On September 2, 2026, Berkshire Hathaway CEO Greg Abel told CNBC there is 'a lot more pushback' on data center construction across the U.S., while White House AI adviser David Sacks amplified a script…
Berkshire Hathaway CEO Greg Abel said in a September 2 CNBC interview that the biggest constraint on AI data center growth will be the power grid, specifically the time needed to prepare sites, not ch…
Stanley Druckenmiller's Duquesne Family Office fully exited its Broadcom position and opened a new $120 million stake in Alphabet Inc. in Q2 2026, according to 13F filings. Berkshire Hathaway, led by …
Berkshire Hathaway has accumulated roughly 106 million shares of Alphabet Inc., valued at approximately $36.6 to $37.8 billion as of June 30, 2026, making it the firm's third-largest equity holding at…
Berkshire Hathaway owned about 106 million Alphabet shares worth nearly $38 billion at the end of June, making it the company's third-largest stock holding, and Warren Buffett, who stepped down as CEO…
A $2,000 investment in Berkshire Hathaway Class B shares on August 3, 2011, would be worth $13,855 today, while the same investment in Nvidia would be worth approximately $1.181 million, according to …
Meta CEO Mark Zuckerberg published a 6,500-word manifesto on spreading AI benefits, joining a trend of lengthy essays by tech leaders like Anthropic CEO Dario Amodei's 13,000-word piece, but communica…
Nvidia is expanding the risk of the AI buildout by enabling its customers to raise money in new ways, according to a Stratechery analysis. The article draws parallels to the 1870s railroad boom, where…
Oil prices held steady on Tuesday after jumping 5% the previous day, with Brent crude unchanged at $87.72 a barrel and U.S. benchmark crude flat at $82.13, as uncertainty persisted over when the Strai…
Warren Buffett personally initiated Berkshire Hathaway's roughly $30 billion stake in Alphabet Inc., confirmed during a CNBC interview on July 15, 2026, signaling his continued strategic influence des…
Leopold Aschenbrenner's $45 billion hedge fund, Situational Awareness, collapsed in late July after a sharp downswing in AI stocks triggered margin calls, forcing a fire sale of most of its publicly t…
Hyperscaler-related debt issuance has crossed the $1 trillion mark as Alphabet, Amazon, Meta, Microsoft, and Oracle collectively commit roughly $1.6 trillion in capital expenditures from 2023 to 2026,…
Constellation Software has compounded returns at roughly 34% a year since its 2006 IPO by acquiring over 800 small, overlooked software companies, and estimates 38,000 more such invisible firms remain…
AlphaSMO has launched an MCP server that lets AI agents like Claude and ChatGPT query live SEC 13F filings and insider trading data. The server exposes seven tools, including a 'smart money convergenc…
Alphabet posted negative free cash flow of $5.855 billion in Q2 2026 despite a 24% year-on-year revenue increase to roughly $120 billion, driven by $44.9 billion in capital expenditure—nearly double l…
Finterm AI released an open-source Investment Skills Lexicon that distills Warren Buffett's investment framework from 72 primary documents (950,000 words) into 65 evidence-bounded decision cards for u…
Warren Buffett confirmed his personal role in Berkshire Hathaway's acquisition of a $31 billion stake in Alphabet, holding 57.8 million shares, boosting investor confidence in the tech giant's AI stra…
Alphabet Inc., Google's parent company, announced the largest equity capital raise in corporate history, pulling in $80 billion through stock sales, convertible preferred shares, and a $10 billion pri…
Warren Buffett warned investors about reckless speculation in markets and the massive cost of the AI buildout during a rare CNBC interview on Wednesday. The Berkshire Hathaway chairman said it has bee…
Alphabet plans to spend between $175 billion and $190 billion on capital expenditures in 2026, more than double the $90 billion it spent in 2025, as CEO Sundar Pichai flags persistent compute constrai…