Warren Buffett's Biggest Bet: Can Apple’s Recovery Boost Berkshire Hathaway Shares, Too?

Apple (AAPL) has been a notable laggard among the Magnificent 7 in 2025, spending months below its 200-day moving average while mega-cap tech peers like Microsoft (MSFT) and Amazon (AMZN) surged ahead. And Apple’s struggles have been more than just a blip — they’ve been a drag on Warren Buffett’s Berkshire Hathaway (BRK.A) (BRK.B), which is also falling behind as the market hits new highs.

In the August 8 episode of Market on Close, John Rowland, CMT, explained why that may be about to change.

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Apple Finally Shows Strength

After months in the red, Apple has put together some strong green days, finishing just below its 200-day moving average before ultimately breaking through it. 

According to John, the breakout is backed by a “confluence of two technical variables” — including the 1.5x ATR breakout confirmation, in a sign that bullish momentum could be building.

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Why It Matters for Berkshire Hathaway

AAPL isn’t just another tech stock — it’s the crown jewel in Warren Buffett’s portfolio. As Berkshire Hathaway’s single largest holding, Apple represents a huge chunk of the company’s market value.

The lag in Apple’s performance has been a key reason Berkshire itself has trailed the broader market. As John noted, “How can the market make new all-time highs without Berkshire Hathaway?” 

If Apple’s positive momentum continues, Berkshire’s stock could also catch a tailwind.

Fundamentals Support the Case

Recent earnings show Apple is far from “dead” or “legacy tech”:

• Q3 FY25 Revenue Growth: Double-digit gains in iPhone, Mac, and Services.
• Emerging Market Strength: Strong iPhone growth in India, Middle East, South Asia, and Brazil.
• Apple Intelligence Integration: Driving demand across hardware and services.
• Services Expansion: Now over 1 billion paid subscriptions, with double-digit growth across the board.

While Apple still trails its rivals in AI leadership, the growth in hardware and services shows it’s more than capable of fueling a rebound.

The Takeaway

If Apple can sustain its breakout, the move could ripple beyond tech — lifting Berkshire Hathaway and potentially adding fuel to the broader market.

Watch the Market on Close clip now to see John Rowland’s analysis on Apple & Berkshire Hathaway:

And if you want to track the full Berkshire portfolio, explore Barchart’s Warren Buffett Watchlist under the Investing tab.