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Alphabet’s Record Yen Bond Deepens AI Bet And Balance Sheet Questions
Simply Wall St.96d agoneutral
Alphabet’s Record Yen Bond Deepens AI Bet And Balance Sheet Questions

Alphabet issued a record ¥576.5 billion (about $3.6b) yen-denominated corporate bond, the largest ever by a foreign company in Japan. The sale is Alphabet's first yen bond and is aimed at funding AI infrastructure, including cloud and datacenter capacity. This deal is part of a wider funding push that has seen Alphabet raise close to $60b in global debt markets for AI spending. Wall Street is increasingly focused on the scale of AI related borrowing by large tech companies and its impact on...

Berkshire Hathaway triples Alphabet stake and invests in Delta and Macy's under new CEO
Associated Press96d agoneutral
Berkshire Hathaway triples Alphabet stake and invests in Delta and Macy's under new CEO

Berkshire Hathaway more than tripled the size of its investment in Google's parent company and bought over $2.6 billion worth of Delta Airlines stock as Greg Abel settled into the CEO job after taking over from Warren Buffett at the start of the year. The conglomerate also dumped a number of other stocks, including Visa, Mastercard, Domino's Pizza, Amazon and United Healthcare after the departure late last year of Todd Combs, who was one of the two investment mangers Buffett hired to help manage the portfolio. Buffett was always reluctant to invest in tech companies because he said he didn't understand them well enough to predict the long-term winners.

Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter
Barrons.com96d agoneutral
Pershing Square Snapped Up Microsoft Shares, Exited Hilton, Slashed Alphabet Stake in First Quarter

Pershing Square Capital Management, the hedge fund run by billionaire Bill Ackman, added Microsoft as a core holding during the first quarter of 2026, betting that the software giant will be a winner in the artificial-intelligence race. Pershing Square held 11 U.S.-listed equity positions with a disclosed market value of about $13.71 billion by the end of the first quarter, according to the fund’s latest 13F filing, which was submitted to the Securities and Exchange Commission on Friday. The top holding was Brookfield , valued at roughly $2.42 billion; followed by Amazon valued at $2.39 billion; and Uber valued at $2.15 billion.

Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance
24/7 Wall St.96d agobearish
Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance

NVIDIA (NASDAQ: NVDA) closed its fiscal year on Feb. 25, 2026 with $68.13 billion in Q4 revenue, up 73.2% YoY. Alphabet (NASDAQ: GOOG) followed in late April with $109.90 billion in Q1 revenue and a $460 billion Cloud backlog. Both earnings reports frame the same AI build-out from opposite ends: NVIDIA sells the shovels, Alphabet ... Nvidia Sells the Shovels, Alphabet Digs the Mine: Two Paths to AI Dominance

Chasing The Alpha In Alphabet Stock — The Swing Trading Advantage
Investor's Business Daily96d agoneutral
Chasing The Alpha In Alphabet Stock — The Swing Trading Advantage

The market momentum in the last month has made many investors feel confident as the beta — the general market lift — did a lot of heavy lifting for positions. Of the "Magnificent Seven," Alphabet turned in one of the strongest performances since the follow-through day on April 8. From the follow-through day (1), Alphabet stock shot up 10% in three weeks' time (2).

Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge
Barrons.com97d agobullish
Sandisk Insiders Cash In on the AI Stock’s Tremendous Surge

Sandisk insiders are harvesting gains from a blistering stock rally that has been fueled by artificial-intelligence demand for the company’s memory products. A filing with the Securities and Exchange Commission shows Chief Accounting Officer Michael Pokorny sold 2,446 shares on Tuesday for $1,426.18 each, or roughly $3.5 million. Following the transaction, Pokorny directly owned 22,375 Sandisk shares, which were valued at just under $31 million based on Thursday’s closing price of $1,382.72.