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EXPLAINED: 3 | Vintage Vibes

Duquesne Management Just Dumped Its Entire Stake in This Surging AI Stock

Stanley Druckenmiller's Duquesne Family Office exited Intel entirely last quarter, even as the chipmaker posts its strongest growth in years.

Barchart

The Trade Desk’s Earnings Miss Raises a Bigger Question About Its AI Future

The Trade Desk shares hit a seven-year low after missed Q2 earnings and weak guidance, as AI-driven search and walled-garden platforms threaten its ad tech business model.

MarketBeat

Jeff Dean, whose Google exit wiped out nearly $200 billion in a day, has this advice for Gen Z entering AI

Jeff Dean, the Google AI veteran whose exit wiped out nearly $200 billion in Alphabet’s market value in a day, has a simple message for Gen Z entering AI. The Google AI veteran advised students not try to master everything. Instead, skim widely, explore ideas and connect breakthroughs others may…

The Economic Times

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What Berkshire Hathaway’s Latest 13F Says About Who’s Swimming Naked

Who’s swimming naked? Any investor that thinks they are a trader, and any trader who thinks they are an investor. There’s a big difference.

Barchart

Waymo’s New Robotaxi Minivans Are Now Taking Paying Passengers

The Chinese-made Zeekr vans are fitted with Waymo’s sixth-generation hardware and software suite.

InsideEVs

AI is becoming a financial engineering business

As large language models become more interchangeable, balance sheets will matter as much as tech breakthroughs in the AI race.

Fortune

SpaceX Has Big Investors Like Nvidia, Google, and AMD. That Could Be Dangerous for You.

SpaceX stock is still nothing more than a plaything for investors.

Barchart

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Warren Buffett’s Successor Bought Back 19 Times More Berkshire Stock Than Last Quarter, and the Filing Says It Was Abel’s Decision, Not Buffett’s

Warren Buffett's successor, Greg Abel, is buying back billions in Berkshire stock, something Buffett himself decided not to do for all of 2025.

Barchart

Google’s founders didn’t market test Alphabet’s name before launching the now $1.9 trillion juggernaut. Here's the advice Steve Jobs gave Larry Page

The anniversary of Google's IPO is on Wednesday, and Fortune looked back at the philosophy behind the founders' brainchild.

Fortune

The Pre-IPO Playbook: How to Cash in on Anthropic Before the Bell

Anthropic's revenue run rate topped $65 billion after a confidential S-1 filing, and investors can gain indirect exposure via partners like Salesforce, Amazon, Alphabet, SAP, Zoom, and Broadcom.

MarketBeat

AI's Half-Trillion-Dollar Borrowing Binge Is Competing With Uncle Sam for Bond Buyers

Four companies are driving most of the fresh corporate bond supply tied to the AI buildout. Amazon.com Inc. (NASDAQ:AMZN), Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META) and Oracle Corp. (NYSE:ORCL) sold about $194 billion of bonds in 2026 through early July, up 79% from roughly $108 billion for all…

Benzinga

Warren Buffett Disciple Seth Klarman Bets on Cruise Lines, Auto Parts, Amazon and Bill Ackman in Q2

Seth Klarman is known for following a value-stock investing mentality , a style made famous by Warren Buffett. With value in mind, here are the changes made to the Baupost Group hedge fund in the second quarter.

Benzinga

Berkshire Just Made a Huge Alphabet Bet—Should You Follow?

Berkshire Hathaway's 13F shows an 83% increase in its Alphabet stake, now worth about $37 billion, a move Warren Buffett says he personally initiated despite stepping down as CEO.

MarketBeat

Ray Dalio's Bridgewater Dumps Nvidia, Apple and Amazon: Buys Into Oil and Energy

Bridgewater Associates sold millions of shares of Mag 7 stocks like Amazon and Apple while ramping investments in energy and oil companies such as Shell and PG&E during Q2.

International Business Times UK

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International Business Times UK

Berkshire Hathaway's Q2 13F Reveals a Portfolio Shift: 8 Stock Moves Investors Must Know

In 2026, Berkshire Hathaway, led by Greg Abel, bought $20 billion more in equities than it sold, mainly in Alphabet and Delta Air Lines, ending a 14-quarter net selling streak.

International Business Times

SpaceX's Biggest Investors Revealed: 23 Firms Control More Than 80% of Its Reported Shares

Nearly 1,340 investors disclosed positions of fewer than 100,000 shares each, collectively representing less than 1% of reported holdings.

AAP

Google parent jumps on Aussie kangaroo for AI billions

Google's parent is planning its first Australian dollar debt issue - the first by a US tech giant in nearly 10 years - to raise funds for its AI forays.

Benzinga

Google is Paying $10 Million for Bankrupt Spirit Airlines' Old Emails and Spreadsheets: Here's Why

Alphabet Inc.‘s (NASDAQ:GOOG) (NASDAQ:GOOGL) Google has reportedly agreed to buy internal business data from bankrupt Spirit Airlines for $10 million to use for product development and artificial intelligence model training.

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As 30-Year Yields Spike to 5.31%, Our Top Chart Strategist Warns There’s a Risk to Stocks: ‘In a Word, Yes’

An unusual surge in bond yields could trigger downside in the stock market. Here's what investors need to know about a rally in long-dated yields.

Barchart

Berkshire Is Chasing GOOG Stock Big Time, But It Might Not Help Reverse Warren Buffett’s Historical Mistake

Berkshire Hathaway added $17 billion worth of Alphabet.

Benzinga

Bill Ackman Bets Big on Magnificent 7 Stocks, But Only Loves 3 of Them

Bill Ackman and Pershing Square Capital (NYSE:PS) have unveiled their portfolio for the second quarter, which includes several new stocks added. The quarter also included major changes to Ackman’s growing bets on the Magnificent Seven stocks.

Benzinga

David Tepper's Latest AI Bet Is CoreWeave

David Tepper‘s latest portfolio update suggests the billionaire hedge fund manager is expanding his AI playbook beyond the industry’s familiar names.

Barchart

Alphabet Stock Has Attractive Short-Put Yields As GOOGL Stock Treads Water

Alphabet stock is attracting short-put investors for attractive one-month yields, as GOOGL stock has been treading water for the past three months. A 5% lower put yields 1.50% for one month.

International Business Times UK

Nvidia Joins SpaceX Mega Investor Club: Alphabet's $94 Billion Stake Tops the Rest

Nvidia's investment in SpaceX makes it a major stakeholder, alongside Alphabet's larger share. Explore the strategic partnerships and financial impacts in the AI and space sectors.

Euronews

Is the EU cracking down on Tobacco? Ask the Euronews AI chatbot

The EU is considering its biggest overhaul of tobacco taxes in over a decade through a revised Tobacco Taxation Directive (TTD). The proposal would increase minimum excise duties on cigarettes by 139 percent and introduce EU-wide minimum taxes on vapes, heated tobacco products, and nicotine pouches.

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