Warren Buffett's surprise move for Google for the first time in over 25 years stuns investors. Check details

Investment in Alphabet - Berkshire Hathaway has acquired a $4.3 billion stake in Alphabet, marking its first investment in the company since its founding in 1998, which led to a nearly 7% increase in Alphabet's shares to $293.40 in after-hours trading [1][3][7] - This investment reflects a potential shift in Berkshire's approach to technology investments as new leadership takes a more prominent role [3][8] Changes in Apple Holdings - Berkshire has reduced its stake in Apple by nearly 15%, amounting to a decrease of $10.6 billion, bringing its total shares down to approximately 238 million, although Apple remains its largest holding [2][1] Leadership Transition - The decision to invest in Alphabet is believed to have been influenced by investment managers Todd Combs and Ted Weschler, who are increasingly shaping Berkshire's $300 billion stock portfolio [4][5] - Analysts suggest that the investment in Alphabet may indicate a broader comfort with technology investments as leadership transitions to the next generation [7][8] Financial Strength of Alphabet - Analysts highlight Alphabet's strong financial position, including high free cash flow potential and an attractive valuation at about 22 times the expected earnings per share for 2027, as key factors in Berkshire's decision to invest [7][8]