Berkshire's Investment in Alphabet Addresses Buffett's Previous Oversight, Marks a Move Toward Technology

Bitget App

Trade smarter

Bitget

News

Markets

Berkshire's Investment in Alphabet Addresses Buffett's Previous Oversight, Marks a Move Toward Technology

Bitget-RWA2025/11/17 05:58

By:Bitget-RWA

- Berkshire Hathaway invested $4.3B in Alphabet, boosting GOOGL shares 7% post-disclosure. - The move marks a strategic shift toward tech, reducing Apple holdings while capitalizing on AI/cloud growth. - Buffett acknowledged past oversight of Alphabet, correcting his 2019 "screw-up" admission through this stake. - The investment reflects Berkshire's evolving portfolio under Greg Abel, aligning with long-term tech value amid $382B cash reserves.

News Report in Bloomberg Style:

Berkshire Hathaway’s $4.3 Billion Investment in

Alphabet

Lifts

GOOGL

Shares by 7%

Warren Buffett’s Berkshire Hathaway has made a notable change to its investment portfolio, purchasing a

Berkshire's Investment in Alphabet Addresses Buffett's Previous Oversight, Marks a Move Toward Technology image 0

$4.3 billion holding in Alphabet Inc., the parent company of Google,

as of September 30, 2025

. This acquisition makes Alphabet the tenth-largest position in Berkshire’s $283.2 billion stock portfolio,

a departure from Buffett’s usual reluctance

to invest heavily in rapidly growing tech firms. Alphabet’s stock

jumped 7% in after-hours trading

, signaling renewed optimism among investors.

This purchase, likely executed by portfolio managers Todd Combs or Ted Weschler,

comes as the company continues

to reduce its sizable Apple position, which still stands as Berkshire’s largest equity holding at $60.7 billion. Buffett, who has long considered Apple more of a consumer brand than a tech company,

has divested nearly 75%

of the original 905 million Apple shares. This rebalancing points to a broader shift toward technology investments, especially as Alphabet has climbed 46% this year,

fueled by advances in AI and cloud services

Buffett’s acknowledgment of missed opportunities with Alphabet provides context for this new stake.

During the 2019 annual meeting

, he and Charlie Munger admitted they regretted not investing in

Google

, describing it as a mistake despite recognizing its advertising strength. The recent purchase appears to address that oversight, reflecting Berkshire’s evolving stance on technology.

The company has also reduced its holdings

in Bank of America, Verisign, and DaVita, maintaining a 12-quarter trend of net stock sales.

The market’s response underscores the so-called “Buffett effect,” where support from the Omaha-based conglomerate often propels stocks higher.

Alphabet shares, which had experienced volatility

, due to concerns over AI valuations,

rose 1.7% in after-hours trading

after the announcement. This rally is reminiscent of Berkshire’s earlier investment in Amazon,

initiated by Combs and Weschler in 2019

This move also hints at a new direction under Greg Abel, who is set to take over as CEO at the end of the year.

With Berkshire’s cash pile reaching $382 billion

, the company has also invested in other industries, such as a $9.7 billion petrochemical deal and a $1.6 billion stake in UnitedHealth Group. Still, the Alphabet investment signals a strategic shift toward the long-term potential of technology,

especially in AI and cloud infrastructure

Although Berkshire’s core value-investing philosophy remains, the Alphabet purchase shows a subtle adjustment to changing market conditions. The reduction in Apple shares and increased focus on tech leaders driven by AI suggest a repositioning for the company’s future after Buffett

according to analysts

. For now, investors seem to welcome the change, with Alphabet’s stock set to benefit from Berkshire’s backing

according to market reports

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

PoolX: Earn new token airdrops

Lock your assets and earn 10%+ APR

Lock now!

- A crypto whale injected $19.86 million into 22 meme coins in one hour, reflecting heightened speculative activity amid Trump-era crypto-friendly policies. - Trump-linked Bitcoin miner Hut 8 Corp reported 460% revenue growth, leveraging low-cost operations and 4,004 bitcoins ($400M value) to capitalize on market trends. - Canary Capital's MOG ETF filing triggered a 17% market cap surge for the meme token, highlighting institutional interest in community-driven crypto assets. - Analysts warn of regulatory

Bitget-RWA•2025/11/17 07:34

Meme Coin Frenzy Sparked by Whale’s $19 Million Wager and Trump’s Support for Crypto

India’s Blockchain Strategy: National Tokenisation to Upgrade Financial Infrastructure

- India's economic advisor meets Polygon and Anq Finance to discuss tokenisation frameworks and sovereign digital assets for financial modernisation. - Proposed Asset Reserve Certificate (ARC) model uses government securities as collateral, aiming to create secure, sovereign-backed digital settlement units. - Discussions highlight tokenisation benefits like faster settlements and reduced risks, while stressing regulatory alignment with existing financial infrastructure. - Collaboration positions Polygon as

Bitget-RWA•2025/11/17 07:34

India’s Blockchain Strategy: National Tokenisation to Upgrade Financial Infrastructure

Fosun's Visionary Move: Digital Assets Propel Insurance Toward a Technology-Enabled Tomorrow

- Fosun Finance's Minsheng Life Insurance launched a virtual asset-linked insurance product, expanding into alternative assets via regulatory-approved "Finance + Technology" integration. - The product secures upfront regulatory approval to mitigate risks, contrasting with India's strict virtual compliance requirements and positioning Fosun to lead digital finance innovation. - Competitors like Hillhouse Capital and Axis Max Life Insurance pursue traditional equity strategies, while Fosun's blockchain-drive

Bitget-RWA•2025/11/17 07:14

Fosun's Visionary Move: Digital Assets Propel Insurance Toward a Technology-Enabled Tomorrow

Legal Team Portrays Pardon as Protective Measure Amid 'Crypto Crackdown'

- Binance founder CZ's legal team denied "pay-to-play" claims, asserting his 2025 pardon followed standard procedures and regulatory review. - Attorney Teresa Guillén rejected ties to Trump's crypto ventures, calling allegations "false" and emphasizing Zhao's case was regulatory, not criminal. - Critics like Sen. Warren accused Trump of corruption over World Liberty Financial ties, while the White House defended the pardon as routine presidential authority. - Legal scholars called the pardon "unprecedented

Bitget-RWA•2025/11/17 07:14