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13.12.2025 11:30:00

Warren Buffett's Biggest Artificial Intelligence Bets in 2026: 23% of Berkshire Hathaway's $311 Billion Stock Portfolio Is in These 2 AI Stocks

The leader of Berkshire Hathaway, Warren Buffett, was a tech stock holdout for decades. Nothing lasts forever, though, and largely thanks to his lieutenants Ted Wechsler and Todd Combs, Berkshire is now a major institutional investor in such equities. As such, it's also indirectly at the front of the artificial intelligence (AI) revolution. In fact, nearly one-quarter of Berkshire's equity portfolio market cap is invested in two companies actively utilizing the technology -- Apple (NASDAQ: AAPL) and Google's parent company, Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL), in the form of its Class A shares. Let's explore how AI is affecting their businesses. For a huge tech company with considerable resources, Apple hasn't effectively leveraged those advantages to establish any kind of AI leadership. Some might have thought the company would be a pacesetter when it announced Apple Intelligence, its suite of AI-enhanced features, with its usual fanfare in mid-2024. Continue readingWeiter zum vollständigen Artikel bei MotleyFool

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