Is Berkshire Hathaway Missing Out in This Latest AI Rally?

Core Viewpoint - The performance of Berkshire Hathaway is under scrutiny as it struggles to keep pace with the S&P 500 amid an AI-driven market rally, raising concerns about its future under new leadership post-Warren Buffett [2][6]. Group 1: Berkshire Hathaway's Performance - Berkshire Hathaway has been underperforming compared to the S&P 500, particularly in the context of the ongoing AI boom [2][6]. - The S&P 500 is increasingly seen as an AI-heavy index, which may challenge Berkshire's historical outperformance [2][6]. Group 2: Leadership Transition - Warren Buffett's impending retirement raises concerns among shareholders about the future direction of the company and its investment strategies [4][6]. - The focus will shift to Buffett's successors, including Greg Abel and Ajit Jain, as they navigate the company's investment approach in a post-Buffett era [4][5]. Group 3: Investment Strategy - There is speculation that Berkshire's new leadership may adopt a more aggressive stance towards technology investments, despite current valuation concerns [5][6]. - The new management team is expected to maintain many of Buffett's value investment principles while potentially increasing exposure to the tech sector [5].