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After posting standout earnings, outmaneuvering the rest of its Big Tech peers, the search giant managed to escape the latest AI pullback unscathed.In fact, its stock has never been more coveted.As if to punctuate the company's run of good fortune, Monday came with another sign of approval: Investors poured into the stock, pushing shares to new highs, following the disclosure of Berkshire Hathaway's (BRK-B) new $4.9 billion stake.Google hardly needed the endorsement. But the vote of confidence is significant because the famously tech-averse conglomerate chose to buy into Google even as every major tech company vies for AI dominance. Analysts keep saying that there's room for more than one winner in the AI transition. But it means something to retail traders that one of the most reputable "normie" sources of investing advice is long Google."We believe the move validates GOOG's strong fundamentals and provides Berkshire exposure to a leading AI provider through Google Cloud and Gemini expansion," Angelo Zino, an equity analyst at CFRA Research, wrote in a note on Monday. "The endorsement likely bodes well from an investor confidence perspective."The timing of the disclosure arrived at a tricky moment for Big Tech and the widening array of companies investing in artificial intelligence.Wedbush analyst Dan Ives summed it up as a "mini-panic moment," as investors question sizable valuations and second-guess themselves amid growing debate around an AI bubble. Mohamed El-Erian, chief economic adviser at Allianz, has called it a "rational bubble." When the possible payoff is so big, the thinking goes, it doesn't make sense to sit out. Besides, impressive, broad-based earnings have served as a critical anchor for the market, validating high expectations.But narratives, and the investor sentiment that drives them, can change quickly.It's worth emphasizing that all the tech giants wielded cash-generating, genre-defining operations well before the turn to AI. But Google's more modest valuation sets it apart, combined with healthy revenue growth and the cash flow potential from its core advertising business. Perhaps, as Zino noted, those traits made Google a more comfortable AI play for Berkshire.Warren Buffett's perceived validation continues a win streak for Google. The stock is up more than 50% for the year, claiming the prize of the best-performing "Magnificent Seven" name so far. It says something too that Berkshire continues to trim its top position — Apple — as its disclosure shows.Terms and Privacy PolicyPrivacy & Cookie SettingsMore InfoS&P Futures6,672.00 -20.00 (-0.30%)Dow Futures46,437.00 -228.00 (-0.49%)Nasdaq Futures24,789.75 -89.25 (-0.36%)Russell 2000 Futures2,339.50 -8.70 (-0.37%)VIX23.29 +0.91 (+4.06%)Gold4,046.80 -27.70 (-0.68%)PortfolioSign in to access your portfolioSign inTop gainersPACS PACS Group, Inc. 15.70 +5.12 (+48.39%)DGNX Diginex Limited 13.59 +3.06 (+29.06%)JAZZ Jazz Pharmaceuticals plc 170.09 +29.02 (+20.57%)TERN Terns Pharmaceuticals, Inc. 25.56 +3.00 (+13.30%)NUVL Nuvalent, Inc. 108.00 +11.50 (+11.92%)Top losersMENS Jyong Biotech Ltd. 30.72 -7.47 (-19.56%)LB LandBridge Company LLC 61.88 -12.66 (-16.98%)FLY Firefly Aerospace Inc. 19.48 -3.47 (-15.12%)STUB StubHub Holdings, Inc. 12.82 -2.05 (-13.79%)ONDS Ondas Holdings Inc. 6.26 -0.93 (-12.88%)Most activeOPEN Opendoor Technologies Inc. 7.84 -0.28 (-3.45%)ONDS Ondas Holdings Inc. 6.26 -0.93 (-12.88%)NVDA NVIDIA Corporation 186.60 -3.57 (-1.88%)TSLA Tesla, Inc. 408.92 +4.57 (+1.13%)BBAI BigBear.ai Holdings, Inc. 5.57 -0.49 (-8.09%)Earnings eventsMy earnings eventsEarnings eventsTrending tickersBTC-USD Bitcoin USD 95,061.10 -758.82 (-0.79%)ETH-USD Ethereum USD 3,187.77 -11.34 (-0.35%)BIDU Baidu, Inc. 114.11 -1.89 (-1.63%)PACS PACS Group, Inc. 15.70 +5.12 (+48.39%)XRP-USD XRP USD 2.25 -0.00 (-0.03%)Top economic events