Will Google be Berkshire CEO Greg Abel's best stock pick after predecessor Warren Buffett's Apple bet?

Berkshire Hathaway's new CEO Greg Abel has made Alphabet one of the conglomerate's five largest stock holdings with a $10 billion private placement last month, on top of $16.6 billion already owned as of March 31. The article compares this to Warren Buffett's legendary Apple bet, where a $35 billion investment between 2016 and 2018 swelled to about $185 billion before tax. However, analysts including Jefferies' Chris Wood warn that the four major US hyperscalers have already issued $144 billion in bonds this year against rising AI capex, raising risks of capital destruction if markets push back on AI infrastructure spending.