bing news | Berkshire Hathaway Expands Alphabet (GOOGL) Stake to 58M Shares as Ackman Exits AI generated summary, Read the full article for complete information. Berkshire Hathaway dramatically expanded its stake in Alphabet to about 58 million shares—worth roughly $16.6 billion—bringing the tech giant into its top‑five holdings; the purchase was timed after a 6% dip that left Alphabet trading at a forward P/E of 25×, below the S&P 500 average, and was supported by strong Q1 2026 results, including $109.9 billion in revenue (up 21.8% YoY), EPS of $5.11 versus a $2.63 consensus, a 63% surge in Google Cloud, and a contracted cloud backlog exceeding $460 billion. Simultaneously, Pershing Square’s Bill Ackman sold more than 95% of his Alphabet position and shifted the proceeds into Microsoft, which has fallen about 20% YTD; Ackman highlights Microsoft’s AI business growing 123% YoY to a $37 billion annual run rate, a 40% rise in Azure, and a $627 billion commercial performance obligation, alongside its roughly 27% equity stake in OpenAI. The contrasting moves illustrate two AI‑focused investment theses: Berkshire betting on Google’s infrastructure and guaranteed cloud revenue, and Ackman backing Microsoft’s enterprise software dominance and strategic OpenAI partnership. Read more: https://blockonomi.com/berkshire-hathaway-expands-alphabet-googl-stake-to-58m-shares-as-ackman-exits/ #BerkshireHathaway #Alphabet #BillAckman #Microsoft #OpenAI #RayDalio #NancyPelosi #SundarPichai