Key News Facts
Warren Buffett will retire as CEO of Berkshire Hathaway at the end of 2025, with Greg Abel set to take over in 2026. This transition has investors speculating about potential shifts in Berkshire’s investment strategy, particularly concerning tech stocks like Amazon.
Berkshire currently holds 10 million shares of Amazon, accounting for only 0.8% of its portfolio. Following a 13% year-over-year increase in Amazon’s net sales to $180 billion in Q3 2025, there are indications that Berkshire may increase its stake in the tech giant, especially as its key units, Amazon Web Services (AWS) and advertising services, show promising growth.
Amazon’s AWS generated 66% of the company’s operating profit despite only 18% of total sales, emphasizing its importance. Investors are keenly watching how the transition in leadership might influence Berkshire’s strategy, particularly whether it will continue its legacy of value investing under Abel.
