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 · Aug 20
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 · Aug 19
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 · Aug 19
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 · Aug 19
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 · Aug 19
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 · Aug 18
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 · Aug 18
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 · Aug 18
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 · Aug 18
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 UK · Aug 18
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. International Business Times · Aug 18
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. AAP · Aug 18
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. Benzinga · Aug 18
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 · Aug 17
Barchart · Aug 17 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 · Aug 17 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 · Aug 17 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 · Aug 17 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 · Aug 17 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 · Aug 17 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 · Aug 17 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.
The Economic Times · Aug 17 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 · Aug 16 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 · Aug 16 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.
Barchart · Aug 15 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.