Prediction: Berkshire Hathaway Will Add This Artificial Intelligence (AI) Stock to Its Portfolio Before the End of 2026
The article argues that Berkshire Hathaway, now led by Greg Abel, may add Microsoft to its portfolio by year-end. The case is based on Berkshire’s recent willingness to make tech-oriented moves, including its purchase of Alphabet, and Microsoft’s strong competitive moat, AI-driven growth opportunities, and lower valuation versus Alphabet. Microsoft shares have fallen about 19% year to date, which the author sees as an attractive entry point for a long-term, value-oriented buyer like Berkshire. The piece is essentially a bullish opinion that Berkshire could use the current weakness in MSFT as a chance to buy a high-quality tech franchise.