Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.

October 6, 2026 · 11:15 am 1 sources

Image: MarketWatch

Coverage

Coverage

• Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway.
  MarketWatch · October 6, 2026 11:15
  The co-portfolio manager at Heartland Advisors urges investors to shut out Wall Street’s hype on AI and look for companies that can use its technology as costs come down.