Berkshire Hathaway Shows Confidence in Google With New Stake

Google shares set another record on Monday after Berkshire Hathaway revealed a new $4.9 billion stake in the company. The position, reported in Berkshire’s quarterly 13F filing, showed that the firm quietly accumulated Google shares over the past quarter. Trading in the stock increased shortly after the filing became public, and Google closed the day at its highest level yet.

The investment is important because Berkshire Hathaway rarely expands its exposure to large technology companies. For years, the firm’s main tech holding has been Apple, a stake it has been gradually reducing. Adding Google while trimming Apple gives investors a clearer look at how Berkshire is reshaping its view of the sector.

Google’s recent financial results help explain the interest. The company has delivered steady revenue growth throughout the year, supported by its advertising business and ongoing expansion of Google Cloud. Unlike several companies tied closely to the AI boom, Google’s valuation has remained lower relative to its earnings, which has made the stock more appealing to investors who want exposure to AI without paying extreme prices.

The broader market context also played a role. Many major tech companies have faced questions about whether their AI spending will translate into durable profit. Several have seen sharp drops after missing revenue targets related to AI products. Google, however, avoided those setbacks in recent quarters. Its earnings, while not explosive, have been reliable enough for investors who prefer companies with proven cash flow over speculative AI bets.

Berkshire’s decision lands at a time when investors are looking for clearer signals about which companies can sustain growth as the AI race matures. Google’s combination of search advertising, its cloud platform, and its ongoing development of AI tools places it among a small group of companies with multiple revenue sources strong enough to support long-term investment.

Google’s stock has risen more than 50 percent this year, the best performance among the largest U.S. technology companies. Analysts say the gain is rooted less in hype and more in consistent execution and a business model that generates enough cash to support AI development without relying on large swings in future expectations.

While Berkshire’s new position does not alter Google’s strategy, it does carry weight among individual investors and large institutions. Berkshire is widely known for avoiding speculative trends, so its decision to add Google at this stage reinforces the view that the company remains well-positioned in a technology sector that has become more uneven and more scrutinized over the past year.

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