(This is a summary of the discussion on key money transfers on CNBC’s “Worldwide Exchange,” exclusive to PRO subscribers. Worldwide Exchange airs daily at 5 a.m. ET.) Investors highlight opportunities for Berkshire Hathaway under new CEO and share sector outlook for 2026. The ultra-high-net-worth investor said he remains bullish on Berkshire Hathaway’s prospects as Warren Buffett is replaced by R-360 executive chairman Barbara Goodstein. At Berkshire Hathaway, under new CEO Greg Abel. “The appeal remains the same. We are strong against Berkshire Hathaway,” Goodstein said. These investors see the company’s underperformance compared to the S&P 500 this year as a buying opportunity. “We call this the successor discount. We believe the stock is trading below its actual price as everyone waits to see what Greg Abel does.” Class A Berkshire Stocks Up 9.7% in 2025, S&P 500 Index Up More than 17% BRK.A .SPX YTD Mountain BRK vs. SPX Year-to-date 2026 Telecom Services Wells Fargo’s Mark Smith said he expects 2026 to be another breakout year for the telecommunications services sector, which is up more than 32% since the start of the year. “The theme is consolidation…I think the consolidation of companies is going to be great for margins,” he said. “I also think there’s going to be a lot of interesting IPOs.” “SpaceX is going to really push that sector forward…I think looking at things like satellites will change the way we look at traditional communications services,” he added. New York Life Investments’ 2026 Outlook Lauren Goodwin, Chief Market Strategist Lauren Goodwin, chief market strategist at New York Life Investments, expects stock prices to be strong in the first half of 2026. Goodwin said he is constructive on the AI trade, but emphasizes diversification into financials, industrials and value stocks. “We’re taking advantage of this constructive perspective to rebalance towards what we might call the diversification benchmark of this new global investment regime…something that is more disruptive from a geopolitical perspective, one that has significant technology accumulation and perhaps at least some inflation,” Goodwin said. he pointed out.
