Warren Buffett news covering Berkshire Hathaway deals, investment philosophy, shareholder letters, succession plans, and market commentary.
This commentary argues that Warren Buffett's long-held view of market downturns as buying opportunities is particularly relevant amid current tariff uncertainty, Iran conflict, and AI spending concerns. It contends that investors should see bad news as a chance to buy quality stocks at lower prices, rather than reacting impulsively.
This commentary argues that current market conditions resemble a casino, with investors favoring gambling over long-term value investing. It cites Warren Buffett's recent remarks that finding values is tough due to widespread gambling, and contends that the financial system incentivizes speculation, warning that this behavior often precedes a market reckoning.
Berkshire Hathaway CEO Greg Abel increased stakes in Mitsubishi, Sumitomo, and Marubeni during the last quarter. Holdings in Sumitomo and Marubeni rose above 10%, with Mitsubishi at 11.1% as of April 30. The moves build on Berkshire's initial 2019 investments under Warren Buffett.
Warren Buffett revealed he personally started Berkshire Hathaway's investment in Alphabet, not CEO Greg Abel. The stake, begun in Q3 2025, has grown to over $31 billion, making Alphabet the fourth-largest position. Buffett, 95, remains executive chairman.
This commentary argues that Warren Buffett's lifelong commitment to philanthropy, rooted in his early marriage, demonstrates a principled approach to wealth. It contends that Buffett's shift away from the Gates Foundation and his trust in his children's charitable decisions reflect his evolving strategy and personal values.
Warren Buffett called Apple one of his favorite stocks in a CNBC interview on Wednesday, even as Tim Cook prepares to step down as CEO. Berkshire Hathaway left its Apple stake untouched in Q1 2026 after years of trimming, signaling confidence. Apple reported record March-quarter revenue of $111.2 billion.
Berkshire Hathaway appears to have stepped up its stock repurchases during the second quarter, signaling confidence in its valuation. The conglomerate, led by Warren Buffett, has been active in buybacks in recent years.
Warren Buffett told CNBC on July 15 that he is not finding much to buy in the current stock market, preferring gambling over investing. He warned of gambling-like speculation and the high cost of AI infrastructure buildout by hyperscalers like Meta, Microsoft, and Alphabet.
This commentary argues that Warren Buffett's return to CNBC signals dissatisfaction with Berkshire Hathaway's underperformance under CEO Greg Abel. It contends that Buffett's public statements about AI spending and his approval of Abel's decisions mask underlying tensions, as the stock has lagged the S&P 500.