Warren Buffett’s Wake-Up Call: $4.3B GOOG Stake Signals Imminent $300 Break for Alphabet

Posted on November 15, 2025 by Olumide Adesina

Berkshire Hathaway announced that it had reduced its investment in Apple while acquiring a $4.3 billion share in Alphabet.

According to a regulatory filing submitted to the US Securities and Exchange Commission, the company sold nearly three-quarters of the more than 900 million shares it had previously owned, reducing its stake in Apple to 238.2 million shares from 280 million in the third quarter.

However, out of the conglomerate’s $283.2 billion equity portfolio, the $60.7 billion investment in Apple remains the largest stock holding

Berkshire Hathaway purchased an additional 17.85 million shares of Alphabet Inc. (GOOGL/GOOG), estimated to be worth $4.3 billion on September 30, 2025. This is Berkshire’s first significant investment in the Google parent company, making it the tenth-largest US equity holding in the conglomerate’s $283.2 billion portfolio.

The action coincides with more extensive portfolio changes, such as a 6% reduction in Bank of America and an additional 15% reduction in its Apple stake (now 238.2 million shares valued at $60.7 billion). In Q3 2025, Berkshire sold $12.5 billion worth of stocks while purchasing $6.4 billion, increasing its cash reserves to a record $381.7 billion.

Alphabet, the parent company of Google, is now Berkshire’s tenth-largest US stock holding as a result of the investment. However, considering Buffett’s usual value-investing approach and dislike of tech firms over the years, this is a little unexpected.

Buffett and the late Vice Chairman Charlie Munger bemoaned not investing in Google earlier at Berkshire’s 2019 annual shareholder meeting. Buffett claimed that Google’s advertising strategy was similar to that of Berkshire’s Geico auto insurance division.

GOOGL (Class A shares with voting rights) and GOOG (Class C shares without) are the two tickers under which Alphabet trades.

Will GOOG Stock Break $300?

The buzz is focused on GOOG, which closed at $287.43 on November 12, 2025—a 1.48 percent decline that day. The stake is divided between the two.

Berkshire disclosures frequently serve as a trigger, causing stocks to rise 1-3 percent on the “Buffett effect” as investors pour in. On November 14 alone, GOOG increased by 1.7 percent in after-hours trading. If AI tailwinds continue and there are no significant headwinds, a 4-8 percent increase from current levels (~277-287) would be necessary to surpass $300 in the near future. A g. Google is subject to regulatory scrutiny.

Although Alphabet’s resilience is demonstrated by its $3.4 trillion market capitalization and 36.45 percent EBITDA margin, it reached a record high of $291.93 in October 2025.

Google to Exceed $15B in India Data Hub Overhaul, Confirms Chief Minister Naidu

Posted on November 15, 2025 by Olumide Adesina

Google is anticipated to increase its investment in Andhra Pradesh beyond $15 billion after five years, according to the leader of the southern Indian state, Chief Minister Chandrababu Naidu stated that the US-based company’s plans to construct a data center in the state are “to start with” during an interview on Saturday in the port city of Visakhapatnam.

When asked if Google would consider doubling its investment after the first five years, he responded, “It is always an opportunity under their compulsions.”

Regarding Google’s plans, Naidu stated, “It is a win-win situation to start with $15 billion within five years.”. He continued by saying that businesses like Reliance Industries have committed to building 5.5 GW of data centers in Andhra Pradesh. According to him, that will support plans to increase the production of green energy.

Google revealed the Visakhapatnam data center connected to a fiber-optic network and renewable energy sources. Gautam Adani, an Indian businessman, announced that his company, AdaniConneX, would collaborate on the project with Google, in addition to Bharti Airtel, the nation’s second-largest mobile carrier.

According to Google, the project is its largest investment in India to date and will serve as the cornerstone of the regional government’s strategy to boost the AI sector locally.

