Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet
Key takeaways
- Alphabet generated $64.4 billion in free cash flow over the last 12 months and saw Google Cloud revenue rise 63% year-over-year with operating income from cloud tripling to $6.6 billion.
- The analyst who called NVIDIA in 2010 just named his top 10 stocks and Google wasn t one of them.
- With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead.
Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet Rich Duprey Sun, May 17, 2026 at 11:16 PM GMT+7 5 min read BRK.A GOOG NVDA UNH V Quick Read Berkshire Hathaway (BRK-B) tripled its stake in Alphabet (GOOGL) to $16.6 billion during Q1 while holding $397.6 billion in cash and eliminating positions in 16 stocks including United Health and Visa. Alphabet generated $64.4 billion in free cash flow over the last 12 months and saw Google Cloud revenue rise 63% year-over-year with operating income from cloud tripling to $6.6 billion.
Berkshire’s leadership is preparing for economic slowdown by hoarding cash and cutting cyclical holdings, yet chose to massively increase its Alphabet position because the company combines AI leadership with an already profitable, cash-generating advertising business that can sustain growth even during recession.
The analyst who called NVIDIA in 2010 just named his top 10 stocks and Google wasn t one of them. Get them here FREE.