Sharemaestro company-news research for Alphabet Inc. (GOGL35), showing current tone, evidence confidence, direct company coverage, sector and industry context, completed price response and the source headlines used on the page. Scores describe published news evidence. Confidence describes the amount, freshness, source breadth and direct company relevance of that evidence. Price context is shown separately.
SAO
Brazil
Measured evidence
Company news sentiment
GOGL35 news sentiment
Alphabet Inc.
Company headlines from the last 30 days, weighted by freshness, relevance, publisher quality and the strength of the wording. Price is shown separately.
30-day score52Neutral is 50
Balanced news tone
45/100 evidence confidence
94% direct company focus
28 current stories across 6 publishers
Current company news
Balanced news tone
The score uses 28 current company stories from 6 publishers.
Observed headline tone53/100
→
Published 30-day score52/100
Latest source headline
Berkshire Hathaway Boosted Alphabet, Delta Stakes in 2nd Quarter, Sold Bank of America
finance.yahoo.com · 14 Aug 2026 21:46
Older, less relevant and less reliable stories count for less. Confidence is shown separately.
What supports the score
28 current stories are mapped specifically to GOGL35.
The score uses 6 publishers rather than depending on one outlet.
The current stories agree at 86/100.
What limits the score
No major limit stands out.
52/100
News scoreBalanced news tone
45/100
Confidencebuilding confidence
94%/100
Company news28 company stories
86/100
Story agreement14/100 difference
News history
Daily score and story count over 30 days
17 Jul01 Aug15 Aug
News scoreStory count50 baseline
Confidence
How reliable the score is
Confidence uses the amount of news, separate publishers, direct company relevance, freshness and agreement. A high or low score is not automatically reliable.
Amount of evidence25
1.251 after freshness weightingSource breadth100
6 independent publishersCompany relevance94
share tied directly to this companyFreshness69
recency-weighted evidenceAgreement86
how closely stories agreePublisher mix38
less reliance on one publisherPrice and news history
News score and weekly price over 26 weeks
News tone and price action are not far from neutral.
One scoring method across the chart.Stored company headlines are recalculated at each weekly point with the current 30-day freshness weighting. Old published snapshots are left unchanged.
13 Feb15 May07 Aug
Weekly close, indexedSentiment score
WeekNews scoreCloseWeekly move
07 Aug 202658BRL 150.54-0.3%
31 Jul 202648BRL 151.04+12.0%
24 Jul 202650BRL 134.91-7.9%
17 Jul 202650BRL 146.55-3.0%
10 Jul 202650BRL 151.11-1.3%
03 Jul 202650BRL 153.04+6.6%
26 Jun 202649BRL 143.55-9.0%
News subjects
What is shaping the score
Earnings5311 stories · 39%
Market update458 stories · 29%
Regulatory and legal614 stories · 14%
Balance sheet572 stories · 7%
Guidance311 stories · 4%
Capital return501 stories · 4%
Deals and strategy501 stories · 4%
Source mix
Where the evidence comes from
finance.yahoo.com5217 stories · 61%
nasdaq.com544 stories · 14%
TradingView502 stories · 7%
PR Newswire351 stories · 4%
cnbc.com601 stories · 4%
Proactive financial news431 stories · 4%
Motley Fool571 stories · 4%
Recurring subjects
Subjects appearing most often
AI13Earnings6Tech5Cloud Computing5Markets4Free Cash Flow4EARNINGS4Semiconductors3Operating Income3FREE CASH FLOW3
Earlier readings
How the score has changed
Past and present use the same method.Each point recalculates the previous 30 days of stored company headlines with today's scoring rules. The original stored snapshots remain unchanged.
22 Jun50 neutral15 Aug 02:36
ConstructiveBalanced or withheldCautious
Changes in the stored score
Scores are rebuilt from stored headlines with the current 30-day method. Days with no change are collapsed.
| Observed | Score | Move | Confidence | Stories | Status |
|---|---|---|---|---|---|
| 15 Aug 02:36 | 61 | +0 | 63/100 (-1) | 120 (0) | Measured |
| 14 Aug 23:59 | 61 | +0 | 64/100 (-1) | 120 (+6) | Measured |
| 13 Aug 23:59 | 61 | +0 | 65/100 (-3) | 114 (+5) | Measured |
| 12 Aug 23:59 | 61 | -1 | 68/100 (+3) | 109 (+35) | Measured |
| 11 Aug 23:59 | 62 | -2 | 65/100 (+8) | 74 (+22) | Measured |
| 10 Aug 23:59 | 64 | +2 | 57/100 (+10) | 52 (+24) | Measured |
| 09 Aug 23:59 | 62 | +2 | 47/100 (+2) | 28 (+6) | Measured |
| 08 Aug 23:59 | 60 | +2 | 45/100 (+6) | 22 (+5) | Measured |
Source headlines
The news behind the score
Only company-specific stories enter this score. The latest 30 days are shown newest first, with newer stories weighted more heavily and duplicate coverage combined.
#1—Not directional
finance.yahoo.comDirect company coverageStored article
Berkshire Hathaway Boosted Alphabet, Delta Stakes in 2nd Quarter, Sold Bank of America
Berkshire’s Alphabet stake—consisting of the search giant’s voting and nonvoting shares—rose about 80% in the quarter to 106 million shares, reflecting a purchase directly from Alphabet in June and open-market buys, based on a 13-F report with the Securities and Exchange Commission late Friday. Berkshire was a seller of part of its sizable stake in Bank of America cutting it by 30 million shares to 483 million shares now worth about $31 billion. Continue Reading
EquitiesM ASEC FilingShare Buyback
- Published
- 14 Aug 2026 21:46
- News subject
- Capital return
- Why this score
- Business expansion
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.2d old
- Duplicates
- 2 consolidated
#2—Not directional
nasdaq.comDirect company coverageStored article
Alphabet Just Borrowed $25 Billion, and $2.5 Billion of It Isn't Due Until 2066
Key Points The ten-tranche offering closed Monday, with coupons running from 4.5% on notes due 2028 to 6.5% on notes due 2066. Alphabet's long-term debt reached $98 billion at midyear, up from about $47 billion at the start of 2026, before this sale added $25 billion. Alphabet depreciates servers and network equipment over about six years, and data center buildings over as long as 40.10 stocks we like better than Alphabet › Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) closed a $25 billion senior notes sale on Monday -- ten separate tranches, with maturities running from 2028 all the way out to 2066.
Balance SheetBondsCapital ExpenditureFree Cash FlowMarketsTech
- Published
- 14 Aug 2026 21:43
- News subject
- Balance sheet
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.2d old
- Duplicates
- 1 consolidated
#360Tone
cnbc.comDirect company coverageStored article
Berkshire Hathaway boosts Alphabet to a top three holding, ups Delta and housing bets
Berkshire Hathaway sharply increased its stake in Alphabet in the second quarter, vaulting the Google parent into its three biggest stock holdings. The sprawling conglomerate also added to the size of its investments in Delta Air Lines and various homebuilders. Berkshire, now operating under CEO Greg Abel, owned about 106 million Alphabet shares worth $37.9 billion at the end of June, according to a regulatory filing released Friday. The size of the position jumped 83% in the latest quarter, making Alphabet the third-largest U.S.-listed equity holding at Omaha-based Berkshire by market value.
AirlinesAlphabet ClassAlphabet Class AAmerican ExpresAmerican Express CoApple Inc
- Published
- 14 Aug 2026 21:06
- News subject
- Earnings
- Why this score
- Large positive market reaction, Institutional or insider buying
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 52/100
- 30-day weight
- 13.1% of the score · 0.2d old
- Duplicates
- 1 consolidated
#4—Not directional
finance.yahoo.comDirect company coverageStored article
Amazon and Alphabet Both Cost More on Next Year's Earnings Than on Last Year's
On the surface, the numbers look backwards. Amazon (NASDAQ: AMZN) trades at about 22 times earnings and about 30 times the earnings expected of it over the next year. Alphabet (NASDAQ: GOOG)(NASDAQ: GOOGL) trades at about 18 times earnings and about 27 times forward. For both, next year costs more than last year. Ordinarily, that arithmetic means one thing -- profits are expected to fall. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal
Capital SpendingCloud ComputingEarningsFree Cash FlowNet IncomeOperating Income
- Published
- 14 Aug 2026 14:58
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.5d old
- Duplicates
- 1 consolidated
#5—Not directional
nasdaq.comDirect company coverageStored article
Better Tech Behemoth: Alphabet vs. Microsoft Stock
Key Points Alphabet's revenue and profits are increasing faster than Microsoft's. Microsoft's stock is cheaper than Alphabet's. 10 stocks we like better than Alphabet › Alphabet(NASDAQ: GOOG)(NASDAQ: GOOGL) and Microsoft(NASDAQ: MSFT) are two of the biggest tech giants on the market, and the third and fourth-largest companies in the world. Each has posted terrific results in its most recent quarter, but which one is doing better? Let's take a look at which one of these stocks makes the most sense for your investment dollars, or if they're both worth buying now. Missed Nvidia in 2009? This Rare
Cloud ComputingEarningsFree Cash FlowGrowth RateMarketsOperating Income
- Published
- 14 Aug 2026 11:35
- News subject
- Earnings
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 0.6d old
- Duplicates
- 1 consolidated
#658Tone
nasdaq.comDirect company coverageStored article
Alphabet and Amazon Are Spending $420 Billion on Infrastructure. These 2 Stocks Are Primed to Cash in on It.
