Berkshire Hathaway significantly increased its stake in Alphabet by $17 billion in Q2, making Alphabet its third largest equity holding worth about $36.6 billion. The purchase included $10 billion from a private placement and $7 billion from the open market. Berkshire also boosted its Delta Air Lines shares by 44%, while reducing stakes in financial firms like Bank of America and Capital One. Despite these moves, investor Michael Burry expressed concerns about Berkshire's cash spending strategy under CEO Greg Abel, fearing a loss of Warren Buffett's patient investment approach.
The four largest cloud buyers—Microsoft, Meta, Alphabet, and Amazon—are set to spend about $500 billion in 2024 on AI infrastructure, driving up electricity and water usage significantly. This surge is pushing U.S. residential power prices higher and...
Three major large-cap growth ETFs—Schwab SCHG, Vanguard VUG, and Invesco QQQ—offer different approaches to capturing growth, especially in AI and tech sectors. QQQ, tracking the Nasdaq-100, outperformed with a 10-year return of about 513%, benefiting...
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...
In August 2026, the three major US cloud providers—Microsoft Azure, Amazon AWS, and Google Cloud—reported strong revenue growth driven by heavy AI infrastructure investments. Azure grew 43% in Q4 FY2026, AWS posted 36.7% growth, and Google Cloud surg...
Berkshire Hathaway, led by Warren Buffett, increased its investment in Alphabet, the parent company of Google and YouTube, by 83% in the second quarter. As of June 30, Berkshire owned nearly 106 million shares valued at approximately $37.8 billion, u...
