Warren Buffett's Successor Greg Abel Spent $4.5 Billion Buying 1 Stock Last Quarter, and He Spent At Least $3.3 Billion Buying More This Quarter

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, has ended two notable investment streaks. He broke Buffett's 13-quarter net stock-selling streak by purchasing $23.5 billion in equities last quarter, with Alphabet being the largest purchase at $4.5 billion. Additionally, Abel resumed share buybacks after a six-quarter hiatus, spending $4.5 billion in the second quarter and at least $3.3 billion more in July, signaling management's belief that Berkshire stock is undervalued.

09/05/2026, 12:30 PM • The Motley Fool

Alphabet's Stock Slipped 2.2% After Sundar Pichai's Earnings Beat Was Inflated by a $77.1 Billion Unrealized Gain on Equity Holdings. Should Investors Discount That Gain When Judging the Real Growth Story?

Alphabet's Q2 2026 earnings were significantly boosted by $77.1 billion in unrealized gains from its equity investments, inflating net income to $41 billion when underlying 'other' income was $98 billion. While the company operates within GAAP accounting rules, investors should recognize these gains are volatile and unrelated to core business growth, as the company itself warns these fluctuations could turn negative in future periods.

09/05/2026, 10:15 AM • The Motley Fool

Most Investors Overpay for AI Hype. Nvidia Is the Exception.

Nvidia's AI business is delivering exceptional results with Q2 FY2027 revenue doubling to $96.2B and strong free cash flow of $69.9B. While the stock trades at 25x current earnings, the valuation becomes more reasonable at 15x forward FY2028 estimates. The company's upcoming Vera Rubin platform and expanding revenue per data center offer significant growth potential, but risks include massive future spending commitments ($366B), margin pressure, and dependence on customers achieving adequate returns from their AI infrastructure investments.

09/05/2026, 10:09 AM • The Motley Fool

2 Space Stocks to Buy in September

The global space sector could reach $1.8 trillion by 2035. The article recommends two space stocks: MDA Space, a profitable Canadian satellite manufacturer suitable for risk-averse investors, and SpaceX, which offers higher growth potential through AI infrastructure and data center operations. SpaceX has deals worth $26+ billion annually with major tech companies and plans to launch orbital data centers by 2028, though significant capital expenditures are required.

09/05/2026, 6:05 AM • The Motley Fool

Jensen Huang Said This Word Exactly 1 Time During Nvidia's Earnings Call, and That Was Enough to Put Artificial Intelligence (AI) Bubble Fears to Rest

Nvidia CEO Jensen Huang's single use of the word 'visibility' during earnings signals the company's unprecedented insight into AI infrastructure demand across land, power, and supply chains. With top hyperscalers expected to spend $800 billion on capex in 2026 and $1.3 trillion in 2027, Nvidia's 70% revenue growth guidance and strategic equity stakes in networking and optical companies position it as the architect of AI factories rather than just a chip vendor, suggesting secular demand rather than a bubble.

09/04/2026, 4:08 PM • The Motley Fool

AST SpaceMobile vs. Space Exploration Technologies: Which Telecom Stock Is a Better Buy in 2026?

AST SpaceMobile and SpaceX compete in satellite connectivity but with different business models. AST SpaceMobile focuses on direct-to-device smartphone connectivity with partnerships from major telecom operators, while SpaceX leverages reusable rockets to scale its Starlink broadband service. Despite SpaceX's larger revenue base ($18.7B vs $70.9M) and established business, the article recommends AST SpaceMobile for 2026 due to strong telecom backing and clearer near-term profitability path, though both companies face significant cash burn and execution risks.

09/04/2026, 3:29 PM • The Motley Fool

Physical AI Infrastructure Market to Reach $327.21 Billion by 2035 as Robotics and Autonomous Systems Accelerate Global Demand | Research by SNS Insider

The global Physical AI Infrastructure Market is projected to grow from $14.20 billion in 2025 to $327.21 billion by 2035, with a CAGR of 36.91%. Growth is driven by deployment of AI systems in robotics, autonomous vehicles, smart factories, and edge computing. North America leads with 37% market share, while Asia-Pacific shows the fastest growth at 38.56% CAGR. Compute infrastructure and cloud deployment models dominate, with industrial automation and humanoid robotics as key applications.

09/04/2026, 2:30 PM • GlobeNewswire

NuScale Just Turned AI on Itself. Here's What That Means for the Stock.