Google has invested in India, one of the major recipients of the global AI boom, alongside other US tech giants. Amazon.com plans to invest $12.7 billion in developing cloud infrastructure in the South Asian nation by 2030, and OpenAI, the company behind ChatGPT, aims to establish a 1-gigawatt data center there.

CBRE Group Inc. predicts that by 2027, investments in India’s data center market will surpass $100 billion. By the end of 2030, there will be about 122 GW of online data center capacity worldwide, according to Goldman Sachs Research.

Cathie Wood’s Bold Bet: ARK Invest Loads Up on BitMine Amid $11 Billion ETH Treasury Surge

Posted on November 15, 2025 by Olumide Adesina

ARK Invest has expanded its cryptocurrency holdings by acquiring $5.8 million in shares of BitMine Immersion Technologies and $2.9 million in shares across several ETFs, indicating ongoing confidence in digital asset infrastructure.

The ARK Fintech Innovation ETF purchased 18,089 BitMine shares, contributing to a total investment of $6 million, with additional funds that acquired over 151,000 shares.

ARK’s ETFs also purchased 75,515 shares of Bullish for $2.91 million despite a 6.19 percent decline in BitMine’s stock price. This activity follows ARK’s recent $46 million investment in Circle shares, demonstrating a comprehensive approach to cryptocurrency-related stocks, particularly given BitMine’s Ether treasury, which exceeds $11 billion.

ARK Invest has been actively increasing its positions in stocks connected to cryptocurrencies, with total investments in key holdings surpassing $50 million. Daily trade disclosures from the company reveal a pattern of buying during price dips. For instance, when Circle’s stock price fell below $90, ARK purchased 542,269 Circle shares over two days, totaling $46 million.

Experts believe that ARK’s long-term optimism about blockchain technologies is reflected in these strategies, with Cathie Wood emphasizing the revolutionary potential of digital assets in financial innovation. These purchases align with broader market trends; data from ARK’s filings indicate an increase in institutional interest in crypto-linked stocks despite short-term volatility.

BitMine’s transition from mining to holding over 3.5 million Ether, valued at more than $11 billion, enhances its stability and growth prospects, similar to tactics employed by prominent players in the industry. Building on this momentum, ARK purchased 242,347 BitMine shares for $8.9 million the day before, when the stock price fell below $37. These transactions increased exposure while distributing risk across ARKF, ARKW, and ARKK.

Market observers, including those from Bloomberg, note that ARK’s strategy contrasts with broader tech stock sell-offs, evidenced by its recent $30 million divestiture of Tesla shares to reallocate towards cryptocurrency ventures. Both BitMine and Bullish, which closed at $34.40 and $38.48, respectively, faced pressure with declines of nearly 6 percent and 6.19 percent at the time of purchase. However, slight increases in after-hours trading suggest strong investor sentiment.

Ripple’s Post-Swell Alert: XRP Holders Beware – Is Your Wallet at Risk of Total Wipeout?

Posted on November 15, 2025 by Olumide Adesina

Leading financial stakeholders from around the world attended the Ripple Swell conference earlier this month, which was a huge success.

A historic $500 million funding deal involving prominent organizations like Pantera Capital, Brevan Howard, Fortress Investment Group, and Marshall Wace was announced during the event, raising the company’s valuation to $40 billion.

Nevertheless, con artists were working behind the scenes to take advantage of gullible investors while Ripple hosted one of the most significant events in the cryptocurrency industry

Ripple confirmed that it observed this malicious activity both during and after the Swell incident. Specifically, the company highlighted that it encountered many fake YouTube live streams during and after Ripple Swell. Scammers often exploit major events or developments involving Ripple, as is widely known.

They generally set up impersonation livestreams during these times.
Several major moments in Ripple’s history, such as the company’s partial court victory over the US SEC, have been associated with this malicious activity.

Ripple urges its community to avoid falling for such schemes, emphasizing that all XRP “giveaways” are scams.

