Opinion: Apple and Alphabet offer resilient long-term AI exposure
An opinion piece argues that Berkshire Hathaway holdings Apple and Alphabet represent dependable long-term investments amid questions about whether heavy corporate artificial intelligence spending can sustain its momentum. Rather than relying on AI as a primary revenue driver, both firms maintain durable competitive advantages and existing profitable operations across broad platforms.
Key points
- Berkshire Hathaway first disclosed a stake in Alphabet in November 2025 and has expanded it since.
- Apple remains Berkshire Hathaway's largest equity holding nearly a decade after its initial 2016 investment.
- Alphabet integrates Gemini into Search, Workspace, Android, and Cloud while depending primarily on established advertising and services.
Berkshire initially bought into Apple in 2016, and the stock remains its largest holding despite past sales. The author points to Apple's Services segment and an installed base of billions of devices, which generate recurring cash flow without requiring consumers to purchase new hardware annually. Alphabet, which Berkshire first disclosed a position in during November 2025, benefits from core advertising through Google Search and YouTube alongside Google Cloud and Android.
The piece notes that while Alphabet integrates its Gemini models across products and Apple adds AI features to prompt upgrades, neither firm relies strictly on AI infrastructure returns to survive. Their diversified revenue streams protect them against the risk that overall AI investments fail to produce anticipated financial gains.
The story so far
2 episodes →- Opinion: Apple and Alphabet offer resilient long-term AI exposurethis story
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fool.com · 24 October 2026
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This text was published by fool.com and written by Adam Spatacco. It is reproduced here with attribution so you can read it in full; the rights remain with the publisher. Read it at the source ↗
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