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seekingalpha.com Deals and strategy

Alphabet leads institutional holders in SpaceX post-IPO with $94B stake

[Apple Store at 5th Ave in Manhattan, New York City] ozgurdonmaz Alphabet's (GOOG [https://seekingalpha.com/symbol/GOOG]) (GOOGL [https://seekingalpha.com/symbol/GOOGL]) initial $900M bet on SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) in 2015 has surged over 100-fold, reaching a value of roughly $94B as of late June. [https://seekingalpha.com/filing/309924027] Alphabet has emerged as by far the ‌largest single institutional holder of SpaceX (SPCX [https://seekingalpha.com/symbol/SPCX]) following its $86B …

Alphabet stock holds firm as capex and cloud growth widen

Alphabet's stock remains firm despite increased capital expenditure guidance of $205 billion for 2026 and Q2 revenue of $119.8 billion. The company's Google Cloud segment continues to be a strong growth driver, with an 82% year-over-year revenue increase and a growing backlog of $513.9 …

GOOG main company
Sharemaestro market context Trend signal active 52 weeks +66.7% · Next-week setup positive 55.6% GOOG stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Fervo Energy Company (FRVO) loses nearly a quarter in weekly renewable-utilities slide

The geothermal stock’s latest move keeps pressure on the tape, with elevated activity but weak technical confirmation.

FRVO main company
Sharemaestro market context Stored weekly price path 14 weeks -51.9% · Next-week setup negative 17.3% FRVO stored weekly price path from 15 May 2026 to 14 Aug 2026

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External headlines link to their original source. Market context comes from stored weekly company data, not from an opinion about the article.

Cognizant and Benchling Selected as Partners to Accelerate Kyowa Kirin's R&D

Transforming the Research Lifecycle Through Integrated Data Management, Advanced Automation, and AI-Driven Workflows TOKYO, Aug. 16, 2026 /PRNewswire/ -- Cognizant (NASDAQ: CTSH) today announced that it will support the introduction and implementation of Benchling, the AI platform for R&D at Tokyo Research Park and …

CTSH main company
Sharemaestro market context Price above Trend Line 52 weeks -17.5% CTSH stored weekly price path from 22 Aug 2025 to 14 Aug 2026

GOOGL Is Already Borrowing Billions For AI – Now It’s Reportedly Eyeing Australia’s Bond Market

Alphabet (GOOGL) is reportedly planning to issue Australian dollar bonds, its first such offering in the region, as part of a broader trend of tech giants raising significant debt to fund AI investments. The company recently priced $25 billion in U.S. dollar bonds and …

GOOGL main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Veeva’s 52% quarter rebuilds the recovery, but light volume and weak Relative Strength keep the signal mixed

Veeva Systems added 5.8% in the latest week and now trades 33.9% above its weekly Trend Line, yet participation remains below average and Relative Strength has not turned positive.

VEEV main company
Sharemaestro market context Trend signal started 52 weeks -16.2% VEEV stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Veeva Systems Inc Class A (VEEV) keeps its weekly trend active after a 52.2% 12-week run

The life-sciences software stock’s advance is broad, but lighter turnover and negative relative strength leave the confirmation mixed.

VEEV main company
Sharemaestro market context Trend signal started 52 weeks -16.2% VEEV stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Amazon, Alphabet, and Microsoft Are Dropping Nearly $600 Billion on Capital Expenditures: 1 Clear Winner Emerges

Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL), and Microsoft (NASDAQ: MSFT) are the world's three biggest cloud computing providers. They are spending a ton of money on adding more computing capacity this year, with Amazon leading the way, on track to spend $220 …

GOOGL main company GOOG main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

What Is Alphabet (GOOGL) Betting On With Gemini 3.7 Flash?

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Alphabet (NasdaqGS:GOOGL) has released its Gemini 3.7 Flash AI model, aimed at speeding up productivity tasks and coding automation. The rollout of Alphabet's higher …

GOOGL main company GOOG main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

DoorDash (DASH): 3 Reasons We Love This Stock

DoorDash (DASH): 3 Reasons We Love This Stock DoorDash's 33.7% return over the past six months has outpaced the S&P 500 by 20.5%, and its stock price has climbed to $217.00 per share. This was partly thanks to its solid quarterly results, and the …

DASH main company
Sharemaestro market context Trend signal active 52 weeks -12.3% DASH stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Google’s (GOOGL) Latest AI Model Arrives Amid A Bigger Balancing Act

On August 13, Alphabet's (NASDAQ:GOOGL) Google unveiled Gemini 3.7 Flash, a new AI model built for coding and automated business tasks. The launch came without word on when the company's flagship Gemini 3.5 Pro model will arrive, a gap investors have watched closely as …

GOOGL main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

More Than 30% of Americans 80 and Older Still Carry Mortgage Debt. The Number Climbs to 41% for Those 65 to 79, Visa Says

Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. For many Americans, retirement was once expected to come with the major financial milestone of owning a home free and clear. New research from Visa (NYSE:V) shows …

V main company
Sharemaestro market context Trend signal active 52 weeks +4.7% V stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Sundar Pichai Raised Alphabet's Capex Guidance to $205 Billion the Same Quarter Google Cloud's Backlog Hit $514 Billion. Here's Which Number Actually Matters More.