Key Points Nvidia's GPUs are widely used by AI clients. Amazon called out the memory industry as the reason why its capital expenditure guidance increased. 10 stocks we like better than Nvidia › Amazon and Alphabet are two of the biggest spenders in artificial intelligence (AI). At the midpoint, Amazon expects to spend $220 billion on capital expenditures while Alphabet projects about $200 billion. That means more growth for many companies, especially those supplying the computing hardware. Two that I think are primed to benefit more than most are Nvidia(NASDAQ: NVDA) and Micron(NASDAQ: MU). B
AICapital ExpenditureEarningsEarnings ReportMarketsMemory Chips
- Published
- 14 Aug 2026 07:20
- News subject
- Earnings
- Why this score
- Guidance raised
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 47/100
- 30-day weight
- 7.3% of the score · 0.8d old
- Duplicates
- 1 consolidated
#7—Not directional
finance.yahoo.comDirect company coverageStored article
Berkshire Bought Alphabet Stock in Q2—and Maybe Microsoft Too
A Berkshire filing reveals a very active quarter for buying stocks, including Alphabet. Microsoft might have been another big purchase. Continue Reading
- Published
- 13 Aug 2026 20:07
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.3d old
- Duplicates
- 1 consolidated
#860Tone
finance.yahoo.comDirect company coverageStored article
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 at 499 billion Norwegian kroner as of June 30, making it the third-largest company holding in the entire portfolio. Only Nvidia (NASDAQ:NVDA) and Apple (NASDAQ:AAPL) ranked higher. Microsoft (NASDAQ:MSFT) was a distant fourth at 347 billion kroner. Warning! GuruFocus has detected 4 Warning Signs with NVDA.
AICloudEarningsEarnings GrowthTechValuation
- Published
- 13 Aug 2026 18:46
- News subject
- Earnings
- Why this score
- Positive market reaction
- Company focus
- Shared story · 78%
- How it is used
- Direct company coverage
- Story strength
- Medium · 47/100
- 30-day weight
- 6.1% of the score · 1.3d old
- Duplicates
- 1 consolidated
#9—Not directional
finance.yahoo.comDirect company coverageStored article
What Is Micron Technology (MU) Up Against In The New AI Stock Race?
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Micron Technology (NasdaqGS:MU) sits at the center of a shift in AI market leadership as investors increasingly compare chipmakers with cloud hyperscalers like Alphabet, Amazon and Microsoft. Recent commentary in 2026 highlights that cloud hyperscalers are now converting large AI infrastructure budgets into clearer long term profit plans. This change in focus is prompting investors to reassess which companies might lead the next phase of AI spending and re
AIChipmakersCloud ComputingMemorySemiconductors
- Published
- 13 Aug 2026 05:14
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Target unclear · 0%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 1.9d old
- Duplicates
- 1 consolidated
#10—Not directional
finance.yahoo.comDirect company coverageStored article
Google Takes Bigger Swing at Apple With Pixel 11
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOGL) is raising the stakes in its hardware battle with Apple (NASDAQ:AAPL), unveiling a pricier Pixel 11 lineup built around deeper Gemini integration just weeks before Apple's expected annual iPhone refresh. The $100 increase on Google's base smartphone highlights rising component costs, but the bigger investor story is strategic: Google is increasingly using Pixel devices to put Gemini directly into consumers' hands and potentially pull more users into its paid AI ecosystem. Warning! GuruFocus has detected 4 Warning Signs with CRWV
AIHardwareSmartphonesSubscriptionsTech
- Published
- 12 Aug 2026 19:39
- News subject
- Market update
- Why this score
- Negative financial language
- Company focus
- Company discussed · 86%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.3d old
- Duplicates
- 1 consolidated
#1159Tone
finance.yahoo.comDirect company coverageStored article
Google Raises Pixel 11 Prices by $100
This article first appeared on GuruFocus. Higher memory costs are starting to affect consumer electronics more directly, Alphabet Inc. (GOOGL, Financials), the parent of Google, upped pricing on its new Pixel 11 smartphone range. The Pixel 11 starts at $899, with the Pixel 11 Pro and Pro XL starting at $1,099 and $1,299.That's $100 more than the previous generation. Google already warned that surging memory prices will push device costs as AI data centers battle for semiconductor capacity.The new phones nevertheless provide additional storage, with all three models starting at 256GB, helping t
AIConsumer ElectronicsSemiconductors
- Published
- 12 Aug 2026 19:28
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Company discussed · 86%
- How it is used
- Direct company coverage
- Story strength
- Medium · 37/100
- 30-day weight
- 2.7% of the score · 2.3d old
- Duplicates
- 1 consolidated
#1233Tone
finance.yahoo.comDirect company coverageStored article
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 the Pixel 11 Pro and Pixel 11 Pro XL will begin at $1,099 and $1,299, respectively. Each model now comes with 256GB of storage, and sales are scheduled to begin Aug. 20. Warning! GuruFocus has detected 7 Warning Signs with DELL. Is GOOG fairly valued? Test your thesis with our free DCF calculator. Alphabet said the lat
SemiconductorsSmartphones
- Published
- 12 Aug 2026 17:17
- News subject
- Market update
- Why this score
- Negative market reaction, Large negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 49/100
- 30-day weight
- 4.4% of the score · 2.4d old
- Duplicates
- 1 consolidated
#1357Tone
finance.yahoo.comDirect company coverageStored article
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 eight eligible Australian media organizations, according to Reuters, up from six under an earlier proposal. Google has been down this road before. It already pays publishers under Australia's existing framework. Now Canberra wants more deals and it is putting real money behind the threat. Warning! GuruFocus
Digital AdvertisingRegulationTech
- Published
- 12 Aug 2026 17:08
- News subject
- Regulatory and legal
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 46/100
- 30-day weight
- 7.3% of the score · 2.4d old
- Duplicates
- 1 consolidated
#14—Not directional
finance.yahoo.comDirect company coverageStored article
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 likely wondered how his investment style would differ from Buffett's. Their strategies differ, but one thing that remains consistent is Berkshire's recent interest in Alphabet (NASDAQ: GOOG) (NASDAQ: GOOGL). Berkshire began investing in Alphabet last year when Buffett was still CEO and has continued to increase its stake ever since. Missed Nvidia
AIFree Cash FlowInvestingOperating IncomeTechValue Investing
- Published
- 12 Aug 2026 16:20
- News subject
- Deals and strategy
- Why this score
- Negative financial language
- Company focus
- Shared story · 78%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.4d old
- Duplicates
- 1 consolidated
#15—Not directional
nasdaq.comDirect company coverageStored article
Advanced Micro Devices vs. Alphabet: Which Artificial Intelligence Stock Is a Better Buy in 2026?
Key Points Advanced Micro Devices is rapidly expanding its footprint in the data center market through specialized artificial intelligence accelerators and high-performance computing solutions. Alphabet maintains a dominant position in global advertising while achieving significant revenue growth and high net margins in its cloud computing division. Which of these technology powerhouses deserves a spot in your portfolio for 2026?10 stocks we like better than Advanced Micro Devices › In today’s rapidly expanding artificial intelligence sector, investors have a choice between the high-growth pot
Artificial IntelligenceBalance SheetCloud ComputingDigital AdvertisingGrowth RateMarkets
- Published
- 12 Aug 2026 16:01
- News subject
- Earnings
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.4d old
- Duplicates
- 1 consolidated
#16—Not directional
finance.yahoo.comDirect company coverageStored article
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 infrastructure financing and a reconfigured AI leadership team highlights how Alphabet is reshaping its capital structure and governance to support long-term artificial intelligence ambitions amid rising legal and regulatory pressures. We'll now examine how Alphabet's sharply higher AI-related capita
AIBONDSBondsCAPITAL-SPENDINGCapital SpendingFREE CASH FLOW
- Published
- 12 Aug 2026 15:11
- News subject
- Regulatory and legal
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 2.5d old
- Duplicates
- 1 consolidated
#1761Tone
finance.yahoo.comDirect company coverageStored article
Alphabet at $343 Is The Same Classic Tech Bargain It Always Was
Quick Read GOOGL's 11th straight EPS beat featured 82% Cloud growth and a $460 billion backlog, yet the stock trades at a forward P/E of just 17. GOOGL trades at a trailing P/E of 18 versus MSFT's 28, while 58 of 64 analysts rate it Buy toward a $428 consensus target. Free cash flow turned negative, long-term debt nearly doubled to $98 billion, and 2026 capex is guided to $175 to $185 billion. It sounds nuts, but SoFi1 is giving new Active Invest users up to $3,000 in stock for a limited time, and all it takes is a $50 deposit to get started.2 See for yourself (Sponsor) At $343.80, Alphabet (N
AICapexCloud ComputingEarningsPrice TargetRatings
- Published
- 12 Aug 2026 13:22
- News subject
- Earnings
- Why this score
- Beat expectations, Improving financial comparison
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 51/100
- 30-day weight
- 9% of the score · 2.6d old
- Duplicates
- 1 consolidated
#18—Not directional
finance.yahoo.comDirect company coverageStored article
Alphabet Inc. (GOOGL) vs. Meta Platforms, Inc. (META): Washington and Brussels Both Turn Up the Heat on AI Safety
Alphabet Inc. (NASDAQ:GOOGL)'s Google, along with Meta Platforms, Inc. (NASDAQ:META), Anthropic, and OpenAI, will meet White House officials on Tuesday to discuss voluntary safety testing for the most advanced AI models. The meeting follows disclosures that Anthropic's and OpenAI's own AI systems breached other companies' computer systems during testing, alarming lawmakers about whether powerful AI models could enable real cyberattacks. Why Regulators on Two Continents Are Closing In at Once The White House finalized details of voluntary hacking-capability tests this week and wants industry bu
AIEARNINGSEarningsREGULATIONRegulationTARIFFS
- Published
- 11 Aug 2026 22:19
- News subject
- Earnings
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 3.2d old
- Duplicates
- 1 consolidated
#1972Tone
finance.yahoo.comDirect company coverageStored article
Why Is Alphabet (GOOGL) Facing 3,000 Youth Lawsuits As Earnings Influence Grows?
