The A.I. trade returns to focus with many Big Tech names giving back some strength today. Despite the weakness, Jeff Muhlenkamp labels Microsoft (MSFT) as a top stock pick, even though it and companies like Nvidia (NVDA) and Apple (AAPL) will have to prove Big Tech can hold ground against potential competitors. Jeff later highlights what makes Berkshire Hathaway (BRK/B) an old reliable in financials.