Greg Abel Has 75% of Berkshire Hathaway's Portfolio Invested in Just 8 Stocks. Is the 1 That's Lagging Behind the S&P 500 the Best Buy Now?

Under new CEO Greg Abel, Berkshire Hathaway has concentrated 75% of its $365.2 billion equity portfolio into 8 stocks. American Express is the only one lagging the S&P 500 over the past year due to margin compression from high cardholder rewards and marketing expenses. Despite these headwinds, the article argues American Express offers compelling value at 19.7x trailing earnings for long-term investors who believe in its business model.

09/17/2026, 6:30 AM • The Motley Fool

Apple Is Considering Something It Hasn't Done in 15 Years. Here's What Investors Need to Know.

Apple is reportedly considering developing its own AI servers in partnership with Nvidia, marking the company's first enterprise server venture since 2011. The proposed servers would combine Apple's M8 Ultra chips with Nvidia's NVLink Fusion technology for AI inference. If approved, the product wouldn't be available until 2029. This represents a potential strategic shift under new CEO John Ternus, as Apple has historically focused on consumer devices rather than infrastructure investments like its peers in the Magnificent Seven.

09/16/2026, 1:39 PM • The Motley Fool

Hock Tan Just Guided Broadcom's AI Revenue to Reach $230 Billion by 2028. Should You Believe Him?

Broadcom CEO Hock Tan projects the company will generate $230 billion in annual AI semiconductor revenue by fiscal 2028, representing more than a tripling from current levels. The article argues this forecast is credible given Tan's track record of underestimating growth and Broadcom's secured supply chain. The analysis suggests potential 150% upside if the company achieves these targets with a 50% profit margin.

09/16/2026, 12:45 PM • The Motley Fool

31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel

Berkshire Hathaway has concentrated approximately 31% of its stock portfolio in two AI-focused companies under CEO Greg Abel's leadership: Alphabet (nearly 10% of portfolio) and Apple (just over 20%). Alphabet is positioned as a growth play with strong AI leadership, generating $53 billion in free cash flow despite massive capital expenditures. Apple, while at a higher valuation, benefits from device upgrade cycles and new CEO John Ternus's potential to improve the company's AI strategy.

09/16/2026, 12:30 PM • The Motley Fool

Down 25%, Is Shopify Stock a Better Buy than SpaceX and the "Magnificent Seven" Stocks in September?

Shopify has declined 25% from its peak but continues strong revenue growth of 34% in H1 2026. However, its valuation at 70x forward earnings is expensive compared to alternatives. Alphabet emerges as a more attractive choice, trading at 17x earnings with accelerating growth in Google Cloud and promising AI/autonomous vehicle initiatives.

09/16/2026, 7:03 AM • The Motley Fool

Tim Cook's Most Defining Move at Apple Has Nothing to Do With AI

Tim Cook's most significant achievement at Apple was launching the wearables segment with the Apple Watch in 2014-2015, not AI innovation. This strategic move expanded Apple's ecosystem with health and wellness features, integrated with iOS, and inspired the formalized Apple Services segment. The wearables strategy, combined with services like Apple Pay and Apple Music, drove Apple's stock up over 2,200% during Cook's tenure and established a sustainable competitive advantage that should continue benefiting the company under new CEO John Ternus.

09/16/2026, 6:30 AM • The Motley Fool

Prediction: This Will Be SpaceX’s Stock Price by June 2027 (Hint: It Implies a Big Move)

Despite Wall Street analysts predicting 48% upside with a median target of $212/share, the article argues SpaceX stock will decline 22% to $112 by June 2027. The prediction is based on historical performance of large IPOs, which saw a median 17% decline in their first year. SpaceX's 91x sales valuation is deemed unsustainably expensive, even for a high-growth company.

09/16/2026, 4:12 AM • The Motley Fool

Artificial Intelligence (AI) May Have a New Bear Thesis: Human Extinction

An AI researcher who worked at OpenAI and Anthropic warned that frontier AI developers are not acting responsibly and are gambling with human extinction risks. While some AI leaders have publicly acknowledged the need for safety measures and development slowdowns, the industry continues to increase capital expenditures. A potential slowdown in AI development could negatively impact stock prices of major AI infrastructure companies.

