In Q2, corporate earnings grew 50.4%, the fastest pace since mid-2021, driven largely by Alphabet and Amazon, which contributed 18.4 percentage points to this growth. Alphabet posted a massive 216% earnings per share beat, though adjusting for unrealized gains shows results closer to estimates. Even excluding these two giants, earnings growth and profit margins reached record highs since 2009. This strong earnings momentum has led to a bullish outlook on the broader market, with some rotation into momentum-driven sectors like memory chips expected.
In Q2 2026, Berkshire Hathaway sold 4.15 million shares of Capital One, reducing its stake by 58%, while Third Point increased its holdings by 685,000 shares. Berkshire also reduced exposure to other consumer credit firms like Bank of America and All...
Berkshire Hathaway reported a strong second quarter with manufacturing revenues up 15.2% and pre-tax earnings growing 25.8%, driven by organic and acquisition growth in units like Precision Castparts and OxyChem. Under CEO Greg Abel, the company has ...
Amazon briefly surpassed a $3 trillion market cap in early August but pulled back slightly after. Despite this, analysts at 24/7 Wall St. see a 30.51% upside with a price target of $342.78 over the next year, citing strong Q2 revenue growth of 19.62%...
Berkshire Hathaway, led by CEO Greg Abel, adopted a more active investment approach in Q2, adding significantly to Alphabet and Delta, announcing a $6.8 billion acquisition of Taylor Morrison, and executing $4.4 billion in share buybacks. Operational...
Bridgewater Associates, led by Ray Dalio, disclosed a $24.4 billion stock portfolio as of June 30, 2026, with a strong focus on ETFs like SPY and IVV, which make up over 25% of holdings. The hedge fund increased its ETF positions but reduced stakes i...
