The Motley Fool·2025-12-28 10:30Core Viewpoint - Alphabet and Amazon are identified as strong investment opportunities, particularly in light of their potential growth in 2026, despite differing performances in 2025 [2][6]. Group 1: Company Performance - Alphabet's stock increased by approximately 60% in 2025, overcoming initial doubts regarding its capabilities in artificial intelligence and concerns about potential monopoly issues [6][7]. - Amazon's revenue grew by 13% in the third quarter, with its cloud computing unit, Amazon Web Services (AWS), accounting for 66% of operating income despite only representing 18% of total revenue [10][11]. Group 2: Investment Insights - Berkshire Hathaway's portfolio includes Alphabet, which makes up about 1.7% of its total holdings, and Amazon, which constitutes 0.7% [5]. - The performance of Alphabet in 2025 suggests continued dominance in generative AI, potentially leading to new revenue streams in 2026 [8][9]. - Amazon's AWS has shown its fastest growth quarter in several years, indicating a strong rebound potential for the company in 2026 [11].