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Berkshire Hathaway Buys $10B in Alphabet Stock
Berkshire Hathaway has agreed to invest $10 billion in Alphabet (Google’s parent company) through a private stock purchase, marking one of the largest equity moves in the company’s recent history CNBC+1.

Deal Details
Amount & Structure: Berkshire will buy $5 billion of Class A common stock and $5 billion of Class C stock in Alphabet CNBC+1.

Pricing: Class A shares at $351.81 and Class C shares at $348.20 per share CNBC.

Timing: The transaction is part of Alphabet’s broader $80 billion equity capital raise announced in May 2026 CNBC+1.

Purpose for Alphabet: Proceeds will fund AI infrastructure expansion, global computing capacity, and other corporate needs, including capped call transactions and tax-related changes Finbold.

Strategic Context
Berkshire’s Position: The investment triples Berkshire’s stake in Alphabet, which had grown from ~17.8 million shares in Q3 2025 to nearly 58 million shares worth about $17–26 billion SFGATE+1.

CEO Greg Abel’s Approach: This move signals a shift from Warren Buffett’s hands-off model toward more active capital allocation, especially in technology. Abel has already made Berkshire’s biggest recent bet in AI with Alphabet SFGATE+1.

AI Focus: Alphabet is at the center of the AI boom, with investments in search, cloud computing, and digital infrastructure. Berkshire’s bet reflects confidence in Alphabet’s long-term compoundability and its role in the AI race CNBC+1.

Broader Implications
For Berkshire: The $10B stake is part of deploying its nearly $400B cash pile, signaling a willingness to invest heavily in tech despite Buffett’s past caution CNBC.

For Alphabet: The sale supports massive AI-capex plans, with Alphabet targeting up to $190B in CapEx through 2026 and more in 2027 Finbold.

Market Impact: The deal comes just a day after Berkshire acquired homebuilder Taylor Morrison for $6.8B, showing a dual focus on both real estate and tech SFGATE+1.

In short, Berkshire’s $10B Alphabet buy is a major strategic pivot under CEO Greg Abel, deepening Berkshire’s tech exposure and aligning with Alphabet’s aggressive AI infrastructure buildout.

" In short, Berkshire’s $10B Alphabet buy is a major strategic pivot under CEO Greg Abel, deepening Berkshire’s tech exposure and aligning with Alphabet’s aggressive AI infrastructure buildout."


Greg has made it clear he's waiting for the phone to ring and more importantly he can write a check for 10 billion, quickly. Hopefully this will set a precedent with respect to how he would like to structure deals going forward, it's brilliant! Anyone who wants Greg to sit and wait aka market time, while accumulating 500 Billion in tbills should sell brkb and buy a MMF, THEY own lots of cash. :)

Greg isn't sitting at the table with pocket Aces, buying the highest quality companies at a 7 % or so discount to current market prices is his best option. Hopefully 5 more deals like this are being negotiated. No one knows if the next 15 % move in the market is up or down, we learned that the hard way the past 10 years. Obviously, uncle warren doesn't know.

Greg gets an A plus, relative to the hand he's been dealt and the options he has, A PLUS!


BTW, Dear Uncle, we know you don't want to cause a panic but please call Becky and share your current thoughts with respect to retired investors being overweight SPY at the current valuation, current over concentration, rule changes to provide liquidity for new issue whores and private placement speculators etc.

Thank you for your attention to these issues, your favorite loyal partner, HC in Las Vegas.

This happened so quickly it might take a few days to file an 8 k, seems material enough but ten billion isn’t a huge deal these days. :)

BTW, Dear Uncle, we know you don't want to cause a panic but please call Becky and share your current thoughts with respect to retired investors being overweight SPY at the current valuation, current over concentration, rule changes to provide liquidity for new issue whores and private placement speculators etc.

