Berkshire Hathaway Shines as AI Stocks Stumble

On a day when Wall Street looked like it had slipped on a Lego, Berkshire Hathaway calmly walked away with a 2.1% gain. On Thursday, November 13, 2025, the S&P 500 fell 1.7%, the Dow Jones dropped 797 points (also 1.7%), and the Nasdaq slid 2.3% as investors bailed out of overheated AI names like Nvidia, Super Micro Computer, Palantir, and Broadcom. Nvidia alone dropped 3.6%, Super Micro tumbled 7.4%, Palantir 6.5%, and Broadcom 4.3%—but in the middle of all that chaos, Berkshire was one of the rare big names swimming against the tide.

Berkshire’s serene moment didn’t come out of nowhere. The conglomerate has been quietly stacking security and strength with its sprawling mix of insurance, rail, utilities, and manufacturing - plus a giant equity portfolio. All this alongside a record cash pile has turned it into the market’s all-weather SUV. Recent earnings showed sharply higher operating profit and cash at new highs, reinforcing the idea that Buffett & Co. are perfectly happy to sit in short-term treasuries and wait for better bargains while everyone else chases get-rich-quick AI stocks.

Berkshire’s Class B shares have climbed from about $488 at the start of November to just over $513 by November 13, a rise of roughly 5% in less than two weeks. Over a similar stretch, the S&P 500 has bounced around record levels but given back gains with Thursday’s 1.66% slide to 6,737.49, leaving the index more or less treading water in November even as its year-to-date return sits around the mid-teens. Berkshire, in other words, is doing what it usually does in rocky markets - nothing flashy, just quietly getting more expensive.

So while AI darlings are discovering gravity and traders panic-refresh their portfolios, Berkshire is playing the role of the boring cousin at the family reunion—the one who owns an insurance empire, a railroad, a utility network, hundreds of billions in cash, and somehow still shows up with a 2% gain on one of the market’s worst days in a month. In a market obsessed with “the next big thing,” the joke is that the day’s hero was the 94-year-old value investor’s vehicle that mostly just sits, waits, and lets everyone else do the dramatic stuff.

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