From Nasdaq: 2025-06-04 03:06:00

Warren Buffett’s success as CEO of Berkshire Hathaway over the past 60 years has outperformed the S&P 500 by a wide margin. Investors closely monitor his trading activity via Form 13Fs to follow his stock picks, which have proven profitable for decades.

A significant portion of Berkshire Hathaway’s portfolio, about $92 billion or 33%, is invested in companies at the forefront of the artificial intelligence (AI) revolution. This includes holdings in tech giants like Apple and Amazon, which have incorporated AI solutions into their products and services.

Apple’s recent launch of its Apple Intelligence model represents a major step forward in AI integration, boosting consumer interest in its devices. Additionally, Apple’s robust share repurchase program has made its stock more attractive to investors, contributing to Warren Buffett’s decision to invest in the company.

Amazon, known for its e-commerce dominance, generates a substantial portion of its operating cash flow from Amazon Web Services (AWS), the world’s leading cloud infrastructure service platform. AWS incorporates AI solutions to personalize messages and enhance user experiences, contributing to its success in the market.

China-based electric vehicle manufacturer BYD is another AI stock in Berkshire Hathaway’s portfolio, leveraging AI solutions to enhance safety features in its vehicles. BYD’s rapid growth in vehicle sales and technological advancements have made it a key player in the EV market, attracting Buffett’s investment.

Berkshire Hathaway also holds significant stakes in Japanese trading houses like Mitsubishi, Itochu, Mitsui, Marubeni, and Sumitomo, collectively known as the “sogo shosha.” These companies are deeply involved in various industries and are integrating AI solutions to drive growth and innovation, making them attractive investments for Buffett.

Overall, Warren Buffett’s investment strategy emphasizes consumer behaviors, brand loyalty, and company fundamentals, rather than solely focusing on artificial intelligence. His diversified portfolio includes a mix of traditional value stocks and companies at the forefront of technological innovation, reflecting his long-term approach to investing.



Read more at Nasdaq: Warren Buffett Has $92 Billion of Berkshire Hathaway’s $280 Portfolio Put to Work in 8 Prominent Artificial Intelligence (AI) Stocks