Veytics Intelligence
2026-09-16 · Yahoo

31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel

Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) is no artificial intelligence (AI) stock, but it may be closer to one than most casual observers think. The exact percentage is also very broad. Amid the higher electricity demand driven by AI, one could argue that Berkshire Hathaway Energy is an AI company. However, that does not help average investors, who cannot invest directly in that specific part of Berkshire. Instead, we only have its stock holdings with which to contend, but even when measured by those, the AI exposure is about 31%. Here are the two stocks and their role in Berkshire's portfolio. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia.

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