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Farallon group discloses 595,000-share Beta Bionics (BBNX) stake in 13G/A

Farallon Capital Management, L.L.C. and its affiliated funds have disclosed a beneficial ownership of 595,000 shares, representing 1.3% of Beta Bionics, Inc. (BBNX) common stock as of June 30, 2026. This stake was reported in a SCHEDULE 13G/A SEC filing, indicating shared voting and …

Berkshire Bought Alphabet Stock in Q2—and Maybe Microsoft Too

Berkshire Hathaway was very active in the second quarter, purchasing over $23 billion in stocks. This included a significant investment of at least $10 billion in Alphabet stock. The article also speculates on a potential investment in Microsoft.

Alphabet Stock Climbs as Norway Fund Ranks It Third

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, climbed approximately 1.1% Thursday morning as Norway's Government Pension Fund Global revealed the sheer size of its bet on the tech giant. The fund valued its Alphabet position …

GOOGL Down 19% From 52-Week High: Buy, Sell or Hold the Stock?

Alphabet GOOGL shares closed at $343.54 on Wednesday, a drop of 19% from the 52-week high of $408.61 on May 18. The decline can be attributed to rising capital expenditure as GOOGL focuses on building its AI infrastructure. In the second quarter of 2026, …

Alphabet Stock (GOOG) Opinions on Earnings and AI Investments

Better Home & Finance downgraded to Hold equivalent at Cantor (BETR:NASDAQ)

The Fund Mounts Against Alphabet’s (GOOG) Aggressive AI Spending

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% …

Alphabet (GOOG): AI Era’s Primary Beneficiary

Baron Capital, an investment management company, released its Q2 2026 investor letter for the "Baron Opportunity Fund". A copy of the letter is available to download here. During the second quarter, the Baron Opportunity Fund increased 27.07% (Institutional Shares), outperforming both the Russell 3000 …

Alphabet stock holds above $343 as analysts see more than 20 percent upside

Alphabet Inc. Class C stock (GOOG) is currently trading in the mid-$340s, with analysts predicting over 20% upside to an average target price near $420. The company's stock is supported by positive analyst ratings and a modest dividend yield, balancing significant AI investments with …

The Sign Before Alphabet Stock’s Surge Was Google Cloud’s Margin, Not Its Growth

Alphabet (GOOGL) stock surged 71% over the past year, primarily driven by the significant improvement in Google Cloud's operating margin, rather than just its revenue growth. The article highlights that Google Cloud's operating margin nearly doubled to 20.7% before the stock's run began, while …

Cantor Fitzgerald Downgrades Better Home & Finance to Neutral From Overweight, Adjusts PT to $16 From $32

Cantor Fitzgerald has downgraded Better Home & Finance (BETR) to Neutral from Overweight and significantly reduced its price target from $32 to $16. This adjustment reflects a more cautious outlook on the company's prospects. The article also provides recent news and company profile information …

Beta Technologies, Inc. (BETA) faces earnings after 52.6% 12-week advance

The electric-aircraft maker has stronger recent trading behind it, but inactive trend confirmation keeps the setup mixed.

Alphabet Inc. $GOOGL Stock Position Cut by Mechanics Bank Trust Department

Mechanics Bank Trust Department reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 2.8% in the second quarter, selling 3,120 shares but still retaining a significant holding of 106,791 shares valued at $38.2 million. Despite this reduction, institutional ownership in Alphabet remains strong at 40.03%, …

Tlwm Trims Stock Position in Alphabet Inc. $GOOGL

Tlwm has reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 16.3% in the second quarter, selling 1,679 shares but still holding 8,621 shares valued at $3.08 million. Despite this reduction, institutional sentiment towards Alphabet remains largely positive, with major firms like Vanguard and State …

Resilient Alphabet stock digests a big Q2 earnings beat as AI spending and guidance ramp up

Alphabet's stock is consolidating after a significant Q2 2026 earnings beat, with EPS of $9.11 against an estimate of $2.89 and revenue reaching $119.80 billion. The company has also sharply increased its capital spending guidance for 2026 to $195-$205 billion, largely for AI infrastructure, …

Foster Group Inc. Has $10.80 Million Stock Holdings in Alphabet Inc. $GOOGL

Foster Group Inc. increased its stake in Alphabet Inc. (NASDAQ:GOOGL) by 8.6% in the second quarter, bringing its total holdings to 30,230 shares valued at $10.8 million. This comes as Alphabet reported strong quarterly earnings of $9.11 EPS and $119.8 billion in revenue, with …

Avior Wealth Management LLC Decreases Stake in Alphabet Inc. $GOOGL

Avior Wealth Management LLC has reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 14.8% during the second quarter, now holding 48,482 shares valued at $17.33 million. Several other institutional investors made minor adjustments to their holdings. Alphabet recently reported strong quarterly earnings, beating analyst …

Key facts: Alphabet Inc. Class C — Gemini 1B MAUs; Ryanair deal; Australia levy 2.5%

This article summarizes recent key developments for Alphabet Inc. Class C (GOOG). Highlights include Gemini reaching 1 billion monthly active users, a five-year deal with Ryanair for Gemini Enterprise and Workspace deployment, and potential exposure to a 2.5% levy on Australian digital ad revenue …

Tandem Diabetes Care Inc (TNDM) Earnings Forecast: Future EPS & Revenue Growth Estimates