The company reiterated in its latest announcement that it will never ask users for XRP in connection with promotions, giveaways, or special events such as the Swell conference.

Several executives at Ripple have publicly denounced these fake giveaway schemes as outright scams, and the company has consistently issued similar warnings on its official X account.

Ripple cautioned users about the rise of fake YouTube livestreams impersonating Ripple executives, which encouraged viewers to participate in supposed giveaways by sending XRP to a designated address. Earlier this month, RippleX, the division focused on the XRPL, also warned about deepfake scams targeting unsuspecting community members.

Risk-Off Rally: Gold Reclaims $4,200 Amid US Dollar Rout

Posted on November 14, 2025 by Olumide Adesina

Gold prices rose on Friday and were set for a weekly gain, supported by a weaker dollar as investors awaited additional US economic data to evaluate the likelihood of a rate cut in December following hawkish comments from Federal Reserve officials.

Spot gold was up 0.7 percent, reaching $4,201.70 per ounce. Throughout the week, bullion has increased by 5%. US gold futures for December delivery also rose by 0.3 percent to $4,204.90 per ounce. Meanwhile, the dollar index (DXY) was poised for its second consecutive weekly decline against other currencies, enhancing the appeal of gold to investors holding different currencies.

Gold’s strong performance this week can largely be attributed to a slight depreciation of the dollar and speculative inflows ahead of potential rate cuts by the Fed. However, the reopening of the US government has shifted market attention toward concerns about the deteriorating fiscal outlook. Market participants are beginning to suspect that delayed US macroeconomic data will reveal some economic weakness, which could support the Federal Reserve’s consideration of additional policy easing.

Economists estimate that the prolonged government shutdown may have already reduced quarterly GDP growth by between 1.5 and 2.0 percent.

This development does not assist the US dollar in recovering from a two-week low and coincides with signs of declining labor market conditions. According to a senior White House official, key economic reports for October, including data on employment and inflation, might not be released. Consequently, investors have been prompted to scale back their expectations for a rate cut in December after several Fed officials expressed caution regarding further easing.

Minneapolis Fed President Neel Kashkari noted that the economic outlook remains uncertain. However, investors seem convinced that the Fed may pursue additional monetary easing due to diminishing economic momentum resulting from the extended US government shutdown. As a result, the US dollar remains low, hovering near a two-week low reached on Thursday, which may bolster gold prices. On the other hand, bearish traders should exercise caution, as an overall weaker risk sentiment could help limit the downside for this safe-haven precious metal.

Nvidia’s China Headache Grows: Amazon, Microsoft Endorse Export Blockade

Posted on November 14, 2025 by Olumide Adesina

Amazon (NASDAQ: AMZN) and Microsoft (NASDAQ: MSFT) are supporting legislation aimed at further restricting Nvidia’s (NASDAQ: NVDA) exports to China, citing congressional aides and knowledgeable sources.

Microsoft publicly endorsed the Gain AI Act, a proposed law that requires Nvidia and other tech exporters to prioritize U.S. demands over exports to embargoed markets, such as China. According to the WSJ, representatives from Amazon’s cloud division informed Senate staff that they favored the bill. The Gain AI Act would give U.S.-based tech companies preferential access to Nvidia’s AI chips, primarily benefiting them. The WSJ also noted that Anthropic, backed by Alphabet (NASDAQ: GOOGL), supports the policy. The report indicates that U.S. lawmakers are considering the act as a bipartisan amendment to the National Defense Authorization Act.

Earlier this year, the Trump administration’s tighter export restrictions on China made it difficult for Nvidia to access the lucrative Chinese market, which prompted the legislation. Nvidia faces a near-complete ban on selling its most advanced chips in China, despite some loosened restrictions by Trump.

Recent reports suggest Nvidia will not even be able to sell its lower-power AI chips there. Additionally, Nvidia faces increasing opposition in China as Beijing pushes for complete AI independence.

