Warren Buffett's AI Investments: 22% of Berkshire Hathaway's $294 Billion Stock Portfolio is in These Two Growth Stocks in Artificial Intelligence | Intellectia.AI
Warren Buffett's AI Investments: 22% of Berkshire Hathaway's $294 Billion Stock Portfolio is in These Two Growth Stocks in Artificial Intelligence
Written by Emily J. Thompson, Senior Investment Analyst
Warren Buffett's Shift to Tech Stocks: Warren Buffett, traditionally cautious about tech stocks, now has a significant portion of Berkshire Hathaway's portfolio invested in AI companies, reflecting a shift in strategy.
Apple's Position and Challenges: Apple remains Berkshire's largest holding at 21.5% of its stock portfolio, but the company is facing challenges in the AI space compared to competitors like Amazon and Meta Platforms.
Amazon's Potential in AI: Although Amazon constitutes only 0.8% of Berkshire's portfolio, it holds substantial potential for growth in AI, particularly through its cloud services and e-commerce operations.
Berkshire's Cautious Investment Strategy: With approximately $344.1 billion in cash reserves, Berkshire Hathaway is taking a cautious approach to investments amid perceived market risks, indicating a careful evaluation of stock valuations.
AMZN
$222.54+Infinity%1D
Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.71 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
43 Analyst Rating
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.71 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Buy
3 Hold
0 Sell
Strong Buy
Current: 226.190
Low
250.00
Averages
294.71
High
340.00
Current: 226.190
Low
250.00
Averages
294.71
High
340.00
JPMorgan
Overweight
maintain
$340 -> $385
2025-12-12
New
Reason
JPMorgan
Price Target
$340 -> $385
2025-12-12
New
maintain
Overweight
Reason
JPMorgan raised the firm's price target on Alphabet (GOOG, GOOGL) to $385 from $340 and keeps an Overweight rating on the shares. The firm remains positive on the "Magnificent 7" heading into 2026. It sees the internet sector delivering another solid year of revenue growth in 2026, with the mega-caps in the low-mid teens growth range year-over-year. JPMorgan's top picks into next year are Alphabet, Amazon (AMZN), DoorDash (DASH) and Spotify (SPOT).
TD Cowen
Buy
maintain
$300
2025-12-10
Reason
TD Cowen
Price Target
$300
2025-12-10
maintain
Buy
Reason
TD Cowen keeps a Buy rating and $300 price target on Amazon.com after the company announced that it has expanded its Same-Day delivery of fresh groceries to over 2,300 cites and towns. Faster delivery speed helps drive higher conversion, in turn driving the Prime flywheel, and today's announcement underscores this trend, as Prime customers ordering fresh groceries shop "twice as often" vs. those who don't order fresh, the analyst tells investors in a research note. The improved selection with perishable food services should continue to drive Amazon's overall growth in the broader grocery category, the firm added.
Guggenheim
Steven Forbes
Buy
initiated
$300
2025-12-09
Reason
Guggenheim
Steven Forbes
Price Target
$300
2025-12-09
initiated
Buy
Reason
Guggenheim analyst Steven Forbes initiated coverage of Amazon.com with a Buy rating and $300 price target.
Guggenheim
NULL
to
Buy
initiated
$300
2025-12-09
Reason
Guggenheim
Price Target
$300
2025-12-09
initiated
NULL
to
Buy
Reason
Guggenheim initiated coverage of Amazon.com with a Buy rating and $300 price target. The retail sector still seems to be perceived as "structurally sick," but the firm says "holiday brought the cheer," tariffs have been manageable so far and "most importantly and likely going unnoticed" is the fact that the majority of the firm's coverage actually operates at, or close to, their gross margin peaks.
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
