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Tuesday, 6 October 2026

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

National Trade News policy desk (2026-10-06): Wall Street is hyping AI. This fund manager is betting instead on fires, HVAC and Berkshire Hathaway. The co-portfolio manager at Heartland Advisors urges… Primary source: original at MarketWatch (marketwatch.com).

· MarketWatch

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

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.

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