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. Alphabet (NasdaqGS:GOOGL) faces more than 3,000 youth addiction lawsuits in US federal court after a key ruling denied dismissal efforts by major social media companies. The court decision leaves Google and peers exposed to potential legal findings on platform design and user harm, with possible knock-on effects for future regulation. FactSet data shows Alphabet has had an outsized impact on S&P 500 earnings growth this quarter, highlighting its weight in overall index performance. The combination of concentrated earnings influence and rising legal scrutiny puts Alphabet at the center of current market and policy debates. For a broader view on how platform scale and infrastructure are shaping earnings concentration across the market, it is worth examining the companies powering core AI and cloud systems through 56 AI infrastructure stocks.NasdaqGS:GOOGL 1-Year Stock Price Chart Alphabet operates search, video, app, and cloud platforms across the US and multiple international regions, which gives it a large footpr
AIBALANCE SHEETEARNINGSEARNINGS GROWTHLAWSUITSLEGAL-RISKS
- Published
- 11 Aug 2026 21:10
- News subject
- Regulatory and legal
- Why this score
- Operating growth
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- High · 64/100
- 30-day weight
- 14.6% of the score · 3.2d old
- Duplicates
- 1 consolidated
#2031Tone
finance.yahoo.comDirect company coverageStored article
Alphabet Stock Drops 1.5% as DeepMind Turnover Deepens
This article first appeared on GuruFocus. Alphabet (NASDAQ:GOOG), the parent of Google, YouTube and Google Cloud, fell approximately 1.5% in Tuesday's regular session as investors absorbed a shake-up at the heart of Google's AI empire. Demis Hassabis stepped down as Google DeepMind's chief executive while staying on as chairman, according to Investor's Business Daily, while veteran AI scientist Jeff Dean left to start a new venture. That is a lot of movement at the top of Alphabet's most important growth engine. DeepMind is not some side project anymore. It sits right in the middle of Google's battle to dominate the next generation of AI. Warning! GuruFocus has detected 4 Warning Sign with ACHR. Is GOOG fairly valued? Test your thesis with our free DCF calculator. Koray Kavukcuoglu, Google's chief AI architect, is taking over many of Hassabis's responsibilities and will report directly to Alphabet CEO Sundar Pichai. And the timing could hardly be more important. Alphabet just pushed its 2026 capital-spending forecast to $195 billion$205 billion, up from $180 billion$190 billion. At the midpoint, that is another $15 billion going into an already massive AI infrastructure buildout. A
AICAPITAL-EXPENDITURECLOUD-COMPUTINGGROWTH
- Published
- 11 Aug 2026 19:04
- News subject
- Guidance
- Why this score
- Negative market reaction, Large negative market reaction
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- High · 61/100
- 30-day weight
- 14.2% of the score · 3.3d old
- Duplicates
- 1 consolidated
#2160Tone
finance.yahoo.comDirect company coverageStored article
Alphabet (GOOGL) Stock May Be 20% Undervalued Following AI Bond Sale
Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Alphabet stock has returned 174.6% over the past three years, yet current valuation checks suggest the market price still sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach. With both the DCF and market multiples pointing to an undervalued stock, the question for investors is how to weigh that against rising capital needs and growing regulatory scrutiny. Alphabet's 174.6% gain over three years highlights how strongly the share price has already responded to its core search, cloud and AI businesses. The push to fund large scale AI infrastructure, including a US$25b bond issue, can support future cash flows but also raises questions about returns on this higher debt load and regulatory risks tied to Alphabet's platforms. Alphabet screens as undervalued on both a Discounted Cash Flow (DCF) view and earnings multiples, yet a mixed set of checks, with the company passing 3 of 6 valuation tests, leaves a more nuanced picture than a simple bargain, as shown by its 3 out of 6 value score. The issue now is whether the current discount to
AIDISCOUNTED-CASH-FLOWEARNINGSFREE CASH FLOWFUTURE CASH FLOWSINTRINSIC VALUE
- Published
- 11 Aug 2026 17:10
- News subject
- Balance sheet
- Why this score
- Positive valuation view
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 51/100
- 30-day weight
- 11.5% of the score · 3.4d old
- Duplicates
- 1 consolidated
#2233Tone
finance.yahoo.comDirect company coverageStored article
Analyst Warns Alphabet (GOOG) Faces Two Major AI Problems; SpaceX (SPCX) a Better AI Bet?
Alphabet shares made headlines recently after Google (NASDAQ:GOOG, GOOGL) AI division saw a series of high-profile departures. Gene Munster, managing partner at Deepwater Asset Management, recently said on CNBC that the brain drain at Google should not be ignored, arguing that the departures of key AI researchers could have implications beyond the headlines. Munster said Google has seen about six major departures over the past three months and that the loss of talent could affect the company's culture of innovation and its ability to develop future AI models. He also pointed to signs that Gemini has started to slip in AI model rankings relative to competitors. He thinks these developments are not a positive trend. At the same time, Munster highlighted significant improvements from Grok, saying he expects the AI model to potentially break into the top three models as new versions are released. Grok was developed by xAI and is integrated into X, while xAI is now part of SpaceX following SpaceX's acquisition of the AI company. SpaceX: An Attractive AI Bet? The market is figuring out SpaceX isn't really a space company. The Space business contributed just 12% of Q2 revenue and analysts
AIEARNINGSFREE CASH FLOWSPACE-INDUSTRYTECHNOLOGY
- Published
- 10 Aug 2026 15:45
- News subject
- Earnings
- Why this score
- Negative analyst concern
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 53/100
- 30-day weight
- 7.3% of the score · 4.5d old
- Duplicates
- 1 consolidated
#23—Not directional
TradingKeyDirect company coverageScored from headline
Projeções de Resultados: Alphabet Inc Class A (GOOGL) — LPA e Crescimento de Receita
- Published
- 08 Aug 2026 04:03
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 6.9d old
- Duplicates
- 1 consolidated
#24—Not directional
TradingViewDirect company coverageScored from headlineSource lookup
Alphabet Inc Shs A Unsponsored Brazilian Depository Receipt Repr 0.08333 Sh -
- Published
- 07 Aug 2026 20:23
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 7.3d old
- Duplicates
- 1 consolidated
#25—Not directional
TradingViewDirect company coverageScored from headlineSource lookup
ETFs Investing in Alphabet Inc Shs A Unsponsored Brazilian Depository Receipt Repr 0.08333 Sh - Stocks
- Published
- 31 Jul 2026 09:37
- News subject
- Market update
- Why this score
- The headline reports news without a clear direction
- Company focus
- Main company · 100%
- How it is used
- Shown as company news · not used in the score
- Story strength
- Not directional
- 30-day weight
- None · 14.7d old
- Duplicates
- 1 consolidated
#2635Tone
PR NewswireDirect company coverageScored from headlineSource lookup
Securities Fraud Investigation Into Alphabet Inc. (GOOG) Continues - Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP, a Leading Securities Fraud Law Firm
- Published
- 27 Jul 2026 01:47
- News subject
- Regulatory and legal
- Why this score
- Legal or regulatory risk
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Medium · 42/100
- 30-day weight
- 2.6% of the score · 19.0d old
- Duplicates
- 1 consolidated
#2743Tone
Proactive financial newsDirect company coverageScored from headlineSource lookup
Alphabet shares rise on Dow debut, Verizon falls after index exit | NASDAQ:GOOG
- Published
- 21 Jul 2026 07:17
- News subject
- Market update
- Why this score
- Negative financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 28/100
- 30-day weight
- <0.1% of the score · 24.8d old
- Duplicates
- 1 consolidated
#2857Tone
Motley FoolDirect company coverageScored from headlineSource lookup
SpaceX, Alphabet, and SK Hynix Are Quietly Flashing a Bullish Signal Investors Should Not Ignore
- Published
- 17 Jul 2026 05:02
- News subject
- Market update
- Why this score
- Positive financial language
- Company focus
- Main company · 100%
- How it is used
- Direct company coverage
- Story strength
- Low · 28/100
- 30-day weight
- <0.1% of the score · 28.9d old
- Duplicates
- 1 consolidated
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Aug102026
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Social media platforms still facing thousands of user addiction lawsuits after failed appeals
Social media companies like Meta, TikTok, Snapchat, and Google are facing a long road of litigation over claims that they intentionally designed their products to be addictive to minors. According to a report from Reuters, San Francisco's 9th U.S. Circuit Court of Appeals denied these platforms' attempt to defend themselves from thousands of lawsuits through an argument based on Section 230, which protects publishers and platforms from being held liable for users' posts. The companies argued that Section 230 could also protect them from the claim that they did not warn the public about addictive design choices, but the court said the appeal may have come too soon, since this type of appeal usually arrives after a trial. These thousands of lawsuits, which come from private individuals, state and local governments, and school districts, were consolidated into one federal suit and will proceed as such. It's too early to say how these addictive design lawsuits will pan out, but so far, Meta lost two lawsuits over similar issues, marking the first time that the platform was held liable over child safety concerns in jury trials.
