Warren Buffett Regretted Not Investing in Alphabet Earlier. New CEO Greg Abel Won't Have the Same Worry.

Under new CEO Greg Abel, Berkshire Hathaway has significantly increased its Alphabet investment, purchasing approximately 40 million shares in Q1 2026 and $10 billion worth of stock in a private placement deal in June. These investments signal confidence in Alphabet's position as an AI leader, validating the sector despite concerns about high capital expenditures and uncertain returns. Alphabet's stock has outperformed the S&P 500 by 164% versus 70% over the past five years.