Google Unveils Gemini AI Alongside Apple's Intelligence Features

Warren Buffett's Berkshire Hathaway is making strategic moves in artificial intelligence, with significant investments in tech giants like Alphabet, Amazon, and Apple. Managers Todd Combs and Ted Weschler are increasing stakes, anticipating substantial AI-driven growth, particularly by 2026. A notable 23% of Berkshire's $311 billion stock portfolio is now allocated to Apple and Alphabet, underscoring confidence in their AI trajectories. Apple is steadily integrating AI features, such as Apple Intelligence, into its newer devices, including the upcoming iPhone 17. The company also plans to release smart glasses in late 2026, further expanding its AI-enhanced product ecosystem. Meanwhile, Alphabet has been a long-time AI proponent, starting with Google Brain in 2011. Its Gemini 3.0 model and AI Overview are now deeply embedded across many Google products, and Google Cloud reported a 34% revenue increase to over $15 billion in Q3, largely fueled by strong AI demand. Amazon is also leveraging AI in its AWS cloud services and Alexa, with investments in agentic AI expected to yield significant returns. The demand for AI infrastructure is driving growth for several companies. NetApp is strengthening its position by expanding a partnership with F5, aiming to boost AI application performance and data security. This move follows strong quarterly earnings and reflects confidence in its AI-focused strategy. However, not all infrastructure providers are seeing smooth sailing; Oracle's stock dropped about 12% after the Federal Reserve cut interest rates by 25 basis points to a target range of 3.50% to 3.75%, with investor concerns focusing on high spending for AI data centers and potential debt. Competition in AI cloud infrastructure is heating up. Nebius Group, a Dutch company formerly Yandex N.V., reported a 355% revenue increase to $146.1 million in Q3, providing cloud infrastructure with Nvidia H100 GPUs. They secured large deals with Meta Platforms and Microsoft, though the company still faces net losses. On the other side, Australian firm Iren Limited, which funds its profitable AI infrastructure business using Bitcoin revenue, saw Q1 fiscal 2026 revenue jump 335% to $240.3 million, achieving a net income of $384.6 million and a substantial $9.7 billion deal with Dell Technologies. CoreWeave, a specialist in AI-specific cloud servers, is experiencing triple-digit revenue growth, reaching nearly $1.4 billion in 2025, with analysts projecting a 135% increase in 2026. Despite an operating income of $52 million in Q3, the company reported a $110 million loss, a significant improvement from the $389 million loss in Q3 2024. CoreWeave carries $14 billion in debt but recently issued $2.25 billion in convertible notes at a low 1.75% interest rate to support its expansion. In AI automation, UiPath (PATH) is demonstrating strong performance, moving from losses to profit in Q3 while increasing revenue. The company's strategy centers on its agentic AI and automation platform, which empowers AI agents to complete tasks autonomously. UiPath also acquired Peak, an AI-powered decision intelligence company, and is actively buying back shares, leading to significant share price returns. Separately, C3.ai (NYSE:AI) saw unusual trading activity with a 75% surge in call option purchases, totaling 170,377 options. Concerns about potential insider trading have emerged around OpenAI. Bets placed on the predictions website Polymarket indicated that OpenAI would release a new large language model by December 13. OpenAI then released its GPT-5.2 model on December 11, two days ahead of the deadline. Four accounts collectively earned over $13,000 from these successful bets, raising questions about information leakage.

Key Takeaways

• Warren Buffett's Berkshire Hathaway has invested 23% of its $311 billion stock portfolio in Apple and Alphabet, anticipating significant AI-driven gains by 2026.
• Apple is integrating AI features like Apple Intelligence into new devices, with smart glasses planned for late 2026, while Alphabet's Google Cloud revenue increased 34% to over $15 billion in Q3 due to AI demand for its Gemini model.
• Amazon is investing in agentic AI and leveraging AI in AWS and Alexa, expecting substantial returns from these initiatives.
• NetApp is enhancing AI application performance and data security through an expanded partnership with F5, following strong quarterly earnings.
• Oracle's stock dropped 12% due to concerns over high spending on AI data centers and potential debt, despite a Federal Reserve interest rate cut.
• Nebius Group, utilizing Nvidia H100 GPUs, reported $146.1 million in Q3 revenue (up 355%) and secured large deals with Meta Platforms and Microsoft.
• Iren Limited achieved $240.3 million in Q1 fiscal 2026 revenue (up 335%) and a $9.7 billion deal with Dell Technologies for its profitable AI infrastructure business.
• CoreWeave, an AI-specific cloud server provider, projects nearly $1.4 billion in 2025 revenue and a 135% increase in 2026, while managing $14 billion in debt.
• UiPath (PATH) moved to profit in Q3, with revenue growth driven by its agentic AI and automation platform strategy, including the acquisition of Peak.
• OpenAI faced insider trading suspicions after its GPT-5.2 model release on December 11, following successful bets on Polymarket that earned over $13,000 for four accounts.

Warren Buffett's Top AI Stocks Set for 2026 Gains

Warren Buffett's Berkshire Hathaway holds three major AI stocks that could see big gains in 2026: Alphabet, Amazon, and Apple. Alphabet is expected to grow with Google Gemini 3.0 and Google Cloud, plus rising advertising profits. Amazon's investments in agentic AI and strong AWS business should pay off. Apple is doing well with new iPhones and plans to release smart glasses in late 2026.