- Published
- 10 Aug 2026 19:30
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Aug102026
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Sector Update: Tech Stocks Decline Monday Afternoon
Tech stocks were lower Monday afternoon, with the State Street Technology Select Sector SPDR ETF (XL PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in
- Published
- 10 Aug 2026 18:31
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Aug102026
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Tech stocks still have plenty of believers on Wall Street, inflow data shows
Despite a summer swoon for tech stocks as investors fret over capex spending at the likes of Meta (META), Alphabet (GOOG), and Amazon (AMZN), tech still looks to be the place to be when analyzing fund inflows. Tech stock reality check: Tech stocks are on track for a yearly inflow of $216 billion, according to new data from Bank of America Global Research (see chart below). The figure dwarfs the total annual inflows of each year dating back to 2015.The tech bulls remain out.·Yahoo Finance AlphaSpace Stat to Know: 26 The Nasdaq Composite's (^IXIC) forward price-to-earnings ratio is about 26 times, compared to 20.4 times for the S&P 500 (^GSPC), per Yahoo Finance AlphaSpace analysis. The relative premium for the Nasdaq underscores the sector's higher growth tendencies and helps explain why investors often overweight the sector in their portfolios. The bottom line BofA's tech fund inflows data sends a key message to investors: While volatility has entered the space on AI overspending fears, confidence in the long term isn't being lost. "AI monetization is increasingly visible through backlog and cloud revenues. As elevated backlogs convert into recognized revenue, cloud growth should remain well supported, helping validate rising AI capex, strengthen order coverage, and further ease return on invested capital concerns," JPMorgan strategist Dubravko Lakos-Bujas wrote in a note on Monday. Confidence in tech is a key reason Lakos-Bujas raised his S&P 500 price target to 8,000 from 7,800 in the same note. Brian Sozzi is Yahoo Finance's Executive Editor, host of the 'Power Players With Brian Sozzi' podcast and a member of Yahoo Finance's editorial leadership team. Follow Sozzi on X @BrianSozzi, Instagram, and LinkedIn. Tips on stories? Email brian.sozzi@yahoofinance.com. Click here for in-depth analysis of the latest stock market news and events moving stock prices Read the latest financial and business news from Yahoo Finance View Comments
- Published
- 10 Aug 2026 17:35
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Aug102026
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Taalas Buyout Boosts AMD's AI Inference Abilities Against NVDA & GOOGL
Advanced Micro Devices AMD announced on Thursday (Aug. 6) that it has entered into a definitive agreement to acquire Taalas, a Toronto-based developer of specialized AI inference silicon, as the company looks to strengthen its position in the rapidly expanding AI inference market. Taalas' technology is designed to optimize inference dataflows and reduce the compute and memory bottlenecks associated with more general-purpose architectures. AMD plans to incorporate the technology into its accelerator roadmap and develop system-level solutions that combine Taalas' capabilities with AMD Instinct GPUs. The acquisition appears strategically well aligned with AMD's growing emphasis on inference, an area that is becoming increasingly important as AI workloads transition from model training toward large-scale production deployment. Taalas has developed an approach that effectively builds specialized hardware around AI models, potentially allowing workloads to run with higher efficiency than on general-purpose architectures. AMD believes the combination can improve inference performance and efficiency while giving Taalas access to AMD's engineering resources, scale and global customer reach. Taalas' technology complements AMD's broader full-stack AI portfolio, which includes Helios rack-scale systems, EPYC CPUs, Instinct accelerators, Pensando networking and ROCm software. AMD said Helios can deliver up to 15% higher throughput at the same rack power and as much as 30% more tokens per dollar than competing solutions across a broad range of inference workloads. Customer demand is also running ahead of AMD's initial expectations. The integration of Taalas' specialized inference technology could therefore give AMD another architectural lever to improve performance, power efficiency and token economics instead of relying solely on successive GPU improvements. The Taalas deal strengthens AMD compute power with specialized inference silicon while retaining the ability to combine it with Instinct GPUs, EPYC processors and ROCm. AMD plans to introduce a new rack-scale AI platform every year, with successive generations targeting significant improvements in performance, efficiency and total cost of ownership. The company expects its 2027 platform, incorporating MI500-series GPUs, Verano CPUs and next-generation networking, to produce the largest generational performance improvement in Instinct history. The company remains on track to increase inference performance by more than 2,000 times over four years. Story Continues Tough Competition Hurts AMD's Prospects AMD's prospects suffer from stiff competition. NVIDIA NVDA and Alphabet GOOGL are major competitors in the AI inference space. NVIDIA competes directly with AMD as a merchant supplier of AI infrastructure, while Alphabet is increasingly a vertically integrated rival through its internally developed TPUs, Google Cloud infrastructure and Gemini ecosystem. NVIDIA's Blackwell is already deployed across every major hyperscaler, cloud provider and major model maker, while frontier AI companies, including OpenAI, Anthropic, Gemini, Perplexity and Cursor, are building on its platform. This broad installed base creates a significant hurdle for AMD as it attempts to expand adoption of Instinct accelerators and ROCm. NVIDIA believes that its CUDA ecosystem, installed base and continually improving software stack allow customers to generate returns from GPUs beyond their depreciable lives, strengthening customer retention and raising switching costs. Alphabet designs its own TPUs, deploys them across its enormous internal AI workloads, uses them to power Gemini, and offers the same infrastructure externally through Google Cloud. The company's Google Cloud now offers TPU 8t and 8i alongside NVIDIA's Vera Rubin, with Google highlighting the price-performance of its accelerators. Alphabet's software stack supports JAX, PyTorch, vLLM and SGLang across GPUs and TPUs, while its Virgo network is designed to
- Published
- 10 Aug 2026 17:16
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Aug102026
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US appeals court allows thousands of lawsuits against social media companies over user addiction claims to proceed
By Diana Novak Jones Aug 10 (Reuters) - A U.S. appeals court on Monday allowed thousands of lawsuits to move forward against Meta Platforms, Alphabet's Google, ByteDance's TikTok, and other social media companies over claims they designed their products to be addictive to young users. The San Francisco-based 9th U.S. Circuit Court of Appeals rejected the companies' bid to reverse a lower court's ruling forcing them to face some 2,400 lawsuits over the claims filed in federal court. The companies, which also include Snap Inc's Snapchat, had argued that Section 230 of the Communications Decency Act of 1996 - which shields them from lawsuits over content posted by their users - also shields them from allegations that they failed to warn the public about the addictive nature of their platforms. But the court said the appeal was brought too early for it to weigh in, a problem the judges flagged during oral arguments in the case. Most appeals come after a trial in the case has concluded, so the judge's decision would be reviewed at that time, the judges said. Filed by states, municipalities, school districts and individuals, the lawsuits allege that social media companies intentionally addicted young users, contributing to surging depression, anxiety and body-image issues and a broader mental health crisis among American youth in recent years. The plaintiffs - which include parents, school districts and states - had argued that the trial court's ruling was not final and therefore could not be appealed. But they also objected to the companies' arguments about the federal law, saying it does not cover claims related to how they operate and design their products. The cases, which have been centralized before U.S. District Judge Yvonne Gonzalez Rogers in Oakland, California, seek damages, penalties and restitution from the companies. The companies appealed Rogers' orders in 2023 and 2024 that largely allowed the litigation to move forward. At arguments in the case on January 6, the appeals court judges expressed skepticism that it was an appropriate time to weigh in on the case. But they also had questions about the companies' argument that they were shielded from the claims by federal law, with one judge noting that if Congress had intended for the law to provide a shield for the companies from broad liability it could have said so explicitly. The companies are facing hundreds of additional lawsuits over similar claims in state court, with approximately 3,300 of them in a consolidated proceeding in California state court. Story Continues In the first lawsuit to go to trial in the California litigation, and a closely watched test of how juries might respond to similar claims, a Los Angeles jury in March found Meta and Google negligent for designing social media platforms that harm young people. The jury awarded $6 million to a now‑20‑year‑old woman who says she became addicted to Instagram and YouTube as a child. In a separate verdict also handed down in March, Meta was found liable and ordered to pay $375 million to New Mexico after a jury agreed with the state that the company misled users about the safety of its platforms and enabled child sexual exploitation. The judge overseeing that case is currently considering whether to order the company to make changes to its platforms and pay additional damages. Both Meta and Google, which have denied the claims in those cases, said they would appeal. The appeals are expected to center on the question of whether Section 230 applies to claims over platform design, a question experts say could have broad implications for the tech industry in general. (Reporting by Diana Novak Jones in Chicago, Editing by Alexia Garamfalvi and Matthew Lewis) View Comments
- Published
- 10 Aug 2026 17:13
