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Is Alphabet (GOOGL) Still Undervalued?
Insider Monkey67d agoneutral
Is Alphabet (GOOGL) Still Undervalued?

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Alphabet (NASDAQ:GOOGL) ranks #2 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 265 Top Pick Of: Chase Coleman — Tiger Global Management Alphabet (NASDAQ:GOOGL) is the biggest holding of billionaire Chase Coleman’s Tiger Global. What was once seen as […]

Greg Abel Era At Berkshire Hathaway Shifts Capital Toward Housing And Tech
Simply Wall St.67d agoneutral
Greg Abel Era At Berkshire Hathaway Shifts Capital Toward Housing And Tech

Berkshire Hathaway (NYSE:BRK.B) under new CEO Greg Abel is reshaping its capital deployment approach. The company has agreed to acquire Taylor Morrison Home, increasing its direct ownership in an operating business. Berkshire has also made a large investment in Alphabet, adding a major technology and AI platform to its holdings. Berkshire Hathaway sits at the center of many portfolios, and at a share price of $489.25, NYSE:BRK.B often serves as a reference point for long term compounding...

Harvard University Likes Meta (META) Stock Despite AI CapEx Fears
Insider Monkey67d agoneutral
Harvard University Likes Meta (META) Stock Despite AI CapEx Fears

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Meta Platforms (NASDAQ:META) ranks #8 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $111,310,180 Meta Platforms (NASDAQ:META) is down about 12% so far this year, with CapEx-related fears being the primary drag on the stock despite Mark Zuckerberg’s assurances that these […]

Harvard University Likes This Top AI Stock
Insider Monkey67d agoneutral
Harvard University Likes This Top AI Stock

We just covered Harvard University Stock Portfolio 2026: Top 10 Picks. Amazon.com (NASDAQ:AMZN) ranks #4 (see Harvard University Stock Portfolio 2026: Top 5 Picks). Harvard’s Stake: $149,441,848 Amazon.com (NASDAQ:AMZN) is among the top beneficiaries of the AI revolution, yet its stock hasn’t received nearly the same appreciation as peers like Google and Nvidia — which many […]

Alphabet’s US$80 Billion AI Build‑Out Funding Might Change The Case For Investing In Alphabet (GOOGL)
Simply Wall St.67d agoneutral
Alphabet’s US$80 Billion AI Build‑Out Funding Might Change The Case For Investing In Alphabet (GOOGL)

In early June 2026, Alphabet Inc. moved to raise over US$80 billion for AI infrastructure via a mix of follow-on equity offerings, convertible and preferred fixed‑income securities, and a US$10 billion private placement from Berkshire Hathaway, while also appointing long‑time finance executive Marsida Saraci as Principal Accounting Officer. This large-scale capital raise, backed by a wide syndicate of underwriters and Moody’s credit‑positive view, signals Alphabet’s intention to finance an...

Does Google Stock Have More Upside?
Trefis67d agoneutral
Does Google Stock Have More Upside?

Alphabet (GOOGL) stock is at an interesting point right now. It has strong momentum, and if you bet on it, you are betting on a company with strong profitability, good cash flow, a low-debt to market cap structure, and good tailwinds. But is that enough.

How Investors May Respond To Walmart (WMT) Expanding Wing Drone Network And Premium Grocery Push
Simply Wall St.67d agoneutral
How Investors May Respond To Walmart (WMT) Expanding Wing Drone Network And Premium Grocery Push

In early June 2026, Walmart and Alphabet-owned Wing agreed to expand their drone delivery partnership to seven additional U.S. metro areas, while Walmart also pushed ahead with ultra-fast grocery and restaurant delivery and introduced premium offerings like the McClaren Farms Smokehouse Angus beef line in Texas. Together, these moves highlight how Walmart is using technology and higher-end products to deepen convenience for customers and broaden its appeal to higher-income households. Next,...

Alphabet Deepens AI Bets With Waymo Testing Site And Anthropic Backing
Simply Wall St.67d agoneutral
Alphabet Deepens AI Bets With Waymo Testing Site And Anthropic Backing

Waymo, Alphabet's autonomous driving unit, acquired Apple's former self driving test facility in Arizona, expanding its access to a dedicated proving ground. Alphabet (NasdaqGS:GOOGL) is playing a central role in Anthropic's US$35b AI data center financing, supplying chips and acting as a financial guarantor. These moves link Alphabet more closely to both physical mobility networks and large scale AI infrastructure build outs. Alphabet, through Waymo and Google Cloud, now touches two core...

What the SpaceX IPO Portends for OpenAI and Anthropic
The Wall Street Journal67d agoneutral
What the SpaceX IPO Portends for OpenAI and Anthropic

SpaceX’s soaring shares, which brought the company’s market value to $2.1 trillion on Friday, was a stunning debut for the first of what could be three of the largest IPOs in history. AI giants Anthropic and OpenAI have filed paperwork in preparation for potential public listings and could IPO later this year. What does SpaceX say about investor appetite for AI?

Bloomberg67d agoneutral
Paramount’s Deal for Warner Bros. Is Cleared by US DOJ

(Bloomberg) -- The US Justice Department has closed its antitrust probe into Paramount Skydance Corp.’s $110 billion purchase of Warner Bros. Discovery Inc., according to people familiar with the decision.Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekXbox Plans Significant Layoffs as New CEO Plans OverhaulSpaceX Shares Close 19% Higher After Historic $75 Billion IPOTrump Insists Iran Deal Is Close

Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected
24/7 Wall St.67d agoneutral
Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected

Brad Gerstner’s Altimeter Capital fully exited its entire 519,290-share Alphabet (NASDAQ:GOOGL) position in Q1 2026, according to the firm’s 13F filed May 15, 2026 (SEC CIK 0001541617). In its place, Gerstner opened two brand-new positions that did not exist in the prior quarter: 1,715,440 shares of Arm Holdings (NASDAQ:ARM) worth roughly $259.5 million, and 148,986 ... Billionaire Brad Gerstner Dumped All of His Alphabet Then Bought 2 Stocks Nobody Expected

Bloomberg67d agoneutral
SpaceX Rented Out Computing After Own Teams Had Trouble Using It

(Bloomberg) -- SpaceX decided to rent out the full capacity of its Colossus 1 data center in Memphis to Anthropic PBC after encountering technical challenges using the facility to develop and run its Grok artificial intelligence models, according to people familiar with the matter. Most Read from BloombergSpaceX IPO Raises $75 Billion in Biggest Debut of All TimeUS, Iran Edge Toward Interim Deal Signing Close to G7 Next WeekXbox Plans Significant Layoffs as New CEO Plans OverhaulTrump Insists Ir