Veytics Intelligence
2026-09-18 · Yahoo

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

Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) has historically shied away from making splashy investments in the technology sector. Long-time followers of this company know that it tends to focus on businesses within the consumer staples, energy, and financial services sectors, which have revenue and earnings that can be easier to predict years into the future. But the Omaha-based conglomerate of 2026 is setting itself up for a world in which technology continues to have a greater impact on the economic backdrop. And it's betting on some well-known companies. Missed AI's "Act 1"? Act 2 Could Be 15x Bigger. Most investors think they missed the AI boat because they didn't buy Nvidia in 2005.

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