Apple Is the Stock That Could Help Berkshire Hathaway Beat the S&P 500 Under Greg Abel
Berkshire Hathaway has outperformed the S&P 500 over 60 years (19.7% vs 10.5% annualized), but lagged the index over the past decade with 236% gains vs the S&P 500's stronger run. Apple remains Berkshire's largest public equity holding at $73.8B (~20% of portfolio), up 1,140% since Buffett first bought shares in Q1 2016, making it the single biggest lever for Greg Abel's future outperformance.
Why it matters: At a 37.2 P/E and up 19% in 2026, Apple trades at a premium with no margin of safety, but its elite business quality and Abel's stated conviction to hold it long-term keep it central to Berkshire's streak attempt.
Dow, S&P 500, Nasdaq Futures Rise As Investors Look Past Iran Tensions, Focus On Earnings: AVGO, SNOW, DELL, HPE Stocks In Focus
Dow, S&P 500, and Nasdaq Futures rose as investors shifted focus from ongoing Iran tensions to upcoming earnings reports. Broadcom (AVGO) and Hewlett Packard Enterprise (HPE) saw shares decline after disappointing results, while Dell Technologies (DELL) surged following strong earnings and a $25 billion revenue outlook increase.
Why it matters: The market indices closed higher—Dow +0.11%, S&P 500 +0.07%, and Nasdaq +0.14%—as traders turned their attention to key earnings from these marquee companies.
Reddit Is One of Today's Top S&P 500 Stocks. It Has a Lot to Do With Its Google Data Deal.
Reddit has emerged as one of today's top S&P 500 stocks. The article examines the significance of Reddit's Google data deal and its impact on the company's market standing.
Why it matters: The story highlights why this partnership is crucial for Reddit's growth and valuation.
Bloom Energy and 7 Other Stocks That Could Be Added to the S&P 500 This Month
Barron's highlights Bloom Energy and seven other stocks as potential additions to the S&P 500 index this month. The article focuses on S&P 500 index inclusion candidates, with Bloom Energy (BE) and SPY mentioned among the relevant symbols.
Why it matters: Inclusion in the S&P 500 could bring increased visibility and passive fund inflows for the added companies.
10-Year Treasury Yield Outlook for 2026 Compared to Stock Market Performance
An analysis compares the potential trajectory of 10-year Treasury yields with stock market performance heading into 2026. The discussion references SPY as a proxy for broader equity market movements.
Why it matters: Market participants are evaluating the relative attractiveness of fixed income versus equities as the decade progresses.
Evercore Identifies 115 Stocks Showing Resilience During S&P 500 Weakness
Evercore has identified 115 stocks that are demonstrating relative strength even as the S&P 500 falters. The firm highlights these names as potential opportunities for investors seeking exposure during periods of broad market weakness.
Why it matters: MarketWatch lists several of the stocks flagged by Evercore as showing resilience.
Fed hike 'wouldn't be the worst thing' for stocks - Citi's Chronert
Citi analyst Scott Chronert stated that a preemptive September Fed rate hike 'wouldn't be the worst thing' for equity markets, suggesting markets may respond positively unless it signals the start of a broader hiking cycle. Chronert believes sustaining equity valuations depends mainly on stability in the long end of the Treasury yield curve, particularly the 10-year yield, rather than the Fed funds rate.
Why it matters: The AI investment narrative is increasingly positive, with mega-cap technology stocks expected to find support and drive broader market gains as confidence builds in its persistence.
Stock market today: Dow, S&P 500 post best day in a month, Nasdaq jumps as rate-hike fears ease
US stocks surged on Thursday (September 3, 2026) as optimistic comments from Federal Reserve Governor Christopher Waller that pricing pressures showed signs of improving led traders to pare back rate-hike expectations. The Dow Jones Industrial Average (^DJI) climbed 1.3%, and the S&P 500 (^GSPC) rose 1%, both posting their best day since August 4.
Why it matters: The tech-heavy Nasdaq Composite (^IXIC) jumped about 1.4% as the yield on 10-year Treasurys (^TNX) eased to 4.74%.
Stocks Rally as Treasury Yields Fall on Fed Rate Comments; Yen Surges
U.S. equities rose sharply, with the Dow gaining 600 points, as Treasury yields retreated following rate remarks from Fed Governor Waller. Software stocks and Big Tech led gains in the S&P 500 and Nasdaq, while easing yields eased pressure across sectors.
Why it matters: Separately, the yen jumped against the dollar amid the same global rate-sensitivity backdrop.
