Two ways Berkshire hopes to cash in on AI

BECKY QUICK:  Welcome back, everybody. Berkshire Hathaway first invested in Japan’s five main “trading houses” just over six years ago, and it consistently increased its position. Berkshire now owns more than 10 percent of each of the top five.  And the company’s CEO, Greg Abel, is in Japan right now. He joins us for a…

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Berkshire adds $17 billion to Alphabet stake

(This is the Warren Buffett Watch newsletter, news and analysis on all things Warren Buffett and Berkshire Hathaway. You can sign up here to receive it every Friday evening in your inbox.) Berkshire added $17 billion of Alphabet shares in Q2 Zoom In IconArrows pointing outwards Roughly 60% of the 48.1 million shares added during…

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Berkshire Hathaway earnings Q2 2026

Greg Abel, CEO of Berkshire Hathaway, speaks during the Berkshire Hathaway Annual Shareholders Meeting in Omaha, NE on May 2, 2026. Berkshire Hathaway‘s operating earnings climbed 16% in the second quarter as strength across its energy, railroad and manufacturing businesses more than offset weaker insurance results. But the bigger takeaway from the results is that…

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The AI rotation stole the spotlight from a strong start to earnings season

The AI trade dominated the market once again this week, upstaging an impressive start to the second-quarter earnings season. Cooler-than-expected June reports on consumer and producer prices offered encouraging signs that inflation continued to ease, while earnings from the nation’s largest banks reinforced the strength of capital markets. At the same time, investors kept one…

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