Alphabet 'A'

Berkshire CEO Greg Abel said the company increased its Alphabet stake by a further $17 billion in the second quarter, after Berkshire had already entered via a private placement in June 2025 for $10 billion at a 6.5% discount. According to the Q2 filing, Berkshire holds about 106 million Alphabet shares worth roughly $36.6 billion, making Alphabet its third-largest stock position. The purchase decision is based on insights from its own portfolio companies about the benefits of AI. Abel also sees opportunities for Berkshire Hathaway Energy from rising power demand at data centers amid the AI boom. » Plus sur finanzen.net

Berkshire Hathaway, led by Warren Buffett and CEO Greg Abel, raised its Alphabet position from about $5.6 billion at end-2025 to nearly $37.8 billion by Q2 2026. Alphabet's post-tax ROIC has fallen from over 58% in 2024 to roughly 42% in 2025 and is forecast to drop further as the company ramps capex—about $200 billion this year—to build AI infrastructure. Analysts expect ROIC to remain under pressure through 2029, but Berkshire appears to be betting the heavy investments will drive future revenue and a recovery in returns. » Plus sur finance.yahoo.com

Gabelli's Global Content & Connectivity Fund highlighted Alphabet as a top holding (8.4% of the fund) after the stock rose 23.3% on strong Q1 results, Gemini AI momentum, growing enterprise cloud adoption, and expanding third-party TPU sales. The fund outperformed its communication-services benchmark in Q2 2026 as AI-related investments and easing geopolitical tensions boosted tech and connectivity names. Gabelli remains constructive on long-term AI and digital infrastructure opportunities while flagging risks from higher rates and geopolitical uncertainty. » Plus sur finance.yahoo.com