GOOGL
GOOGL
$344.65
$-1.71 (-0.49%)
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Greg Abel, Warren Buffett's successor at Berkshire Hathaway, ended a 14-quarter...
Greg Abel, Warren Buffett's successor at Berkshire Hathaway, ended a 14-quarter streak of net stock sales by purchasing $19.8 billion more in equities than sold in Q2 2026. The company's Form 13F filing, due today after market close, will reveal Abel's investment moves, with Alphabet being a confirmed major purchase through a $10 billion private placement. The filing is expected to show significant buying activity in commercial, industrial, and tech companies.
Taiwan Semiconductor Manufacturing (TSMC) and Broadcom are positioned to join Al...
Taiwan Semiconductor Manufacturing (TSMC) and Broadcom are positioned to join Alphabet in the exclusive $4 trillion market cap club by 2028-2029. Both companies are major beneficiaries of surging AI spending, with TSMC dominating logic chip fabrication and Broadcom capitalizing on custom AI chip partnerships with hyperscalers. Analysts project TSMC could reach $733 per share (71% upside) and Broadcom $638 per share (52% upside) by 2028 at a 30x P/E ratio, though the author believes Wall Street is underestimating their growth potential.
Amazon remains the only $3 trillion company that has never paid a dividend, unli...
Amazon remains the only $3 trillion company that has never paid a dividend, unlike Microsoft, Apple, Nvidia, and Alphabet. The company is spending heavily on AI and cloud infrastructure ($220 billion expected in 2026), resulting in negative free cash flow of $7.6 billion over the past 12 months. Management believes this aggressive capital investment strategy will generate better returns than shareholder payouts, with AWS revenue growing 37% year-over-year.
Micron and Sandisk stocks have declined 25-42% from 2026 highs due to market con...
Micron and Sandisk stocks have declined 25-42% from 2026 highs due to market concerns about future memory chip price declines. However, the article argues both are buying opportunities given severe memory chip shortages driven by AI buildout, with Wall Street projecting 85-140% revenue growth for FY 2027. New production capacity won't come online until late 2027-2028, supporting elevated prices and strong demand in the near term.
Second-quarter earnings season shows strong results with 86% of S&P 500 companie...
Second-quarter earnings season shows strong results with 86% of S&P 500 companies beating earnings expectations and 75% exceeding revenue forecasts. Year-over-year earnings growth reached 50.4% and revenue growth 15%, the highest rates since 2021. Energy sector led with 42.5% revenue growth due to elevated oil prices, while Alphabet and Amazon significantly boosted overall earnings through one-time investment gains rather than operating income.
SpaceX CEO Elon Musk stated that the majority of the company's revenue will come...
SpaceX CEO Elon Musk stated that the majority of the company's revenue will come from artificial intelligence by September, with 99% expected within 4-5 years. The company has secured lucrative AI compute deals with Anthropic and Alphabet generating $2.15 billion in monthly revenue. SpaceX's $28.5 trillion total addressable market is largely driven by its $26.5 trillion AI division. However, the company's valuation remains dependent on successfully executing its space ambitions, including orbital data center deployment via its Starship rocket.
Apple and Alphabet are competing to become the second company to reach a $5 tril...
Apple and Alphabet are competing to become the second company to reach a $5 trillion market cap after Nvidia. While Apple currently leads with $4.4 trillion versus Alphabet's $4.2 trillion, Alphabet is better positioned to reach the milestone first due to strong AI-driven growth in cloud computing and data centers. Apple faces headwinds from rising memory chip prices that could pressure margins under new CEO John Ternus, while Alphabet also trades at a lower valuation premium relative to its operating cash flow.
Alphabet revealed in its Q2 2026 Form 13F filing that it owns 551.2 million Spac...
Alphabet revealed in its Q2 2026 Form 13F filing that it owns 551.2 million SpaceX shares worth $94.18 billion, representing a 7% stake and 8,000%+ return on its initial $900 million investment in 2015. Additionally, Alphabet holds an estimated 14% stake in Anthropic valued at over $120 billion from less than $13 billion invested, demonstrating the company's exceptional track record as an investor.
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the...
Wall Street has raised Nvidia's earnings estimates to 44% annual growth over the next three years, as analysts continue to underestimate hyperscaler spending on AI infrastructure. The top five hyperscalers are now projected to spend $733 billion on capex in 2026 (up from $361 billion estimate), with potential for further underestimation in 2027. Nvidia's dominance in AI chips, networking, and CPUs positions it to capture approximately 26% of hyperscaler capex spending.
Elon Musk announced that SpaceX's AI revenue will surpass all other business seg...
Elon Musk announced that SpaceX's AI revenue will surpass all other business segments by September 2026, with plans to reach 10 gigawatts of computing capacity by end of 2027 potentially generating $300-500 billion annually. However, the company faces significant execution challenges including power constraints, chip availability limitations, massive capital requirements exceeding $25 billion already spent, and customer contracts with flexible 90-day exit clauses.
