25% of Warren Buffett’s $315 Billion Portfolio Is Invested in 2 Artificial Intelligence (AI) Stocks

legendary investor Warren Buffet took over the holding Berkshire Hathaway In 1965 he achieved incredible, market-shattering profits. Berkshire Hathaway achieved a 5,502,284% increase in market value per share towards the end of 2024, just one year before retirement, while this rate was 39,054%. S&P 500.

Investors looking to emulate his fantastic success would best follow his advice, otherwise you can easily buy Berkshire Hathaway shares. If you look at the company’s publicly traded equity portfolio, you might be surprised to see a few technology stocks.

I’m a fan of Buffet value stocks and likes dividend stocks and consumer goods. He actually owns two artificial intelligence (AI) stocks — Apple (NASDAQ:AAPL) And Amazon (NASDAQ: AMZN) — both are consumer goods giants, and AI could enable both to grow further.

Apple is one of three stocks that Buffett says he will never sell. Although many describe it as a technology company, Buffett likes the consumer goods aspect of its business. It sells lots of devices to lots of people, and the interconnected system creates an Apple community of loyal users and customers who often buy all Apple products (iPhones, laptops, and the like).

iPhone is its leading product, accounting for nearly half of total revenue. Users love the design, quality, features and more. Once converted they usually don’t look back.

While fans have been known to upgrade to new models, this usually takes a few years. Recently, higher sales have come from customers who upgraded as digital became more important during the pandemic.

Increasing iPhone sales have bigger impacts than just moving up the ranks. Investors and analysts are concerned about the direction of Apple Intelligence, which appears to be lagging behind other artificial intelligence programs.

But rising iPhone sales are a clear indication that customers are happy with their devices, the level of AI is working for them, and there are other features that may be more important. That’s Apple’s advantage and why Buffett loves it.

Amazon is only a small part of Buffett’s portfolio, but it’s quite powerful. As one of the most important AI companies in the world and with its consumer focus, Amazon still has incredible long-term opportunities.

The AI ​​business is run on Amazon Web Services (AWS), its cloud services segment. The company has developed a large platform that offers all kinds of services, including tools for developers to create their own large language models (LLMs) as well as interact with various LLMs through the Bedrock program.

Amazon is investing hundreds of millions of dollars in its AI business and it’s already paying off: It has sales of over $100 billion, and management thinks it’s just getting started. “Every area I can think of in the way we work will probably be meaningfully impacted by AI,” CEO Andy Jassy said.

And it’s still in its early stages. The company, which develops its own chips and hardware to offer budget options and compete on price, has a long-term vision when building its artificial intelligence business. This means investing in powerful data centers that can support AI features for AWS clients.

It’s important to note that, as with Apple, Buffett didn’t buy Amazon shares for exposure to AI; Not a big fan of technology. Two investments stand out for many reasons, one of which is that they offer much more than the AI ​​opportunity.

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Jennifer Saibil They have positions in Apple. The Motley Fool has positions in and recommends Amazon, Apple and Berkshire Hathaway. The Motley Fool has a feature disclosure policy.

25% of Warren Buffett’s $315 Billion Portfolio Invested in 2 Artificial Intelligence (AI) Stocks originally published by The Motley Fool