Buffett's Berkshire Bets Big on Steel, Sits on Cash Amid AI Buzz
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Buffett's Berkshire Bets Big on Steel, Sits on Cash Amid AI Buzz
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Over the past few days, Berkshire Hathaway has made waves on several fronts, though Warren Buffett himself remains characteristically quiet, letting the company’s actions and cash pile do much of the talking. The most eye-catching move is Berkshire’s newly disclosed 3% stake in Nucor, North America’s largest steel and steel products company, built over the first half of 2025 according to Nasdaq. This marks a rare foray into heavy industry for Buffett’s conglomerate, and analysts speculate the bet signals anticipation of a housing sector recovery, especially as Berkshire also added homebuilders D.R. Horton and Lennar to its portfolio this year. Nucor stands out not just for its industrial heft but as a so-called “Dividend King,” with 2025 set to be its 53rd consecutive year of dividend increases—a rarity that likely appeals to Buffett’s famed focus on durable, shareholder-friendly businesses.
While the Nucor investment is generating buzz, Berkshire’s mammoth cash position remains a headline in itself. At the end of the second quarter, Berkshire was sitting on $344 billion in cash and equivalents, a sum The Motley Fool notes is just shy of its all-time high from the previous quarter. This war chest is seen by many as a flashing warning sign from Buffett that he finds most stocks too expensive in today’s frothy market. Indeed, Berkshire has been a net seller of equities for eleven straight quarters and has not repurchased its own shares since mid-2024, a strategy that echoes Buffett’s long-standing advice to be “fearful when others are greedy.” Yet, this caution hasn’t stopped the Oracle of Omaha from making selective, high-conviction bets when opportunities arise.
On the tech front, despite Buffett’s reputation as a non-techie, Berkshire’s portfolio remains deeply exposed to artificial intelligence through its massive $65 billion-plus stake in Apple and a $2.3 billion position in Amazon, as detailed by Nasdaq. Apple’s aggressive share buybacks and Amazon’s e-commerce dominance—plus their respective AI ambitions—continue to be key drivers for Berkshire’s equity performance. However, with the 95-year-old Buffett set to retire at year’s end, these tech holdings may increasingly reflect the influence of his investing lieutenants.
On the social front, Buffett and Berkshire have kept a low profile, with no major public appearances or provocative statements. The absence of share buybacks and the towering cash position remain the loudest signals from Omaha. Speculation swirls about what Buffett—or his successors—might do with that cash if market valuations cool, but for now, the message seems clear: patience and discipline, even as the broader market races to new highs. In sum, Berkshire’s recent moves are less about flashy headlines and more about strategic, long-term positioning—classic Buffett, even as the investment world wonders what’s next.
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