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(This is a wrap-up of the key money moving discussions on CNBC’s “Worldwide Exchange” exclusive for PRO subscribers. Worldwide Exchange airs at 5 a.m. ET each day.) Investors at looking at an opportunity in Berkshire Hathaway under a new CEO and sharing their sector outlooks for 2026. Berkshire Hathaway outlook as Warren Buffett shifts to executive chairman Barbara Goodstein of R-360, said ultra-high net worth investors are still bullish on Berkshire Hathaway under new CEO Greg Abel. “The attractiveness doesn’t change, we are in strong on Berkshire Hathaway,” said Goodstein. These investors are seeing the company’s underperformance compared to the S & P 500 this year as a buying opportunity. ‘We call this a succession discount, we think the stock is trading below what it will become because everybody is waiting to see how Greg Abel performs.” Class A Berkshire shares are up 9.7% in 2025, while the S & P 500 has gained more than 17%. BRK.A .SPX YTD mountain BRK vs SPX year to date Communication services in 2026 Mark Smith of Wells Fargo sees another banner year for the communication services sector after its more than 32% rise year to date. “The theme is consolidation … companies merging and I think that’s going to be great for profit margins,” he said. “I also think there are going to be a lot of interesting IPOs coming out. I think SpaceX is going to really propel that sector … when you are looking at the satellites and all that I think you are going to see a change in how we traditionally look at communication services,” he added. 2026 outlook from New York Life Investments Lauren Goodwin, chief market strategist New York Life Investments sees a strong first half of 2026 for stocks. “You don’t fight the Fed, you don’t fight Trump … I think the growth impulse in the first half of 2026 is pretty strong,” she said. Goodwin said she is constructive around the AI trade but is emphasizing diversification into financials, industrials and value stocks. “We’re using this constructive view to rebalance towards what I could call the diversification benchmark of this new global investment regime … one that’s more disruptive from a geopolitical perspective, one that has a big tech build up and that’s probably has at least a little inflation,” Goodwin noted.
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