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Aug102026
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Berkshire shares climb to highest level under Abel on strong results, new stakes
Investing.com -- Berkshire Hathaway Inc. shares were trading over 2.5% higher on Monday, reaching their highest level since legendary investor Warren Buffett announced his departure as chief executive in May 2025. The stock climbed as much as 3.3% earlier in the session after successor Greg Abel increased spending from the company's cash reserves and financial results exceeded analyst expectations. The Omaha, Nebraska-based conglomerate reduced its cash position to $364.7 billion on June 30 from a record $380.2 billion three months earlier, according to its quarterly report released on Saturday. Berkshire repurchased $4.5 billion of its own stock and bought $23.5 billion of other stocks during the second quarter. The purchases included a $10 billion investment in Alphabet Inc., the parent company of Google and YouTube. The company spent at least $10.1 billion more cash in July on stock buybacks and the acquisition of home builder Taylor Morrison. Second-quarter operating profit increased 16% to $12.98 billion. Gains from railroad, service and some insurance businesses offset rising accident claims and advertising spending at the Geico car insurer. Net income more than doubled to $25.67 billion, including paper gains on investments such as Alphabet and Apple Inc. Revenue grew 10% after more than two years of largely flat growth. Berkshire Class A shares last traded at current levels on May 2, 2025, the day before Buffett announced he was stepping down after 60 years as chief executive. Related articles Berkshire shares climb to highest level under Abel on strong results, new stakes Nvidia's new Alpamayo project: What it means for Tesla? Goldman expects lower but still attractive stock market returns in 2026 View Comments
- Published
- 10 Aug 2026 17:05
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Aug102026
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Google Stock Sputters, But These Catalysts Could Spark A Rebound
Google stock is in need of a jump-start after the recent DeepMind shake-up. Robust 2026 estimates may reignite the AI giant's shares. Continue Reading
- Published
- 10 Aug 2026 16:59
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Aug102026
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Berkshire is buying stocks under Greg Abel, but who’s really in charge?
Yahoo Finance Markets and Data Editor Jared Blikre and Breaking News Reporter Jake Conley break down Berkshire Hathaway (BRK-A, BRK-B)'s new approach under CEO Greg Abel. The company bought more stocks than it sold for the first time in three years, signaling a potential shift in its investment strategy. Video Transcript 00:00 Speaker A bought more stocks than it sold for the first time in three years. This come and that's both, that's repurchasing shares was part of that cash spend, also buying stocks. Putting some numbers on that. 00:13 Speaker A The company bought 23 and a half billion dollars in equity securities during the second quarter, sold only 3.7 billion in the same period. Now I'll note, we don't know exactly what was bought and sold. We won't get that until a different report 00:28 Speaker B The 13F later this month. 00:29 Speaker A Yes. Right? We won't get that until later. Some other good stuff in the report, quarterly profit more than doubling, and then ending June with $367.4 billion dollars in cash and Treasury bills. 00:48 Speaker A marks a 4% decrease from the previous quarter, the first sequential drop in four years. To your point, the immediate question I'm asking that I think the street is asking, is Greg Abel going to be a little bit more of a maverick, even if measured, 01:06 Speaker A than Buffett's long time 50 years of buy and hold. Now, we've seen Buffettt come out and say, look, part of this big buy was 10 billion 01:21 Speaker A dollar investment in Alphabet. That was part of a private placement to help Alphabet fund its AI infrastructure. 01:31 Speaker A Surprisingly, Buffett came out, told CNBC's Becky Quick, I made that investment. I directed that. I initiated that. Yes. 01:42 Speaker A This comes after he stepped down as CEO in May. He remains chairman. But Greg Abel is taking over as CEO. So the question it sets up for investors is, well, who's really driving the boat here? 02:00 Speaker B I think that's a great question because historically, Warren Buffett has an incredible rolodex and I remember the global financial crisis. This blew my mind. Warren Buffett solo, uh single-handedly almost talked up the entire market. He invested a bunch of money, billions of dollars in Goldman Sachs. 02:26 Speaker B And so I think that's a really good point because we're talking about whittling this cash pile down, but then Buffet's still calling the shots and one of the biggest uh deals in a long time, you know, is Abel going to be able to separate from the legacy? View Comments
- Published
- 10 Aug 2026 16:53
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Aug102026
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Sandisk Stock Sold Off on Earnings and Was Rewarded With an Upgrade
Argus Research analyst Jim Kelleher early Monday upgraded Sandisk to Buy from Hold with a 12-month price target of $1,600. Sandisk stock advanced 2.2% to $1,238.50 on Monday. At the time, Sandisk was trading around $1,757. Continue Reading
- Published
- 10 Aug 2026 16:13
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Aug102026
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Meta shares rise on Muse Glimmer launch and a radical AI vision
Investing.com -- Meta's stock popped 2.4% this morning following the launch of Muse Glimmer, a highly efficient, 30-billion-parameter AI model capable of running on a single GPU. Positioned as a lightweight, distilled version of the more powerful Muse Spark 1.2, Glimmer is tailor-made for "agent-like" tasks—think schedule management, rapid prototyping, and file organization. By releasing the model weights for free on Hugging Face, Meta is directly countering the permissive licensing strategies of Chinese rivals like DeepSeek and Alibaba, while carving out a distinct lane against US giants (Amazon, Alphabet, Microsoft) who are largely focused on enterprise and government AI. The launch coincides with a massive philosophical declaration from CEO Mark Zuckerberg, signaling a pivot from centralized AI toward democratized, "Personal Superintelligence." Deep Dive: Key Details Hidden in the Essay Zuckerberg's lengthy essay outlines several major corporate policy shifts, infrastructure plans, and regulatory proposals that are highly consequential for investors and the tech sector. Here are the most important details you need to know: 1. A Major Shift in AI Governance Meta is stepping away from sole founder-control over AI safety. Zuckerberg announced that Meta is empowering its independent board of directors to approve safety criteria for model releases and review compliance. He is actively urging other frontier AI labs to adopt similar industry-wide oversight to avoid a single CEO having absolute authority. 2. A New Compromise for Government & National Security To balance the rapid release of open-source models with national security, Zuckerberg proposed a new framework: rather than delaying public releases for government review, Meta will share intermediate training checkpoints and technical staff with the US government before a model is finished. This allows the government to harden critical infrastructure early without throttling consumer access. 3. "Meta Superintelligence Labs" is Resuming Open-Source Releases Zuckerberg confirmed that the newly established "Meta Superintelligence Labs" are fully operational and that Meta will "resume releasing some open source models soon." He also fiercely defended "distillation" (AI models learning from other models) as a necessary practice for US competitiveness. 4. A New Cloud Business with "Dynamic Auctions" While Meta plans to offer free AI access to billions, it is officially standing up a cloud infrastructure business for heavy users. To price this, Meta will implement a dynamic auction mechanism for compute power, designed to guarantee users the lowest possible price based on real-time capacity and collective demand. Story Continues 5. WhatsApp-Style Encryption for AI Agents Addressing privacy and government surveillance, Meta is building a "fully private mode" for its personal AI agents. Similar to WhatsApp's end-to-end encryption, this ensures that not even Meta (or the government) can access the data, tasks, or interactions handled by the user's agent. 6. Massive "Community Compacts" for Data Centers To overcome the massive friction of building AI infrastructure in the US, Meta is launching aggressive local incentive programs: The Future Is For Everyone Fund: Direct financial injections into local communities (e.g., funding $50,000 bonuses for teachers in Richland Parish, Louisiana, where a data center is being built). America's Workforce Academy: Free training and guaranteed high-paying jobs for skilled tradespeople (electricians, carpenters) to build out the physical grid. Water & Energy Pledges: Meta aims to be 200% water-positive in highly stressed areas by 2030, and claims it is building its own energy-generating infrastructure that sometimes supplies surplus low-cost energy back to the local grid. 7. The "Balance of Power" Theory Zuckerberg's core argument against the prevailing "AI doom" narrative is that safety doesn't come from restricting AI, but from heavily proliferating
- Published
- 10 Aug 2026 13:19
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Aug102026
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JPMorgan Strategists Raise S&P 500 Target as AI Capex Pays Off
