Warren Buffett's Successor, Greg Abel, Started His Tenure With a Bang by Slashing Berkshire's Chevron Stake and Making a Virtual Monopoly the New No. 5 Holding

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, made significant portfolio changes in Q1 2026, reducing the company's Chevron stake by 35% while dramatically increasing its position in Alphabet to become Berkshire's new No. 5 holding. Abel's shift reflects profit-taking from Chevron's rally and a strategic pivot toward Alphabet's dominant search market position and AI growth potential.

08/03/2026, 5:06 AM • The Motley Fool

3 Big Takeaways From Microsoft's Earnings

Microsoft reported strong fiscal 2026 Q4 earnings with 18% revenue growth driven by cloud computing, causing shares to surge 16%. The company expects positive free cash flow in fiscal 2027 despite high AI infrastructure investments. Microsoft emphasized that CPUs are equally important as GPUs for agentic AI, signaling a shift in compute capacity ratios and benefiting CPU manufacturers.

08/03/2026, 4:15 AM • The Motley Fool

Up Just 2% and Still Dominant: Is Amazon the 1 Growth Stock Worth Buying Right Now?

Amazon's stock has underperformed the broader market with only 2.5% gains over three months, but the article argues it presents a compelling buying opportunity. The company maintains dominant positions in e-commerce and cloud computing (AWS), with AWS growing 36.8% year-over-year. Despite investor concerns about $220 billion in capital expenditures, Amazon's valuation has become attractive with a P/E ratio of 22, down from 35 a year ago and well below its five-year median of 50.

08/03/2026, 4:02 AM • The Motley Fool

Greg Abel Is Spending Berkshire Hathaway's Cash on Whole Companies Instead of Stocks. Here's What That Changes for Shareholders.

Greg Abel, Berkshire Hathaway's new CEO, is shifting the company's investment strategy toward acquiring whole businesses rather than stocks. With nearly $400 billion in cash, Abel has spent less than $3 billion on stock purchases while acquiring Taylor Morrison for $6.8 billion and completing the OxyChem purchase for $9.7 billion. This approach reflects Abel's preference for long-term operational control over portfolio trading, as he finds greater value in whole companies than in the current richly-valued stock market.

08/03/2026, 1:15 AM • The Motley Fool

The Fed Held Interest Rates Steady for a 2nd Straight Meeting Under Kevin Warsh, With 3 Officials Dissenting. Here's What Investors Should Expect Next.

Federal Reserve Chair Kevin Warsh kept interest rates steady at 3.5%-3.75% for the second consecutive meeting on July 29, but faced a 9-3 dissenting vote—the highest dissent in a decade. Rising oil prices from Middle East geopolitical tensions are expected to push inflation higher in July's data, potentially prompting an interest rate hike at the September meeting. Warsh's reluctance to provide forward guidance makes it harder for investors to predict future Fed decisions.

08/02/2026, 9:30 PM • The Motley Fool

SpaceX vs. the "Magnificent Seven": How the New Nasdaq-100 Member Stacks Up

SpaceX was added to the Nasdaq-100 on July 7 with a $2 trillion valuation from its $86 billion IPO, but the stock has fallen 25% since then. While analysts expect strong revenue growth (87% by 2026), SpaceX trades at an extremely high valuation (77x sales) compared to the Magnificent Seven tech giants, is currently unprofitable, and lacks the proven track record of established competitors like Apple, Microsoft, Nvidia, Alphabet, Amazon, Meta, and Tesla.

08/02/2026, 5:19 PM • The Motley Fool

If I Were in My 20s, I'd Buy This Magnificent ETF and Hold It Until Retirement

The article recommends the Invesco QQQ Trust (QQQ), an ETF tracking the Nasdaq-100 index, as an ideal long-term investment for young investors in their 20s. The Nasdaq-100 is heavily weighted toward technology stocks (70%) and has historically outperformed the S&P 500 with a 10.9% compound annual return over 27 years versus 8.6% for the S&P 500. The article highlights how major tech companies in the index have benefited from the AI revolution, with the top 10 holdings delivering over 500% average returns since 2023.

08/02/2026, 4:15 PM • The Motley Fool

Is Arm Holdings Stock a Buy on the Bullish CPU Outlook?

