Buffett Boost Propel Google Stock GOOGL to New Record Toward $300 as Tech Falls
Alphabet’s rally has accelerated sharply as fresh institutional support, robust growth expectations, and major strategic moves revive...
Quick overview
- Alphabet's stock surged over 4% to a record high above $294 following Berkshire Hathaway's significant investment, reaffirming investor confidence.
- The upcoming Q3 earnings report is anticipated to showcase strong growth in advertising and cloud services, with projected revenue nearing $100 billion.
- Strategic moves, including potential acquisitions and infrastructure investments, position Alphabet favorably in the competitive landscape of AI and cloud computing.
- A recent favorable antitrust ruling has alleviated regulatory concerns, further enhancing Alphabet's market appeal and growth prospects.
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Alphabet’s rally has accelerated sharply as fresh institutional support, robust growth expectations, and major strategic moves revive bullish momentum in the final stretch of the year.
Alphabet Reclaims Strength as Berkshire Buy Sparks Sharp Rebound
Alphabet Inc. (NASDAQ: GOOGL) has regained its upward trajectory with conviction, leaping more than 4% and setting a new record above $294 after regulatory filings confirmed a major Berkshire Hathaway stake. The jump follows a brief pullback in late September, when shares slid from $256 to $235 before buyers returned in force. Berkshire’s newly disclosed 17.85 million-share position — valued at nearly $5 billion — injected fresh enthusiasm into an already improving technical setup and reaffirmed investor faith in Alphabet’s long-term earnings power.
GOOGL Chart Daily – The Uptrend Is Picking Up Pace Again
The disclosure arrives at a moment when heightened debate around Big Tech’s AI spending, regulatory oversight, and competitive risks has dominated market sentiment. It also coincides with Michael Burry’s decision to shutter his hedge fund, after criticizing the industry’s AI-driven valuations. While it remains unclear whether Warren Buffett himself or his lieutenants initiated the purchase, the move represents a notable departure from Berkshire’s historically cautious approach to high-growth technology companies.
Earnings Outlook Reinforces Strength Ahead of Q3 Results
Alphabet’s upcoming quarterly announcement is seen as a major catalyst. Analysts project solid momentum across advertising, cloud operations, and emerging enterprise services. Market expectations point to EPS of $2.28, about 8% higher year-on-year, supported by firmer digital ad demand and tighter cost management. Revenue is forecast to expand 13% to nearly $100 billion, extending Alphabet’s multi-quarter recovery.
The company’s cloud division continues to shine, with estimates pointing to 29% growth to $14.65 billion, driven by rising enterprise AI workloads and accelerating adoption of Google’s infrastructure services. Investors also welcomed Alphabet’s strategic expansion in Asia, underpinned by a $15 billion infrastructure investment in India — including a flagship 1-gigawatt data and network hub in Visakhapatnam. This long-term project strengthens Google Cloud’s regional capacity and supports global connectivity initiatives, enhancing competitiveness against AWS and Azure.
Alphabet’s market capitalization has now climbed above $3.25 trillion, underlining renewed confidence in the company’s diverse growth drivers and its robust execution across both consumer and enterprise ecosystems.
Strategic Moves and Market Backdrop Power the Rally
Additional momentum has come from reports suggesting Alphabet’s interest in acquiring Anthropic, a major player in advanced AI and data science. Combined with notable progress in quantum research, this reinforced market perception that Alphabet is among the best-positioned firms in next-generation computing.
The regulatory environment has also turned more favorable. A recent U.S. antitrust ruling eased concerns about severe restrictions on Alphabet’s operations. Required adjustments were limited in scope, allowing the company to maintain its competitive positioning while reducing a major overhang that had weighed on valuations earlier in the year.
Alphabet has also strengthened its recurring-revenue engine through Gemini Enterprise, its subscription-based productivity and AI suite priced at $30 per user per month. Initially met with modest expectations, the platform is increasingly viewed as a powerful complement to Google Cloud, enhancing enterprise stickiness and revenue stability.
Broader sector dynamics have added to Alphabet’s favorable setup. Apple’s recent slowdown in device sales and Alphabet’s legal clarity have further shifted investor preference toward the stock. From April’s $140 level to highs approaching $300, the company remains one of 2025’s strongest mega-cap performers — and investors expect that strength to continue into next quarter and beyond.
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