I did my 28 miles for March for the Fallen to honor Staff Sgt. Louis Cardin who died in Iraq making sure others made it to safety. military.com/daily-news/2016… #MFTF #mftfphilly

@EWStone on how strong earnings will keep powering this market higher, despite inflation, war & more. With the $SPCX IPO on tap, @ToddRosenbluth of @Vetta_Fi makes $UFO his #ETFoftheWeek; Hank Smith of Haverford Trust talks dividend-growth stocks in the #MoneyLifeMarketCall.

@EWStone on how strong earnings will keep powering this market higher, despite inflation, war & more. With the $SPCX IPO on tap, @ToddRosenbluth of @Vetta_Fi makes $UFO his #ETFoftheWeek; Hank Smith of Haverford Trust talks dividend-growth stocks in the #MoneyLifeMarketCall.

Last week was a good reminder that markets don’t just move on fundamentals, they move on expectations. Broadcom reported strong results, but not strong enough to lift already high expectations around AI growth. That triggered a pullback across AI and semiconductor stocks—even as economic data surprised to the upside. The bigger picture hasn’t changed, but the market is starting to demand more proof after a very strong run. If you’re interested, I break it down in more detail in my latest article below. forbes.com/sites/bill_stone/…

Alphabet raising $80B to fund AI, and Berkshire Hathaway adding another $10B. Thanks to @Reuters for including my thoughts in the story. Not just a capital raise. A signal: AI is now an infrastructure arms race. Also notable timing—this follows Berkshire’s homebuilder acquisition. Greg Abel has been busy deploying capital across very different, long-duration opportunities. Big question: will returns match the scale of investment? reuters.com/legal/transactio… #AI #Investing

Classic Berkshire Hathaway: buy housing when sentiment is still cautious. Their $6.8B Taylor Morrison deal signals a bet on pent-up demand and a cycle turn. Appreciate @YunLi626 including my thoughts on @CNBC. cnbc.com/2026/06/01/berkshir…

Oil is back above $100, and inflation risks are rising with it. That’s showing up in: • Higher gas prices • Rising yields • Re-accelerating CPI Inflation isn’t gone; it’s just in remission. Why that brings TIPS back into focus for investors: forbes.com/sites/bill_stone/… #Inflation #Oil #Rates #FixedIncome

Memorial Day celebrates those who gave all for our freedom.

Joined @YahooFinance to break down Berkshire Hathaway’s latest moves under Greg Abel: new bet on Delta, bigger conviction in Alphabet. A more concentrated playbook, same disciplined framework. Thanks @joshuahlipton and Cheyenne Reid for having me. $DAL $GOOGL

Berkshire just got more focused: • 29 stocks • 91% in top 10 • 16 positions eliminated Same discipline. New fingerprints. Greg Abel is reshaping the portfolio, quietly but clearly. My latest ↓ forbes.com/sites/bill_stone/…

Berkshire’s first quarter under Greg Abel is starting to take shape: - New stakes in Delta and Macy’s. - Exits from Amazon, Visa, Mastercard, and others. - A major add to Alphabet Not a wholesale shift, but clearly a more concentrated capital allocation approach. Appreciate @kryshur for the thoughtful conversation and for including my perspective in her @WSJ piece. wsj.com/finance/investing/be…

The Pittsburgh Zoo is clearly in win-now mode.

Berkshire Hathaway Q1 2026: new era, familiar discipline. With Greg Abel taking the wheel, results point to continuity: steady operations, patient capital allocation, and the same long-term playbook. My latest: forbes.com/sites/bill_stone/…

Joined @CNBCTheExchange to talk Berkshire Hathaway. Surprised buybacks didn’t get more airtime after the meeting, but Kelly was on it. Big opportunity ahead for Greg Abel to add value through good old‑fashioned operational excellence. Thanks to @KellyCNBC for the great convo and Chelsea Lombardo for making it all happen. 👇 cnbc.com/video/2026/05/04/su…

A new era in Omaha. Greg Abel led the 2026 Berkshire Hathaway Annual Meeting as CEO, with Warren Buffett on as Chairman. More focus on operations, record cash of nearly $400B, disciplined capital allocation, and the same margin‑of‑safety mindset. My takeaways 👇 forbes.com/sites/bill_stone/… #BRK #Investing #ValueInvesting

Earnings season is heating up. Big Tech has delivered, markets are rewarding nuance over headlines, and 128 more companies are still to report. In my latest piece, I cover what investors should really be watching as earnings season hits full stride. 🔗 forbes.com/sites/bill_stone/… #EarningsSeason #Markets #Investing #BigTech

Warren is in the house! BRK2026

Here we go! Lined up in Omaha for the 2026 Berkshire Hathaway Annual Meeting. Crowds are smaller than historically but still sizable.

My annual Omaha routine: 1. Talk Berkshire on @CNBC 2. Go to Omaha 3. Go shopping 4. Take notes like it’s still 2006 5. Drag myself across the 5K finish line Thanks to @YunLi626 for having me on the Berkshire Hathaway Annual Meeting preview. Let’s do this! youtu.be/EjRIfA30neg

Big Tech earnings week is here: 180 S&P 500 companies report, incl. 5 of the “Magnificent 7” (GOOGL, META, AMZN, MSFT, AAPL). Key watch: AI monetization capex forward guidance. And this weekend: Berkshire Hathaway’s annual meeting in Omaha. Big moment in the Abel era. forbes.com/sites/bill_stone/…

Earnings season hits a peak week: 94 S&P 500 companies report, including Tesla on Wednesday. Early results show ~13% earnings growth and strong beats so far. This week’s guidance will help determine if fundamentals keep pace with new index highs. forbes.com/sites/bill_stone/…