MercadoLibre and Amazon both have serious long-term opportunities in e-commerce. On and Dutch Bros are both thriving despite a challenging operating environment.

Amazon is a compelling value for all the growth it still has ahead. Clorox is ready to wake up after a tough few years.

AWS is a mission-critical player in the global AI infrastructure buildout, backed by massive multiyear AI deals and $200 billion-plus backlog. Broadcom is seeing a dramatic increase in demand for its custom silicon and networking components from hyperscalers and AI labs.

Chinese President Xi Jinping emphasized progress in U.S.-China trade relations after speaking with President Donald Trump, following reports the U.S. may allow Nvidia (NASDAQ: NVDA) to resume AI chip sales to China. Tesla reported 6,964 new European registrations in October, down 48.5% YoY. U.S. Senators Richard Blumenthal (D-Conn.) and Josh Hawley (R-Mo.) called for investigations into Meta (NASDAQ: META) over alleged profits from fraudulent ads.

Bridgewater Advisors Inc. grew its stake in Amazon.com, Inc. (NASDAQ: AMZN) by 3.4% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 69,188 shares of the e-commerce giant's stock after purchasing an additional 2,275 shares during the period. Amazon.com makes

Alphabet trained its latest AI model, Gemini 3, on its own TPU chips. Amazon has teamed with Anthropic to unleash what will soon be over 1 million of its Trainium2 chips.

Buffett and his investing team are never afraid to wade into new sectors. However, that doesn't mean they are undisciplined and will buy stocks at monster valuations.

Buffett has managed to consistently beat the market without investing heavily in the technology sector. Two leading artificial intelligence (AI) stocks Berkshire does own, however, are Alphabet and Amazon.

Amazon's core e-commerce business still has plenty of room for growth. AWS is the company's biggest growth driver, with agentic AI potentially providing a major tailwind.

Amazon's cloud unit, AWS, recently reported its fastest growth rate in 11 quarters. AWS offers customers a broad range of products and services for just about any AI project.