XRP Crashes falls faster than gravity. despite XRPC ETF’s $245M Inflow Frenzy: What’s Driving the Sell-Off?

Posted on November 14, 2025 by Olumide Adesina

XRP faced significant pressure on Friday, reaching its lowest point since November 10 after experiencing four consecutive days of decline. Despite the launch of the first spot XRP ETF, the sell-off continued unabated. The price of XRP has dropped nearly 40% from its peak this year and remains entrenched in a deep bear market.

This decline coincided with the Securities and Exchange Commission’s (SEC) approval of the Canary XRP ETF (XRPC), which had a successful debut with first-day trading volume exceeding $58 million.

Additionally, Wall Street’s interest in the fourth-largest cryptocurrency has attracted substantial investments, and many more XRP ETFs are expected to be launched on the DTCC platform in the coming weeks. This includes offerings from firms such as 21Shares, Franklin Templeton, Invesco, and Bitwise.

Several factors have contributed to the volatility in XRP’s price. The recent downturn reflects a broader crash in the cryptocurrency market, significant declines for Bitcoin, and most altcoins. In the last day, Ethereum dropped 10% to $3,125, while Bitcoin’s price fell to $97,200. Other popular tokens, including Cardano (ADA), Dogecoin (DOGE), Solana (SOL), and Binance Coin (BNB), have also suffered.

Overall, investors have lost more than $1 trillion this year as the total market capitalization of all cryptocurrencies declined by more than 5.4% in the past day, down to $3.26 trillion.

This atmosphere of fear is affecting XRP’s price as well. Data shows that the Crypto Fear and Greed Index has fallen to the fear zone at 22 points. Additionally, the futures market reflects this fearful sentiment, with XRP’s open interest in futures contracts dropping from over $10 billion earlier this year to $3.65 billion. This decline suggests that investors are using less leverage when wagering on the coin.

AI Ignites Cisco (CSCO) Rally—Shares May Hit $80 After Stellar Forecast Beat

Posted on November 13, 2025 by Olumide Adesina

Cisco Systems’ stock increased after the network equipment behemoth raised its 2026 projection, demonstrating progress in its endeavor to increase spending on AI. In the fiscal year that ends in July, the company, the leading manufacturer of devices that power computer networks and the internet, now anticipates sales of up to $61 billion.

That is roughly $1 billion more than Wall Street estimates and what was previously anticipated. Additionally, Cisco raised its earnings forecast, surpassing analysts’ estimates in the process.

The prediction created fresh optimism that Cisco would benefit from the increase in AI spending. The San Jose, California-based company is improving networking hardware and chips to better connect server racks and data centers in order to manage complex AI tasks.

Cisco Systems (NASDAQ: CSCO) shares surged over 7 percent in after-hours trading after a stellar Q1 fiscal 2026 earnings report that exceeded analyst expectations and included an optimistic full-year forecast, indicating that the company is riding high on the AI wave. The demonstration highlights Cisco’s shift to AI infrastructure and positions it as a major gain from the expansion of hyperscaler data centers. The stock was trading close to $77 as of late, with a push to $80 clearly in sight—possibly a new 52-week high.

According to the company, revenue for the fiscal second quarter, which ends in January, will be between $15 billion and $15.2 billion. That exceeded the $14.7 billion average Wall Street estimate. In contrast to the forecast of 99 cents per share, adjusted earnings will be about $1.02.

The first quarter of the fiscal year ended in October. 25, Cisco’s sales increased by 8% to $14.9 billion. With certain items excluded, the profit was $1 per share. Analysts projected earnings of 98 cents per share and revenue of $14.8 billion. According to the company, orders for AI infrastructure from major cloud providers totaled $1.3 billion during that time. In the previous quarter, Cisco reported sales of $800 million. Robbins has added monitoring software by acquiring Splunk Inc. and concentrated on security products in an effort to diversify. in 2024 for $28 billion.

