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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 …

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 …

Citius Pharmaceuticals GAAP EPS of -$0.34 misses by $0.09, revenue of $1.5M misses by $8.27M

* Citius Pharmaceuticals press release [https://seekingalpha.com/pr/20620155-citius-pharmaceuticals-inc-reports-fiscal-third-quarter-2026-financial-results-and-provides] (CTXR [https://seekingalpha.com/symbol/CTXR]): Q3 GAAP EPS of -$0.34 misses by $0.09. * Revenue of $1.5M misses by $8.27M. * Cash and cash equivalents of $17.0 million as of June 30, 2026. MORE ON CITIUS PHARMACEUTICALS * Seeking Alpha’s Quant …

Traws Pharma GAAP EPS of -$0.16 beats by $0.06

* Traws Pharma press release [https://seekingalpha.com/pr/20620150-traws-pharma-reports-q2-2026-financial-results-and-provides-business-highlights] (TRAW [https://seekingalpha.com/symbol/TRAW]): Q2 GAAP EPS of -$0.16 beats by $0.06. * Cash and cash equivalents: As of June 30, 2026, the Company had cash and cash equivalents of $5.0 million, compared to $3.8 million as of December 31, …

Amphenol’s 27% quarter cools on 0.6x volume as valuation stretch moves into focus

APH remains in an active weekly trend and near the top of its 52-week range, but the latest pullback came with thin participation and a wide premium to Sharemaestro Fair Value.

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 …

Enterprise value to revenue forward of CF PharmTech, Inc. Class H – HKEX:2652

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 …

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 …

Triumph Financial (TFIN) Beat Revenue Views, Is The Stock Still Below Fair Value?

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 …

BioMarin (BMRN) Is Up 5.6% After Raising 2026 Revenue Outlook and Filing ESOP Shelf Registration

Vanda Prepares BYSANTI Launch As Patent Protection Extends To 2044

Vanda Pharmaceuticals is set to launch BYSANTI in the second half of 2026 following FDA approval for bipolar I disorder and schizophrenia, with patent protection extending until May 2044. The company also reported strong Q2 Fanapt sales growth and has several late-stage pipeline readouts …

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 …

Why Tarsus Pharmaceuticals (TARS) Is Up 6.8% After Raising XDEMVY 2026 Sales Guidance - And What's Next

Tarsus Pharmaceuticals (TARS) saw its stock rise by 6.8% after reporting strong second-quarter 2026 results and raising its 2026 XDEMVY net product sales guidance to US$685 million–US$705 million. This increase signals management's confidence in XDEMVY's commercial trajectory, though the company still faces risks associated …

Murphy Oil (MUR) Has Investors Looking Closer After Its Latest Update

Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Why Murphy Oil's latest earnings matter for investors Murphy Oil (MUR) just released its second quarter 2026 results, reporting revenue of US$928.31 million …

Ascendis Pharma A/S Just Recorded A 104% EPS Beat: Here's What Analysts Are Forecasting Next

Ascendis Pharma A/S reported strong Q2 results, with revenues beating expectations by 2.8% and statutory profit exceeding forecasts by 104%. Analysts have subsequently upgraded their EPS estimates for 2026, though the consensus price target remains unchanged at US$310. The company is expected to continue …

IPG Photonics (IPGP) Following Results Miss Is The Pullback A Buying Opportunity

Alphabet (GOOGL) Stock Price Forecast 2026: Cloud Hit $20B But FCF Collapsed — Buy or Short?

Top Wall Street analysts like these 3 dividend stocks for steady income

Amid market volatility due to geopolitical tensions and AI boom concerns, top Wall Street analysts recommend dividend-paying stocks for steady income. This article highlights Phillips 66 (PSX), Crescent Energy (CRGY), and Viper Energy (VNOM) based on analyst ratings and their consistent dividend payouts. These …

612,850 Shares in Agios Pharmaceuticals, Inc. $AGIO Acquired by SCS Capital Management LLC

SCS Capital Management LLC acquired 612,850 shares of Agios Pharmaceuticals (NASDAQ:AGIO) during the second quarter, valued at approximately $22.7 million. The biopharmaceutical company reported a quarterly loss per share of $1.69, missing estimates, but exceeded revenue expectations with $44.75 million. Analyst sentiment for AGIO …

BioMarin Pharmaceutical (BMRN) Updates Guidance And Files Shelf Registration, Is It Still Below Fair Value?

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. BioMarin Pharmaceutical (BMRN) has just given investors a packed update, including second quarter 2026 results, fresh earnings guidance for the rest of the …

S&CO Inc. Buys Shares of 358,302 Royalty Pharma PLC $RPRX

Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management Takes $3.79 Million Position in Enphase Energy, Inc. $ENPH

Mivtachim The Workers Social Insurance Fund Ltd. Under Special Management recently acquired a new stake in Enphase Energy, Inc. (NASDAQ:ENPH), purchasing 77,000 shares valued at approximately $3.79 million. This investment makes Enphase Energy the 29th-largest holding in Mivtachim's portfolio. Institutional investors collectively own 72.12% …

Qsemble Capital Management LP Purchases Shares of 35,061 ConocoPhillips $COP

Qsemble Capital Management LP has acquired a new position in ConocoPhillips, purchasing 35,061 shares valued at approximately $3.65 million during the second quarter. ConocoPhillips reported strong Q2 2026 earnings, exceeding analyst estimates with $3.24 EPS and $19.52 billion in revenue, driven by record Permian …

ConocoPhillips $COP Shares Acquired by Principal Financial Group Inc.

Principal Financial Group Inc. increased its stake in ConocoPhillips (NYSE:COP) by 1.1% in the second quarter, bringing its total holdings to 1.67 million shares valued at $173.2 million. ConocoPhillips reported strong quarterly results, surpassing analyst expectations with an EPS of $3.24 and revenue of …

Philip Morris International Inc. $PM Shares Sold by TD Asset Management Inc

TD Asset Management Inc. reduced its stake in Philip Morris International (NYSE: PM) by 4.7% in the second quarter, selling 31,489 shares and retaining 636,023 shares valued at approximately $115.1 million. Despite this, institutional investors collectively own 78.63% of the company. Philip Morris reported …

5,612 Shares in Murphy USA Inc. $MUSA Bought by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. recently purchased 5,612 shares of Murphy USA Inc. (NYSE:MUSA) valued at approximately $3.0 million, making it a new position for the firm. Murphy USA has shown strong financial performance, exceeding quarterly expectations with $11.27 EPS and $6.81 billion in revenue, …

USA Financial Formulas Acquires New Position in Regeneron Pharmaceuticals, Inc. $REGN

USA Financial Formulas has acquired a new stake in Regeneron Pharmaceuticals (NASDAQ:REGN), purchasing 1,457 shares valued at approximately $1.13 million, making it their 27th-largest portfolio holding. Institutional investors collectively own 83.31% of Regeneron, with several major firms significantly increasing their positions. The company recently …

Phillips 66 $PSX Stock Holdings Increased by Pictet Asset Management Holding SA

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 …

ArriVent BioPharma (AVBP) Could Be 56% Undervalued After The Allist China Licensing Deal

Murphy Oil (MUR) Stock Still Looks Cheap Despite A 109% Return

Never miss an important update on your stock portfolio and cut through the noise. Over 7 million investors trust Simply Wall St to stay informed where it matters for FREE. Murphy Oil stock has delivered a strong 108.8% return over the past five years, …