Alphabet Gains Driven by Gemini AI Model Reviews
"Alphabet, you got to mention that one. Uh up about 3% in today's session. uh earlier intraday soaring the most in two months. A wave of glowing reviews for the newly released version of its Gemini AI model spurring investor confidence about the company's position in that everanging downloaded yet."
Alphabet experienced a 3% gain in today's session, following a significant intraday surge—the best in two months. Glowing reviews for its new Gemini AI model have boosted investor confidence in the company's future prospects.
Alphabet Continues Its Upward Momentum on Gemini AI Buzz
"Yeah, so G O G. No, G O G L. I really ... It's been a long day. It's been a long day. You're No, you're in good company. We feel you. quickly. >> Yeah, it's up 3%. This is at yet another record high close. So, this stock has just really been on a tear and a lot of things have been going well for Google lately. Um, so it seems like the the most recent is because of its Gemini AI model. It's just getting rave reviews, great reception, right?"
The discussion points out that Alphabet has surged, closing at record highs driven by excitement over its Gemini AI model, reinforcing its status as a top performer in the market.
Bullish Long-Term Trade Call for Google
"So, I think looking at all those fundamentals, this is a company that you can't afford not to own. And Warren Buffett, who's the value investor, taking a position when the stock price is already so elevated is extremely impressive and makes us think that maybe we should be buying as well. I will tell you that even though I am largely talking about patience on long-term investing in Google, I do see Google being $500 to $550 in the next couple years. So, I am bullish on the stock. I own Google long-term. Mostly this talk is about when to buy and load up on some more."
The speaker highlights a strong long-term bullish trade call for Google (GOOGL), emphasizing that its fundamentals make it a must-own stock. Citing Warren Buffett's significant investment as validation, the speaker notes that despite elevated prices, the potential for a long-term move to a target range of $500-$550 makes buying and accumulating shares attractive, especially for patient investors.
Google Buy: Buffett's Final Stamp of Approval
"if you are in Google and I don't know why you would not be in Google today uh I don't know what your reasoning is. I can't I don't know what's going through your head like what what are you missing with Google? It's a low valuation, multiple huge catalysts. Uh they're they're at the forefront of like everything with AI. They're diversified. They have low downside. Like I don't know why you wouldn't be in Google today. I I don't know what that argument would be."
The speaker issues a bullish trade call on Google, emphasizing its low valuation, diversified business, strong AI positioning, and limited downside. The commentary suggests that not being invested in Google is a mistake and that the stock's long-term prospects, particularly over the next five years, make it a core holding.
Buffett's First Stake Boosts Confidence in Alphabet
"And this is the first time that um there's a a stake in this company from Buffett. Um so I mean even though you're you know a mega cap tech company, there's still some excitement here when the Oracle of Omaha is buying your stock."
Buffett's inaugural investment in Alphabet, acquiring 17.9 million shares and bringing his renowned cash discipline into play, is seen as a strong vote of confidence. This move is interpreted as an endorsement of Alphabet's spending and capital expenditure strategy, which many believe will support its long-term growth.
Alphabet Surge Driven by Berkshire Hathaway Stake Acquisition
"Yes. Uh ticker G O G L here we are seeing it leading the it's the biggest gainer in the mag 7 stocks. If we look at what's going on this Monday morning in trading and this is after uh Berkshire Hathaway acquired nearly 18 million shares in the company during the third quarter. Uh they did the firm did trim its holdings in Bank of America and Apple. But I mean, just based off of the fact that they're building out their stake here, Berkshire Hathaway, a lot of people are always keeping an eye on what Warren Buffett is doing, and you're definitely seeing that reflected in the trade today. Shares of Google up for their highest level on record."
The insight outlines Alphabet's strong performance, with shares reaching record highs as Berkshire Hathaway builds a sizable stake by acquiring 18 million shares, signaling robust investor confidence driven by Buffett's involvement.
Alphabet Attracts Value-Driven Investment Amid AI Bubble Concerns
"Looking at Alphabet Shares, your ticker is Google up about 5%. And this is something that came late Friday, so it might have been overlooked, but Warren Buffett Bergkshire Hathaway acquired 17.9 million uh shares in the company that's worth about a $5 billion worth of stock while trimming shares of Bank of America and Apple. And this comes as the company has been a net seller of equities over the quarter, offloading about six billion. And this is why it caught my attention. We're here at a time when uh valuation concerns are so high. We're talking about the AI bubble potentially bursting and here's one of the biggest valueoriented investors stepping in still seeing value in some of the magnificent seven names. Uh and this just shows you that perhaps some of this bubbles concerns are better reflected in some of the more speculative plays rather than big tech valuations which have actually retreated over the past uh five years. If you look at conventional measures like P."
Berkshire Hathaway's significant stake in Alphabet amid high valuation concerns and the AI bubble highlights that major value investors still recognize the strength of big tech, suggesting that current market fears may be more applicable to speculative plays rather than established tech giants.
Alphabet remains a buy despite high valuations
"In fact, I've had Alphabet stock rated as one of the best stocks to buy all year, and only yesterday or the day before did I bring it off that list of best stocks to buy. I still think it's a buy, but I just downgraded it from my list of best stocks to buy because the price had gone up by so much already in 2025."
The speaker maintains a bullish outlook on Alphabet, noting that despite recently removing it from his list of best stocks due to a significant price increase in 2025, he still considers it a buy.
Bullish AI Sentiment Boost from Berkshire's Investment in Alphabet
"Now I want to start off with Google right Google is actually up roughly 4% after hours. There are a few updates that I think are crucial for both AI and semiconductor investors. We did see for Google the biggest biggest news in my opinion was that Birkshirie Hathaway takes a new $4.3 billion stake in Alphabet. Now very exciting, right? Because this kind of maybe gives us a little bit of a bullish sentiment towards the AI market which has been kind of very bearish in the past few weeks."
The speaker highlights strong bullish signals for Google driven by after-hours gains and a significant $4.3 billion stake taken by Berkshire Hathaway in Alphabet, suggesting a refreshed investor sentiment in the AI market.
EU Antitrust Probe Poses Risks for Alphabet
"I'm watching shares of Google's par parent Alphabet, but the ticker go OG L. The company's under investigation by EU antitrust watchd dogs over concerns that it unfairly demotes some news results. So this is a probe that could add up to 11 billion of fines from the EU tally. Um that stock right now down about 2.5%. It's been falling for the last 2 days. And the company actually said the Google search chief scientist said that the EU investigation um is entirely misguided, risks harming millions of EU users, but nevertheless, it's never good news for the equity holders when there's an investigation like this and potential for what could be billions of dollars of fines."
Alphabet (GOOGL) is facing an EU antitrust investigation that could result in significant fines, negatively affecting shareholder value despite the company's defense. The stock has been down 2.5% over the last couple of days, highlighting concerns over regulatory risks.