Berkshire’s $4.9B Alphabet bet is shaking up Big Tech and Buffett

EPISODE SNAPSHOT

Berkshire Hathaway has disclosed a new stake of about 17.85 million shares in Alphabet, worth roughly $4.9 billion as of the last close, sending $GOOGL up more than 5% and to record highs.

It is a rare, large tech bet for Berkshire, coming as it trims positions in $AAPL and $BAC and builds a record cash pile, and it highlights Alphabet as a cheaper way to play the AI boom versus higher-valuation peers like $NVDA and $MSFT.

WINNERS -

Category 1 – Direct winner: Alphabet

Names: $GOOGL, $GOOG

Reason:

Berkshire’s multi-billion dollar stake is a powerful vote of confidence in Alphabet’s AI, cloud and search cash flows, drawing in Buffett followers, momentum traders and AI bulls at the same time.