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The Latest Breaking News from Alphabet

Berkshire Hathaway AI Stock Portfolio Now Has 37% Riding on Just Three Tech Giants

Berkshire Hathaway shifts focus to AI investments, with over a third of its portfolio in AI-linked stocks. Is it marking a departure from Warren Buffett's tech-averse strategy?

International Business Times UK

GDP, Earnings and Other Key Things to Watch this Week

Markets enter the final week of May with a holiday-shortened trading schedule following Memorial Day Monday closure, compressing important economic data and high-profile earnings into four sessions.

Barchart

The Smart Glasses Gold Rush Is Leaving Old-School Eyewear Behind

Alphabet and Samsung's entry into smart glasses signals a hardware supercycle, challenging Meta's early market lead with EssilorLuxottica.

MarketBeat

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Microsoft Stock Is a Buy as OpenAI Prepares for an IPO. Here’s Why.

OpenAI is reportedly looking to file for an IPO. MSFT stock looks like a buy ahead of the AI startup's listing.

Barchart

Grok falls flat in Washington, undercutting SpaceX's AI growth story

SpaceX's AI chatbot Grok faces significant challenges gaining traction within the U.S. government. Federal agencies show a strong preference for competitors like OpenAI and Alphabet. This limited adoption raises questions about SpaceX's ambitious valuation and its projected AI market share. Grok's struggle in the government sector may also impact its…

The Economic Times

AI Consolidation Begins: Blackstone & Google Forge an AI Empire

The Blackstone-Google joint venture is reshaping the AI cloud landscape, creating a new paradigm for institutional investment in core infrastructure.

MarketBeat

Nvidia to announce Q1 earnings tonight. What to expect and why there could be a $350 billion price swing

All eyes are on Nvidia’s April quarter earnings as investors assess whether the AI chip giant can sustain its explosive growth momentum. Strong AI spending by Big Tech firms is expected to support another robust quarter, though concerns around valuations, competition, China exposure, and data centre demand continue to keep…

The Economic Times

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Google DeepMind hires staff from Contextual AI in licensing deal, source says

Google DeepMind is reportedly acquiring over 20 researchers and licensing technology from AI startup Contextual AI for $80 million to $90 million. This move follows Alphabet's strategy of talent acquisition through licensing deals, similar to past agreements with Windsurf and Character.AI.

The Economic Times

Dear Google Stock Fans, Mark Your Calendars for May 19

Alphabet’s Google I/O event is expected to showcase major Gemini AI upgrades and deeper agentic AI integration.

Barchart

Ackman and Berkshire Are Betting Against Each Other on AI

Bill Ackman's Pershing Square made big moves in top AI hyperscaler stocks in Q1, with several standing in clear contrast to Berkshire Hathaway's changes.

MarketBeat

Nvidia's outlook will be a test of its strategy to maintain AI dominance

Nvidia anticipates strong earnings but faces new competition in AI chips. Demand is shifting to processors that run AI in real-time, a market where rivals like Alphabet and Amazon are making strides. Traditional players Intel and AMD are also pushing new chips.

The Economic Times

Google, Blackstone plan AI cloud venture with $5 billion backing: WSJ

Google and Blackstone are reportedly planning to launch a new AI cloud company, with Blackstone contributing $5 billion in equity for a majority stake. The venture will leverage Google's specialised AI chips, hardware, software, and services. Long-time Google executive Benjamin Treynor Sloss is slated to lead the new US-based company.

The Economic Times

Berkshire Hathaway Doubles Down on GOOG Stock While Dumping AMZN. You Probably Shouldn’t.

Berkshire Hathaway has exited its stake in Amazon while tripling its Alphabet holdings. Should you follow suit?

Barchart

Nvidia Stock Hit Record Highs on Huang’s China Visit. Q1 Earnings Could Take NVDA Even Higher.

NVDA stock recently hit record highs, but its upcoming earnings report could be the next major catalyst.

Barchart

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The Economic Times

NextEra Energy strikes $66.8 billion deal for Dominion in bets on AI power demand

The deal, one of the largest in the U.S. power industry, adds to a wave of consolidation as the rapid data-center buildout lifts power demand for the first time in two decades, opening up a lucrative revenue stream and boosting profit prospects.

The Economic Times

Dominion energy stock rises highest in over 3 years, Nextera energy stock crashes. Here's why

NextEra Energy is buying Dominion Energy in an all-stock transaction valued at about $66.8 billion, creating the world's largest regulated electric utility by market value.

MarketBeat

Willing and Abel: Berkshire's New CEO Makes Huge Portfolio Changes in Q1

Berkshire Hathaway has a new top dog. Its appears that Greg Abel is barking loudly, upending much of the company's huge investment portfolio.

International Business Times UK

Bill Ackman Says Alphabet Stake Sale Wasn't a Bet Against Google — Then Reveals Bullish Microsoft Bet

Pershing Square's Bill Ackman liquidated his Alphabet position to build a £1.58bn ($2.09bn) Microsoft stake at 21 times forward earnings.

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International Business Times UK

Citadel Advisors Cut Stakes in Nvidia, Microsoft and Amazon Despite AI Rally — But Held Onto Tesla and Meta

US hedge funds, including Citadel Advisors, adjusted their portfolios in Q1 amid market volatility, selling stakes in major tech stocks.

International Business Times UK

Stanley Druckenmiller Dumps Alphabet After Boosting Stake 277% Last Quarter — Here's What He's Buying Now

Stanley Druckenmiller's Duquesne Family Office sold its entire Alphabet stake in Q1 despite impressive returns amid concerns over AI competition and regulatory pressures.

International Business Times UK

Berkshire Hathaway's Top 20 Holdings Revealed in 13F Filing — Google Stake Tripled, Apple at $57.8 Billion

Berkshire Hathaway's latest 13F filing reveals a strategic shift with increased investments in Google and Delta Air Lines, while reducing stakes in companies like Visa and Amazon.

The Economic Times

Mutual funds cut technology sector exposure to 8-year low in April. Is AI disruption reshaping sentiment?

Mutual funds have significantly reduced their technology sector exposure to an eight-year low, driven by concerns over AI disruption, slowing global IT spending, and muted earnings. This strategic shift reflects investor caution amid a transition phase for the IT sector, with a preference for domestic sectors like financials and defence.

Barchart

Microsoft Stock Is an AI Bargain That Investors Are Missing

Microsoft trades at a more attractive valuation relative to peers like Alphabet and Amazon.

Barchart

NVDA Earnings, Alphabet Conference and Other Can't Miss Items this Week

Markets face a reasonably quiet week, but it will be dominated by Wednesday's Nvidia (NVDA) earnings and Alphabet's two-day developer conference, creating a critical test for AI infrastructure investment sustainability and technology sector leadership.

MarketBeat

Alphabet’s YouTube CEO Touts AI, Creators and TV as Growth Flywheel

YouTube CEO Neal Mohan said the Alphabet (NASDAQ:GOOG) video platform is continuing to lean on creators, subscriptions, connected TV and artificial intelligence as the core drivers of its business, while emphasizing that the company’s overall strategy has remained consistent even as the media indust

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Stanley Druckenmiller

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