惯性聚合 高效追踪和阅读你感兴趣的博客、新闻、科技资讯
阅读原文 在惯性聚合中打开

推荐订阅源

IT之家
IT之家
A
About on SuperTechFans
OSCHINA 社区最新新闻
OSCHINA 社区最新新闻
N
Netflix TechBlog - Medium
Microsoft Security Blog
Microsoft Security Blog
钛媒体:引领未来商业与生活新知
钛媒体:引领未来商业与生活新知
博客园 - 三生石上(FineUI控件)
博客园 - 聂微东
博客园 - Franky
D
Docker
Martin Fowler
Martin Fowler
Engineering at Meta
Engineering at Meta
The Cloudflare Blog
人人都是产品经理
人人都是产品经理
Last Week in AI
Last Week in AI
U
Unit 42
F
Fortinet All Blogs
H
Help Net Security
Blog — PlanetScale
Blog — PlanetScale
Microsoft Azure Blog
Microsoft Azure Blog
罗磊的独立博客
P
Proofpoint News Feed
月光博客
月光博客
G
Google Developers Blog

Fortune | FORTUNE

One man can kill Bill Ackman’s $64 billion bid for Universal Music Group—and no one knows what he’ll do | Fortune Poppi’s cofounder pitched her startup on Shark Tank while 9 months pregnant and landed a $400,000 deal—now it's worth $2 billion | Fortune Teen boys are choosing AI girlfriends over real ones for 'maximum control, zero rejection'—experts say it could make them unemployable | Fortune A United American merger is by no means impossible given the president 'loves big deals' | Fortune Reed Hastings’s planned exit from $455 billion Netflix ‘had nothing to do with’ the failed deal for Warner Bros., says Ted Sarandos | Fortune Meet Joe McCann: The high-flying crypto trader held in Tanzania after sudden death of his influencer fiancée Ashly Robinson | Fortune Gen Z is carving a different path in the housing market by doing it alone | Fortune U.S. Catholic leaders criticize Trump for ‘disparaging words’ about the pope as Vatican clash risks alienating Catholic voters | Fortune China has ‘nearly erased’ America’s lead in AI—and the flow of tech experts moving to the U.S. is slowing to a trickle, Stanford report says | Fortune Self-made millionaire behind $5 billion Skims Emma Grede says it all began with a cold call to Kris Jenner: Emma Grede—the self-made millionaire behind the $5 billion Skims empire—says it all began with an audacious cold call to Kris Jenner: ‘The difference between me and someone else is, I made it happen’ | Fortune Americans have never been this gloomy about the economy. Wall Street has never cashed in harder | Fortune ‘The college grading system [is] almost meaningless’: People see the Ivy League as an easy A and with flawed admissions standards | Fortune The CEO of $8.5 billion Japanese car giant Nissan plays the drums in a band and hits the tennis courts to destress from the top job | Fortune New York governor's take on a millionaires tax: fancy pied-à-terre second apartments worth over $5 million | Fortune Pope Leo XIV: A ‘handful of tyrants’ are ravaging earth with war and exploitation | Fortune Trump has no plan to cut the $39 trillion national debt, but he does want to cut childcare. His budget director is scrambling to clarify | Fortune China's economy grows 5% in first quarter, surprising economists to the upside | Fortune Everyone was wondering what Trump wanted more: Warsh smoothly seated at the Fed, or for Powell to pay. We have our answer | Fortune Palantir exec: the biggest mistake retailers are making with AI? Trying to do it all with one agent | Fortune American YouTuber who calls himself a 'troll' sentenced to 6 months in Korean prison for literally dancing on wartime graves | Fortune BBC plans to cut up to 2,000 jobs to save 10% of annual budget | Fortune Canva debuts a new suite of agentic tools, as the design app quietly becomes one of the world’s most used AI services | Fortune Moody's CEO: AI has a trust problem – better models won’t fix it | Fortune Top New York surgeon: Americans have better data for choosing restaurants than surgeons. That has to change | Fortune The Iran war’s fertilizer shock is hammering American farmers, and 70% can’t afford what they need for this year’s growing season | Fortune Education experts to Mamdani: Why are you foisting AI on our kids? | Fortune This CEO pirated video games as a teen and became a hacker for the Air Force. Now he’s built a $3 billion cyber firm | Fortune Teacher, blame thyself: Yale report savages Ivy League schools for destroying American trust in higher education | Fortune Fed chair nominee Kevin Warsh is worth more than $100 million and has stakes in SpaceX and Polymarket | Fortune From wool sneakers to GPUs: Allbirds’ desperate AI pivot and 600% stock surge, explained | Fortune
Berkshire triples Alphabet stake and buys Delta stock whi...
Josh Funk, T · 2026-05-16 · via Fortune | FORTUNE

Berkshire Hathaway more than tripled the size of its investment in Google’s parent company and bought over $2.6 billion worth of Delta Airlines stock as Greg Abel settled into the CEO job after taking over from Warren Buffett at the start of the year.

The conglomerate also dumped a number of other stocks, including Visa, Mastercard, Domino’s Pizza, Amazon and United Healthcare after the departure late last year of Todd Combs, who was one of the two investment mangers Buffett hired to help manage the portfolio.

Buffett was always reluctant to invest in tech companies because he said he didn’t understand them well enough to predict the long-term winners. Buffett did make an exception to that rule near the end of his career by buying a massive Apple stake after he recognized how devoted consumers are to that company’s iPhones and computers.

Abel appears to be more comfortable because by the end of March Berkshire owned nearly 58 million Alphabet shares worth almost $17 billion. Just three months earlier, Berkshire held only 17.8 million Alphabet shares worth $5.6 billion.

Berkshire picked up nearly 40 million shares of Delta stock during the first three months of the year. Buffett has something of a sordid history with airline investments over the years after having bought their stocks heavily more than once before eventually dumping them.

Buffett told shareholders in 2008 that “if a farsighted capitalist had been present at Kitty Hawk, he would have done his successors a huge favor by shooting Orville down” because every airline has struggled to maintain a competitive advantage ever since the Wright brothers took to the air.

Berkshire also established a small new stake in Macy’s that was worth nearly $55 million at the end of March.

Berkshire never comments on the moves it makes to its $280 billion stock portfolio from quarter to quarter because it doesn’t want to discuss what it is buying and selling. Earlier this month, Abel just led his first shareholders meeting as CEO while Buffett sat on the floor with the rest of the board of directors.

Many investors have followed Berkshire’s portfolio closely over the years because they liked to copy Buffett’s moves. That may not be the case going forward at least until Abel establishes more of a record as a stock picker. He has spent his career operating companies like Berkshire’s collection of major utilities.

But a couple of the stocks that Berkshire just revealed new stakes in Friday did jump after the conglomerate detailed its investments in a new filing with the Securities and Exchange Commission. Macy’s and Delta stock prices both popped after Berkshire’s disclosure, but Alphabet’s stock price hardly changed.

The Omaha, Nebraska-based company also owns dozens of other businesses including major insurers like Geico, BNSF railroad, huge manufacturers like Precision Castparts and an assortment of retail and service businesses that includes such well-known brands as Helzberg Diamonds, See’s Candy and Dairy Queen.

The Fortune 500 Innovation Forum will convene Fortune 500 executives, U.S. policy officials, top founders, and thought leaders to help define what’s next for the American economy, Nov. 16-17 in Detroit. Apply here.