Apple Faces Margin Pressure as Memory Chip Prices Surge Amid AI Boom 
Oracle Plans $45–$50 Billion Funding Push in 2026 to Expand Cloud and AI Infrastructure 
Sam Altman Reaffirms OpenAI’s Long-Term Commitment to NVIDIA Amid Chip Report 
Hyundai Motor Lets Russia Plant Buyback Option Expire Amid Ongoing Ukraine War 
Google Cloud and Liberty Global Forge Strategic AI Partnership to Transform European Telecom Services 
Denso Cuts Profit Forecast Amid U.S. Tariffs and Rising Costs 
Nvidia’s $100 Billion OpenAI Investment Faces Internal Doubts, Report Says 
Using the Economic Calendar to Reduce Surprise Driven Losses in Forex 
Samsung Electronics Posts Record Q4 2025 Profit as AI Chip Demand Soars 
Jensen Huang Urges Taiwan Suppliers to Boost AI Chip Production Amid Surging Demand 
Apple Forecasts Strong Revenue Growth as iPhone Demand Surges in China and India 
US Judge Rejects $2.36B Penalty Bid Against Google in Privacy Data Case 
Elon Musk’s SpaceX Acquires xAI in Historic Deal Uniting Space and Artificial Intelligence 
Advantest Shares Hit Record High on Strong AI-Driven Earnings and Nvidia Demand 
Rewardy Wallet and 1inch Collaborate to Simplify Multi-Chain DeFi Swaps with Native Token Gas Payments 
Bob Iger Plans Early Exit as Disney Board Prepares CEO Succession Vote 
Berkshire Hathaway has disclosed a surprising new investment in Alphabet, revealing a $4.3 billion stake in the Google parent company as part of its latest U.S. Securities and Exchange Commission filing. The move comes as Warren Buffett prepares to end his six-decade tenure as CEO, marking the final equity portfolio update before Greg Abel steps into the role on January 1.
As of September 30, Berkshire held 17.85 million Alphabet shares, making the tech giant its tenth-largest U.S. stock holding. The investment stands out because Buffett has historically avoided high-growth technology companies, though he has long praised Google’s advertising model—especially its similarities to successful strategies used by Berkshire-owned Geico. Buffett and the late Charlie Munger have previously expressed regret for not buying into Google earlier.
The filing also showed continued reductions in Berkshire’s massive Apple position. The conglomerate trimmed its stake to 238.2 million shares from 280 million in the third quarter. Despite selling nearly three-quarters of the more than 900 million shares it once owned, Apple remains Berkshire’s largest holding, valued at $60.7 billion. Analysts estimate that Apple represented the bulk of Berkshire’s $12.5 billion in stock sales during the quarter, marking the twelfth straight period in which the company was a net seller of equities.
Berkshire also scaled back its Bank of America position, selling about 6% of its shares while remaining the bank’s third-largest shareholder. Other adjustments included a complete exit from homebuilder DR Horton and increased investments in companies such as Chubb and Domino’s Pizza.
With cash reserves reaching a record $381.7 billion, Berkshire appears to be exercising caution amid high market valuations. The Omaha-based conglomerate, which owns nearly 200 businesses including BNSF, Dairy Queen, and See’s Candies, has not made a major acquisition in nearly a decade and has paused stock buybacks for over a year.
The latest portfolio shifts underscore Berkshire’s careful positioning ahead of its leadership transition and evolving investment strategy in an increasingly technology-driven market.
