Key Points Berkshire Hathaway's top five financial stocks reflect multiple areas within the financial services sector. Different stocks rank first based on performance, Wall Street price targets, dividends, and valuation. However, one of these Buffett stocks scored highly in all four categories. 10 stocks we like better than Bank of America › I still think of Berkshire Hathaway's (NYSE: BRK.A) (NY...
Key Points Berkshire Hathaway's top five financial stocks reflect multiple areas within the financial services sector. Different stocks rank first based on performance, Wall Street price targets, dividends, and valuation. However, one of these Buffett stocks scored highly in all four categories. 10 stocks we like better than Bank of America › I still think of Berkshire Hathaway's (NYSE: BRK.A) (NYSE: BRK.B) portfolio as Warren Buffett's portfolio. The legendary investor's decision to pass the baton as CEO to Greg Abel hasn't changed my view in the slightest. After all, Buffett is still Berkshire's board chairman and its largest shareholder. Even with Buffett no longer the official public face of Berkshire Hathaway, his fingerprints remain all over the conglomerate's holdings. For example, a whopping 35% of Berkshire's $309 billion portfolio is invested in five financial stocks that Buffett likes. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the stocks » Berkshire's top five financial stocks It probably won't come as a surprise that American Express (NYSE: AXP) ranks as Berkshire's largest financial services holding, accounting for 17.3% of the company's portfolio as of its latest 13-F filing. AmEx is one of Buffett's longest-held positions. He included it among several stocks that he told Berkshire Hathaway shareholders in 2024 that he expected the conglomerate to "maintain indefinitely." Sure, Buffett is not as big a fan of bank stocks as he once was. However, Bank of America (NYSE: BAC) is Berkshire's second-largest financial stock position and third-largest holding overall. It comprises 9.6% of the company's portfolio. Moody's (NYSE: MCO) has two core businesses. It provides risk management services to institutional investors. The company is also one of the largest credit ratings agencies. I suspect that Buffett finds both units appealing. Moody's ranks...
ASML Holding N.V. (NASDAQ:ASML) is one of the Buzzing AI Stocks Analysts are Watching. On January 16, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,528.00 price target. The firm is strongly positive on ASML as it sees structural demand upside for the stock into 2026–2029. On January 15, TSMC “smashed” market expectations when it announced a capital...
ASML Holding N.V. (NASDAQ:ASML) is one of the Buzzing AI Stocks Analysts are Watching. On January 16, Bernstein SocGen Group analyst David Dai reiterated an Outperform rating on the stock with a $1,528.00 price target. The firm is strongly positive on ASML as it sees structural demand upside for the stock into 2026–2029. On January 15, TSMC “smashed” market expectations when it announced a capital expenditure guidance of $52-56 billion for 2026, a 32% year-over-year increase from its 2025 capex of $40.8 billion at the midpoint. Bernstein believes this is “great news” for all semiconductor equipment names, particularly ASML, given the high litho intensity in advanced logic. The company also forecast revenue growth of 30%, reflecting how capex intensity remains elevated at an estimated 33%. The allocation toward advanced logic has increased to 70-80%, up from 70% last year. The firm noted that this is partly offset by decreased allocation to equipment, as TSMC accelerated the buildout of “new clean rooms in anticipation to stronger capacity needs in 2028/2029.” We conclude that 1. advanced logic equipment growth in 2026 is strong at around 30%; 2. equipment demand will further accelerate in 2028/29 when the new clean rooms are ready to be filled with equipments. While we acknowledge the potential of ASML as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 AI Stocks Making Waves on Wall Street and 10 AI Stocks on Market Radar Disclosure: None.
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong...
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong signals for Intel’s PC products and a gradually improving outlook for Intel Foundry Services (IFS). Analysts led by Goldberg believe the new Panther Lakes products will drive an improvement for Intel products. Feedback from OEMs and ODMs at and following the CES event has been very positive, implying Intel could regain market share this year, particularly in consumer products. Discussing Panther Lake, the firm noted that it is highly significant, as it is the first commercial product built on Intel’s 18A manufacturing process. This marks a return to Moore's Law path of process improvement. While IFS still faces execution risk and longer-term success is dependent on the 14A process, the firm anticipates near-term traction in advanced packaging. This is helped by capacity constraints at TSMC. In the near term, we think the bulk of external IFS customers will sign up for Intel advanced packaging rather than 18AP. TSMC's advanced CoWoS advanced packaging is highly constrained, leaving room for Intel to get its start serving external customers. For now, that is enough to keep them in the fight. We are establishing a price target of $65, based on a DCF analysis with a 12% discount rate and a 5% growth rate. Intel Corporation (NASDAQ:INTC) designs, manufactures, and sells advanced semiconductors, computer products, and technologies, delivering data storage, computer, networking, and communications platforms. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for a...
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong...
