Changes in US stocks | Google (GOOGL.US) rose nearly 3% before the market and Buffett opened a position

The Zhitong Finance App learned that on Monday, Google (GOOGL.US) rose nearly 3% in the premarket to $284.55. According to the news, on November 15, Berkshire Hathaway released the 13F Report and opened a new position of about 17.85 million Alphabet shares, valued at about 4.3 billion US dollars at the end of the reporting period. This position accounts for approximately 1.6% of its publicly discloseable 13F portfolio, indicating that Buffett is increasing his exposure to technology. Buffett's Berkshire first opened a position with Google in the third quarter of 2025, reflecting a shift in value investment logic to hard technology, and optimistic about Google's advantages in “infrastructure-level” companies such as computing power, data, and models.

According to the 2025 Q3 financial report released by Alphabet, its revenue reached about US$102.3 billion, up about 16% year on year, of which cloud service revenue was about US$15.2 billion, up 34% year on year. The company's net profit was about 35 billion US dollars, up about 33% year over year, and earnings per share were about 2.87 US dollars. Revenue surpassed $100 billion for the first time in the company's history.