Samsung to Launch First Yongin Chip Plant by 2029 as South Korea Speeds Up Semiconductor Hub 
Paramount-Warner Bros. Discovery Merger Faces Lawsuit From 12 States 
Elon Musk Says Anthropic Leads AI Race as Claude Models Challenge OpenAI 
Samsung Chairman Lee Jae-yong Expected to Meet Nvidia CEO Jensen Huang on AI and Chip Partnership 
Deutsche Bank Fined A$2 Million by ASIC Over OTC Derivatives Reporting Errors 
TSMC Q2 Revenue Surges 36% as AI Chip Demand Powers Growth Ahead of Earnings 
Oppenheimer Sees CNH Industrial as Top 2026 Agriculture Stock Pick on Dealer Consolidation Strategy 
Goldman AM Sees Strong Buyout Opportunities in Japan, South Korea and Australia 
Australia Flags Child Safety Gaps at Apple, Meta, Google Over Online Sexual Extortion 
Levi Strauss Raises 2026 Outlook After Q2 Earnings Beat, Shares Drop Despite Strong Results 
Stellantis Q2 Vehicle Shipments Rise 10% as North America Drives Growth 
SK Hynix Shares Drop After Strong Nasdaq Debut Despite $26 Billion ADR Listing 
UBS Starts CarTrade Tech With Buy Rating, Sees Strong Earnings Growth and ₹4,000 Target 
DOJ Grand Jury Investigates UAW President Shawn Fain Ahead of Union Election 
Muji Owner Ryohin Keikaku Stock Soars After Raising Full-Year Earnings Forecast 
Yaskawa Electric Shares Slide as Weak Profit Overshadows Strong AI Demand 
AstraZeneca Shares Sink After Wainua Trial Misses Key Heart Disease Goal 
Berkshire Hathaway (NYSE: BRK.A) revealed fresh investments in Delta Air Lines (NYSE: DAL) and Macy’s (NYSE: M) during the first quarter of 2026, marking one of the first major portfolio shifts under new CEO Greg Abel. The changes were disclosed in a regulatory filing released Friday afternoon and immediately boosted investor sentiment, sending Delta shares up 3% and Macy’s stock higher by 5% in after-hours trading.
According to the filing, the Omaha-based conglomerate purchased nearly 40 million shares of Delta Air Lines and approximately 4 million shares of Macy’s. The new investments highlight Berkshire Hathaway’s continued focus on selectively adding value-oriented and consumer-facing companies to its equity portfolio.
At the same time, Berkshire exited several smaller positions during the March quarter, including holdings in Aon PLC, Amazon.com, Domino’s Pizza, Mastercard, Visa, and UnitedHealth Group. Market observers believe some of those investments may have previously been overseen by former Berkshire investment manager Todd Combs, who departed for JPMorgan Chase in April.
UnitedHealth Group shares declined 2.4% in after-hours trading following the disclosure, while most of the other companies affected by Berkshire’s portfolio exit saw limited market reaction.
Greg Abel, who officially succeeded legendary investor Warren Buffett as Berkshire Hathaway CEO in January, reaffirmed the company’s long-term investment strategy focused on concentrated, high-quality holdings. Abel identified Apple, American Express, Coca-Cola, and Moody’s as Berkshire’s core investments and emphasized the company’s commitment to maintaining significant stakes in major businesses with strong fundamentals.
Berkshire Hathaway also retained sizable positions in Bank of America, Chevron, and Occidental Petroleum, reinforcing its confidence in the financial and energy sectors. Investors continue to closely monitor Berkshire’s portfolio moves as Abel begins shaping the conglomerate’s post-Buffett investment era.