(Bloomberg) -- JPMorgan Chase & Co. strategists raised their S&P 500 Index forecast for a second time in two months, citing strong corporate earnings and the payoff from massive artificial intelligence spending. Most Read from Bloomberg Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' China Unleashes $28 Trillion Capital Markets to Challenge US in AI Stocks Hold Near Record Highs, Oil Ticks Higher: Markets Wrap Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Says Hormuz Deal Close But Its Conditions Must Be Met The team led by Dubravko Lakos-Bujas now sees the US benchmark rising to 8,000 points, implying gains of about 3% from Friday's close. They had bumped their target to 7,800 from 7,600 in June. The latest forecast is slightly above the average of 20 strategists polled by Bloomberg. The second-quarter earnings season has produced evidence that capital expenditure by the so-called AI hyperscalers is being monetized through customer demand, the JPMorgan team said. They cited stronger cloud growth and increased backlogs at Alphabet Inc., Amazon.com Inc. and Microsoft Corp. that should reduce worries over return on their invested capital. "As elevated backlogs convert into recognized revenue, cloud growth should remain well supported, helping validate rising AI capex," they said. "Across hyperscalers, demand indicators remain high and rising." The S&P 500 has reclaimed record highs as corporate earnings surged 32% in one of the best increases on record. There's been intense focus on Big Tech's spending on AI and the impact that's having on their cash flow. The JPMorgan strategists expect AI spending to keep climbing, with the technology projected to account for well over half of total capex of $1.5 trillion across the S&P 500 this year, a proportion that's tipped to grow. Strategists at banks including Citigroup Inc., Deutsche Bank AG and Goldman Sachs Group Inc. are also among the most bullish voices on US stocks this year. On average, the S&P 500 is seen rising to 7,845 points by the year end, about 1% above current levels. --With assistance from Sagarika Jaisinghani. Most Read from Bloomberg Businessweek Lululemon Is At War With Itself How Apple and India Built an Alternative iPhone Production Hub The $5 Billion Cosmetics Company Behind the High-Flying Rhode Brand RFK Jr.'s Cooking Show Is One Long, Boring Political Ad TikTok Withheld a Safety Feature From Millions. One Died by Suicide ©2026 Bloomberg L.P. View Comments
- Published
- 10 Aug 2026 10:28
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Aug102026
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Mobile Wallet Market Report, Till 2035 Now Available — Forecasts Growth from $15.65B to $177.31B, Profiles Apple, Google, PayPal, and 15 Other Key Players
Company Logo Global mobile wallet market poised for rapid expansion as biometric security, super apps, and emerging-market digital payment initiatives reshape the competitive landscape Mobile Wallet MarketMobile Wallet Market Dublin, Aug. 10, 2026 (GLOBE NEWSWIRE) -- The "Mobile Wallet Market, Till 2035: Distribution by Type of Wallet, Payment Mode, Areas of Application, Type of Technology, Type of Ownership, and Geographical Regions, Industry Trends and Global Forecasts" has been added to ResearchAndMarkets.com's offering. Global Mobile Wallet Market to Reach USD 177.31 Billion by 2035, Expanding at a CAGR of 27.47% The global mobile wallet market is projected to grow from USD 15.65 billion in the current year to USD 177.31 billion by 2035, representing a compound annual growth rate (CAGR) of 27.47% during the forecast period. Rising smartphone penetration, expanding internet connectivity and growing demand for fast, secure and convenient digital payment solutions are expected to support sustained market expansion. The increasing adoption of cashless payments across developed and emerging economies remains a major growth driver for the mobile wallet industry. Consumers are increasingly using mobile payment platforms for retail purchases, e-commerce transactions, transportation, hospitality services, money transfers and banking activities. The rapid development of digital commerce ecosystems is also encouraging merchants to integrate mobile wallet payment options to improve transaction efficiency and customer experience. Key Mobile Wallet Market Growth Drivers Government programs promoting digital payments and cashless economies are contributing significantly to market growth, particularly in regions where conventional banking infrastructure is limited. At the same time, broader access to smartphones and mobile internet services is enabling more consumers and businesses to participate in the digital economy. Technological innovation is further transforming the global mobile wallet market. Artificial intelligence and machine learning are supporting fraud detection, predictive spending insights, personalized financial services and intelligent authentication. Biometric technologies, including fingerprint scanning, facial recognition and voice authentication, are strengthening transaction security while improving accessibility. Near-field communication, QR code payments and tokenization are enabling faster contactless transactions across retail, transportation, hospitality and e-commerce. Blockchain and decentralized finance capabilities are also gaining attention for their potential to improve transparency, digital asset management and cross-border payment efficiency. In addition, super apps that combine payments, banking, shopping, ticketing and other financial services are expanding the role of mobile wallets within the broader digital commerce ecosystem. Story Continues Competitive Landscape The mobile wallet market includes multinational corporations, financial institutions, technology companies, device manufacturers, telecommunications operators and regional payment providers. Large enterprises currently hold a significant market share due to their broad customer networks, established distribution capabilities and investment in advanced payment technologies. Leading market participants are pursuing strategic partnerships, mergers and acquisitions, joint ventures, product launches, research and development programs and geographic expansion. Investment priorities increasingly include cybersecurity, interoperability, digital transformation and secure payment infrastructure. These initiatives are expected to intensify competition while accelerating innovation throughout the mobile payment industry. Asia Leads the Global Mobile Wallet Market Asia currently accounts for the largest share of the global mobile wallet market. Regional growth is supported by a large population, widespread smartphone adoption, an expanding internet use
- Published
- 10 Aug 2026 09:12
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Aug102026
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Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive
Alphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500'ssecond-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. 'Alphabet and Amazon alone account for about 71% of the increase in S&P 500 blended earnings since July. If excluded, the growth rate would fall from around 50% to 32%, according to FactSet analyst John Butters.' https://t.co/hD6h9uiQMF — Ross Gerber (@GerberKawasaki) August 9, 2026 The concentration underscores how heavily the market's overall earnings growth is being driven by a small number of mega-cap companies, particularly those benefiting from the artificial intelligence boom. According to FactSet, S&P 500 companies have posted 50.4% blended earnings growth for the second quarter, the strongest pace since the stimulus-fueled recovery in 2021. However, excluding Alphabet and Amazon would significantly change that picture. "Excluding Alphabet and Amazon.com, the blended earnings growth rate for the S&P 500 for Q2 2026 would fall to 32.0% from 50.4%," FactSet insight stated. Amazon has benefited from accelerating demand for its cloud-computing business, particularly as companies increase spending on AI infrastructure. Alphabet has similarly gained from rising demand for cloud services and AI-related technology. Although earnings growth remains strong, the disparity highlights the market's vulnerability to shifts in investor sentiment around the AI trade. A selloff in chip stocks, for instance, pressured the S&P 500 and Nasdaq Composite ahead of the latest earnings season, even as the Dow Jones Industrial Average advanced, the WSJ report noted. Read Also:Jeff Bezos Plans to Sell $4.07 Billion Worth of Amazon Stock as Shares Shoot Up Over 20% After Earnings: Jim Cramer Calls it 'Buzzkill' Alphabet, Amazon Q2 Revenue Surges Fueled by AI and Cloud Growth Alphabet reported $119.80 billion in second-quarter revenue, beating estimates of $116.82 billion. Revenue rose 24% year over year, while Google Cloud growth accelerated 82%, driven by demand for AI infrastructure and solutions, CEO Sundar Pichai said. Alphabet Class A shares closed at $354.30, down 3.04% over the past five days, while Class C shares declined 3.16% to $353.47 over the same period, according to Benzinga Pro. Story Continues Amazon posted $200.61 billion in the second-quarter revenue, topping the $196.46 billion consensus estimate. AWS revenue jumped 36.7% year over year, its fastest growth in 18 quarters, while its AI and chip businesses each surpassed a $25 billion annualized revenue run rate, CEO Andy Jassy said. Amazon shares closed at $274.48, down 1.34% over the past five days. Alphabet, Amazon and Microsoft Corp (NASDAQ:MSFT) collectively reported more than $150 billion in investment gains during the latest earnings season, with much of the increase linked to their private artificial intelligence holdings. Benzinga Edge ranks Amazon in the 90th percentile for Growth, with the stock showing a positive price trend across the short, medium and long term. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Read Also:Jeff Bezos Says Amazon Stock Plunged From $113 to $6 — Founders Should Build a 'Heavy Company' and Stay Optimistic 'Almost to the Point of Delusion' Photo: PJ McDonnell / Shutterstock – ek UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga: AMAZON.COM (AMZN): Free Stock Analysis Report ALPHABET (GOOGL): Free Stock Analysis Report ALPHABET (GOOG): Free Sto
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- 10 Aug 2026 06:35
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Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trillion+ Annual Revenue Projection
Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlinkcould become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc.(NASDAQ:GOOG) (NASDAQ:GOOGL) executive and venture capitalist David Friedberg made a bullish case on the latest episode of the All-In podcast, citing Starlink's rapid subscriber growth and strong financial performance. Friedberg said Starlink had 12 million subscribers after doubling its user base year over year, while its connectivity business generated $4.29 billion in revenue, up 66% year over year. He estimated that continued growth could eventually push Starlink toward $40 billion in annual revenue and potentially $30 billion in annual free cash flow. "Starlink's just an unbelievable juggernaut cash machine," Friedberg said, arguing that the business alone could eventually support a valuation approaching $1 trillion. Read Also:Elon Musk Says It's 'Unlikely' Humans Will Be in Control in 10 Years Since We're Basically Chimpanzees —'Wasn't That Long Ago We Were Swinging Through the Trees' Musk Says Starlink's Potential Is Even Bigger Musk responded to a video of Friedberg's comments on X, suggesting the venture capitalist's projections may actually be too conservative. "Far more than that," Musk wrote. He said bandwidth demand could surge as AI systems and robots require more data connectivity than humans do. Musk added that even if the overall communications market merely doubles, he expects Starlink could eventually capture at least 25% of the market outside China. That, he said, could translate into more than $500 billion in annual revenue. Musk also said it is "not out of the question" that Starlink could eventually carry more than 50% of global internet traffic, potentially generating more than $1 trillion in annual revenue. Far more than that. As I've said publicly, bandwidth demand will increase massively due to AI & robotics. Their need for data transfer is orders of magnitude more than humans! Even if the communications market merely doubles in size, I would expect Starlink to reach at least… — Elon Musk (@elonmusk) August 8, 2026 Starlink Mobile Could Expand the Market During the company's earnings call, SpaceX president Gwynne Shotwell said Starlink Mobile is expected to begin service at the end of 2027 and could attract customers fromAT&T Inc.(NYSE:T), Verizon Communications(NYSE:VZ) and T-Mobile US (NASDAQ:TMUS). Story Continues T-Mobile CEO Srini Gopalan, however, has downplayed the threat, arguing that satellite connectivity will likely complement traditional cellular networks rather than replace them. Starlink's direct-to-phone service currently uses about 5 MHz of partner spectrum, but FCC-approved $19.6 billion deals will give SpaceX access to 65 MHz of EchoStar spectrum. Combined with 10 times more next-generation mobile satellites, the upgrade could make Starlink's service 100 times more capable, Shotwell said. Price Action: SpaceX closed at $133.11 on Friday, up 15.83%, while shares gained another 0.74% to $134.10 in after-hours trading, according to Benzinga Pro. According to Benzinga Edge Stock Rankings, SpaceX remains bearish across the short-, medium- and long-term. Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors. Read Also:Musk's Net Worth Jumps $96 Billion in a Day as Top Analysts Boost SpaceX Stock Forecast Photo courtesy: Samuel Boivin / Shutterstock.com UNLOCKED: 5 NEW TRADES EVERY WEEK. Click now to get top trade ideas daily, plus unlimited access to cutting-edge tools and strategies to gain an edge in the markets. Get the latest stock analysis from Benzinga: SPACEX (SPCX): Free Stock Analysis Report This article Starlink 'Unbelievable Juggernaut Cash Machine,' Says VC David Friedberg; SpaceX CEO Elon Musk Responds With $1 Trilli
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- 10 Aug 2026 04:10
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Why Is Berkshire Hathaway (BRK.B) Deploying Cash More Aggressively Under Greg Abel?
Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Berkshire Hathaway (NYSE:BRK.B) under new CEO Greg Abel carried out its largest quarterly share repurchase since 2021, alongside major new equity investments. The company used a sizable portion of its cash reserves for substantial buybacks and fresh positions in stocks such as Alphabet. This capital deployment marks a clear shift from Berkshire Hathaway's prior pattern of net selling and more cautious use of cash. For readers looking to compare Berkshire Hathaway's capital decisions with other income focused opportunities, the next logical step is to review 8 dividend fortressesNYSE:BRK.B 1-Year Stock Price Chart Berkshire Hathaway sits at the center of the US large cap universe, with its Class B stock now trading at $521.8 and a multi year record of double digit total returns over 1 year, 3 years and 5 years. For readers, that mix of a high absolute share price and long term compounding history helps frame how meaningful any shift in capital use can be for overall portfolio impact. See which insiders are buying and buying and selling Berkshire Hathaway following this latest news. What actually changed in Berkshire Hathaway's capital playbook? Berkshire Hathaway shifted from sitting on its cash to putting it to work. Under Greg Abel, the company carried out about $4.5b of share buybacks and deployed roughly $31b into equities in the quarter, including around $10b into Alphabet and over $21b into other commercial and industrial stocks. Cash still stood at $365.5b, but that was down from nearly $400b as Berkshire became a net buyer of equities with close to $20b in net purchases. For you as an investor, the key change is that Berkshire is no longer just stockpiling cash. It is actively reallocating capital into its own shares and into large equity positions. What does this mean for the Berkshire Hathaway Narrative as an investor? The new capital approach sits alongside solid operating results, with operating earnings of about $13.0b in Q2 2026 and net earnings near $25.7b. Strength in energy, rail, manufacturing and retail helped offset weaker insurance results, including a 45% drop in Geico underwriting profit. For investors, Berkshire Hathaway is presenting a Narrative that combines sizeable retained earnings, ongoing investment in its operating businesses and a willingness to concentrate more capital in selected public stocks and buybacks when management sees that as attractive. What should investors watch next from Berkshire Hathaway? Story Continues The key reference points from here are the pace of capital deployment and the size of the cash pile. Watch how the $365.5b in cash changes over the next few quarters, especially the split between additional buybacks and new stock purchases versus holding more in short term securities. Any material move in quarterly share repurchases relative to the recent $4.5b level, or another single position on the scale of the $10b Alphabet investment, would show how committed Berkshire is to this more active capital use. For the full picture including more risks and rewards, check out the complete Berkshire Hathaway analysis. Alternatively, you can check out the community page for Berkshire Hathaway to see how other investors believe this latest news will impact the company's narrative. Stay updated on the most important news stories for Berkshire Hathaway by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Berkshire Hathaway. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused ana
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- 10 Aug 2026 02:14
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Tencent AI Spending Key After Magnificent 7 Rout
(Bloomberg) -- Tencent Holdings Ltd.'s spending plans will draw investor scrutiny as investors cool on lavish outlays on artificial intelligence. Most Read from Bloomberg Trump Amps Up Pressure on Billionaire Sargeant to Exit Venezuela Iran Shakes Up Security Team After Saying Oman Deal 'Very Close' Iran Says Hormuz Deal Close But Its Conditions Must Be Met OpenAI's New Device Will Be Hockey Puck-Sized and Cost Over $300 China Unleashes $28 Trillion Capital Markets to Challenge US in AI Last month, the Magnificent Seven lost $797 billion in a day after Google parent Alphabet Inc. raised capital expenditure plans while its cash flow turned negative for the first time since going public. That's raising the pressure for Tencent, weeks after the WeChat owner raised $4.7 billion from the sale of long-dated dollar and yuan bonds in its largest bond offering since 2020 to finance the development of its AI products and services. Consensus earnings estimates in China's tech sector will remain under sustained pressure in the second half, weighed down by price wars and oversupply including in AI, even as AI performance gap with the US is narrowing, said Bloomberg Intelligence. Meanwhile, prints from Hon Hai Precision Industry Co. and Lenovo Group Ltd. will show tailwinds on the hardware side of the tech industry. Highlights to look out for: Monday: Ayala Land (ALI PM) earnings are set to shrink for a second straight quarter as a double rate hike from the Philippine central bank in response to the fallout from the Iran war and ensuing inflation pressured residential demand. Increased investments in shopping malls and offices should raise the portion of recurring income, according to BI. Tuesday: Foxconn Industrial Internet's (601138 CH) guidance should hint at growth in the second half of the year, supported by Nvidia's next-generation Vera Rubin platform, Citi said. Profit for the first half should have risen between 93% to 101%, driven by stronger revenue from AI servers for cloud service providers, according to preliminary earnings. Wednesday: Tencent (700 HK) earnings growth likely fell to its lowest since 2023, slowed by rising AI investment costs including agentic token expenses, said BI. The forthcoming AI agent for its WeChat platform will remain in focus during management's earnings call while no significant external sales from AI are expected this year. Strong demand for AI infrastructure and consumer electronics should have supported Hon Hai Precision (2317 TT) in its second quarter, said BI, noting monthly sales numbers that signaled robust demand in the global AI infrastructure buildout. Margins could see some pressure from AI servers though strong operating leverage and the shift to a consignment model for certain projects should help mitigate such risks. Commonwealth Bank of Australia's (CBA AU) full-year earnings are seen rising 6% amid lower costs, flat net interest income and a smaller impairment charge compared with last year, according to UBS. Margins are likely to be ahead of expectations as the bank was more judicious in deploying capital in the second half, UBS added, and key risks are seen around mortgages and the impact on net flow rates. Story Continues Thursday: Lenovo's (992 HK) infrastructure solutions group — its AI server division — probably remained the primary growth engine on robust demand and a $21 billion pipeline, said BI. Price hikes and product mix improvements should have helped too, according to UOB Kay Hian. Group sales should have kept double digit growth for the ninth consecutive quarter while earnings are seen up 64% in the fiscal first quarter. There may be a $1.7 billion fair value loss on warrants issued to Saudi Arabia's ALAT in 2024, Citi and UOB Kay Hian said. Friday: Kweichow Moutai's (600519 CH) strong cash generation and robust balance sheet leaves room for a dividend boost even as sales growth slows, BI said. Long-term growth still largely depends on broadening its retail customer bas
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- 10 Aug 2026 01:48
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Berkshire Earnings Were Good—Not Great. A Real Bright Spot Was This.
