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Berkshire Hathaway's new CEO is putting his own stamp on its stock portfolio by tilting it toward a pair of tech giants poised to profit from the AI revolution.
When the "Oracle of Omaha" loads up on a stock, investors should pay attention.
It's yet another reason to be bullish on the stock.
(Bloomberg) -- Moonshot AI has told investors it’s preparing to list in as early as six months, seizing the opportunity to tap capital markets after its latest model upended industry perceptions of China’s burgeoning capabilities and sent global tech stocks reeling.Most Read from BloombergFCC Near Rulings Against Disney Over ‘The View,’ TV LicensesUS Strikes Iran to ‘Punish’ It for Attack That Killed 2 TroopsThousands of Trucks Haul Iraq’s Oil Through Syria in Sign of Hormuz LegacyTaylor Farms P
Alphabet's stock could soar if the company crushes earnings.
The Trump Administration announced a 25% tariff on most Brazilian imports late Wednesday, effective July 22. The U.S. has invoked Section 301 of the Trade Act of 1974, targeting certain Brazilian practices, which include directives to American tech giants like...
Dow Jones futures: An Iran attack killed two U.S. service members. Google earnings and capex guidance will be key this week. Tesla, Intel, GE Vernova also report.
SpaceX is in talks with the Pentagon over a multi-billion-dollar AI computing deal. Could this be the contract investors have been waiting for?
Intel Corporation (INTC) and Google Cloud announced an expanded partnership on Thursday 16th, deploying Gemini Enterprise across Intel’s workforce and pushing agentic AI tools into its chip design process, according to an Intel Newsroom statement. The announcement should have read as an unambiguous ...
Apple isn't just counting on customers to keep buying iPhones. It also expects them to keep paying every month long after they've bought one. While Apple built its reputation selling cutting-edge devices, its fastest-growing profit engine has become Services, the business that keeps generating ...
QQQ sits near all-time highs, but its fate in the second half of 2026 hinges on just two variables that most holders never track. Get either one wrong and the fund's year-to-date cushion evaporates faster than it built.
Tech giants now control nearly half the S&P 500, surpassing even dot-com bubble levels, and the AI spending race is raising uncomfortable questions about what happens when a handful of companies drive the fate of an entire index.
When Meta's CFO admitted the company keeps underestimating its own compute needs, most investors saw a red flag. One analyst saw the opposite, and has been loading up on shares ever since.
On Wednesday, Apple Inc. shares surged to a record high after investors welcomed the company’s new Siri AI beta and progress on Apple Intelligence, with prominent analysts Gene Munster and Ming-Chi Kuo saying the rally reflects growing confidence in Apple’s...
How will Intel stock fare as its second-quarter print prepares to arrive in the coming days?
In a major move towards transparency, billionaire Elon Musk, owner of social network X, has declared his intention to make the platform’s entire codebase open source. Musk took to X on Wednesday and stated that the company would make the...
Investors are focusing more on what could be the company's most important segment going forward.
A massive borrowing binge by technology giants expanding their artificial intelligence capabilities is fundamentally transforming fixed-income dynamics. Companies like Meta Platforms Inc., Nvidia Corp., and Amazon.com Inc. are leading a historic capital expenditure push, issuing hundreds of billions in corporate...
Microsoft Corp. has reportedly instructed its sales team on Tuesday to position in-house AI models above rival offerings from OpenAI, Alphabet’s Google and Anthropic, as part of a fiscal 2027 strategy session. Executive Vice President Jay Parikh told staff, “Everyone...
Warren Buffett’s decision to start building a stake in Alphabet is being seen as a late-career imprimatur for artificial intelligence. For stockholders in Berkshire Hathaway (BRK.A) (BRK.B), it could have a more crucial message. Buffett relinquished the CEO title on Jan. 1, passing the baton to ...
European Commission orders Alphabet's Google to open key Android features and anonymized search data to rival AI developers under the Digital Markets Act. Legally binding interoperability and data access rules are scheduled to take effect in 2027, targeting Google's position in mobile and search. Alphabet, trading as NasdaqGS:GOOGL, is also facing delays in rolling out its next Gemini AI model, raising questions about its AI product execution. Alphabet sits at the center of mobile, search...
Alphabet’s broader ecosystem gives it the long-term edge, while Meta offers faster growth, a lower valuation and a higher yield.
A duo of Magnificent 7 members, namely Tesla (TSLA) and Alphabet (GOOGL), will help headline the reporting docket this week, who both head into their reports with favorable revisions for both earnings and sales.
Meta is in talks with Anthropic about leasing computing capacity to the AI startup. It’s a move that could put the social media giant in competition with Amazon, Microsoft and Google in a new line of business: cloud computing.
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