Berkshire Hathaway A Aktie News

With less than a month to go, Berkshire Hathaway's B shares are behind the S&P in their 2025 race. With dividends included, the S&P's lead is even bigger.

Berkshire Hathaway's net stock sales totaled $184 billion during the last 12 quarters, suggesting Warren Buffett is worried about the stock market's valuation. In November, the S&P 500 had an average CAPE ratio of 40; following such high multiples, the index has historically declined by an average of 30% over the next three years.

AI-related capital spending is soaring while Berkshire Hathaway builds record cash reserves. Recent results show solid growth in operating earnings and insurance float despite limited deal activity.

Michael Burry of "The Big Short" fame is bearish on Nvidia and Palantir. Berkshire Hathaway added Alphabet stock to its portfolio during the third quarter.

Berkshire Hathaway is holding an enormous amount in cash and short-term investments as of the third quarter of 2025. Some investors worry that this implies a significant market downturn could be coming.

Berkshire Hathaway's recent sizable new position signals a "buy and hold" opportunity for Alphabet Inc. shares. GOOG's Q3 earnings beat consensus broadly, with bullish analyst EPS revisions and robust momentum in AI, cloud, and YouTube integration. Despite a 30% rally post-BRK disclosure, GOOG trades at a ~30x P/E, offering one of the most attractive risk-adjusted returns among mega-cap peers.

Lee opened the discussion by recalling a recent moment when I told listeners that Alphabet was my top tech pick.

Investing legend Warren Buffett has made moves that may suggest what's next for the stock market. Buffett, at the helm of Berkshire Hathaway, has delivered decades of market-beating results.