Weitz Investment trims Alphabet Class C stake by 58K

Weitz Investment Management, led by Wallace Weitz, has reduced its stake in Alphabet Inc. Class C (GOOG) by 58,650 shares. TipRanks' AI Analyst, Spark, rates GOOG as "Outperform" due to strong financials and AI/Cloud momentum, despite near-term cash flow pressures and bearish technical signals. …

Alphabet Stock Forecast: GOOGL Faces AI Spending, Debt and Regulatory Pressure

Alphabet (GOOGL) faces downward pressure due to increased AI spending, new debt issuance, and growing regulatory scrutiny despite strong Google Cloud growth and resilient search revenue. The company revised its full-year 2026 capital expenditure outlook to $195-$205 billion, leading to negative free cash flow, …

BETA (BETA) Q2 2026 Earnings Call Transcript

Image source: The Motley Fool. DATE Wednesday, Aug. 12, 2026 at 8:30 a.m. ET CALL PARTICIPANTS Head of Investor Relations - Devon RothmanFounder and Chief Executive Officer - Kyle ClarkChief Financial Officer - Herman CuetoHead of Government and Regulatory Affairs - Kristen Costello TAKEAWAYS …

BETA Technologies Inc (BETA) (Q2 2026) Earnings Call Highlights: Revenue Surges 146% as ...

This article first appeared on GuruFocus. Release Date: August 12, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Positive Points Revenue in Q2 2026 was $14.7 million, exceeding guidance and up 146% year-over-year, driven by …

BETA Technologies (NYSE: BETA) grows revenue but widens loss on heavy R&D

BETA Technologies (NYSE: BETA) reported a significant increase in revenue for the first half of 2026, reaching $24.791 million, a 59% year-over-year growth, primarily from engineering and consulting services. Despite this revenue growth, the company's net loss widened to $271.062 million, up 71% from …

BETA Technologies Posts 146% Revenue Jump in Q2 2026, Misses on EPS

Alphabet, Amazon, Meta Platforms, and Microsoft: One of These Stocks Looks Like It Has the Least Upside Over the Next 12 Months, but There's a Catch

Among Alphabet, Amazon, Meta Platforms, and Microsoft, Microsoft appears to have the least upside potential over the next 12 months based on current analyst price targets. However, this outlook is skewed by a recent rapid surge in Microsoft's stock price following strong Q4 fiscal …

Alphabet’s stock slips as Nvidia’s $500 billion financing deal threatens custom chips

Alphabet's stock is under pressure due to investor concerns that Nvidia's new $500 billion financing deal for AI infrastructure could undermine Alphabet's custom chip strategy. This comes after recent scrutiny of Alphabet's AI capabilities, including delays with its Gemini model. Analysts believe Nvidia's financing …

Exclusive-Inside the Google executive moves that led to its big AI reshuffle

By Kenrick Cai SAN FRANCISCO, Aug 12 (Reuters) - Google co-founder Sergey Brin in recent months has urged key AI staff to go all in on the company's Gemini model as parent Alphabet seeks to close the gap with rivals, two people familiar with …

Alphabet stock slides as Google hikes Pixel 11 prices

This article first appeared on GuruFocus. Shares of Alphabet (GOOGL) fell about 0.5% Wednesday after Google unveiled its Pixel 11 smartphone lineup, with higher memory costs contributing to a $100 increase in starting prices. Google set the Pixel 11 starting price at $899, while …

Alphabet Stock Slips as Australia Expands News-Payment Rules

This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, slipped roughly 0.1% Wednesday morning as Australia turned up the regulatory heat on Big Tech. The government wants major digital platforms to strike content deals with at least …

BETA Technologies Q2 Earnings Call Highlights

Johnson Fistel Investigates Better Home & Finance Holding Company (NASDAQ: BETR) Following CEO Departure and Recent Financial Disclosures

Johnson Fistel, PLLP is investigating Better Home & Finance Holding Company (NASDAQ: BETR) for potential federal securities law violations. This investigation follows the CEO's departure, a significant drop in stock price, and disappointing preliminary financial results for Q2 2026, which included a net loss …

Warren Buffett and Greg Abel's Alphabet Stake Now Tops $24.2 Billion: 3 Reasons Berkshire Will Keep Buying

At the end of last year, Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRKA)(NYSE: BRKB) after leading the charge for 60 years. Current CEO Greg Abel had been at Berkshire for many years before taking over as CEO, but investors have …

Is the Options Market Predicting a Spike in Betterware de Mexico Stock?

The options market suggests a potential significant move for Betterware de México (BWMX) stock, with high implied volatility on its Sept. 18, 2026 $5 Put option. This indicates investor expectation of a big price swing, possibly due to an upcoming event. Despite this, Zacks …

BofA Securities Maintains Beta Bionics(BBNX.US) With Hold Rating, Raises Target Price to $18

BofA Securities has maintained its Hold rating on Beta Bionics (BBNX.US) and increased its target price for the company's stock to $18. This adjustment reflects BofA's updated outlook for Beta Bionics.

Alphabet (GOOGL) Doubles Down On AI Bonds And DeepMind Shake-Up – What Trade-Offs Are Emerging?

In early August 2026, Alphabet announced a large multi‑tranche bond issuance totaling more than US$20 billion in senior unsecured notes, while also reshaping Google DeepMind's leadership as Demis Hassabis moved from CEO to chairman and chief scientist of Alphabet. This combination of aggressive AI …