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Alphabet Inc. (NASDAQ: GOOGL) is poised for strong gains after Warren Buffett’s Berkshire Hathaway disclosed a major $4.3 billion investment in the Google parent company. According to 24-hour trading data from Robinhood, Alphabet shares jumped 6.1% to $293.40 in after-hours trading on Sunday, briefly rising as much as 7%. The move signals renewed investor confidence in the tech giant despite market concerns over elevated tech valuations and intensified competition in artificial intelligence.
Berkshire Hathaway’s filing showed that Alphabet is now the hedge fund’s tenth-largest U.S. stock holding, marking a notable shift in Berkshire’s portfolio strategy. The investment also comes as Berkshire continues to pare down its positions in Apple Inc. (NASDAQ: AAPL) and Bank of America Corp. (NYSE: BAC). Apple remains Berkshire’s single largest holding, even as Buffett’s firm trims its exposure and increases its cash reserves throughout the year.
While Berkshire did not offer an immediate explanation for the Alphabet purchase, Buffett has long praised Google’s advertising dominance and previously expressed regret over not buying the stock sooner. The move may reflect increased confidence in Alphabet’s long-term AI strategy, despite growing concerns that tech stocks are becoming overvalued amid AI-driven market hype.
Alphabet recently reported stronger-than-expected quarterly earnings in late October but also raised its capital expenditure outlook to support expanding AI infrastructure. Over the weekend, the company announced plans to invest $40 billion to build new data centers in Texas, reinforcing its commitment to scaling AI capabilities and cloud operations.
The combination of Berkshire’s endorsement, robust earnings, and aggressive infrastructure investments appears to be boosting investor sentiment. As markets open on Monday, traders will be watching closely to see whether Alphabet’s momentum carries through regular trading hours and how this high-profile investment shapes broader market attitudes toward the tech sector.