Intel Corporation (NASDAQ:INTC) is one of the Buzzing AI Stocks Analysts are Watching. On January 20, Seaport Global Securities analyst Jay Goldberg upgraded the stock to “Buy” from Neutral with a price target of $65. The firm is cautiously optimistic on the stock, noting that INTC is back on track, but a full turnaround at Intel Foundry (IFS) will take time. According to Seaport, there are strong signals for Intel’s PC products and a gradually improving outlook for Intel Foundry Services (IFS). Analysts led by Goldberg believe the new Panther Lakes products will drive an improvement for Intel products. Feedback from OEMs and ODMs at and following the CES event has been very positive, implying Intel could regain market share this year, particularly in consumer products. Discussing Panther Lake, the firm noted that it is highly significant, as it is the first commercial product built on Intel’s 18A manufacturing process. This marks a return to Moore's Law path of process improvement. While IFS still faces execution risk and longer-term success is dependent on the 14A process, the firm anticipates near-term traction in advanced packaging. This is helped by capacity constraints at TSMC. In the near term, we think the bulk of external IFS customers will sign up for Intel advanced packaging rather than 18AP. TSMC's advanced CoWoS advanced packaging is highly constrained, leaving room for Intel to get its start serving external customers. For now, that is enough to keep them in the fight. We are establishing a price target of $65, based on a DCF analysis with a 12% discount rate and a 5% growth rate. Intel Corporation (NASDAQ:INTC) designs, manufactures, and sells advanced semiconductors, computer products, and technologies, delivering data storage, computer, networking, and communications platforms. While we acknowledge the potential of INTC as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for a...
The first single I bought Rollout (My Business) by Ludacris from HMV in Lewisham Shopping Centre. I played it over and over. The first song I fell in love with I grew up listening to a lot of reggae – my dad was a Rastafarian – so Get Up, Stand Up by Bob Marley was always playing in the house when my mum was dishing out the chores. It’s ironic that it’s a song about redemption when you’re being to...
The first single I bought Rollout (My Business) by Ludacris from HMV in Lewisham Shopping Centre. I played it over and over. The first song I fell in love with I grew up listening to a lot of reggae – my dad was a Rastafarian – so Get Up, Stand Up by Bob Marley was always playing in the house when my mum was dishing out the chores. It’s ironic that it’s a song about redemption when you’re being told to clean the house. The song I do at karaoke You need to have a song that everyone knows, so they can help you sing along, so I’d go for Angels by Robbie Williams or Wonderwall by Oasis. The song I know every lyric to I remember hearing Boombastic by Shaggy in a Wallace and Gromit-style Plasticine advert for Levi’s 501s in the 90s, in an advert break during The Big Breakfast, as I was getting ready to go to school. I loved the lyrics, although I didn’t know what he was talking about because I was only a kid. The song I can no longer listen to It’s not so much I’ve rinsed it, but Sweet Caroline by Neil Diamond felt like it became a vibe during the last [men’s] Euros. Now when I hear it, I think: “Oh no, not this again.” The best song to play at a party Talkin da Hardest by Giggs always goes off. As does Freed from Desire by Gala. The song I secretly like, but tell everybody I hate I don’t go around telling people I love Wannabe by the Spice Girls. But it’s an underrated banger. “So, here’s a story from A to Z / You wanna get with me, you gotta listen carefully.” A lot of people don’t realise they’re actually spitting bars. The song that changed my life I was on a plane, just as we were descending to land, listening to Yebba’s Heartbreak by Drake and Yebba, which is an interlude on the Certified Lover Boy album, and I remember thinking: “This feels as if I’m bouncing on the clouds.” Now, I’ll listen to it any time I feel like I need to calm down. The song that gets me up in the morning I’ll wake up, have a double espresso and an oat bar and say: “Alexa, play Cosmic Girl by...
Solana has a lot of growth potential, but Bitcoin is a safer choice. Bitcoin (BTC 1.45%) accounts for almost 60% of the total value of the crypto market and is, in some ways, the acceptable face of crypto. It has attracted significantly more institutional investment and, after regulatory changes last year, may also increasingly find its way into people's 401(k)s. But it faces some serious challeng...
Solana has a lot of growth potential, but Bitcoin is a safer choice. Bitcoin (BTC 1.45%) accounts for almost 60% of the total value of the crypto market and is, in some ways, the acceptable face of crypto. It has attracted significantly more institutional investment and, after regulatory changes last year, may also increasingly find its way into people's 401(k)s. But it faces some serious challenges. For example, some argue it can act as a form of digital gold, a safe asset that hedges against economic turmoil and inflation. However, this doesn't really hold water when you consider Bitcoin's volatility and high correlation with tech stocks. Plus, it still consumes huge amounts of energy, and Bitcoin miners are starting to harness their machines for profitable artificial intelligence (AI) data centers. So, is it time to focus on less established cryptos like Solana (SOL 0.57%)? That depends on what you want from your crypto investments. Where Solana shines No longer a newcomer, Solana combines the speed and low costs of third-generation cryptos with the resilience of almost six years in the game. What makes Solana much more attractive than Bitcoin as we enter the next wave of crypto adoption is that it's a programmable cryptocurrency. Its smart-contract capacities mean that other projects, including stablecoins, can be built on its ecosystem. It isn't yet clear how the stablecoin market will evolve, particularly whether companies will use public blockchains like Solana and Ethereum (ETH 1.02%) or build their own private ones. Right now, about 4.5% of the stablecoins in circulation are issued on Solana, per rwa.xyz. Its total value locked (TVL) -- the amount of on-chain funds -- is $8.4 billion, according to DeFiLlama. Citigroup (C 1.72%) predicts the stablecoin market could reach as much as $4 trillion by 2030 in a bull case. If Solana continues to hold the same share, that means its TVL could increase to $180 billion -- up more than 2,000% in a matter of years. That...