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BIZARRE: Alphabet - What They Never Told You

Greg Abel Says Berkshire Is Bullish on Hyperscaler Stocks as It Doubles Down on Google

Berkshire Hathaway is doubling down on Google while betting that soaring AI data center demand could turn electricity into its next major growth opportunity.

Barchart

3 Stocks to Buy and Hold for Higher Interest Rates

With rates staying higher for longer, JPMorgan, Exxon Mobil, and Alphabet stand out as rate-resistant stocks with strong balance sheets, cash flow, and dividend or buyback capacity.

MarketBeat

Google Is Betting $15B on Finland to Power Search, Maps and Gemini AI, Here's Why

Google will invest €13B ($15.1B) in Finnish AI data centres over 2027 and 2028, its biggest bet in Europe, backing nuclear power and 37,000 jobs.

International Business Times UK

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Despite Post-Earnings Drop, Wall Street Analysts Eye New Highs for Broadcom Stock

Broadcom fell after earnings despite strong AI chip demand, but analysts remain bullish as investors weigh near-term guidance, TPU share and supply limits.

MarketBeat

Morgan Stanley Eyes Good Things Ahead for Meta After $18 Billion Legal Settlement

After Meta settled its youth social media lawsuit for up to $18 billion, Morgan Stanley expects a wave of new AI products and maintains a $775 price target on the stock.

MarketBeat

Adobe’s next boss joins a powerful club: Meet the Indian-origin CEOs running the world’s biggest companies

Adobe’s next CEO Anil Chakravarthy is joining a powerful club. From Microsoft and Google to Chanel, FedEx and Micron, Indian-origin executives now run companies spanning technology, banking, luxury, pharmaceuticals and manufacturing. Here are the leaders occupying some of the biggest corner offices in global business.

The Economic Times

Can Big Tech’s $1-trillion AI bet pay off? Jefferies explains why it remains bullish

Jefferies remains bullish on Big Tech’s $1-trillion AI investment despite near-term financial pressure. Rising customer backlogs, strong cloud revenue, and improving infrastructure economics support this outlook, though power shortages and regulatory delays remain potential risks for enterprise adoption.

The Economic Times

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Jefferies’ Chris Wood sees a structural bear market in US bonds. What it means for stocks and gold

Jefferies has warned that persistent pressure on US Treasury yields could create a challenging environment for equity markets, particularly for bond-sensitive assets such as REITs. While higher yields have weighed on Singapore REITs, the brokerage sees selective opportunities in the sector and remains constructive on gold and gold-mining stocks as…

The Economic Times

From IIT Varanasi to Silicon Valley peak: Who is Adobe's newly appointed CEO Anil Chakravarthy?

Adobe has appointed Anil Chakravarthy as its new CEO, succeeding Shantanu Narayen, who will become executive chair after more than 18 years at the helm. Chakravarthy will take over on December 1.

The Economic Times

The Path to $230 Billion: Broadcom Outlines the Next Phase of Its AI Growth Story

Broadcom beat earnings estimates and raised AI chip guidance, projecting $115 billion in FY2027 and $230 billion in FY2028 AI semiconductor sales as Anthropic and OpenAI grow as XPU customers.

MarketBeat

Berkshire Hathaway CEO Greg Abel sees AI, power demand as new engines of growth

Berkshire Hathaway sees AI opportunities beyond technology stocks. The company is investing in Alphabet, a significant player in artificial intelligence. Berkshire Hathaway Energy could benefit from data center power demands. Consumers still face economic pressures from inflation and mortgage rates. Long-term investments in Japanese trading houses remain a strategic focus.

The Economic Times

Berkshire's Alphabet Stake Surges to $36.6 Billion. CEO Greg Abel Sees Google as an AI Powerhouse.

Greg Abel said Berkshire initially took a $10 billion position in Google through a transaction completed at a 6.5% discount 15 months ago.

International Business Times

The Illusion of the 'Omnipotent' Mind: An expert explained why AI breakthroughs are happening beyond fundamental models

Alphabet, Amazon, Meta, Microsoft, and Oracle could spend $1.1 trillion on AI by 2027, yet most companies struggle to generate returns. McKinsey found 65% are adopting generative AI, but few report tangible impact, underscoring the gap between AI's "omnipotent mind" image and its limits in specialized tasks.

International Business Times

Nvidia Could Soon Trail Only Amazon in Tech Revenue. Why I Favor NVDA Stock Here.

Nvidia could soon trail only Amazon among U.S. tech companies by revenue, raising the question of which stock offers the better investment opportunity.

Barchart

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Barchart

This Geothermal Stock Is Soaring Today After a Major Google Deal

Fervo Energy is emerging as a potential answer to AI's power problem.

Kiplinger

RSP vs SPY: Why These S&P 500 ETFs Have Such Different Returns Over the Past 20 Years

Disruptive innovation has made stocks a winning asset class over time, and a top-heavy index has helped accelerate long-term wealth creation for investors.

International Business Times

U.S. Companies Delivered A Blockbuster Earnings Season. The Consumer Slowdown Hasn't Hit Profits Yet.

AI investment, resilient household spending and billions of dollars in tariff refunds are helping companies withstand inflation and softer economic signals.

MarketBeat

Broadcom’s Earnings Test Comes With a Higher Bar After NVIDIA’s Blowout

Broadcom reports earnings Sept. 2, with investors watching revenue, EPS, AI chip sales, and FY2027 AI guidance after last quarter's guidance freeze sparked a stock drop.

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International Business Times

NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom

NVIDIA earnings 2026 confirm a structural shift: semiconductor stocks are dramatically outperforming Big Tech as AI spending flows to hardware makers. Micron is up 220%, Marvell up 185%, while the Magnificent Seven ETF gains just 4%. NVIDIA's record $96.2 billion quarter and Vera CPU delivery to AWS mark why chipmakers…

Barchart

Alphabet Stock: 3 Reasons to Buy Before It Hits a New All-Time High

AI is expanding the value of Google Search; subscriptions are adding a more predictable and diversified revenue stream.

The Economic Times

US stocks today: US stocks end lower as Warsh keeps inflation fight front and centre

US stocks ended lower as Fed Chair Kevin Warsh reaffirmed the central bank’s focus on bringing inflation to 2%, raising expectations for a possible September rate hike. The Dow, S&P 500 and Nasdaq fell, while Nvidia and other tech stocks weakened. Investors also assessed mixed corporate earnings and economic data.

The Independent UK

OpenAI, Anthropic and 100 major companies sound alarm over urgent AI danger

Artificial intelligence could be used to launch hacks on some of our most important and critical infrastructure, warn the companies building the tools that could be used in such cyber attacks

Barchart

Alphabet Stock: Is GOOGL Underperforming the Technology Sector?

Alphabet has trailed the broader market over the past year, and analysts are highly upbeat on its future prospects.

MarketBeat

Google Cloud Just Gave Rezolve AI a Major Vote of Confidence

Alphabet's selection of Rezolve AI for Google Cloud Web3 data pipelines sent shares up nearly 22%, fueling short covering ahead of the company's Sept. 1 earnings report.

The Economic Times

US earnings cycle no longer carried by Mag7 as profits spread across S&P 500

US earnings momentum is broadening beyond the Magnificent 7, with S&P 500 CY27 EPS estimates rising nearly 22% year-on-year. Stronger revenue growth, margin expansion and upgrades across sectors suggest the next market phase could feature wider earnings participation.

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