Elon's Next Market Move Could Send Silver Soaring
Every industry Elon Musk touches explodes—from Tesla to SpaceX to AI.
And now, whispers are growing that his next move could be in silver.
Why? Because silver is the lifeblood of EVs, solar panels, and AI tech.
Without it, Tesla, SpaceX, and Starlink don't grow.
Even back in 2022, Musk hinted at Tesla entering the mining industry. And with new policies clearing the way, the timing couldn't be better.
What happens if Elon enters silver?
- Massive supply chain disruptions – Silver demand is already outpacing supply.
- Prices could surge overnight – Even rumors of Musk in silver could send markets flying.
- A historic opportunity – Investors who act before the headlines could be in for a massive windfall.
Smart money is already watching silver closely.
That's why we put together the 2026 Silver Forecast Guide—your roadmap to silver's biggest growth phase yet.
Click Here to Get your Free Copy Before Silver Moves >>
Because once Musk makes a move, the window to act disappears.
Berkshire & AI Hyperscalers: Buffett Holds GOOGL, Dumps AMZN
Reported by Leo Miller. Publication Date: 2/18/2026.
Key Points
- Berkshire Hathaway's latest 13F filing revealed interesting moves from Q4 2025, especially regarding AI hyperscalers.
- The company initiated a position in a top media company, pushing hard into the digital economy.
- While Berkshire sold a portion of its AAPL holdings, the Magnificent Seven stock remains its largest position.
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Investment giant Berkshire Hathaway (NYSE: BRK.B) recently released its Q4 2025 portfolio moves. The company's 13F filing details the trades it made during the quarter ending Dec. 31, offering insight into its views on several notable names. The firm's key portfolio changes include one of the world's best-known media companies and multiple Magnificent Seven stocks.
This round of trades is particularly noteworthy. At the end of 2025, Berkshire founder Warren Buffett officially retired as CEO. Greg Abel has since taken over that role, while Buffett remains an influential presence as Chairman of the Board.
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Not a Single "Mag 7" on This Legendary Investors List
A renowned former hedge fund manager – friends to some of the biggest investors in the world – just released a new list of his favorite AI stocks... and not a single Magnificent 7 name made the cut. Instead, an AI stock you've likely never heard of just flagged as "near-perfect" in his new investing scoring system.
These were Berkshire's last portfolio moves while Buffett held the company's top executive role. As Buffett steps down after an extraordinary 60-year run as CEO, here are Berkshire's most significant trades in Q4 2025.
The New York Times: Berkshire's Shiny New Holding
In Q4, Berkshire initiated a position in The New York Times (NYSE: NYT), buying nearly 5.1 million shares. While notable, the stake is relatively small compared with the size of Berkshire's overall portfolio.
At the end of Q4, the position was worth roughly $352 million, or about 0.13% of Berkshire's equity holdings.
NYT shares performed well in Q4, rising roughly 21%, and the stock continued climbing into 2026. NYT's November earnings report was a key catalyst for the rally.
In that quarter, the company added 460,000 net new digital subscribers, a 77% year-over-year increase. Digital advertising revenue also rose by 20%. That growth has accelerated every quarter since Q4 2023 and reached 25% in NYT's latest earnings.
Berkshire's purchase signals confidence in NYT's digital-transformation strategy, which has already made significant progress.
Berkshire Reduces Apple Stake, Trims Several Key Names
Notably, Berkshire trimmed its stake in Apple (NASDAQ: AAPL) by 4% during Q4, continuing a recent pattern of sales. In Q2 2025, Berkshire reduced its Apple holding by about 7%, and it cut that position by 15% in Q3 2025.
Despite the reductions, Apple remains Berkshire's largest position, valued at nearly $62 billion at the end of Q4—almost 23% of Berkshire's equity portfolio—indicating continued conviction in the iPhone maker's long-term prospects.
Other notable reductions include selling roughly 48% of its stake in Atlanta Braves (NASDAQ: BATRK), a 9% cut in Bank of America (NYSE: BAC), and a 3% reduction in Constellation Brands (NYSE: STZ). But the most headline-grabbing move was Berkshire's sale of hyperscaler and Magnificent Seven giant Amazon.com (NASDAQ: AMZN).
AMZN vs GOOGL: Berkshire Dumps One, Holds the Other Steady
During the quarter, Berkshire sold more than 7.7 million Amazon shares, cutting its Amazon stake from about 10 million shares to roughly 2.3 million—a roughly 77% decrease. Unlike the more gradual trimming of Apple, the reduction in Amazon was abrupt. It was Berkshire's first significant AMZN sale since it trimmed holdings from 11 million to 10 million in Q3 2023.
The reasons for such a drastic move are open to interpretation. It's worth noting Amazon hit an all-time high closing price of $254 in Q4; since then the stock has dropped about 20%. Reaching and hovering near that peak likely contributed to Berkshire's decision to sell.
Berkshire may also have reacted to Amazon's aggressive capital-expenditure (CapEx) guidance. The company plans to spend $200 billion on CapEx in 2026—the highest among hyperscalers and about $50 billion above analyst expectations, according to reports. That guidance was one of the factors that pressured the stock after Amazon's most recent earnings report.
Interestingly, Berkshire did not change its position in Amazon's cloud rival, Google parent company Alphabet (NASDAQ: GOOGL), even though Alphabet also hit new all-time highs in Q4. That contrast suggests Berkshire may be more confident in Google's cloud and artificial intelligence (AI) strategy than in Amazon's.
Analyst Forecasts Clash with Berkshire's Long-Term Perspective
One notable takeaway from Berkshire's Q4 13F is as much about what the firm didn't do as what it did. By selling a large portion of Amazon while maintaining its Alphabet position, Berkshire is signaling a clear preference for Google over Amazon.
