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BIZARRE: 4 | Mind Blowing Facts

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.

Barchart

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

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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.

Benzinga

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.

Barchart

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.

International Business Times UK

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.

Euronews

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What Nvidia's $500 billion Wall Street deal signals about the AI boom

Nvidia and six of the world's largest investment firms announced plans last week to channel more than $500 billion (€433bn) into AI infrastructure, an arrangement designed to let tech companies build data centres without loading the cost onto their own balance sheets.

Euronews

US Stock Market: Tiger Global trims big tech bets, adds AMD and SpaceX in Q2

Tiger Global reshuffled its tech portfolio in Q2, cutting stakes in Alphabet, Nvidia, Microsoft, Amazon, Meta, Broadcom and TSMC while exiting Netflix. The fund more than doubled its Intel holding and initiated positions in AMD and SpaceX, signalling a shift toward semiconductor exposure and emerging technology opportunities, according to filings.

The Economic Times

Still holding cash at home? Warren Buffett calls it oxygen, but says it’s not good as an asset

Berkshire Hathaway's successor Greg Abel is deploying its large cash reserves. The firm recently bought back shares and invested heavily in equities. Alphabet stock saw a significant purchase, becoming a major holding. Berkshire's cash pile decreased after these strategic acquisitions. The company reported strong quarterly operating profit and net income…

The Economic Times

Tiger Global Management cuts stakes in Big Tech, buys into SpaceX

The hedge ⁠fund cut ⁠its Alphabet holdings by 45.4% to 5.81 million shares as of June 30 from the end of March, and its Nvidia stake by 6.8% to 11.20 million shares.

The Economic Times

Sergey Brin Wants Google to Double Down on Gemini. What That Means for GOOGL Stock.

Co-founder Sergey Brin wants Google to keep improving Gemini capabilities.

Barchart

Alphabet Stock to $515: 3 Reasons the Bull Case Is Getting Stronger

The $515 price target for Alphabet stock represents a significant upside potential from its recent closing price.

Barchart

Berkshire Hathaway Doubles Down on Homebuilders, Makes Alphabet Top 3 Holding

Berkshire Hathaway (NYSE:BRK)(NYSE:BRK) is no longer run by Warren Buffett, with the legendary investor stepping down as CEO at the end of 2025. While Buffett is still chairman and active with the company, the control is now in the hands of CEO Greg Abel.

Benzinga

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Barchart

GOOGL Stock Alert: Google Unleashes Its Biggest Weapon Against Apple

Google’s Pixel 11 puts Gemini at the heart of its smartphone strategy as Alphabet looks to expand AI adoption and challenge Apple’s ecosystem.

The Economic Times

How a $900 million bet on SpaceX turned 100x into $94 billion for Alphabet

Alphabet's initial $900 million SpaceX investment is now worth approximately $94 billion. This significant return makes Alphabet the largest institutional shareholder in the rocket company. Other early backers like Fidelity Investments and Saudi Arabia's PIF also hold substantial stakes.

Benzinga

MSFT Could Emerge as Big Tech's Free Cash Flow King in 2027 While GOOGL, META Stay Negative: Analyst

Microsoft Corp. (NASDAQ:MSFT) could emerge as Big Tech’s strongest free cash flow generator in 2027, while Google’s parent, Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), and Meta Platforms Inc. (NASDAQ:META) could remain free-cash-flow negative, according to third-party estimates highlighted by I/O Fund analyst Beth Kindig.

The Economic Times

Alphabet's SpaceX bet grows 100-fold over a decade to $94 billion

Alphabet has emerged as by far the largest single institutional holder of SpaceX following its $86 billion IPO in June, according to a Reuters analysis of quarterly ‌filings made public so far. The ⁠filings shed ⁠new light on the scale of positions acquired by SpaceX's backers as the company transitioned…

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The Economic Times

Jefferies’ Chris Wood spots a hidden risk in Big Tech’s $165 billion AI capex race

Big Tech’s AI capex surge is putting pressure on free cash flow, with Microsoft, Amazon, Alphabet and Meta spending $165 bn in Q2 against just $7 bn in free cash flow. Jefferies’ Chris Wood warns that growing reliance on cash-burning AI firms OpenAI and Anthropic could pose a hidden risk.

The Economic Times

Google unveils Gemini 3.7 Flash AI model for coding, agent workflows

Investors have been closely watching for Gemini 3.5 Pro, Google's premium model, as a test of whether its DeepMind AI unit can keep pace with rivals Anthropic ‌and OpenAI. Google had ⁠said ⁠in July Gemini 3.5 Pro was being tested with partners and would be coming "soon".

Benzinga

Congressman Violates Stock Act: Reports 22 Trades After Deadline, Including Some Nearly Two Years Old

When members of Congress buy or sell stocks, any trades reported after the 45‑day disclosure window violate the STOCK Act and tend to draw heightened scrutiny from retail investors. One congressman recently disclosed 32 trades, with 22 filed past the deadline.

The Economic Times

Inside the Google executive moves that led to its big AI reshuffle

On August 5, the Mountain View, California, tech giant announced a sweeping leadership overhaul of its Google DeepMind AI division in which its chief, Demis Hassabis, stepped aside in favor of his deputy, Koray Kavukcuoglu. Hassabis became chair, with fewer management obligations. At the same time, the two original technical…

The Economic Times

Global Market: Norway sovereign fund reveals stake in Musk’s SpaceX

Norway’s $2.3 trillion sovereign wealth fund held a 0.05% stake in SpaceX worth $1.22 billion as of June 30, marking its first public disclosure of an investment in the private space company. The fund also holds major stakes in Nvidia, Apple, Alphabet and Microsoft.

The Economic Times

Norway wealth fund holds $1.2 bln stake in SpaceX

It held a 1.28% stake worth $62 billion in Nvidia, a 1.24% stake worth $52 billion in Apple, a 1.17% stake worth $50 billion in Alphabet, a 1.27% stake worth $35 billion in ⁠Microsoft and a ‌1.7% stake worth $34 billion in Taiwan Semiconductor Manufacturing, fund data showed.

Barchart

This Mag 7 Dividend Stock Is Trading Near 2026 Highs. Why It's Still a Buy.

Microsoft's dividend yield is the highest among the Magnificent 7 companies. Reasonable valuations and strong momentum in AI monetization make MSFT stock a buy despite the sharp rally from its 2026 lows.

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