NuScale Power is implementing specialized AI tools from Nuclearn and NPX to streamline its engineering, regulatory, and knowledge work for small modular reactor (SMR) development. The AI implementation reduced information search and verification time by up to 80%, addressing operational bottlenecks. However, the company remains in pre-commercial stages with only one secured project in Romania and is seeking a major deal with the Tennessee Valley Authority.

09/04/2026, 1:32 PM • The Motley Fool

3 Top Quantum Computing Stocks to Buy in September

The article highlights three quantum computing stocks positioned to benefit from the industry's projected growth to $72 billion by 2035. Alphabet is recommended for its significant R&D investment and Willow quantum chip breakthroughs. IonQ stands out among upstarts for its ion trap technology and accuracy record. Nvidia is supporting quantum computing through hybrid integration tools while maintaining its core AI business.

09/04/2026, 1:23 PM • The Motley Fool

Satya Nadella Has Delivered a More Than 10X Return for Microsoft Shareholders Since Becoming CEO in 2014, a 30% Annualized Growth Rate. Is That Pace Still Achievable From Here?

Under CEO Satya Nadella's leadership since 2014, Microsoft has delivered a 1,570% total return (29.7% annualized), transforming the company through cloud and AI initiatives. However, with Microsoft now valued at $3.69 trillion, analysts suggest maintaining such high growth rates going forward is unlikely, though the company remains well-positioned as a market-beating investment.

09/04/2026, 1:20 PM • The Motley Fool

Securities Fraud Investigation Into Alphabet Inc. (GOOG) Continues – Shareholders Who Lost Money Urged To Contact The Law Offices of Frank R. Cruz

A securities fraud investigation into Alphabet Inc. has been initiated following reports that Google's Gemini 3.5 Pro AI model is months behind schedule. The company's stock fell 4.4% on July 16, 2026 after Bloomberg reported disappointing training results. Further declines of up to 7% occurred on July 23 after Alphabet announced a significant increase in capital expenditures to $195-205 billion for 2026, negative free cash flow of $5.9 billion, and expected margin pressure from reliance on third-party capacity.

09/04/2026, 12:35 PM • GlobeNewswire

Is Marvell Technology a Millionaire-Maker Stock?

Marvell Technology has delivered extraordinary returns (180% this year, 230% over 12 months) driven by its AI infrastructure business, but the article argues it is unlikely to be a millionaire-maker stock from current levels. With 79% of revenue from data centers and strong custom silicon growth targets, Marvell has solid fundamentals. However, high expectations are already priced in, it faces intense competition from Broadcom and others, and customer concentration creates volatility risk. The stock is recommended as a quality satellite position rather than a wealth-building core holding.

09/04/2026, 7:33 AM • The Motley Fool

Breakfast News: Week in Review

Nvidia agreed to acquire Hugging Face for $13 billion in a defensive move as customers develop competing chips, while MongoDB beat earnings expectations but fell 15% due to slower Q3 guidance. Token prices hit record lows, pressuring AI companies' business models. Uber cut 10% of workforce while lobbying against robotaxi regulations, and the Fed signals potential rate hold, impacting expensive AI stocks.

09/04/2026, 7:30 AM • The Motley Fool

Every Hyperscaler Raised Capex Again. These 3 Boring Industrials Get Paid No Matter Who Wins the AI Race.

Major tech companies (Alphabet, Amazon, Meta) are significantly increasing capital expenditures for AI infrastructure. Rather than betting on which tech company will succeed, investors can gain exposure to the AI boom through industrial companies that supply essential infrastructure—power generation, electrical systems, and cooling hardware—regardless of which tech platform dominates.

09/04/2026, 7:30 AM • The Motley Fool

Warren Buffett’s Berkshire Hathaway Just Did This for the First Time in 15 Quarters. History Offers a Clue About What’s Next, But the Evidence Piling Up Suggests History May Not Repeat Itself.

Berkshire Hathaway became a net buyer of stocks for the first time in 15 quarters during Q2 2026, purchasing nearly $20 billion including a significant boost to its Alphabet position. While history suggests this could precede a market rally similar to 2022, current evidence points otherwise—stocks are now at near dot-com bubble valuations, and economic headwinds from tariffs and geopolitical tensions create uncertainty, suggesting a potential market pullback ahead.

09/04/2026, 7:10 AM • The Motley Fool