher dividend yield of 3.20% with lower volatility, while Vanguard Dividend Appreciation ETF (VIG) provides broader diversification with 338 holdings and stronger long-term growth potential. SCHD is recommended for income-focused investors, while VIG suits those prioritizing dividend growth and capital appreciation.

06/22/2026, 3:27 PM • The Motley Fool

Dividend ETFs: How SCHD and FDVV Measure Up

The Schwab U.S. Dividend Equity ETF (SCHD) offers lower expenses (0.06%) and higher dividend yield (3.31%) with reduced volatility, while the Fidelity High Dividend ETF (FDVV) provides stronger growth through heavy technology sector allocation. SCHD suits conservative income-focused investors, while FDVV appeals to those willing to accept higher volatility for better long-term returns.

06/22/2026, 11:05 AM • The Motley Fool

Down 10% From Its Peak, Is Amazon Stock the Ultimate Summer Buying Opportunity?

Amazon stock has declined 10% from its recent all-time highs despite strong Q1 results. The article argues this presents a buying opportunity, highlighting AWS's exceptional 28% revenue growth and $200 billion AI infrastructure investment. Trading at attractive valuations compared to peers, Amazon's multiyear AI growth cycle could deliver substantial returns for long-term investors.

06/21/2026, 1:19 PM • The Motley Fool

Is Alphabet the Best "Magnificent Seven" AI Stock?

Alphabet's Google Cloud business is growing at 63% year-over-year with operating margins expanding to 32.9%, outpacing rivals like AWS and Azure. The company trades at a market-average 28x earnings despite cloud growth and strong search performance, making it potentially undervalued. However, massive capital expenditure plans ($180-190B in 2026) and regulatory risks pose challenges.

06/21/2026, 1:13 PM • The Motley Fool

2 Top-Tier Dividend ETFs that Complement Each Other Well to Invest in Right Now

The Schwab U.S. Dividend Equity ETF (SCHD) and Vanguard Dividend Appreciation ETF (VIG) are complementary dividend ETFs that together offer both high income and growth potential. SCHD focuses on high-quality dividend-paying companies and offers higher yields, while VIG emphasizes dividend growth and has greater exposure to tech stocks like Apple and Microsoft, providing better stock price appreciation.

06/21/2026, 10:30 AM • The Motley Fool

Federal Reserve Meeting 2026: These Are the 3 Most Important Takeaway for Investors Right Now

New Federal Reserve Chair Kevin Warsh held his first meeting, maintaining interest rates steady while showing a bias toward potential rate increases. Despite concerns about political influence, Warsh demonstrated Fed independence by not cutting rates as previously advocated. However, he significantly reduced the information the Fed provides to markets, creating uncertainty for investors navigating potential recession risks.

06/21/2026, 10:15 AM • The Motley Fool