Warren Buffett’s Berkshire Hathaway holds a significant portion of AI companies in its portfolio, including Apple and Amazon. While Apple’s AI performance has not impressed investors, there may be updates on the horizon. With Buffett stepping down as CEO, the company’s investment moves are closely watched, including its holdings in tech stocks like Amazon.

Apple remains Berkshire’s largest holding despite recent sell-offs, accounting for 21.5% of its public stock portfolio. While Apple meets Buffett’s criteria for a great stock, it has lagged in AI compared to competitors. However, with increased capital expenditure and a strong fiscal performance, Apple may have plans in place to boost its AI capabilities soon.

Amazon, a smaller portion of Berkshire’s portfolio, has potential in the AI space through its e-commerce and AWS cloud services. While Buffett has taken a cautious approach to AI stocks, Amazon’s long-term prospects look promising. AI advancements could significantly impact Amazon’s profitability and position the stock as a major winner in the market over the next five years.

Read more at Nasdaq: Warren Buffett’s AI Bets: 22% of Berkshire Hathaway’s $294 Billion Stock Portfolio Is Held in These 2 Artificial Intelligence Growth Stocks