The AI Trade Is Wobbling. Berkshire Hathaway Was Built for a Market Like This.

AI stocks like Alphabet, Amazon, Microsoft, and Meta are experiencing significant weakness amid concerns about AI spending and executive departures. The article suggests Berkshire Hathaway is well-positioned to weather potential market downturns due to its defensive holdings, $339.3 billion in Treasury bills yielding ~4%, and privately-owned cash-generating businesses that reduce volatility.