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This Unstoppable AI Stock Is Up 97% Since Warren Buffett Bought It, and There Could Be More Upside Ahead

The Motley Fool piece highlights that Alphabet has surged roughly 97% since Berkshire Hathaway’s mid-2025 purchase, arguing the rally could have more room to run. Strong Google Cloud momentum — $20 billion revenue, +63% year-over-year, and a $460 billion backlog — is presented as a durable multi-year tailwind that helps justify Alphabet’s heavy capex program ($180–$190 billion planned for the year, accelerating in 2027). The author views Alphabet’s current valuation (28.2x forward earnings vs. 21.4x for peers) as reasonable given its growth and wide moat, concluding the stock still offers upside. Market impact: Alphabet’s cloud strength and Buffett-linked endorsement reinforce investor confidence in big-cap AI/Cloud names, supporting continued tech-sector leadership and potential further gains for the stock and related AI beneficiaries.

Category

Apple

Sentiment

Bullish

Event

Market commentary

Reading time

1 min