Is Berkshire Hathaway Stock a Buy as Warren Buffett Successor Greg Abel Starts to Deploy the Company's Cash Hoard?

Under new CEO Greg Abel, Berkshire Hathaway has shifted from its conservative cash-hoarding strategy to actively deploying capital. The company resumed share buybacks ($4.5B in Q2), became a net stock buyer for the first time in 3+ years (including a $10B Alphabet investment), and acquired homebuilder Taylor Morrison. Operating earnings grew 16% in Q2, though insurance underwriting profits declined. With $365.5B in cash remaining and an attractive valuation (1.85x tangible book value), analysts view the stock as a compelling long-term buy.

08/11/2026, 6:10 AM • The Motley Fool

Umicore - Transparency notification by Bank of America Corporation

Bank of America Corporation has notified Umicore that it crossed the 3% legal threshold for equivalent financial instruments on August 3, 2026. The bank's total holding of direct voting rights and equivalent financial instruments reached 3.08% as of that date, comprising 0.04% direct voting rights and 3.03% equivalent financial instruments.

08/07/2026, 12:30 PM • GlobeNewswire

Umicore - Déclaration de transparence par Bank of America Corporation

Bank of America Corporation has notified Umicore of crossing the 3% legal threshold of equivalent financial instruments on August 3, 2026. The total voting rights and equivalent financial instruments held by Bank of America Corporation amounted to 3.08% as of that date, comprising 0.04% direct voting rights and 3.03% equivalent financial instruments.

08/07/2026, 12:30 PM • GlobeNewswire

Here's Why Tower Semiconductor Stock Is Rocketing Higher Today

Tower Semiconductor stock surged 10.85% after Bank of America initiated coverage with a buy rating and $367 price target, implying 63% upside. BofA highlighted Tower's market-leading position in silicon photonics for AI data centers, projecting SiPho revenue to double in 2026. The company reported record Q2 2026 revenue of $460M (+24% YoY) and net income of $91M (+95% YoY). However, the stock trades at a premium valuation of 88.8x trailing earnings versus its 5-year average of 17.3x.

08/07/2026, 11:18 AM • The Motley Fool

NuScale Power Stock Could Triple by 2030. Here's Why.

NuScale Power, a nuclear energy company with a sub-$4 billion market cap, is positioned to benefit from surging demand for nuclear energy driven by AI and data centers. Bank of America predicts nuclear capacity will triple by 2050 with $3 trillion in investment. NuScale's key catalyst is a potential power purchase agreement (PPA) with Tennessee Valley Authority expected by end of 2026, which could unlock over $1 billion in revenue by 2030. However, the stock remains volatile and risky given NuScale has never successfully completed a project and faced a major cancellation in 2024 due to cost overruns.

08/07/2026, 9:30 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Has 63% of Berkshire Hathaway's $355 Billion Portfolio Invested in Just 5 Standout Stocks

Greg Abel, who took over as Berkshire Hathaway CEO on December 31, 2025, maintains Warren Buffett's portfolio concentration strategy with 63% ($222.3 billion) of the $355 billion portfolio invested in just five stocks. While Abel shares Buffett's focus on indefinite core holdings like Coca-Cola and American Express, he is distinctly more bullish on technology stocks including Apple and Alphabet. Berkshire has reduced its Bank of America position by 50% since mid-2024 as the stock no longer trades at a discount to book value.

08/07/2026, 5:06 AM • The Motley Fool

Here's How a Small Bet on This Nuclear Stock Could Pay Off Big

Nuclear energy is experiencing a revival driven by climate goals and AI's rising energy demands, with analysts projecting a $10 trillion global opportunity. NuScale Power, the only U.S. company with regulatory approval to build small modular reactors (SMRs), is positioned to benefit significantly. However, the company faces execution challenges, has posted substantial operating losses, and has yet to break ground on commercial reactors, though a major 6-gigawatt project update is expected by year-end.

08/03/2026, 2:05 PM • The Motley Fool

Will New Fed Chair Kevin Warsh Shock the Market and Deliver a Surprise Rate Hike at the Fed's July Meeting?

