31% of Berkshire Hathaway's Portfolio Is Riding on These 2 AI Stocks Under Greg Abel
Berkshire Hathaway has concentrated approximately 31% of its stock portfolio in two AI-focused companies under CEO Greg Abel's leadership: Alphabet (nearly 10% of portfolio) and Apple (just over 20%). Alphabet is positioned as a growth play with strong AI leadership, generating $53 billion in free cash flow despite massive capital expenditures. Apple, while at a higher valuation, benefits from device upgrade cycles and new CEO John Ternus's potential to improve the company's AI strategy.