Berkshire's GOOGL Stake & Google's $40B Texas Data Centers: Market Analysis

On November 14, 2025, two key developments for Alphabet Inc. (GOOGL) emerged: Berkshire Hathaway acquired a 17.85M share stake (0.31% of outstanding shares) valued at approximately $4.9B [1], and Google announced a $40B investment in three new AI-focused data centers across Texas through 2027 [3]. These developments generated mixed investor sentiment in Reddit’s weekend discussion thread.

GOOGL closed at $276.41 on November 14 with a +1.84% daily gain and trading volume of 31.1M shares (1.6M higher than the previous day) [0]. Following the Berkshire stake announcement, CNBC reported an additional 3.5% jump in after-hours trading [6]. The Technology sector, which includes Alphabet, recorded a 2.03% gain on November 15, outperforming most other sectors [0].

Metric	Value	Source
Berkshire’s GOOGL Stake	17.85M shares (0.31%)	[2]
Stake Valuation	$4.3B-$4.9B	[1][2]
Google’s Texas Investment	$40B (2025-2027)	[3]
GOOGL Nov14 Daily Gain	+1.84%	[0]
Tech Sector Nov15 Gain	+2.03%	[0]

• Berkshire’s long-term strategic intent for the GOOGL stake remains unclear [6].
• Google has not disclosed ROI projections for the $40B Texas data center investment.
• Regulatory or local approval risks for the new data centers are unaddressed in public announcements.

• Short-term earnings pressure: Google’s $40B capital expenditure may reduce near-term profitability, though it supports long-term AI growth ambitions.
• Sentiment volatility: Mixed investor chatter suggests uncertainty about Alphabet’s near-term price trajectory, despite the Berkshire endorsement.
• Key monitoring points: Data center execution timelines, Berkshire’s future stake adjustments, and Alphabet’s AI revenue growth in upcoming quarters.

: This analysis is for informational purposes only and does not constitute investment advice.