Buffett and his investing team are never afraid to wade into new sectors. However, that doesn't mean they are undisciplined and will buy stocks at monster valuations.

Buffett has managed to consistently beat the market without investing heavily in the technology sector. Two leading artificial intelligence (AI) stocks Berkshire does own, however, are Alphabet and Amazon.

Amazon's core e-commerce business still has plenty of room for growth. AWS is the company's biggest growth driver, with agentic AI potentially providing a major tailwind.

Amazon's cloud unit, AWS, recently reported its fastest growth rate in 11 quarters. AWS offers customers a broad range of products and services for just about any AI project.

Microsoft (MSFT) shares rose about 1.5% on Friday after Alphabet's Google (GOOGL) withdrew its antitrust complaint targeting Microsoft's cloud practices in the

Apple and Amazon have both seen renewed business momentum recently. Apple's services business, combined with its massive installed base of active devices, is a recipe for success.

Compton Financial Group LLC lifted its position in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 319.2% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 10,552 shares of the e-commerce giant's stock after acquiring an additional 8,035 shares during the

Garrison Bradford and Associates Inc. grew its stake in shares of Amazon.com, Inc. (NASDAQ: AMZN) by 11.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 19,868 shares of the e-commerce giant's stock after purchasing an additional 1,966 shares

EPG Wealth Management LLC decreased its holdings in Amazon.com, Inc. (NASDAQ: AMZN) by 13.0% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 19,011 shares of the e-commerce giant's stock after selling 2,850 shares during the quarter. Amazon.com comprises approximately 1.3%

Berkshire Hathaway's portfolio owns at least three leading tech stocks that are benefiting from AI. All three of these juggernauts have excellent prospects beyond their AI-related work.