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A huge backlog plus massive spending equals incredible revenue growth.

More than 40% of it went into a single private placement, priced about 1% under what public buyers paid in the same deal.

You can't go anywhere today without hearing people talk about artificial intelligence. AI is seeping into every aspect of our daily lives, for better or worse. No matter what you think about this sea change, there's no denying its existence. It's being incorporated into everything from smartwatches ...

Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.

Berkshire Hathaway's Q2 filing points to $13.5 billion in unnamed stock buys. The Aug. 14 13F reveals Abel's targets.

Warby Parker (NYSE:WRBY) reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program. Adjusted EBITDA

Once deemed an AI loser, Shopify has a huge agentic commerce opportunity in front of it.

Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a soaring cloud business while the other watched free cash flow crater 91%. The gap between their results raises a hard question about which AI spending bet Wall Street should still trust.

VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the fix.

Huang's stock advice could become even more valuable in 2027.

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.

The largest companies are huge because they have run their businesses very well.

The tech mogul is the world's third-richest person.

High-performing open-weight models could put downward pressure on pricing for the leading U.S. frontier labs.

This prediction addresses a major risk of the AI build-out.

Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.

Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI tools available across Oracle's cloud and business software stack. Enterprise customers are expected to gain more options for building AI powered workflows and analytics on Oracle's platforms. Oracle is far from the only stock tied to the build out of AI capabilities across software and...

NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI’s ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch […]

S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.

For three years, Greg Abel sat on one of the largest cash piles in corporate history while the market ran without him. Something just changed, and the new portfolio bets reveal exactly where Berkshire is placing its next big wager.

Alphabet's growth opportunities look like an embarrassment of riches.

More than a year after announcing plans to phase it out, Google is finally moving ahead with a major change that will affect millions of consumers. The familiar tool has been part of people's daily routines for years, helping with everything from simple questions and reminders to controlling ...

Berkshire Hathaway's new CEO Greg Abel spent a significant chunk of the company's massive pile of cash as it invested $10 billion in Google's parent company and repurchased about $4.5 billion of its shares. The conglomerate that legendary investor Warren Buffett built reported its second-quarter earnings Saturday morning and disclosed that its cash holdings had shrunk to $365.5 billion from nearly $400 billion at the end of March. Berkshire's report suggested that it had added more than $24 billion worth of commercial, industrial and other stocks to its portfolio, but the earnings report doesn't name the stocks it bought.

The conglomerate struck a $6.8 billion deal, repurchased Berkshire shares and was a net buyer of other stocks, while more than doubling quarterly profits

SanDisk’s groundbreaking High Bandwidth Flash technology could redefine AI memory infrastructure. Should you hop in to buy SNDK now?

Investing.com - Berkshire Hathaway Inc. drew down its record cash pile to $364.7 billion in the second quarter as Chief Executive Officer Greg Abel ramped up stock repurchases to $4.53 billion and oversaw a doubling in net profit. Moving aggressively into the equity market, Berkshire became a net buyer of stocks for the first time in 15 quarters, deploying billions into top holdings such as Alphabet Inc.. Simultaneously, the conglomerate repurchased $4.53 billion of its own shares in the three m

Alphabet's quarter was boosted by huge SpaceX gains.

Compensation consultant Johnson Associates dubs it “The Year of the Bank” in a recent report, with year-end incentive pools 5% to 20% higher than 2025 at major investment and commercial banks. “Everything is shaping up to be a fantastic year for the banks,” says the firm’s managing director Chris Connors. Record earnings driven by equity trading, underwriting, and advisory are fueling the bountiful year-over-year increases in bank bonuses.