Warren Buffett Drops $92B on AI—While Apple’s WWDC Steals the Spotlight (Watch These 4 Stocks)
The Oracle of Omaha just placed a $92 billion bet on artificial intelligence—proving even old-school investors can’t ignore the tech tsunami. Meanwhile, Apple’s WWDC unveils its latest shiny objects, distracting traders from the real action.
Four stocks poised to ride (or wreck) the hype cycle:
- The AI dark horse Buffett’s backing (hint: it’s not OpenAI)
- Apple’s make-or-break hardware pivot
- Two under-the-radar semiconductor plays Wall Street’s sleeping on
Funny how ‘value investing’ now means overpaying for algorithms instead of railroads. The more things change…
From Silicon Valley to Shanghai: 4 Global Stocks Buffett Backs
Berkshire Hathaway’s massive Buffett AI investment allocation represents roughly 33% of the conglomerate’s public equity holdings, marking a strategic shift toward companies leveraging artificial intelligence technology right now and also expanding globally.
1. Apple (AAPL) Stock: $62 Billion Position Despite Recent Sales
The Apple stock remains Buffett’s largest holding with approximately $62 billion invested, representing 22.2% of Berkshire’s entire portfolio at the time of writing. This position exists even after Buffett sold over half of the Apple (AAPL) holdings in 2024, which originally peaked at over $170 billion in value.
CEO Tim Cook said:
Apple’s WWDC 2025 on June 9 will showcase iOS 26, featuring the biggest iOS update since version 7. Buffett’s AI investment reflects confidence in Apple’s AI transformation right now.
2. Amazon (AMZN) Stock: Nearly $2 Billion Cloud Computing Bet
The Amazon stock is only just about 0.7% of the entire Berkshire’s portfolio, translating to nearly $2 billion invested right now. Berkshire bought Amazon (AMZN) shares in 2019, and the position benefits from AWS generating $29.3 billion in Q1 2025 revenue alone.
CEO Andy Jassy had this to say:
Buffett’s AI investment reflects recognition of cloud computing’s central role in AI development and also shows his willingness to admit past mistakes.
3. BYD Stock: Multi-Billion Dollar EV Investment
The BYD stock represents at least $2 billion invested in the Chinese electric vehicle manufacturer. The company surpassed Tesla in 2024 to become the world’s top EV company by revenue, validating Buffett AI investment thesis at the time of writing.
4. Japanese Trading Houses: $25+ Billion Across Five Companies
The five Japanese trading houses – Mitsubishi, Itochu, Mitsui, Marubeni, and also Sumitomo – collectively represent over $25 billion in Berkshire investments, with at least $2 billion in each company. Thesecompanies integrate artificial intelligence technology across Japan’s economy and also diversify across multiple sectors.
Susan Prescott, Apple’s vice president of Worldwide Developer Relations, stated:
The $92 billion Buffett AI investment allocation across Apple stock, Amazon stock, BYD stock, and also Japanese trading houses positions Berkshire for diversified AI growth as WWDC 2025 approaches with iOS 26’s debut right now.