A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter Continue Reading
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- 9 Aug 2026 23:21
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Chinese EVs blocked from US buyers are still pouring into Waymo's robotaxi fleet
Photo Credit: Getty Images Chinese electric vehicles are becoming a global force, but American drivers are still largely locked out of buying them. Even so, those same vehicles are making their way onto U.S. streets through the expanding robotaxi fleet of Waymo, Alphabet's self-driving car company — a sign of how trade policy can block everyday consumers from cleaner, lower-cost transportation while still leaving room for large companies. What's happening? U.S. tariffs on Chinese-built EVs add up to 127.5%, which is one reason regular American buyers have been largely shut out even as Chinese companies such as BYD, Zeekr, and Xiaomi move quickly on pricing, design, and technology, according to Forbes. Those fees also led industry observers to think Waymo might end up operating fewer than 1,000 Zeekr vans in the U.S. Yet import records show that since 2024, more than 3,200 examples of that vehicle — sold in China as the CM1e — have come through Los Angeles, including more than 2,600 in 2026 alone. At the CM1e's Chinese sticker price of $39,000, tariffs alone could raise the cost to nearly $89,000, before adding self-driving equipment that likely tops $10,000 per vehicle. Alphabet's self-driving unit has started using the small Zeekr-built vans, which Waymo calls the Waymo Ojai, in cities including Los Angeles and San Francisco. Why does it matter? Advanced EVs can enter the country for corporate fleets, but not in a way that lowers fuel and maintenance costs for most families. Transportation is one of the biggest sources of planet-warming pollution, and wider EV adoption is an important tool for cutting harmful air pollution in neighborhoods near busy roads. Affordable EV competition can also put pressure on the broader market to improve range, software, and pricing. High tariffs raise costs that wealthy tech companies may be able to absorb, but most households cannot. Communities are left without cheaper clean-car options, even as the technology proves itself viable on U.S. roads every day. What's being done? Waymo is pressing forward with Zeekr vehicles as the basis of its robotaxi network, potentially giving some people in certain cities a car-free option if they would rather not drive or own a car. If lower-cost EVs were more widely sold in the U.S., more motorists could move away from gasoline vehicles, particularly alongside home chargers, growing public charging access, and any local or federal purchase incentives that are available. The broader issue is that government policy helps decide whether clean technology reaches whole communities or remains mostly accessible to companies that can shoulder the extra expense. Waymo said it had "more than 100" of these vans in service, according to Forbes, and the import data indicates that total could be just the start. Get TCD's free newsletters for easy tips, smart advice, and a chance to earn $5,000 toward home upgrades. To see more stories like this one, change your Google preferences here. View Comments
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- 9 Aug 2026 21:41
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Aug092026
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Berkshire breaks 14-quarter selling streak with $23.5B of stock buys — $10B went to 1 company at a private price
On June 2, Alphabet (NASDAQ:GOOGL) set the price on $18 billion of new stock it was selling to public investors, part of an $84.75 billion effort to raise money for its artificial intelligence buildout. Anyone who got shares in that sale paid $355.1982 apiece for the Class A stock. Berkshire Hathaway (NYSE:BRK.B) paid $351.81. The Google parent had agreed the day before to sell Warren Buffett's company $10 billion of stock in a private placement — Alphabet sold the shares straight to Berkshire instead of running them through the public offering. Berkshire paid $351.81 for $5 billion of Class A shares and $348.20 for $5 billion of Class C shares, which carry no voting rights and trade a few dollars cheaper, according to Alphabet's filings with the Securities and Exchange Commission. Public buyers in the sale running alongside it paid $355.1982 and $351.8018. The private sale closed June 4, the same day as the public one. Must Read Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake. Here's what it is and 3 simple steps to fix it ASAP Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going Berkshire had owned Alphabet since the third quarter of 2025, and Alphabet described the placement as an addition to a stake Berkshire had been building since then. The gap is $3.39 and $3.60 a share. Across the roughly 28.6 million shares in the placement, it comes to about $100 million. That one transaction accounts for more than 40% of every dollar of stock Berkshire bought in the quarter. What Berkshire bought in the second quarter Berkshire's second-quarter report, filed Aug. 8, showed the company buying more stock than it sold for the first time in 14 quarters. That ended a stretch of net selling that began in the fourth quarter of 2022 and outlasted Buffett's tenure as chief executive. Net earnings, the noisier figure, roughly doubled to $25.67 billion. Operating earnings, which strip out the paper swings in Berkshire's stock portfolio and are the figure Buffett has long told shareholders to watch, rose 16% to $12.98 billion. Share buybacks jumped to $4.53 billion from $235 million in the first quarter. The cash pile — $397.4 billion at March 31, the most it had ever held — finally fell, to $365.5 billion. Berkshire's filing gives six-month totals rather than quarterly ones; the quarterly split works out to roughly $23.5 billion of stock bought against about $3.7 billion sold. Story Continues Profit from writing insurance policies fell 13% and income from investing premiums fell 9%. Why Berkshire paid less than Alphabet's public investors Alphabet paid to sell stock to the public. Goldman Sachs, J.P. Morgan and Morgan Stanley led a group of 31 banks that took the $18 billion offering, distributed it and collected a fee. Alphabet told investors to expect about $17.8 billion left over once the banks' cut and the cost of the sale were paid, or roughly 1.1%. Public buyers had no say in the price. Berkshire bought straight from the company. No syndicate, no fee. The discount it negotiated, 0.95% on the Class A shares and 1.02% on the Class C, runs close to what Alphabet would have paid the banks to move the same stock. Alphabet kept about $351.25 a share from public buyers of the Class A stock and $351.81 from Berkshire. On the Class C shares it was $347.89 against $348.20. Across the 28.6 million shares in the placement, Berkshire's money was worth roughly $12 million more to Alphabet than the same shares sold to the public. Alphabet also gave Berkshire the right to resell the shares publicly later, which buyers in private deals don't automatically get. Who made the Alphabet call, Buffett or Abel Most early coverage of Berkshire's moves framed the quarter as Greg Abel's arrival on the battlefield. Abel, 64
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- 9 Aug 2026 20:40
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Salesforce to lay off 59 employees in Seattle and Bellevue
Salesforce, a major customer relationship management platform based in San Francisco, is laying off 59 workers in Seattle and Bellevue. The layoffs will occur at the company's worksites located at 929 108th Ave. NE in Bellevue and 744 N. 34th Street in Seattle, according to a Worker Adjustment and Retraining Notification (WARN). "The worksites will not be closed in their entirety," the WARN notice stated. "The terminations are not the result of, nor will they result in, the relocation or contracting out of the company's operations or the affected positions." A range of positions will be let go, including software engineers, marketing roles, product managers, and technical support. Affected employees are expected to be laid off on Oct. 5, and the terminations will be permanent. Major companies announce layoffs alongside Salesforce Salesforce's layoffs are the latest in a round of major companies. Earlier this week, both Zillow and Google announced they were laying off employees across western Washington. Zillow announced it is cutting more than 91 employees in Seattle, as the company shutters 7% of its global workforce. Zillow did not say if AI played a role in the latest round of cuts, nor did it disclose which teams were impacted. Google is letting go of 52 employees in its Kirkland, Redmond, and Seattle offices. Software engineers made up the bulk of the layoffs, with managers and designers also affected. Visa is also conducting layoffs, as it announced last month it was laying off 70 workers at its downtown Bellevue office this fall. The move is part of a broader reduction of approximately 2,600 jobs worldwide — equivalent to 7% of its workforce, according to The Puget Sound Business Journal. MyNorthwest has reached out to Salesforce for comment. Contributing: Jason Sutich and Frank Sumrall, MyNorthwest Follow Julia Dallas on X. Read her stories here. Submit news tips here. View Comments
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- 9 Aug 2026 16:14
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