Mr. Buffett in 2014: "...I've told the trustee to put 90% of it in an S&P 500 index fund and 10% in short-term governments...anybody will do fine with that. It's low-cost, it's in a bunch of wonderful businesses and it takes care of itself."

None of that has changed, so I don't think his opinion will have changed.

And if it did, what else could he recommend anyway? A total world index fund eases the concentration a bit, but then it's not a pure bet on America.

He did also say "Vanguard would be fine, and Berkshire would be fine...I wouldn't want to be touting Berkshire to people generally. I have no problem touting the S&P500, and low cost".

“ In December 2014, the top 10 holdings of the SPY ETF (SPDR S&P 500 ETF Trust)—which tracks the S&P 500—were dominated by traditional tech, energy, and financial giants prior to the rise of today's "Magnificent Seven."The top 10 holdings at the close of 2014 were SEC.gov:Apple Inc. (AAPL)Exxon Mobil Corp. (XOM)Microsoft Corp. (MSFT)Johnson & Johnson (JNJ)Berkshire Hathaway Inc. Class B (BRK-B)Wells Fargo & Co. (WFC)Procter & Gamble Co. (PG)General Electric Co. (GE)JPMorgan Chase & Co. (JPM)Chevron Corp. (CVX)“ AdrianC, perhaps I assume too much from others. Let’s try this. Here are the top ten holdings in spy in 2014. What percent of spy were they in 2014? What did spy yield in 2014? What are the top ten holdings of spy, today? What does it yield? Would you continue to hold Brk, today, if Brk was required to buy the next 5 hot IPOs regardless of price 6 months after the IPOs closed? What percent of spy will the hot IPOs be of spy by year end? I’m at the park on my cell phone so let’s start there. Thank you.

"" Investor demand for broad U.S. equity exposure continues to surge, with the Vanguard S&P 500 ETF (VOO) recently becoming the first exchange-traded fund to surpass $1 trillion in assets under management.

The milestone follows another massive daily inflow and reflects the resilience of investor appetite for large-cap U.S. stocks despite ongoing concerns surrounding tariffs, economic growth, and geopolitical tensions.

As one of the most widely held S&P 500 index funds, VOO’s performance has been heavily driven by gains among the market’s largest technology and AI-related companies.

Several of the ETF’s top holdings have posted strong year-to-date gains, led by semiconductor and mega-cap tech names that continue to dominate market leadership in 2026.

Broadcom (AVGO) currently leads VOO’s largest holdings by year-to-date performance, rising more than 39% as investor enthusiasm surrounding AI infrastructure and semiconductor demand remains strong.

NVIDIA (NVDA) follows with gains of nearly 20%, while Apple (AAPL), Alphabet (GOOG), and Amazon (AMZN) round out the top five positive performers among the fund’s major holdings.

The strong performance from large-cap technology stocks has helped fuel continued inflows into passive index products like VOO, reinforcing the market’s persistent “buy-the-dip” mentality even during periods of volatility.

Not all of the ETF’s largest holdings have participated equally in the rally, however. Several heavyweight names are currently trading lower for the year, including Microsoft (MSFT), Meta Platforms (META), Tesla (TSLA), and Berkshire Hathaway (BRK.A), all of which have posted negative year-to-date returns.

Top VOO holdings by year-to-date performance:

Broadcom (AVGO) - YTD performance: 39.14%,
NVIDIA (NVDA) - YTD performance: 19.47%
Apple (AAPL) - YTD performance: 15.94%
Alphabet (GOOG) - YTD performance: 14.21%,
Amazon (AMZN) - YTD performance: 11.13%,
Tesla (TSLA) - YTD performance: -5.78%,
Berkshire Hathaway (BRK.A) - YTD performance: -6.30%,
Microsoft (MSFT) - YTD performance: -8.75%
Meta Platforms (META) - YTD performance: -9.46%""

AdrianC, perhaps I assume too much from others.

Oh well. I tried. Back in the bin.

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