Dear Google Stock Fans, Mark Your Calendars for May 19 Alphabet’s Google I/O event is expected to showcase major Gemini AI upgrades and deeper agentic AI integration. Barchart · May 19
Ackman and Berkshire Are Betting Against Each Other on AI Bill Ackman's Pershing Square made big moves in top AI hyperscaler stocks in Q1, with several standing in clear contrast to Berkshire Hathaway's changes. MarketBeat · May 19
Nvidia's outlook will be a test of its strategy to maintain AI dominance Nvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a market where rivals like Alphabet and Amazon are making strides. Traditional players Intel and AMD are also pushing new chips. The Economic Times · May 19
Google, Blackstone plan AI cloud venture with $5 billion backing: WSJ Google and Blackstone are reportedly planning to launch a new AI cloud company, with Blackstone contributing $5 billion in equity for a majority stake. The venture will leverage Google's specialised AI chips, hardware, software, and services. Long-time Google executive Benjamin Treynor Sloss is slated to lead the new US-based company. The Economic Times · May 19
Berkshire Hathaway Doubles Down on GOOG Stock While Dumping AMZN. You Probably Shouldn’t. Berkshire Hathaway has exited its stake in Amazon while tripling its Alphabet holdings. Should you follow suit? Barchart · May 18
Nvidia Stock Hit Record Highs on Huang’s China Visit. Q1 Earnings Could Take NVDA Even Higher. NVDA stock recently hit record highs, but its upcoming earnings report could be the next major catalyst. Barchart · May 18
NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand The deal, one of the largest in the U.S. power industry, adds to a wave of consolidation as the rapid data-center buildout lifts power demand for the first time in two decades, opening up a lucrative revenue stream and boosting profit prospects. The Economic Times · May 18
Dominion energy stock rises highest in over 3 years, Nextera energy stock crashes. Here's why NextEra Energy is buying Dominion Energy in an all-stock transaction valued at about $66.8 billion, creating the world's largest regulated electric utility by market value. The Economic Times · May 18
Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1 Berkshire Hathaway has a new top dog. Its appears that Greg Abel is barking loudly, upending much of the company's huge investment portfolio. MarketBeat · May 18
Bill Ackman Says Alphabet Stake Sale Wasn't a Bet Against Google — Then Reveals Bullish Microsoft Bet Pershing Square's Bill Ackman liquidated his Alphabet position to build a £1.58bn ($2.09bn) Microsoft stake at 21 times forward earnings. International Business Times UK · May 18
Citadel Advisors Cut Stakes in Nvidia, Microsoft and Amazon Despite AI Rally — But Held Onto Tesla and Meta US hedge funds, including Citadel Advisors, adjusted their portfolios in Q1 amid market volatility, selling stakes in major tech stocks. International Business Times UK · May 18
Stanley Druckenmiller Dumps Alphabet After Boosting Stake 277% Last Quarter — Here's What He's Buying Now Stanley Druckenmiller's Duquesne Family Office sold its entire Alphabet stake in Q1 despite impressive returns amid concerns over AI competition and regulatory pressures. International Business Times UK · May 18
Berkshire Hathaway's Top 20 Holdings Revealed in 13F Filing — Google Stake Tripled, Apple at $57.8 Billion Berkshire Hathaway's latest 13F filing reveals a strategic shift with increased investments in Google and Delta Air Lines, while reducing stakes in companies like Visa and Amazon. International Business Times UK · May 18
Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment? Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowing global IT spending, and muted earnings. This strategic shift reflects investor caution amid a transition phase for the IT sector, with a preference for domestic sectors like financials and defence. The Economic Times · May 18
Barchart · May 17 Microsoft Stock Is an AI Bargain That Investors Are Missing Microsoft trades at a more attractive valuation relative to peers like Alphabet and Amazon.
Barchart · May 17 NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week Markets face a reasonably quiet week, but it will be dominated by Wednesday's Nvidia (NVDA) earnings and Alphabet's two-day developer conference, creating a critical test for AI infrastructure investment sustainability and technology sector leadership.
MarketBeat · May 17 Alphabet’s YouTube CEO Touts AI, Creators and TV as Growth Flywheel YouTube CEO Neal Mohan said the Alphabet (NASDAQ:GOOG) video platform is continuing to lean on creators, subscriptions, connected TV and artificial intelligence as the core drivers of its business, while emphasizing that the company’s overall strategy has remained consistent even as the media indust
The Independent UK · May 16 Dozens of empty Waymos invade quiet cul-de-sac in Atlanta leaving neighbors baffled The company says it has addressed a routing behavior that explained the odd patterns
Barchart · May 16 AXT Turned the AI Data Center Boom Into an 8,436% 1-Year Return AI infrastructure spending is reshaping the semiconductor supply chain in unexpected ways. AXT emerged as one of the market’s top performers by supplying materials essential to modern data centers.
International Business Times · May 16 SpaceX Files for the Largest IPO Ever Since Absorbing a $4.94 Billion Loss From Its xAI Merger A cash-printing satellite network, an entrenched launch monopoly, and a $14-billion-a-year AI furnace are about to be priced under a single ticker. The hard part isn't the size. It's deciding what SpaceX actually is.
Barchart · May 16 Alibaba Profit Fell Sharply, But Full-Stack AI Moved From Incubation to Commercialization. What This Means for BABA Stock. Despite Alibaba Group's report of a sharp drop in profitability, its full-stack AI business could be seen as a pivot in the right direction.
MarketBeat · May 16 Alphabet's Googlebook Brings Gemini AI to PC Hardware Alphabet unveiled the Googlebook, a new AI-native laptop line built around Gemini Intelligence, with hardware partners including Acer, Asus, Dell, HP, and Lenovo.
The Economic Times · May 16 Berkshire Hathaway’s Greg Abel bought sector that Warren Buffett long avoided in his first year as CEO Under new CEO Greg Abel, Berkshire Hathaway significantly boosted its tech and airline holdings, tripling its Alphabet stake and buying over $2.6 billion in Delta Air Lines shares. This shift follows Todd Combs' departure and marks a departure from Warren Buffett's historical tech avoidance, with Abel now steering the conglomerate's…
Euronews · May 16 Nvidia surpasses Germany: How the market caps of tech giants compare to top economies Nvidia’s market capitalisation ($5.7 trillion) has overtaken Germany’s GDP ($5.45 trillion). The combined value of the five largest US companies now exceeds the total GDP of Europe’s five largest economies.
Kiplinger · May 15 Here's What Berkshire Hathaway Did in Its First Quarter Without Buffett Q1 2026 marked Berkshire Hathaway's first quarter without Buffett buying and selling stocks in its equity portfolio. Here's what Greg Abel & Co. did.