Alphabet Stock Hits Record Highs Following Gemini 3 AI Launch and Berkshire Hathaway Disclosure

Alphabet's stock experienced a significant surge, culminating in historic highs on Wednesday, November 19, 2025. This market rally was a direct consequence of CEO Sundar Pichai's unveiling of the new artificial intelligence model, Gemini 3, which had been introduced the previous day, November 18, 2025. The market's enthusiastic reaction underscores the heightened investor confidence in the company's advancements within the generative AI sector.

On Wednesday, GOOGL shares traded up by approximately 5.09 percent, reaching levels near $299.42 per share according to some reports, or nearing the 52-week peak of $294.39 based on other metrics. This performance propelled Alphabet's market capitalization to roughly $3.5 trillion, briefly allowing it to surpass Microsoft in valuation. Furthermore, the company bolstered positive sentiment by reporting record third-quarter revenue amounting to $102 billion, solidifying the bullish outlook.

Immediately following the announcement, the rollout of Gemini 3 Pro commenced. This iteration features enhanced reasoning capabilities and improved multimodality, designed to interpret user intent with greater precision. This deployment marks a tangible step forward in the company's AI roadmap.

According to Koray Kavukcuoglu, Google DeepMind's Chief Technology Officer, this launch represents a crucial milestone toward achieving Artificial General Intelligence (AGI). The Gemini 3 model demonstrated superior performance compared to its predecessors across several critical benchmarks. Notably, in the Humanity's Last Exam test, Gemini 3 Pro achieved a score of 37.4 percent, outperforming GPT-5 Pro's result of 31.6 percent.

In parallel with its AI advancements, Google DeepMind also announced the establishment of a new research laboratory situated in Singapore. This facility will be dedicated to accelerating the application of AI solutions specifically tailored for the Asia-Pacific region, signaling a strategic geographical expansion.

An additional powerful catalyst contributing to the positive stock performance was the official disclosure that Warren Buffett's conglomerate, Berkshire Hathaway, had established a new holding in Alphabet. Regulatory filings on Form 13F revealed that, as of September 30, 2025, Berkshire had acquired 17.85 million shares, an investment valued at nearly $5 billion.

This move is considered a relatively rare, large-scale investment by Buffett into the technology sector. Buffett had previously expressed regret for not having invested in Google sooner. This new position instantly became the tenth largest holding within the conglomerate's equity portfolio, which stood at $283.2 billion in total shareholder equity at that time. Analysts suggest that Alphabet's strong cash flow generation and its comparatively more measured valuation, especially when contrasted with some other high-flying AI giants, made it an attractive proposition for Berkshire.

Amidst these developments, major industry players like Microsoft, Nvidia, and Anthropic confirmed the expansion of their own strategic alliances. This activity highlights the ongoing, intense competition for AI infrastructure capacity across the industry. Anthropic, in particular, committed to securing $30 billion worth of computing power on the Microsoft Azure platform, leveraging Nvidia's underlying infrastructure to support its own scaling efforts.