1 Sector Warren Buffett and Greg Abel Are Largely Ignoring -- and Why Investors Shouldn't

Warren Buffett and Greg Abel's Berkshire Hathaway portfolio is notably absent from the healthcare sector, holding only DaVita and recently exiting UnitedHealth Group. The article argues investors should consider healthcare independently, as it offers opportunities across multiple investment styles—from high-growth pharma/biotech plays like Eli Lilly to dividend-paying stalwarts like Johnson & Johnson and Abbott Laboratories that provide steady earnings and income.

06/03/2026, 12:05 PM • The Motley Fool

Berkshire Hathaway Made Some Major Portfolio Moves, but This One Was a Head-Scratcher. How Should Investors Take It?

Berkshire Hathaway's latest 13F filing reveals significant portfolio changes under new CEO Greg Abel, including exits from Visa, Mastercard, UnitedHealth Group, and Amazon. Most notably, Berkshire purchased 39.8 million shares of Delta Air Lines worth $3.28 billion, marking its return to the airline industry after previous losses during COVID-19. The move signals new management implementing different strategies, with Delta trading at attractive valuations below 10x earnings.

06/03/2026, 3:05 AM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Just Sold UnitedHealth Group Stock. Is He Missing a Huge Opportunity?

Greg Abel, Berkshire Hathaway's new CEO, sold the company's entire 5.1 million-share stake in UnitedHealth Group in Q1 2026 as part of portfolio spring cleaning. While UnitedHealth shares have rallied over 40% since the sale, the author argues Abel made the right call given the stock's valuation risks and the company's ongoing turnaround challenges. Berkshire also exited positions in Amazon, Domino's, Mastercard, and Visa while increasing stakes in Alphabet and adding new positions in Delta Airlines and Macy's.

05/27/2026, 3:32 PM • The Motley Fool

Berkshire Hathaway Still Has Not Sold Its Bank of America Stake. Here's What That Tells Long-Term Investors.

Under new CEO Greg Abel, Berkshire Hathaway exited positions in Visa, Mastercard, and Amazon in Q1 2026, but maintained its large Bank of America stake (8% of portfolio, fourth-largest holding). The decision signals Berkshire's preference for fairly-valued traditional banks offering stability and income over expensive fintech companies, suggesting value-focused investing strategy.

05/27/2026, 12:30 PM • The Motley Fool

$663.3 Bn Revenue Cycle Management Market Trends and Global Forecasts Report 2026-2035

The global revenue cycle management (RCM) market is projected to grow at a CAGR of 11.51% from $200.1 billion in 2026 to $663.3 billion by 2035, driven by widespread EHR adoption, shift to value-based care models, and increasing use of AI and automation. North America holds the largest market share due to its complex healthcare system and advanced technology infrastructure. Key players include 3M, Change Healthcare, Optum, and McKesson, though high implementation costs and regulatory complexity present challenges.

05/21/2026, 4:57 AM • GlobeNewswire

Nvidia Earnings Could Decide Whether the AI Trade Still Holds

Markets faced mixed signals as geopolitical tensions eased on Iran sanctions reports, causing oil prices to reverse sharply lower. Bond yields surged globally on inflation concerns, with the 10-year Treasury hitting 4.631%. Nvidia's Wednesday earnings are positioned as the most critical event for the AI capital expenditure cycle, with options pricing a potential 7% move. Key corporate actions include NextEra-Dominion merger announcement, Berkshire Hathaway's portfolio restructuring under new CEO Abel, and Regeneron's failed Phase 3 trial.

05/18/2026, 1:12 PM • Investing

Why Is UnitedHealth Stock Trading Lower On Monday?

UnitedHealth Group (UNH) stock declined 3.05% in premarket trading Monday after Berkshire Hathaway disclosed it liquidated its entire 5 million share position in the healthcare company, held for less than a year. Despite the selloff, UnitedHealth reported strong Q1 2026 results with adjusted earnings of $7.23 (beating $6.58 estimate) and revenues of $111.721 billion. The company is also accelerating AI integration across operations, with plans to invest $1.5 billion in AI this year and reporting a 2-to-1 return on AI investments.

05/18/2026, 9:15 AM • Benzinga

FAU Ranked No. 4 Nationally as Executive Education Provider in the United States

Florida Atlantic University's Executive Education Programs achieved its fourth consecutive No. 1 ranking in Florida and No. 4 in the United States for open enrollment professional development programs according to Financial Times rankings. The program offers over 60 certifications and professional development initiatives, recently launching an MBA concentration in artificial intelligence to meet growing employer demand.

