Buffett and his investing team are never afraid to wade into new sectors. However, that doesn't mean they are undisciplined and will buy stocks at monster valuations.
Buffett has managed to consistently beat the market without investing heavily in the technology sector. Two leading artificial intelligence (AI) stocks Berkshire does own, however, are Alphabet and Amazon.
Amazon's core e-commerce business still has plenty of room for growth. AWS is the company's biggest growth driver, with agentic AI potentially providing a major tailwind.
Amazon's cloud unit, AWS, recently reported its fastest growth rate in 11 quarters. AWS offers customers a broad range of products and services for just about any AI project.
Apple and Amazon have both seen renewed business momentum recently. Apple's services business, combined with its massive installed base of active devices, is a recipe for success.
Berkshire Hathaway's portfolio owns at least three leading tech stocks that are benefiting from AI. All three of these juggernauts have excellent prospects beyond their AI-related work.
Americans spent $10 billion online on Black Friday 2025. There is no reason to think this year will be different. A look at Amazon's (NASDAQ: AZMN) earnings report shows the extent to which it dominated the day.
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