Canary’s Ripple ETF Hits Nasdaq as XRPC Today, Poised to Double Solana’s ETF Boom

Posted on November 13, 2025 by Olumide Adesina

The Canary XRP ETF is expected to go live on Nasdaq under the ticker symbol XRPC on November 13. It is anticipated that the XRP ETF could potentially double the gains Solana achieved in its first week.

Nasdaq has confirmed the official listing notice for the Canary XRP ETF. Trading is scheduled to start on November 13, 2025, under the ticker symbol XRPC. As the first spot XRP exchange-traded fund in the US, the announcement represents a turning point for XRP. Canary Capital’s Form 8-A filing was automatically approved by the SEC on November 10. The official listing notice was issued by Nasdaq, according to Eric Balchunas, senior ETF analyst at Bloomberg.

The Nasdaq Global Market will list the ETF with a 0.50 percent management fee.

The comparison to Solana is especially pertinent now that spot Solana ETFs made an outstanding debut in late October. In its first week of trading, Bitwise’s Solana Staking ETF [BSOL] brought in $531 million in net assets. It was introduced on October 28

The fund experienced positive inflows for seven consecutive trading days after opening with approximately $70 million in initial investments. During its launch week, the BSOL ETF outperformed rival cryptocurrency ETFs, with the Bitwise product alone attracting $199 million in new funding. This success occurred despite significant market volatility that led to withdrawals from Bitcoin and Ethereum ETFs during the same period.

The Canary XRP ETF will be based on the XRP-USD CCIXber Reference Rate Index. Custody is managed by Gemini Trust Company and BitGo Trust Company, while Bancorp Fund Services serves as the administrator and transfer agent. Experts view this approval as a significant victory for Ripple after years of legal challenges. The launch marks a new beginning.

BlackRock Makes Bold Case for Ripple’s XRP Trillion-Dollar Future

Posted on November 13, 2025 by Olumide Adesina

Maxwell Stein, Director of Digital Assets at BlackRock, delivered a keynote at Swell 2025 that electrified the audience and sparked a lot of conversation on X (formerly Twitter). Stein stated that the global financial market is “ready for large-scale blockchain adoption” and credited early adopters like Ripple for demonstrating blockchain’s practicality beyond theory.

“The infrastructure being built by companies like Ripple could soon enable the transfer of trillions of dollars on-chain,” he remarked. It started with the tokenization of fixed income, bonds, and stablecoins. However, trillions of dollars in capital flow through these channels.

“This validation positions the XRP Ledger (XRPL) as a scalable ‘rail’ for asset tokenization and high-volume, low-cost cross-border payments—two key use cases Ripple has supported since 2012.” Stein’s comments align with BlackRock’s broader blockchain efforts, including projects like their tokenized money market fund (BUIDL).

Robbie Mitchnick, Head of Digital Assets at BlackRock, recently made a notable statement emphasizing the importance of caution when trading cryptocurrencies.

Mitchnick’s view reflects a wider institutional realization that very few cryptocurrencies are truly durable and useful. He explained that Bitcoin continues to dominate the crypto market because it has carved out a unique product-market fit as a form of digital gold, representing a significant portion of market cap. Few other digital assets have achieved comparable utility or market relevance, he added. He also pointed out that, although thousands of cryptocurrencies exist, most will likely become worthless over time.

Furthermore, Mitchnick warned against short-term or leveraged trading. He believes that those who approach the digital asset space with patience and a long-term outlook tend to succeed the most.

He advised these investors to focus more on fundamentals than speculation and to recognize that market cycles and volatility are natural in this emerging sector. Members of the XRP community have taken notice of Mitchnick’s comments, as they see his emphasis on utility and product-market fit aligning with XRP’s core use case.

XRP has established itself as a bridge currency designed to improve cross-border payment efficiency and liquidity, contrasting with many other speculative tokens. Its strong presence in international remittances and growing adoption among financial institutions demonstrate the kind of “economic utility” Mitchnick described as essential for long-term viability.