3 S&P 500 Stocks That Fall Short
Yahoo Finance identifies three S&P 500 stocks—Brown-Forman (BF.B), Fox (FOXA), and Carnival (CCL)—as underperformers facing revenue declines, weak cash flow, and muted demand. BF.B's whiskey business shows annual revenue drops of 2.4% over three years, flat projected sales, and declining EPS, trading at 16.2x forward P/E.
Why it matters: FOXA and CCL face growth challenges: FOXA's 5.8% annual revenue growth lags peers with poor free cash flow, while CCL's cruise demand has weakened and free cash flow margins are not expected to improve.
Midday Market Update: Uber Cuts Jobs, Ford Sales Decline
Uber announced significant job cuts as part of a midday market update. Ford reported a decline in sales, adding to market concerns.
Why it matters: These developments are highlighted in the midday need-to-know for SPY investors.
Bloom Energy and Seven Other Stocks Identified as Potential S&P 500 Additions
Bloom Energy and seven other stocks have been identified as candidates to join the S&P 500 index this month. Barron's reported on the potential additions, which could boost these stocks as index funds would need to purchase shares upon inclusion.
Why Robinhood and Coinbase Are the Top S&P 500 Stocks Today
Robinhood and Coinbase are among the top-performing stocks in the S&P 500 today, according to Barron's. The article examines the factors driving their strong performance in the index.
Bloom Energy was just named to the S&P 500. These other stocks are joining the index as well. - MarketWatch
Bloom Energy was just named to the S&P 500. These other stocks are joining the index as well. MarketWatch
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Stock Market Today: Dow, S&P 500 and Nasdaq set for steady start as oil prices and bond yields ease; Waller speech, services data on tap - MarketWatch
Stock Market Today: Dow, S&P 500 and Nasdaq set for steady start as oil prices and bond yields ease; Waller speech, services data on tap MarketWatch
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Stock futures are little changed after major averages snap three-day losing streaks: Live updates - CNBC
Stock futures are little changed after major averages snap three-day losing streaks: Live updates CNBC Stock Market News, Sept. 2, 2026: Treasury Selloff Pauses While Stocks Rise WSJ Stock Market Today: Dow, S&P 500 and Nasdaq set for steady start as oil prices and bond yields ease; Waller speech, services data on tap MarketWatch
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Stock Market News, Sept. 2, 2026: Treasury Selloff Pauses While Stocks Rise - wsj.com
Stock Market News, Sept. 2, 2026: Treasury Selloff Pauses While Stocks Rise wsj.com
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
S&P 500 futures are little changed as U.S. 10-year yield hits highest level in more than two years: Live updates - cnbc.com
S&P 500 futures are little changed as U.S. 10-year yield hits highest level in more than two years: Live updates cnbc.com Stock Market Today: Dow rises 300 points, S&P 500 and Nasdaq also gain as oil prices and Treasury yields steady; Dell's stock jumps MarketWatch Stock Market Today: Dow, S&P 500 Open Higher; Global Bond Selloff Deepens — Live Updates WSJ
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Watch These 2 Energy Stocks — S&P 500 Addition Could Come Before Quarter's End - Yahoo Finance
Watch These 2 Energy Stocks — S&P 500 Addition Could Come Before Quarter's End Yahoo Finance
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Stock market today: Dow, S&P 500, Nasdaq futures hold steady ahead of key jobs report - Yahoo Finance
Stock market today: Dow, S&P 500, Nasdaq futures hold steady ahead of key jobs report Yahoo Finance Stock Market Today: Stocks close lower as strong jobs data stir rate-hike jitters; Treasury yields tick up MarketWatch Dow tumbles more than 260 points after strong jobs report reignites rate hike fears: Live updates CNBC
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Dow tumbles more than 260 points after strong jobs report reignites rate hike fears: Live updates - CNBC
Dow tumbles more than 260 points after strong jobs report reignites rate hike fears: Live updates CNBC Stock Market Today: Stocks close lower as strong jobs data stir rate-hike jitters; Treasury yields tick up MarketWatch Stock Market News, Sept. 4, 2026: Short-Term Treasury Yields Climb After Strong Jobs Report WSJ
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Wall St ends higher as stocks reclaim some shine - Reuters
Wall St ends higher as stocks reclaim some shine Reuters
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.
Bessent Is Not Making A Mistake (NYSEARCA:SPY) - seekingalpha.com
Bessent Is Not Making A Mistake (NYSEARCA:SPY) seekingalpha.com
Why it matters: RSS-imported item, awaiting editor or agent follow-up on market impact.