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Every August, 13F filings crack open the vaults of the world's biggest money managers, and this quarter two billionaires with almost nothing in common landed on the exact same stock.

After three years of selling more than he bought, new Berkshire CEO Greg Abel just broke the streak in dramatic fashion, pouring billions into a single tech giant that Warren Buffett himself quietly identified as the target.

The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.

Elon Musk's SpaceX will build its AI services exclusively on Nvidia system.

On August 11, medtech leader Abbott Laboratories (NYSE:ABT) and tech behemoth Alphabet Inc. (NASDAQ:GOOG) announced a multi-year partnership to unite continuous glucose monitoring with consumer AI. The collaboration embeds data from Abbott’s non-prescription Lingo biowearable directly into the Google Health app, combining real-time metabolic insights with Google’s AI Health Coach to deliver personalized habit recommendations […]

According to the firm’s filing with the Securities and Exchange Commission, Berkshire lifted the combined GOOGL and GOOG position to about 106 million shares.

Berkshire Hathaway added to its stakes in Google’s parent and America’s home-building industry during the second quarter, while selling off its position in Constellation Brands. The Omaha, Neb.-based conglomerate continued to double down on home builders after completing a $6.

Greg Abel—CEO and top stock picker—reduced the company’s portfolio in financial shares during the second quarter.

Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.

Every other hyperscaler is renting part of the AI chain, and one company quietly built the whole thing from the silicon up. The question is whether the market has figured that out yet.

Some companies deserve the praise and attention that investors are giving them. Ones whose growing margins come from cutting their labor force don’t, Amir Goren writes.

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

The Magnificent Seven have been mostly poor performers this year.

Reddit Inc. will join the S&P 500 next week as part of an off-cycle change, S&P Dow Jones Indices said Thursday, sending the social networking platform’s shares surging more than 10% after the bell.

Ackman dumped Alphabet and doubled down on three megacap tech winners. Here's what has to go right for the outperformance to continue.

Strong AI demand may already be priced in.

Norway's sovereign wealth fund valued its Alphabet position at 499 billion kroner, placing Google's parent above Microsoft and Amazon.

Sen. Bernie Sanders (I-Vt) criticized Alphabet‘s Google co-founder Sergey Brin for his efforts to oppose California’s proposed billionaire tax, highlighting the wealth he amassed since President Donald Trump‘s election. On Tuesday, Sanders took to X and pointed out that Brin...

Google-parent Alphabet is planning the largest percentage increase in AI spending, with 2026 capital expenditures projected at roughly $195 billion to $205 billion.

For the 451 S&P 500 companies that have reported Q2 results, aggregate earnings have grown +41.6% YoY on +14.7% higher revenues. Positive surprises are also widespread, with 83.4% beating EPS estimates and 76.5% topping revenue estimates.

Google Cloud's growth rate stayed in the same band in the quarters before the run, but the margin underneath it was doubling in plain sight.

TTD trades near five-year valuation lows as revenue growth slows and earnings estimates weaken, while CTV and retail media preserve long-term upside.

It's not a typical Berkshire business, but it checks the right boxes.

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.

Airbnb's 20% net margin and minimal debt contrast sharply with PepsiCo's 8.8% margin and 2.4x leverage, but valuation premiums tell a different story.

Most investors obsess over picking the AI chip winner, but one company sits at a tollbooth every hyperscaler must pass through regardless of which architecture dominates, and that changes the retirement math completely.

Broadcom controls two chokepoints inside every major AI cluster, and hyperscalers have already signed the contracts to prove it. The question is whether that grip justifies buying the stock today or waiting for a setup with more margin for error.