Fed Chair Kevin Warsh's July FOMC meeting concludes on July 29 with market participants debating the likelihood of a surprise rate hike. While some FOMC members favor a hike and betting markets show a 31.5% probability, analyst Bram Berkowitz argues a rate hike is unlikely given recent inflation slowdown, political pressure from President Trump, and potential geopolitical developments that could ease energy prices.

07/28/2026, 10:17 AM • The Motley Fool

What Big Bank Earnings Just Revealed About the Health of the U.S. Consumer

Big bank Q2 2026 earnings reveal that U.S. consumers remain financially healthy despite economic headwinds from inflation and high oil prices. Key credit metrics from Bank of America, Wells Fargo, JPMorgan Chase, and Citigroup show improving or stable charge-off and non-performing loan ratios, suggesting consumers are managing debt well and recession fears may be overstated.

07/25/2026, 10:15 PM • The Motley Fool

Bank of America Just Raised Its Dividend 14%. The Buyback Is the Bigger Story.

Bank of America raised its quarterly dividend by 14% to $0.32 per share, reflecting strong earnings and passing Federal Reserve stress tests. However, the more significant story is the company's robust $40 billion share buyback program, of which $13.2 billion was spent in the first half of 2026 alone, with approximately $17 billion remaining. Combined with positive fundamentals and economic conditions, the stock is positioned as a strong buy candidate.

07/24/2026, 9:31 PM • The Motley Fool

3 Bank Stocks to Buy in July

High interest rates benefit bank stocks by increasing lending spreads and profits. Bank of America reported strong Q2 earnings with double-digit net income growth across all divisions. PNC Financial Services is expanding aggressively with recent acquisitions. SoFi Technologies, down 30% this year, has a compelling growth story and will report Q2 earnings on July 29.

07/24/2026, 12:05 PM • The Motley Fool

What Bank Earnings Just Revealed About the Health of the American Consumer

Major banks JPMorgan Chase and Bank of America reported strong Q2 earnings, revealing resilient consumer spending across all income segments. Credit metrics improved significantly, with lower charge-off rates and increased debit/credit card volumes. Banks attribute strength to a stable labor market with ~4.2% unemployment and higher tax refunds, though executives acknowledge some lower-income consumers still face wage stagnation amid inflation.

07/22/2026, 6:15 AM • The Motley Fool

The S&P 500 Is Flashing a Warning Sign Not Seen Since the Dot-Com Bubble. Here's What History Says Investors Should Do.

The S&P 500's Shiller CAPE ratio has reached 42, the highest level since the dot-com bubble peak of 44, signaling potential market overvaluation. With 43% of fund managers believing AI stocks are in a bubble and tech stocks showing recent weakness, investors are warned to focus on fundamentally strong companies rather than hype-driven stocks to weather potential market corrections.

07/20/2026, 6:30 AM • The Motley Fool

Warren Buffett Said He Personally Started Berkshire's $31 Billion Alphabet Position

Warren Buffett confirmed he personally initiated Berkshire Hathaway's $31 billion investment in Alphabet, admitting he should have invested years earlier. The position includes $21 billion in public shares and a $10 billion private placement from Alphabet's $80 billion equity raise. Buffett expressed confidence in Alphabet's ability to outperform competitors in the AI infrastructure race, though he noted it ranks fifth among Berkshire's holdings and isn't his favorite investment.

07/19/2026, 11:13 AM • The Motley Fool

KBWB vs. UYG: Which Financials ETF Is the Better Buy for Investors?

The Invesco KBW Bank ETF (KBWB) and ProShares Ultra Financials (UYG) offer different approaches to financial sector exposure. KBWB provides straightforward banking exposure with a 0.35% expense ratio and delivered a 39.43% one-year return, while UYG uses 2x daily leverage with a higher 0.94% expense ratio and returned 14.08% over the same period. KBWB is recommended for buy-and-hold investors, while UYG is better suited for short-term traders, though leveraged ETFs carry daily reset risks and tax inefficiency concerns.

07/17/2026, 3:33 PM • The Motley Fool