Stock Movers Alphabet Surges, Quantum Computing Rises, Johnson & Johnson Gains on News of Halda Deal
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Nov 17, 2025 Tatiana Daria, a Bloomberg reporter known for her insightful market analysis, dives into the recent stock movements of major players. She reveals that Berkshire Hathaway's hefty investment in Alphabet has piqued interest amid worries over AI valuations. Tatiana also highlights Quantum Computing Inc.'s exciting quarterly rebound, bolstered by a significant stake from Alyeska Investment Group. Additionally, she discusses Johnson & Johnson's strategic $3.05 billion acquisition of Halda Therapeutics to rejuvenate their product pipeline as sales pressure mounts.
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Buffett's Big-Tech Bet Signals Value
- Berkshire Hathaway bought about $5 billion of Alphabet shares, signaling value interest in big tech amid AI worries.
- Tatiana Daria suggests this undercuts the notion that big-tech valuations are purely speculative bubbles.
Evaluate Tech By Fundamentals Not Hype
- Look past headline AI bubble talk and evaluate valuations using conventional measures like PE to find value plays.
- Tatiana Daria implies investors should consider fundamentals and long-term value even in tech sectors.
Buffett's Shift Sparks Conversation
- Paul Sweeney and Tatiana Daria discuss how Berkshire's new managers may be buying tech where Buffett historically avoided it.
- Tatiana jokes Buffett 'only invested in things he understood' and now might 'understand' Alphabet.