Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, passing leadership to Greg Abel who now manages a $381 billion portfolio heavily concentrated in just seven stocks. Despite Buffett's retirement from the CEO role, he remains chairman and plans to stay involved but silent in decision-making. Berkshire executed a major portfolio reshuffle in early 2026, reducing holdings from 40 to 26 stocks, with significant sales including those linked to departing manager Todd Combs. The top seven stocks—Alphabet, American Express, Apple, Bank of America, Chevron, Coca-Cola, and Occidental Petroleum—make up nearly 70% of the portfolio, reflecting Buffett's enduring investment strategy focused on strong, dividend-paying companies.
In 2026, Alphabet has delivered outstanding returns over one, three, and five years, contrasting with struggles faced by other hyperscalers. The semiconductor sector remains highly cyclical, impacting both business performance and stock prices. A com...
In Q2 2026, top contributors to growth included Taiwan Semiconductor Manufacturing, Alphabet, United Rentals, Apple, and Visa. Alphabet’s Google Search and Cloud segments showed robust revenue growth of 19% and 63%, respectively, boosting operating i...
Following a five-year antitrust lawsuit by Epic Games, Google will let Android users in the US download third-party apps directly from the Google Play Store starting July 22. This change comes after a court ruling that found Google's Play Store pract...
Jim Cramer cautioned that the recent rally in Big Tech stocks like Alphabet, Microsoft, Meta, and Amazon might be more about investor optimism than real improvements in their business fundamentals. Despite positive news such as Warren Buffett's endor...
Google has announced its biggest solar power and battery storage purchase, investing in a project in Arkansas that will generate enough electricity to meet about 6% of the state's peak demand. The project, developed with Cypress Creek Energy, will ad...
