Berkshire is selling Apple shares and buying this other great artificial intelligence (AI) stock instead.

Berkshire is selling Apple shares and buying this other great artificial intelligence (AI) stock instead.

By Adam Spatacco
Publication Date: 2026-01-03 22:30:00

This article was originally published on Fool.com. All figures are in US dollars unless otherwise noted.

Over the past three years, artificial intelligence (AI) has become such an influential topic that the broader market appears to be reeling from this unique narrative. The S&P 500 And Nasdaq Composite Both indices are near record highs, with mega-cap technology stocks among the biggest contributors to the ongoing market rally.

While nearly every major investment fund on Wall Street can’t seem to get enough of AI, Berkshire HathawayWarren Buffett, who has just retired as CEO, has primarily remained true to his contrarian methods. Throughout the AI ​​revolution, Berkshire has been a net seller of stocks — hoarding cash on its balance sheet and collecting passive income through Treasury bills.

Last quarter, Berkshire finally deployed some of its excess capital and significantly expanded its portfolio. Let’s take a look at some of the fund’s moves in…