Berkshire Hathaway's latest 13F filing reveals significant portfolio changes under new CEO Greg Abel, including exits from Visa, Mastercard, UnitedHealth Group, and Amazon. Most notably, Berkshire purchased 39.8 million shares of Delta Air Lines worth $3.28 billion, marking its return to the airline industry after previous losses during COVID-19. The move signals new management implementing different strategies, with Delta trading at attractive valuations below 10x earnings.

Greg Abel, Berkshire Hathaway's new CEO, sold the company's entire 5.1 million-share stake in UnitedHealth Group in Q1 2026 as part of portfolio spring cleaning. While UnitedHealth shares have rallied over 40% since the sale, the author argues Abel made the right call given the stock's valuation risks and the company's ongoing turnaround challenges. Berkshire also exited positions in Amazon, Domino's, Mastercard, and Visa while increasing stakes in Alphabet and adding new positions in Delta Airlines and Macy's.

Under new CEO Greg Abel, Berkshire Hathaway exited positions in Visa, Mastercard, and Amazon in Q1 2026, but maintained its large Bank of America stake (8% of portfolio, fourth-largest holding). The decision signals Berkshire's preference for fairly-valued traditional banks offering stability and income over expensive fintech companies, suggesting value-focused investing strategy.

The global revenue cycle management (RCM) market is projected to grow at a CAGR of 11.51% from $200.1 billion in 2026 to $663.3 billion by 2035, driven by widespread EHR adoption, shift to value-based care models, and increasing use of AI and automation. North America holds the largest market share due to its complex healthcare system and advanced technology infrastructure. Key players include 3M, Change Healthcare, Optum, and McKesson, though high implementation costs and regulatory complexity present challenges.

Markets faced mixed signals as geopolitical tensions eased on Iran sanctions reports, causing oil prices to reverse sharply lower. Bond yields surged globally on inflation concerns, with the 10-year Treasury hitting 4.631%. Nvidia's Wednesday earnings are positioned as the most critical event for the AI capital expenditure cycle, with options pricing a potential 7% move. Key corporate actions include NextEra-Dominion merger announcement, Berkshire Hathaway's portfolio restructuring under new CEO Abel, and Regeneron's failed Phase 3 trial.

UnitedHealth Group (UNH) stock declined 3.05% in premarket trading Monday after Berkshire Hathaway disclosed it liquidated its entire 5 million share position in the healthcare company, held for less than a year. Despite the selloff, UnitedHealth reported strong Q1 2026 results with adjusted earnings of $7.23 (beating $6.58 estimate) and revenues of $111.721 billion. The company is also accelerating AI integration across operations, with plans to invest $1.5 billion in AI this year and reporting a 2-to-1 return on AI investments.

Florida Atlantic University's Executive Education Programs achieved its fourth consecutive No. 1 ranking in Florida and No. 4 in the United States for open enrollment professional development programs according to Financial Times rankings. The program offers over 60 certifications and professional development initiatives, recently launching an MBA concentration in artificial intelligence to meet growing employer demand.

U.S. stock futures fell on Monday following Friday's sharp declines, triggered by a drone strike near the UAE's Barakah nuclear power plant. While UAE officials confirmed no radiation leak or injuries, geopolitical tensions remain elevated. Key movers include Regeneron Pharmaceuticals tumbling 11.92% after failed Phase 3 trials, NextNRG surging 91.16% on strong quarterly revenue growth, and ServiceNow rising 3.50% following a partnership announcement with Experian. The S&P 500 and Nasdaq 100 declined in premarket trading.

Greg Abel, Warren Buffett's successor as CEO of Berkshire Hathaway, exited 16 stock positions in Q1 2026 citing expensive market valuations. However, he significantly increased Berkshire's stake in Alphabet to a top-5 holding, more than tripling the position to approximately $23 billion. The move reflects Abel's focus on value investing and Alphabet's strong fundamentals including its search monopoly and rapidly growing Google Cloud business with AI integration.

Under new CEO Greg Abel, Berkshire Hathaway halted its multi-quarter Apple selling trend and more than tripled its Alphabet stake in Q1 2026, signaling a shift toward technology investments. Apple reported strong fundamentals with 17% revenue growth and 22% EPS growth, though rising memory costs present a near-term risk.

Greg Abel, who took over as CEO of Berkshire Hathaway on December 31, executed a major portfolio overhaul in Q1 2026. He completely exited 16 positions including Amazon, Domino's Pizza, Visa, Mastercard, and UnitedHealth Group, while more than tripling Berkshire's stake in Alphabet to approximately $23 billion. The moves signal a shift toward tech investments and fundamental bargains, marking a departure from Warren Buffett's traditional investment approach.

The global Healthcare Revenue Cycle Management (RCM) market is projected to grow from USD 171.58 billion in 2025 to USD 521.0 billion by 2035, at a CAGR of 11.72%. Growth is driven by increasing billing complexity, expanding patient volumes, AI-driven automation adoption, and the shift toward value-based care models. The U.S. market alone is expected to reach USD 234.45 billion by 2035, while Europe's market is projected at USD 133.84 billion.