Berkshire Hathaway increased its position in Alphabet Inc. by 45% during the second quarter of 2026, making it the fourth-largest holding in its portfolio at 9.41%. This move indicates Berkshire Hathaway's confidence in Alphabet's improving business fundamentals, despite the stock's significant price rally since Berkshire's initial purchase in Q3 2025. The decision aligns with recent strong financial results reported by Alphabet in Q2 2026, suggesting potential for further growth. Investors may view this as a positive signal about Alphabet's future performance and Berkshire's strategic investment approach.
Marvell Technology has issued Google warrants for nearly 59 million shares, potentially giving Google a 7% stake if it purchases $12.2 billion worth of custom AI silicon by 2033. This deal aligns incentives by tying Google's equity gain to Marvell's ...
Alphabet Inc is preparing to issue up to A$5 billion in Australian-dollar bonds, potentially the largest corporate bond sale in Australia, to support its growing investment in artificial intelligence infrastructure. The bonds will include 3, 5, 10, a...
Alphabet introduced its first-ever listed income security, the Series A and C Mandatory Convertible Preferred stocks, paying a 6.25% annual dividend and trading on Nasdaq. This new instrument, part of the largest US equity capital raise, funds Alphab...
Microsoft's growing accounts receivable, reaching $80.9 billion in fiscal 2026, suggests it is financing its customers, particularly in AI-related contracts like with OpenAI. This trend highlights shifting power dynamics where dominant customers may ...
David Tepper's Appaloosa LP disclosed its Q2 2026 portfolio centered on five mega-cap AI-related stocks: Amazon, Micron, Taiwan Semiconductor, Meta, and Alphabet. Tepper maintained Amazon as the largest holding and trimmed Micron shares by 41%, takin...
