By Sanghamitra Saha
Publication Date: 2025-11-27 14:00:00
Google-parent Alphabet Inc Class C’s GOOGL shares gained 67% so far this year, outdoing AI and chip behemoth NVIDIA Corp NVDA (up 32%) (as of Nov. 25, 2025). Over the past one month, Alphabet shares surged 18.3% while NVIDIA lost 4.7% (as of Nov. 25, 2025). Let’s delve a little deeper.
Billionaire investor Warren Buffett’s Berkshire Hathaway’s end-of-Q3 equity portfolio revealed an unexpected move. Berkshire Hathaway disclosed a new position in Alphabet. The move makes Google-parent Alphabet Berkshire’s 10th largest equity holding at the end of September, according to a regulatory filing, as mentioned on CNBC.
Per a CNBC article, Berkshire Hathaway’s 3Q25 portfolio shows a 14.9% sequential decline in the Apple exposure, while Alphabet was the new addition (read: Is Alphabet Berkshire’s New “Mag-7” Favorite? ETFs in Focus).
Alphabet is a prominent player in the “Magnificent Seven” group – NVIDIA, Microsoft, Meta Amazon, Alphabet, Amazon, Apple and Tesla. These seven companies are known for their extraordinary AI initiatives.
Alphabet has been one of the best performers in recent weeks among the Mag-7 group as the company topped estimates on both lines. Revenues and earnings grew handsomely year over year.
It’s not that NVIDIA underperformed in its earnings results. NVIDIA posted $57 billion in revenue, marking a 62% uptick from a year earlier. The surge was driven by huge demand for its chips used in AI data…