Buffett's Big AI Bets Apple and Alphabet for 2026

Warren Buffett's Berkshire Hathaway has invested 23% of its $311 billion stock portfolio in two major AI companies: Apple and Alphabet. Apple is slowly adding AI features like Apple Intelligence to newer devices such as the iPhone 17. Alphabet, however, has fully embraced AI, starting with Google Brain in 2011. Its Gemini model and AI Overview are integrated into many products, and Google Cloud saw a 34% revenue increase to over $15 billion in Q3 due to AI demand.

NetApp Boosts AI Security with F5 Collaboration

NetApp is gaining attention after expanding its partnership with F5. This collaboration aims to improve AI application performance and strengthen data security for the future. The company also reported strong quarterly earnings recently. NetApp's share price is around $119.11, showing good returns over the last month and three years. This positive momentum reflects confidence in its AI-focused strategy.

Fed Cuts Rates Oracle Stock Falls on AI Spending Concerns

The Federal Reserve cut interest rates by 25 basis points, setting the target range to 3.50% to 3.75%, but signaled a pause in further cuts. Oracle's stock dropped about 12% due to worries about high spending on AI data centers and potential debt. Broadcom also saw its stock fall by 10%. Meanwhile, Paramount Skydance made a hostile $30 per share offer for Warner Bros. Discovery, topping Netflix's bid. Silver prices surged to a record high of nearly $64 an ounce, and auto stocks like General Motors and Ford also rose.

Nebius Group and Iren Limited Compete in AI Infrastructure

Nebius Group and Iren Limited are two companies focused on AI infrastructure. Nebius Group, a Dutch company formerly known as Yandex N.V., provides cloud infrastructure using Nvidia H100 GPUs. It reported $146.1 million in Q3 revenue, up 355%, and secured large deals with Meta Platforms and Microsoft, but still faces net losses. Iren Limited, an Australian company, uses Bitcoin revenue to fund its profitable AI infrastructure business. It reported $240.3 million in Q1 fiscal 2026 revenue, up 335%, and a net income of $384.6 million, with a $9.7 billion deal with Dell Technologies.

UiPath Sees Strong Growth with AI Automation Strategy

UiPath (PATH) is showing strong performance, moving from losses to profit in Q3 while increasing its revenue growth. The company is focusing on its agentic AI and automation platform strategy. This approach gives AI agents the ability to complete tasks on their own. UiPath also acquired Peak, an AI-powered decision intelligence company, and is buying back shares. These actions have led to a 22% share price return in one month and 53% in three months, showing growing investor confidence.

OpenAI Bets on Polymarket Spark Insider Trading Concerns

Bets placed on the predictions website Polymarket have raised suspicions of insider trading involving OpenAI. Several accounts bet that OpenAI would release a new large language model by December 13. OpenAI then released its GPT-5.2 model on December 11, two days before the deadline. Four of these accounts collectively earned over $13,000 from these successful bets.

CoreWeave AI Cloud Company Shows Triple Digit Revenue Growth

CoreWeave, a company specializing in AI-specific cloud servers, is experiencing very high demand and triple-digit revenue growth. It generated nearly $1.4 billion in revenue in 2025, with analysts predicting a 135% increase in 2026. Despite an operating income of $52 million, the company reported a $110 million loss in Q3, a big improvement from the $389 million loss in Q3 2024. CoreWeave carries $14 billion in debt, but recently issued $2.25 billion in convertible notes at a low 1.75% interest rate. This growth and demand could make CoreWeave a top performer, though its debt makes it a risky stock.

Warren Buffett's Berkshire Hathaway Bets Big on AI Stocks

Warren Buffett's Berkshire Hathaway is making strategic investments in artificial intelligence, with his managers Todd Combs and Ted Weschler increasing stakes in key AI companies. They believe AI will drive significant growth, especially in 2026. Three top holdings expected to benefit are Alphabet, Amazon, and Apple. Alphabet is strong in AI with Google Search and Google Cloud, while Amazon uses AI in AWS and Alexa. Apple integrates AI into products like iPhones and Macs to improve user experience.

C3.ai Sees Big Increase in Call Option Purchases

C3.ai (NYSE:AI) experienced unusual trading activity on Friday. Investors bought a large number of call options for the company. A total of 170,377 call options were purchased, which is a significant 75% increase. This volume is much higher than the average daily volume of 97,088 call options.

Sources

• These 3 Warren Buffett AI Stocks Could Be Big Winners in 2026
• Warren Buffett's Biggest Artificial Intelligence Bets in 2026: 23% of Berkshire Hathaway's $311 Billion Stock Portfolio Is in These 2 AI Stocks
• NetApp (NTAP): Reassessing Valuation After F5 AI Security Collaboration and Strong Quarterly Earnings
• Fed cuts rates but signals a pause; Oracle stock cracks on AI fears
• Better AI Infrastructure Stock: Nebius Group vs. Iren Limited
• UiPath (PATH): Reassessing Valuation After Strong Q3 Profitability and Growing Agentic AI Momentum
• Polymarket Bets on OpenAI, Google Raise Insider Trading Suspicions
• This Artificial Intelligence Stock Could Be a Top Performer in the Next Market Rally
• These 3 Warren Buffett AI stocks could be big winners in 2026
• Traders Buy Large Volume of Call Options on C3.ai (NYSE:AI)