Warren Buffett, that paragon of prudence, has long treated technology like a fine wine—stored away in the cellar but rarely uncorked. Yet even the most steadfast investor must acknowledge the tide. Artificial intelligence, that modern alchemy, has spilled beyond the confines of Silicon Valley and into the boardrooms of the world’s most venerable institutions. To ignore it would be as sensible as refusing to carry an umbrella in a monsoon. And so, with the calculated elegance of a man ordering a martini, Buffett has allocated 40% of Berkshire Hathaway’s $293 billion portfolio to five enterprises boldly—or perhaps recklessly—embracing the AI revolution.
1. Apple (21.8% of portfolio value)
Apple, that most polished of tech titans, has proven as technologically reticent as a Victorian gentleman refusing to adopt the telephone. While rivals unveil ever more elaborate AI spectacles, Apple has lingered in the slow lane, its “Apple Intelligence” project progressing at a pace that would make a tortoise blush. One suspects the company’s obsession with privacy is less a virtue and more a case of mistaken identity—after all, who wants their secrets whispered across the cloud?
AAPL”>
Rumors of a potential acquisition—Perplexity, the AI search engine, is a name whispered in venture circles—suggest Apple may finally loosen its corset. With $133 billion in cash, the company could afford to buy its way into the future… if only it weren’t so preoccupied with polishing the present.
2. Amazon (0.8%)
AMZN”>
The logistics arm, meanwhile, has embraced AI with the enthusiasm of a man who’s finally found his true calling. Inventory optimization, one-day shipping, and margin expansion—it’s all very efficient, if a tad soulless. Yet for investors, the question remains: is this a golden goose or a gilded goose?
3. American Express (15.8%)
American Express, that 175-year-old institution, has proven that age is but a number when it comes to innovation. Its AI initiatives are less about disruption and more about refinement—fraud detection, personalized offers, and concierge services that cater to the whims of the well-heeled. One might say Amex treats AI like a butler: discreet, efficient, and always ready with a tray of hors d’oeuvres.
The company’s ability to raise annual fees while retaining customers is nothing short of remarkable. It’s the financial equivalent of charging more for the same wine and having the guests cheerfully pay up. At 20 times earnings, the stock is a modest proposition compared to its tech-obsessed peers, though one suspects Buffett sees it as a “safe” bet in an otherwise volatile portfolio.
4 & 5. Visa (1%) and Mastercard (0.8%)
Visa and Mastercard, those twin titans of the payments world, have embraced AI with the pragmatism of men who’ve seen it all before. Their fraud-detection algorithms are as reliable as a Swiss watch, while their forays into agentic AI—systems that can autonomously make transactions—suggest a desire to remain relevant in a world increasingly run by machines.
Imagine a future where your AI agent orders lunch, restocks the office, and pays the bill—all without lifting a finger. It’s a vision as enticing as it is unnerving, and one that Visa and Mastercard are positioning themselves to dominate. Yet at 31 and 35 times earnings respectively, their valuations suggest investors are buying not just growth, but a certain je ne sais quoi.
For all their scale and margins, these companies are not immune to the laws of gravity. If AI fails to deliver the promised transactional boom, their lofty multiples may prove to be a precarious perch.
In the grand theater of investing, Buffett’s bets on AI read like a well-rehearsed play: part strategy, part intuition, and a dash of theatrical flair. Whether these five stocks will prove to be the next act in his legacy or a costly misstep remains to be seen. But then again, as any seasoned investor knows, the best plays are those that keep you guessing until the final curtain. 😏
Read More
- Gold Rate Forecast
- Honkai: Star Rail – Saber build and ascension guide
- Breakfast News: TSMC Flags AI Demand
- Banner Guide – Fallen Wings Olivier
- Costco Is One of the Largest Consumer Goods Companies by Market Cap. But Is It a Buy?
- Umamusume: All current and upcoming characters
- Lucid Is Skyrocketing Today — Is the Stock a Buy Right Now?
- These Were the 2 Best-Performing Stocks in the Nasdaq-100 in June 2025
- Prediction: Boeing Won the F-47 Contract — and Maybe F/A-XX as Well
- USD CNY PREDICTION
2025-07-28 14:22