The article argues that Apple and Alphabet, two holdings in Warren Buffett's Berkshire Hathaway, suit long-term investing because their businesses do not depend entirely on AI succeeding. Apple has a loyal customer base and a Services segment that generates recurring revenue, and although Berkshire has reduced its position over time, Apple remains its largest holding. Alphabet, which owns Google and YouTube, is using its Gemini AI models as a new growth driver across Search, Workspace, Android and Google Cloud, while its core businesses are already strong on their own. According to the author, the biggest risk is that investors overestimate how much profit individual companies will earn from AI.
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Warren BuffettBerkshire HathawayAAPLGOOGLartificial intelligence
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NVDA
• NeutralNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/23/2026 | 211.00 |
| Change that session | -0.57% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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