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Alphabet (GOOGL) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio

positiveAnalyst ratingMulti dayYahoo Finance ·8 Jun 2026Original article ↗
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The piece is primarily an investor/portfolio commentary (not a new earnings or guidance event), but it reinforces bullish positioning around Alphabet’s AI compute investment and demand, which can support near-term sentiment.

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Alphabet (GOOGL) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio Ramish Cheema Mon, June 8, 2026 at 12:54 PM GMT+2 2 min read GOOG BRK-B Alphabet Inc. (NASDAQ:GOOGL) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy . Technology giant Alphabet Inc.

(NASDAQ:GOOGL)’s shares are among the top performers in Fisher Investments’ portfolio. They are up by 121% over the past year and by 18% year-to-date. The firm started June on a strong note after it announced a $80 billion equity investment round, out of which $10 billion would come from Warren Buffett’s Berkshire Hathaway.

Alphabet Inc. (NASDAQ:GOOGL) announced that through the investment, it intends to “fund investments in its world-class AI compute infrastructure to meet its unprecedented customer demand. ” The capital raise came after the firm had raised its capital expenditure forecast to 180 billion and $190 billion from an earlier $175 billion to $185 billion in April.

Alphabet Inc. (NASDAQ:GOOGL) trades at a forward P/E ratio of 25, which is a bit lower than the market’s 27. 66.

The ratio is still higher than Microsoft’s stock, which has a multiple of 19. 46. Alphabet (GOOGL) Is A Top AI Stock In Billionaire Ken Fisher's Portfolio Alpha Wealth Insiders Fund discussed Alphabet Inc.

(NASDAQ:GOOG) in its  Q1 2026 investor letter : “Business:  Alphabet Inc. ’s  (NASDAQ:GOOG) dominant market share and broad scope are often underestimated. The Company is now the 2nd most valuable company in the world, last holding this distinction in 2019.

I have been saying for some time that Google will become the most valuable company in the world and won’t have anyone in the rear view mirror for the foreseeable future. I view Alphabet as today’s Berkshire, except stronger as its portfolio businesses are in growth mode and have moonshot potential. Search Engine Market Share: This is Google’s largest business as of April 2026, ~89.

8% to 91. 4% Google remains the undisputed leader in the global search market, though its “position” is evolving due to the rise of Generative AI. (Statcounter Global Stats).

Fears of ChatGPT disrupting search have largely given way to Google’s own AI disrupting itself…” ( Click here to read the full text ) While we acknowledge the potential of GOOGL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the   best short-term AI stock . READ NEXT:  33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy .

  Disclosure: None. Follow Insider Monkey on Google News .

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