Alphabet shares jumped nearly 7% after Berkshire Hathaway disclosed a new $4.3 billion position in the company, making the tech giant one of Berkshire’s ten largest equity holdings. The investment includes roughly 17.85 million shares, signaling a notable shift as Berkshire reduces its long-standing concentration in Apple.
Analysts say the move highlights Berkshire’s growing confidence in companies with strong exposure to artificial intelligence, cloud infrastructure, and digital-platform scale. Alphabet’s accelerating AI strategy, paired with expanding cloud revenue, is seen as a key driver behind the firm’s decision to add the stock.
The market reacted swiftly, with trading volumes rising and investor sentiment strengthening around Alphabet’s long-term growth outlook. The shift also underscores a broader trend of value-focused investors reallocating capital toward durable, cash-generating technology companies.