Analysts don't universally share that view: the consensus price target for AMZN implies roughly 43% upside, while the consensus target for GOOGL implies about 20% upside. But price targets are typically 12-month forecasts. Berkshire typically invests with a multi-year horizon, and its trades likely reflect where it sees longer-term value.
The Late-Stage Bull Market Is a Buying Opportunity for Tech
Reported by Jordan Chussler. Publication Date: 2/24/2026.
Key Points
- Despite the NASDAQ falling 5% from its October high and tech currently lagging the S&P 500, analysts argue this is late-stage bull market maturity rather than the end of the cycle.
- Several major names—including Adobe, Intuit, and The Trade Desk—are trading at Relative Strength Index levels well below 30. Combined with significant year-to-date losses, these stocks are oversold.
- Improving valuations, including Meta’s forward P/E of 24.13 and Adobe’s 14.78, indicate that earnings potential is becoming cheaper.
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After years of leading the pack, the tech sector has retreated since the NASDAQ hit its all-time high last October. While the ongoing sell-off is fueling speculation that the market has entered the late stages of its bull run, it may also present a buying opportunity for stocks that haven't been on sale for a while.
Tech stocks finished 2025 with a nearly 34% gain, but after the Feb. 23 loss of 1.68%, the cohort is down about 2.15% year-to-date (YTD), the second-worst performing sector among the S&P 500's 11 sectors.
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Not a Single "Mag 7" on This Legendary Investors List
A renowned former hedge fund manager – friends to some of the biggest investors in the world – just released a new list of his favorite AI stocks... and not a single Magnificent 7 name made the cut. Instead, an AI stock you've likely never heard of just flagged as "near-perfect" in his new investing scoring system.
Much of that weakness stems from the underperformance of many of the Magnificent Seven, which has prompted a flight to defensive sectors and equal-weight exchange-traded funds (ETFs). Ongoing concerns about an AI bubble and a broad sell-off in software stocks have also weighed on the group.
Rumblings of a potential bear market could signal further downside for tech. But even if that materializes, valuations are improving, and many analysts say the growth-focused sector is starting to offer value.
A Late-Stage Bull Market Doesn't Mark Its End
As Andrew Slimmon, head of the applied equity advisors team at Morgan Stanley (NYSE: MS), noted in the firm's 2026 market outlook report, a late-stage bull market is not synonymous with the end of a bull cycle.
Slimmon acknowledged the cycle is mature but not finished, pointing out that the average bull market lasts five to seven years. "History favors the bull market in a fourth year," he wrote — which is where the market finds itself in 2026.
He added that investors who take on higher risk may be rewarded in the coming year, and while corrections are likely in a potentially volatile year for stocks, those pullbacks could be healthy and support the broader upward trend.
The NASDAQ is broadly undergoing a pullback, down more than 5% from its October high, while some individual tech stocks are firmly in correction territory, including several Mag 7 names.
Both Amazon (NASDAQ: AMZN) and Meta Platforms (NASDAQ: META) are down more than 19% from their respective one-year highs. For Palantir (NASDAQ: PLTR), losses from its one-year high approach 37%.
AI-powered, all-in-one customer relationship management provider HubSpot (NYSE: HUBS) has plunged more than 43% YTD, and International Business Machines (NYSE: IBM) fell more than 13% on Feb. 23 alone.
That doesn't automatically make any of those stocks a buy. However, the market's flight to safety has disproportionately benefited sectors like energy, materials, and industrials, leaving numerous tech names oversold.
Evidence of a Buying Opportunity
Both technical and fundamental indicators support the case for selective buying. The NASDAQ's current Relative Strength Index (RSI) of 41.4 is trending toward the 30 level that typically signals oversold conditions. The tech-heavy index is trading below its 50-day moving average, which suggests more downside could occur before the 200-day moving average acts as support and a reversal becomes more likely.
MarketBeat has identified dozens of oversold tech stocks, some with RSI readings well below 30 and sizable analyst price targets:
- Adobe (NASDAQ: ADBE): RSI 33, down 26% YTD, 53% potential upside over the next 12 months
- Paychex (NASDAQ: PAYX): RSI 26, down 21% YTD, 40% potential upside over the next 12 months
- Accenture (NYSE: ACN): RSI 24, down 25% YTD, 49% potential upside over the next 12 months
- The Trade Desk (NASDAQ: TTD): RSI 28, down 34% YTD, 131% potential upside over the next 12 months
- Workday (NASDAQ: WDAY): RSI 19, down 39% YTD, 85% potential upside over the next 12 months
- Intuit (NASDAQ: INTU): RSI 18, down 46% YTD, 101% potential upside over the next 12 months
- Automatic Data Processing (NASDAQ: ADP): RSI 20, down 21% YTD, 42% potential upside over the next 12 months
Although these figures can change quickly, the sector-wide theme is clear: for investors who still believe in technology's long-term bull thesis, the current sell-off represents a compelling opportunity.
Fundamentally, many of these companies are improving as well. Meta's trailing 12-month (TTM) price-to-earnings (P/E) ratio of 27.37 was relatively elevated, but its forward P/E of 24.13 implies more favorable earnings expectations going forward.
That shift is mirrored in Meta's year-over-year (YOY) earnings per share (EPS) growth: after jumping more than 73% YOY in 2023 and nearly 61% in 2024, EPS growth fell to -1.55% last year — a drop that could set the stage for a statistical rebound this year.
This pattern extends beyond the Magnificent Seven. Adobe's forward P/E is 14.78, Paychex's is 17.72, and Accenture's is 15.77. Their respective five-year average annual EPS growth rates are 10.01%, 9.01%, and 9.20%.
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