15 Nov 2025 | Category: Business
Warren Buffett's Berkshire Hathaway has acquired a significant $4.3 billion stake in Alphabet, Google's parent company, marking a notable shift towards tech. This move, likely driven by investment managers Todd Combs or Ted Weschler, comes as Alphabet's shares surge on AI demand. Meanwhile, Berkshire continues to trim its Apple holdings, though it remains its largest equity investment.
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VC Andy Konwinski argues that the U.S. is losing its AI research dominance to China.