31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel
Key PointsAlphabet has put substantial amounts of its cash hoard to work in AI in recent months.
Berkshire Hathaway's portfolio includes investments in two key AI companies, Alphabet and Apple, accounting for approximately 31% of its stock holdings. The increase in AI-related investments is largely due to the Greg Abel era, with most acquisitions taking place under Abel's leadership. Alphabet, a Google parent company, has seen significant growth in its capital expenditures and capital returns, with revenue growth increasing from 14% to 24% and Google Cloud revenue rising from 32% to 82%.
Apple, previously holding a larger portion of Berkshire's portfolio, has shown resilience with a 16% year-over-year revenue growth in the third quarter of its fiscal 2026. Despite a higher valuation, Berkshire sees potential in Apple's AI initiatives and John Ternus' leadership. Overall, the strategic AI investments in these two companies are expected to generate long-term market-beating returns for Berkshire Hathaway shareholders.
Written by urgent.news from Yahoo Finance's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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