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.

Remitly has experienced rapid growth with its customer base expanding from 2.8M to 9.3M users and revenue jumping to $1.64B, but faces an existential threat from stablecoins like USDT and USDC that offer faster, cheaper cross-border transfers. While Remitly currently maintains a competitive advantage through its 'last mile' integration with local payment systems, major payment platforms like Visa, Mastercard, and PayPal are increasingly integrating stablecoins, which could disrupt Remitly's business model and justify its current undervalued stock price.

The Motley Fool presents a curated selection of 12 undervalued stocks recommended for purchase in June 2026. The article features stocks that have gained momentum in recent weeks, with prices based on May 30, 2026 market close.

American Express and Visa offer different approaches to capitalize on premium consumer spending. American Express operates a closed-loop system capturing full transaction economics but faces credit risk and cyclicality with 20.6% operating margins. Visa functions as a capital-light toll booth with superior 67.3% operating margins and 17.9% EPS growth, justifying its higher 28.8 P/E ratio versus American Express' 19.9 P/E. Both possess strong network effects and are considered high-quality businesses.

Visa, Mastercard, and American Express are well-positioned to thrive in the stablecoin era by integrating stablecoins into their existing networks while maintaining consumer protections and merchant ubiquity. PayPal, however, faces greater vulnerability as stablecoins undermine its transaction-based revenue model and lower barriers to entry in digital payments, making it a stock to avoid unless its turnaround efforts succeed.

IBM stock rose 2.65% Thursday, driven by broader technology sector gains and two major company announcements. IBM and Red Hat launched Project Lightwell, a $5 billion AI-powered open source security initiative with participation from major financial institutions. Additionally, IBM announced plans to invest over $10 billion through 2029 to expand quantum computing leadership and deliver a large-scale fault-tolerant quantum computer by 2029. The stock is trading 13% above its 20-day moving average with improving momentum, though analysts note a mixed profile with strong quality but weak momentum metrics.

U.S. stocks reached record highs on Thursday following geopolitical news of a ceasefire extension. The S&P 500 advanced 0.5% to 7,557.85, driven by an AI software spending spree. Snowflake surged 37% after beating earnings estimates and announcing a $6 billion AWS partnership expansion. Other notable gainers included Best Buy (+18%), Dollar Tree (+17%), and Agilent Technologies (+17%). However, mixed economic data showed headline PCE inflation at 3.8% while core PCE and consumer spending remained subdued, prompting hawkish Fed commentary.

The Motley Fool presents a portfolio of five undervalued stocks with potential for long-term shareholder wealth growth. The article highlights stocks suitable for buy-and-hold investment strategies, with stock prices referenced from May 25, 2026.

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.

SpaceX is set to debut on Nasdaq on June 12, 2026, aiming for a $1.75 trillion valuation in what could be the largest IPO in history. A new Nasdaq rule allowing fast-track inclusion into the Nasdaq-100 after 15 trading days could trigger $22-27 billion in mandatory index fund purchases around July 7, potentially causing a sharp stock surge. However, the article warns retail investors to avoid the stock due to its unjustifiable valuation (P/S ratio of 94 vs. historical 30-45 range), sizable operating losses, and historical precedent showing mega-IPOs typically underperform.

The article presents a dividend-focused investment strategy combining dollar-cost averaging (DCA) with the 'Dividend Magnet' concept—the tendency for dividend growth to pull share prices higher over time. The strategy involves regular investments, reinvesting dividends, and deploying extra cash during market dips. Two examples are provided: Visa, which has grown dividends 378% over a decade with aggressive buybacks, and Amgen, which shows more volatility relative to its dividend growth, offering more buying opportunities.