Alphabet's (NASDAQ: GOOGL) latest earnings report put two enormous sums front and center: a full-year capital expenditure guidance range that it increased to as much as $205 billion and a Google Cloud backlog that has climbed to $514 billion. The scales of these figures …

GOOGL main company GOOG main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Space is becoming an institutional asset class, Goldman says

[Rocket flies through the clouds] Alexyz3d/iStock via Getty Images Space is moving from a government-led frontier to an institutional asset class, as falling launch costs, private investment and public-market funding reshape the orbital economy, according to the Goldman Sachs Global Institute. In a report …

SPCX main company
Sharemaestro market context Stored weekly price path 10 weeks -13.0% · Next-week setup negative 35.2% SPCX stored weekly price path from 12 Jun 2026 to 14 Aug 2026

MDA SPACE SATELLITES FOR GLOBALSTAR SUCCESSFULLY LAUNCHED

First set of eight satellites for Globalstar 2-R mission deployed to low Earth orbit on a SpaceX Falcon 9 rocket, marking the beginning of the commissioning phase TORONTO, Aug. 16, 2026 /CNW/ -- MDA Space Ltd. (TSX: MDA) (NYSE: MDA), a leading provider of …

SPCX main company
Sharemaestro market context Stored weekly price path 10 weeks -13.0% · Next-week setup negative 35.2% SPCX stored weekly price path from 12 Jun 2026 to 14 Aug 2026

CoreWeave vs Nebius: Both Companies Reported Strong Earnings, But Here’s the Stock You Should Buy

Both AI cloud firms just reported, and both gave investors plenty to cheer. CoreWeave's (CRWV) stock rose 19.28% on the back of a strong quarter. This wasn't going to be easy to top. A day later, though, Nebius (NBIS) reported an even more extraordinary …

CRWV main company
Sharemaestro market context Price above Trend Line 52 weeks +12.0% · Next-week setup negative 42.1% CRWV stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Bitdeer Hits Zero Bitcoin Holdings - Sold Every Coin It Mined While Raising $300M In Debt

Bitdeer Technologies Group has liquidated its entire Bitcoin (BTC) holdings, selling all 189.8 BTC mined during the week and its remaining 943.1 BTC reserve, completing an eight-week drawdown. This zero-holdings disclosure followed Bitdeer's announcement of a $300 million convertible note offering and direct equity …

BTDR main company
Sharemaestro market context Price below Trend Line 52 weeks -31.6% · Next-week setup positive 58.0% BTDR stored weekly price path from 22 Aug 2025 to 14 Aug 2026

ROSEN, THE FIRST FILING FIRM, Encourages Wise Group plc Investors to Secure Counsel Before Important Deadline in Securities Class Action First Filed by the Firm – WSE

The Rosen Law Firm is encouraging investors of Wise Group plc (NASDAQ: WSE) to secure legal counsel before the September 29, 2026 lead plaintiff deadline in a securities class action. The lawsuit alleges that Wise Group plc made false and misleading statements regarding its …

WSE main company
Sharemaestro market context Stored weekly price path 14 weeks +2.7% · Next-week setup negative 40.8% WSE stored weekly price path from 15 May 2026 to 14 Aug 2026

Credit Strategist Michael Lewitt warns CoreWeave’s debt load threatens survival

[Ai Technology Companies and Others] Devrimb CoreWeave (CRWV [https://seekingalpha.com/symbol/CRWV]) investors are celebrating surging demand for artificial-intelligence computing while ignoring a balance sheet that could ultimately threaten the company’s survival, according to [https://www.thecreditstrategist.com/p/crwvs-debt-delusion] Credit Strategist columnist Michael Lewitt. The cloud-computing provider’s revenue more than doubled …

CRWV main company
Sharemaestro market context Price above Trend Line 52 weeks +12.0% · Next-week setup negative 42.1% CRWV stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Visa (V) Drew Fresh Interest From Bill Ackman’s Pershing Square

Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. Bill Ackman's Pershing Square added Visa (NYSE: V) in a major portfolio reshuffle, highlighting fresh institutional attention on the US payments giant. At the same time, European …

V main company
Sharemaestro market context Trend signal active 52 weeks +4.7% V stored weekly price path from 22 Aug 2025 to 14 Aug 2026

S&CO Inc. Takes $7.44 Million Position in Apollo Global Management Inc. $APO

S&CO Inc. has acquired a new position of 62,880 shares in Apollo Global Management Inc. ($APO), valued at approximately $7.44 million during the second quarter. Other institutional investors also adjusted their holdings, with institutional investors collectively owning 77.06% of Apollo's stock. While analyst sentiment …

APO main company
Sharemaestro market context Trend signal active 52 weeks +6.2% · Next-week setup positive 57.8% APO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Russell Investments Group Ltd. Sells 828,619 Shares of NIO Inc. $NIO

Russell Investments Group Ltd. significantly reduced its stake in NIO Inc. by 81.8% in the second quarter, selling 828,619 shares and retaining 184,833 shares valued at $933,000. Institutional investors now own 48.55% of NIO. Despite trading near its one-year low, NIO holds a "Moderate …

NIO main company
Sharemaestro market context Price below Trend Line 52 weeks -28.7% NIO stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Alphabet Inc. $GOOG Shares Bought by Smith Group Asset Management LLC

Smith Group Asset Management LLC increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 85% in the second quarter, owning 19,758 shares valued at $6.98 million. This increase is part of a broader trend of institutional investors buying GOOG shares, with hedge funds and other …

GOOGL main company GOOG main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Alphabet Inc. $GOOG is Everett Harris & Co. CA's 4th Largest Position

Everett Harris & Co. CA has made Alphabet Inc. ($GOOG) its fourth-largest position, despite a slight trim in their holdings. The company's strong financial performance, positive analyst ratings, and significant investment from Berkshire Hathaway highlight investor confidence, though competitive pressures in AI and insider …

GOOGL main company GOOG main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Alphabet Inc. $GOOGL Stock Position Cut by Agate Pass Investment Management LLC

Agate Pass Investment Management LLC reduced its stake in Alphabet Inc. (NASDAQ:GOOGL) by 10.9% in the second quarter, although Alphabet remains its largest holding. Despite this cut, other institutional investors like Norges Bank, Cardano Risk Management B.V., and Vanguard Group Inc. significantly increased their …

GOOGL main company
Sharemaestro market context Trend signal active 52 weeks +68.3% · Next-week setup positive 56.0% GOOGL stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Oddity Tech (ODD) Stock Gets Fair Value Bump After Cautious Analyst Revisions

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Oddity Tech's modeled fair value has shifted from US$10.25 to about US$11.07, signaling a modest recalibration in where some analysts see the stock's …

ODD main company
Sharemaestro market context Price below Trend Line 52 weeks -78.3% ODD stored weekly price path from 22 Aug 2025 to 14 Aug 2026

Enterprise value to revenue forward of Oyster Enterprises II Acquisition Corp – NASDAQ:OYSER

This article briefly mentions the enterprise value to revenue forward for Oyster Enterprises II Acquisition Corp (NASDAQ: OYSER). It appears to be a stub or a placeholder for financial data related to the company, indicating a specific period and value for this metric. The …

OYSE main company
Sharemaestro market context Trend signal active 52 weeks +3.1% OYSE stored weekly price path from 22 Aug 2025 to 14 Aug 2026

SpaceX Stock Is Down 33% From Its High. Elon Musk Expects Revenue to Rise 53-Fold to $1 Trillion by 2030.

Space Exploration Technologies (NASDAQ: SPCX) generated $18.7 billion in revenue in 2025. Chief Executive Officer Elon Musk just predicted that the company will hit $100 billion in annual recurring revenue (ARR) by the end of this year, and $1 trillion in revenue by 2030. …

SPCX main company
Sharemaestro market context Stored weekly price path 10 weeks -13.0% · Next-week setup negative 35.2% SPCX stored weekly price path from 12 Jun 2026 to 14 Aug 2026

GSR V Acquisition Corp. (GSRV) details $231M trust and going-concern risk

GSR V Acquisition Corp. (GSRV), a Cayman Islands SPAC, reported a Q2 2026 trust account balance of $231 million and disclosed substantial doubt about its ability to continue as a going concern if a business combination isn't completed within the 18-21 month window. The …

GSRV main company
Sharemaestro market context Stored weekly price path 7 weeks -0.4% · Next-week setup negative 19.1% GSRV stored weekly price path from 3 Jul 2026 to 14 Aug 2026

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