{
  "id": 7829462,
  "title": "31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel",
  "url": "https://urgent.news/2026/09/16/31-of-berkshire-hathaways-portfolio-is-riding-on-these-2-ai-stocks-7829462",
  "topic": "ai",
  "section": "AI",
  "published": "2026-09-16T16:50:00.000Z",
  "source": {
    "name": "Yahoo Finance",
    "slug": "yahoo-finance",
    "url": "https://finance.yahoo.com/technology/ai/articles/31-berkshire-hathaways-portfolio-riding-165000300.html"
  },
  "original_language": "en",
  "account": "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.",
  "summary": null,
  "key_points": [
    "31% of Berkshire Hathaway's portfolio is invested in Alphabet and Apple.",
    "Greg Abel era led to increased AI-related investments in these companies.",
    "Apple shows resilience with 16% YoY revenue growth in Q3 2026."
  ],
  "editors_take": null,
  "illustration": null,
  "coverage": {
    "outlets": 3,
    "also_reported_by": [
      {
        "outlet": "Motley Fool",
        "title": "31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel",
        "url": "https://urgent.news/2026/09/16/31-of-berkshire-hathaways-portfolio-is-riding-on-these-2-ai-stocks-7835116",
        "published": "2026-09-16T16:30:00.000Z"
      },
      {
        "outlet": "Nasdaq Markets",
        "title": "31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel",
        "url": "https://urgent.news/2026/09/16/31-of-berkshire-hathaways-portfolio-is-riding-on-these-2-ai-stocks",
        "published": "2026-09-16T16:50:00.000Z"
      }
    ]
  },
  "ai_generated": true,
  "disclaimer": "Summaries, key points and the editor’s take are written by software from other outlets’ reporting and may contain errors — always check the linked original."
}