09/16/2026, 3:31 AM • The Motley Fool

Satya Nadella's Microsoft Disclosed Azure Topped $100 Billion in Annual Sales for the First Time -- but MSFT Has Trailed the Market All Year. Is the Stock Still a Buy?

Microsoft announced Azure surpassed $100 billion in annual revenue for the first time, with fiscal 2026 revenue up 18% to $332 billion and net income rising 31% to $134 billion. However, the stock has only gained 3% in 2026 and underperformed the market due to concerns about massive capital expenditures ($116 billion), perceived AI platform weaknesses, and higher valuation multiples compared to competitors like Alphabet and Amazon.

09/16/2026, 3:12 AM • The Motley Fool

Elon Musk Promised "Over a Million Robotaxis" by 2020. None Materialized, and a Dedicated Robotaxi Fleet Isn't Expected Until at Least 2027. Here's What That Track Record Means for Tesla's Valuation.

Elon Musk's history of overly optimistic predictions about Tesla's autonomous vehicle and robotics businesses raises concerns about the company's valuation. Musk promised over a million robotaxis by 2020, but Tesla has less than 500 registered in Texas as of now, with a dedicated fleet not expected until 2027. Tesla's high valuation (12.5x sales, 339x earnings) is primarily based on promises of physical AI revenue from robotaxis and humanoid robots, but the timeline and market potential remain highly uncertain.

09/16/2026, 2:37 AM • The Motley Fool

AI Productivity Tools Market Expected to Hit $69.22 Billion by 2035 at a 19.50% CAGR | SNS Insider

The global AI Productivity Tools Market is valued at $11.72 billion in 2025 and expected to reach $69.22 billion by 2035, growing at a 19.50% CAGR. North America leads with 36% market share, while Asia Pacific shows the fastest growth at 21.21% CAGR. Cloud-based deployment dominates at 65% share, with subscription models accounting for 55% of revenue. Key growth drivers include enterprise automation, data analytics, code generation tools, and RPA adoption across industries.

09/16/2026, 2:30 AM • GlobeNewswire

Want to Invest in Anthropic Before Its IPO? Here's How.

Anthropic submitted its confidential IPO filing in June with an expected S-1 release in late September and IPO around mid-October. Investors can gain limited exposure through the AGIX ETF, which holds only 1.19% in Anthropic shares. While the company shows impressive revenue growth (Q2: $11.5B vs Q1: $4.73B), profitability remains uncertain due to high operational costs. The author recommends waiting for the public debut rather than pursuing pre-IPO private market shares.

09/16/2026, 1:12 AM • The Motley Fool

Is Amazon Stock a Buy After Its Best Quarter in Years?

Amazon reported its fastest revenue growth in five years at 20% in Q2 2026, driven by strong performance across all segments, particularly AWS which grew 37% fueled by AI demand. The company is forecasting $200 billion in capital expenditures for data centers. With a valuation now on par with the S&P 500 and strong operating leverage, the analyst rates Amazon stock as a clear buy.

09/15/2026, 11:30 PM • The Motley Fool

Alibaba vs. Uber Technologies: Which Consumer Stock Is a Better Buy in 2026?

The article compares Alibaba and Uber Technologies as investment options for 2026. Alibaba operates a massive e-commerce and cloud computing ecosystem in China with conservative financials but faces regulatory risks and slowing growth. Uber has a global platform with strong revenue growth (18% YoY) and higher margins (19%), though it faces legal challenges and driver classification issues. The author recommends Uber as the better buy due to its global reach, settled market position, and more attractive valuation metrics despite Alibaba's strong AI cloud segment growing 45% YoY.

09/15/2026, 6:14 PM • The Motley Fool

Is Nvidia Stock a Buy in September 2026?

Nvidia has transformed into an AI infrastructure powerhouse with extraordinary growth (106% YoY revenue increase), expanding beyond GPUs into complete AI systems. While the company is well-positioned for the next phase of AI (inference and agents), the stock trades at a 29x P/E ratio with limited margin of safety. Investors should only buy if they have strong conviction on AI's sustainability and Nvidia's dominance, despite visible competitive risks from major customers developing proprietary chips.

09/15/2026, 2:15 PM • The Motley Fool