Arm Holdings announced strong fiscal Q1 earnings with 22% revenue growth and increased confidence in achieving over $1 billion in server CPU revenue by fiscal 2028. However, the analyst recommends against buying the stock due to its high forward P/E ratio of over 100, risks from competing with its own customers in the data center CPU market, and headwinds in its core smartphone business from elevated memory costs.

08/02/2026, 3:15 PM • The Motley Fool

Warren Buffett Regretted Not Investing in Alphabet Earlier. New CEO Greg Abel Won't Have the Same Worry.

Under new CEO Greg Abel, Berkshire Hathaway has significantly increased its Alphabet investment, purchasing approximately 40 million shares in Q1 2026 and $10 billion worth of stock in a private placement deal in June. These investments signal confidence in Alphabet's position as an AI leader, validating the sector despite concerns about high capital expenditures and uncertain returns. Alphabet's stock has outperformed the S&P 500 by 164% versus 70% over the past five years.

08/02/2026, 2:05 PM • The Motley Fool

3 Reasons Why Berkshire Hathaway Owns $29 Billion of Alphabet Stock

Under new CEO Greg Abel, Berkshire Hathaway has aggressively invested $29 billion in Alphabet stock since Q3 2025, including a $10 billion private placement. The investment signals confidence in Alphabet's AI leadership, cloud infrastructure position, and chip development capabilities, despite market concerns about AI infrastructure spending returns.

08/02/2026, 12:30 PM • The Motley Fool

Is a 53% Decline a Stopping Point for the SpaceX Stock Price? History Offers This Answer.

SpaceX stock has declined 52% from its post-IPO high and may face further pressure ahead of its Q2 2026 earnings report on Aug. 4 and insider selling on Aug. 6. However, historical precedent from Meta's 2012 IPO suggests that a 53% decline could represent a market bottom and buying opportunity, as Meta recovered with 140% gains over the next 12 months and 3,250% long-term gains. SpaceX's $28.5 trillion addressable market, particularly in AI infrastructure and space-based data centers, could provide significant upside for long-term investors.

08/02/2026, 11:26 AM • The Motley Fool

Warren Buffett Stepped Back From Berkshire Hathaway With a Bang; Its Investment in 1 AI Stock Now Tops $30 Billion

Warren Buffett initiated a $30 billion investment in Alphabet for Berkshire Hathaway, consisting of $10 billion in newly issued stock and $20 billion in open-market purchases. Buffett acknowledged it was a mistake for Berkshire to avoid Alphabet for so long, citing the attractiveness of Google Search and the company's strong AI infrastructure growth through Google Cloud, which grew 82% year-over-year. Alphabet trades at a reasonable valuation with an EV/EBIT ratio of 26.

08/02/2026, 10:21 AM • The Motley Fool

Top Financial Institutions and Crypto Companies Just Formed a New Bitcoin Security Consortium. What Does That Mean for Bitcoin?

Leading financial institutions and crypto companies have formed the Bitcoin Security Consortium, pledging at least $15 million over three years to address security threats to Bitcoin, particularly the quantum computing threat. While the consortium's backing from major players like BlackRock and Coinbase is bullish for Bitcoin, the author expresses greater concern about emerging AI threats to cryptocurrency security.

08/02/2026, 8:21 AM • The Motley Fool

IonQ vs. Alphabet: What Revenue Trends Reveal About the Quantum Computing Chipmaker and the Artificial Intelligence Giant

IonQ's revenue has grown 755% year-over-year to $64.7 million in Q1 2026, demonstrating strong momentum in quantum computing. However, Alphabet generates 1,700 times more quarterly revenue ($119.8 billion in Q2 2026) and maintains consistent growth through its dominant search advertising and AI-enhanced services. While IonQ shows impressive acceleration, it remains unprofitable with a $271.5 million operating loss, contrasting sharply with Alphabet's $40.8 billion operating income.

08/02/2026, 8:05 AM • The Motley Fool

Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks

Nvidia CEO Jensen Huang argues that the current semiconductor boom is fundamentally different from historical cycles because it's driven by AI infrastructure demand rather than consumer demand. He believes the semiconductor industry needs to grow 5-10 times larger. Recent earnings from Nvidia and Intel support continued strong compute demand, though skepticism remains about the sustainability of hyperscaler spending on data centers.

08/02/2026, 8:03 AM • The Motley Fool