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Alphabet Inc. Class A Common Stock
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Marvell Technology issued Google a warrant for nearly 59 million shares worth $12.2 billion as part of a custom chip partnership. The warrant vests in 240 installments, with each $500 million in qualifying purchases unlocking another batch of shares. Full vesting requires $120 billion in Google purchases over 6.5 years—more than double Marvell's current annual revenue—but Google has made no binding commitment to reach that amount.
Read storyBillionaire investor Bill Ackman reduced his Amazon stake by 25% while completely exiting Alphabet and increasing positions in Microsoft and Meta Platforms during Q2. The moves reflect a strategic shift toward companies better positioned in AI, with Microsoft and Meta showing stronger AI integration in their core businesses, while Amazon remains a solid long-term holding despite the reduction.
Read storyAlphabet has increased its 2026 capital expenditure guidance to $195-205 billion (up from initial $175-185 billion), primarily for AI data centers. The investment is justified by Google Cloud's exceptional 82% revenue growth and 36% operating margin, demonstrating strong demand. The company is strategically diversifying away from advertising into cloud computing, positioning itself to profit from the AI boom regardless of which internal bets succeed.
Read storyThe stock market is trading at expensive valuations similar to the dot-com bubble, with the Buffett indicator at an all-time high of 238%. Despite concerns about market conditions and investor gambling behavior, Warren Buffett advises a long-term investment strategy focused on buying wonderful companies at fair prices rather than attempting short-term gains.
Read storyBerkshire Hathaway has invested in Macy's for the first time in six decades, building a 2.8% stake worth approximately $174 million. The investment comes as Macy's executes a turnaround strategy, closing underperforming stores while upgrading others, and posted strong Q1 results with revenue growth and significantly higher earnings. Despite analyst skepticism with an average price target below current levels, Berkshire appears attracted to the retailer's valuation at roughly 10 times trailing earnings.
Read storyBillionaire investor Dan Loeb's Third Point fund sold positions in AI stocks Nvidia, Broadcom, and Meta during Q2 2026, likely for profit-taking reasons. Meanwhile, Loeb dramatically increased his Alphabet stake by 489%, attracted by the company's dominant search monopoly, YouTube ownership, and strong AI growth in Google Cloud, which saw 82% revenue growth.
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Reported EPS compared with analyst estimates.