05/18/2026, 6:00 AM • GlobeNewswire

Stock Market Today: Dow Jones, S&P 500 Futures Drop Following Drone Strike On UAE Nuclear Plant—Regeneron Pharma, NextNRG, ServiceNow In Focus

U.S. stock futures fell on Monday following Friday's sharp declines, triggered by a drone strike near the UAE's Barakah nuclear power plant. While UAE officials confirmed no radiation leak or injuries, geopolitical tensions remain elevated. Key movers include Regeneron Pharmaceuticals tumbling 11.92% after failed Phase 3 trials, NextNRG surging 91.16% on strong quarterly revenue growth, and ServiceNow rising 3.50% following a partnership announcement with Experian. The S&P 500 and Nasdaq 100 declined in premarket trading.

05/18/2026, 5:10 AM • Benzinga

Warren Buffett's Successor, Greg Abel, Just Sold 16 Stocks, but Piled Into an AI Titan That's Now a Top-5 Position for Berkshire Hathaway

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, exited 16 stock positions in Q1 2026 citing expensive market valuations. However, he significantly increased Berkshire's stake in Alphabet to a top-5 holding, more than tripling the position to approximately $23 billion. The move reflects Abel's focus on value investing and Alphabet's strong fundamentals including its search monopoly and rapidly growing Google Cloud business with AI integration.

05/18/2026, 5:06 AM • The Motley Fool

Under Greg Abel, Apple Stock Looks Like It's Here to Stay in Berkshire Hathaway's Portfolio

Under new CEO Greg Abel, Berkshire Hathaway halted its multi-quarter Apple selling trend and more than tripled its Alphabet stake in Q1 2026, signaling a shift toward technology investments. Apple reported strong fundamentals with 17% revenue growth and 22% EPS growth, though rising memory costs present a near-term risk.

05/16/2026, 3:06 PM • The Motley Fool

Warren Buffett's Successor, Greg Abel, Dumped Amazon and Domino's, and More Than Tripled Berkshire's Stake in a Virtual Monopoly in a Massive Portfolio Overhaul

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, executed a major portfolio overhaul in Q1 2026. He completely exited 16 positions including Amazon, Domino's Pizza, Visa, Mastercard, and UnitedHealth Group, while more than tripling Berkshire's stake in Alphabet to approximately $23 billion. The moves signal a shift toward tech investments and fundamental bargains, marking a departure from Warren Buffett's traditional investment approach.

05/15/2026, 5:29 PM • The Motley Fool

Healthcare Revenue Cycle Management Market to Surpass USD 521 Billion by 2035, Driven by AI-Powered Billing Automation – SNS Insider

The global Healthcare Revenue Cycle Management (RCM) market is projected to grow from USD 171.58 billion in 2025 to USD 521.0 billion by 2035, at a CAGR of 11.72%. Growth is driven by increasing billing complexity, expanding patient volumes, AI-driven automation adoption, and the shift toward value-based care models. The U.S. market alone is expected to reach USD 234.45 billion by 2035, while Europe's market is projected at USD 133.84 billion.

05/15/2026, 10:47 AM • GlobeNewswire

Why Doximity Stock Plunged Today

Doximity stock fell 24% after reporting mixed Q4 2026 earnings with only 5% sales growth and disappointing 2027 guidance of 3-5% revenue growth. The company is increasing AI spending amid a soft healthcare advertising market, pressuring profitability. Despite industry headwinds, Doximity maintains its market leadership with 85% of U.S. physicians on its platform and trades at a cheap 12x forward earnings valuation.

05/14/2026, 11:03 AM • The Motley Fool

SCHD Has the Scale. HDV Has the Energy Tilt. Which Dividend ETF Fits Your Portfolio?

Schwab U.S. Dividend Equity ETF (SCHD) and iShares Core High Dividend ETF (HDV) are compared as dividend investment options. SCHD offers lower expenses (0.06%), higher yield (3.30%), and larger scale ($90.5B AUM) with a multifactor quality approach, while HDV concentrates more heavily in energy and consumer staples with a 0.08% expense ratio. SCHD delivered stronger 1-year returns (25% vs 22%) but HDV showed better 5-year total returns ($1,659 vs $1,510 on $1,000 invested). The choice depends on whether investors prioritize dividend growth and diversification (SCHD) or energy sector concentration (HDV).

05/13/2026, 2:34 PM • The Motley Fool