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Berkshire Hathaway buys $37.8B in Alphabet, ending 3 years of net selling cash hoard.

Market News
15 Aug 2026
24/7 Wall Street
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Bullish
Berkshire Hathaway buys $37.8B in Alphabet, ending 3 years of net selling cash hoard.

Berkshire Hathaway, under new CEO Greg Abel, ended a 14-quarter streak of net selling by purchasing 48.1 million shares of Alphabet worth $37.8 billion, making it the company's third-largest holding. This marks a strategic shift from hoarding cash to investing heavily in a tech giant with strong market dominance and cash flow. Warren Buffett, though retired, influenced the decision, emphasizing long-term value over short-term price. Berkshire still holds $365.5 billion in cash, signaling potential for more large investments ahead.

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Trump-Xi summit to focus on trade, AI, and rare-earth exports amid geopolitical tensions.

Trump-Xi summit to focus on trade, AI, and rare-earth exports amid geopolitical tensions.

President Trump will host Chinese President Xi Jinping at the White House to discuss key issues including trade, tariffs, Taiwan, AI, and rare-earth exports. The talks come amid concerns that failure to extend a rare-earth export ban truce could esca...

Market News
Neutral
6 hours ago
Google's AI agent outperforms Meta's Muse in valuation, growth, and balance sheet strength for retirement investors.

Google's AI agent outperforms Meta's Muse in valuation, growth, and balance sheet strength for retirement investors.

Google and Meta have launched competing AI agents, with Google's CC targeting family productivity and Meta's Muse focusing on personal digital autonomy. For retirement investors, Google's stock is more attractive due to its lower valuation multiples,...

Market News
Bullish
7 hours ago
Alphabet's stock undervalued despite strong Google Cloud growth and AI advances, with potential to hit $600 by 2028.

Alphabet's stock undervalued despite strong Google Cloud growth and AI advances, with potential to hit $600 by 2028.

Alphabet reported an 82% revenue jump in Google Cloud for Q2 2026 and strong AI adoption with its Gemini App reaching 950 million users. Despite this, the stock remains near low valuations due to high capital expenditures and negative free cash flow ...

Analyst Insights
Bullish
2 days ago
Alphabet stock could hit $450 after Q3 2026 earnings on Oct 28, driven by strong cloud growth and capex.

Alphabet stock could hit $450 after Q3 2026 earnings on Oct 28, driven by strong cloud growth and capex.

Alphabet is expected to reach $450 per share by October 30, 2026, following its Q3 earnings report on October 28. The company has consistently beaten earnings estimates, with recent quarters showing significant EPS surprises. Key growth drivers inclu...

Company Fundamentals
Bullish
3 days ago
Alphabet's cloud and AI growth outpaces search, driving a 50% stock upside potential.

Alphabet's cloud and AI growth outpaces search, driving a 50% stock upside potential.

Alphabet's Q2 2026 results highlight rapid growth in Google Cloud, with revenue up 82% and a backlog exceeding $514 billion, surpassing its entire 2025 revenue. This shift from search dominance to cloud and AI services is fueling strong stock perform...

Company Fundamentals
Bullish
3 days ago
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