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Cathie Wood and Warren Buffett couldn’t be more different when it comes to investing styles. Wood’s ARK Invest is known for betting on disruptive tech like AI and robo-taxis, while Buffett spent his 55 years as Berkshire Hathaway CEO buying old-fashioned, reliable companies at fair prices. Google parent Alphabet appears to be the rare stock that fits both strategies.
Although the AI buildout has powered Wall Street’s bull market for three years running, the cash required to keep it going is starting to outrun the cash being generated. Google (NASDAQ:GOOGL) guided 2026 capital expenditures to $175 billion to $185 billion, after spending $91.45 billion in 2025. The freshest hook landed this week with reports ... Why Google’s Record AI Spending May Signal a Turning Point
The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL)’s 2026 capital expenditure guidance. CFO Anat Ashkenazi walked the Street up to that figure on the Q1 2026 earnings call, telling investors the company was “updating our full year 2026 CapEx guidance range to $180 billion to $190 billion, up ... $190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge
Alphabet Inc. (NASDAQ:GOOGL) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Cramer mentioned the company raising money and its competition with others, as he remarked: I saw that Amazon and Alphabet were pointedly absent among the winners. That’s right. Although Jensen did mention that Alphabet […]
CMA expects its move to give publishers greater ability to negotiate content arrangements with Google.
Former School of Rock CEO Matt Ross details his journey scaling creative education franchises like School of Rock, overcoming intense personal and professional hardships, and the life lessons on mental health and purpose detailed in his book, Grow or Fold.
ARK Invest is loading up on GOOGL stock at a brisk pace.
The UK Competition and Markets Authority requires Google to let publishers opt out of AI-generated search summaries and training datasets. Google must provide clear attribution and links to publisher content within its AI search results. The ruling applies to Alphabet's (NasdaqGS:GOOGL) UK operations and includes testing new tools that give publishers more control. Alphabet, through Google Search, is heavily involved in building AI-powered search features that blend traditional links with...
Apple is only days away from its annual Worldwide Developers Conference, and investors are focused on whether the company can finally deliver the long-awaited AI-powered Siri. The June 8 keynote event is expected to showcase the next generation of iOS, iPadOS, macOS, and watchOS features. But this ...
Investors have multiple ways to get indirect exposure to SpaceX, even before the IPO.
Google's strength in search is undeniable, and arguably unshakable. However, its years-long push into AI is generating controversy, and in some cases, pushing customers away altogether. While Google commands over 90% of the search engine market, distrust of AI and complaints of "enshittification" ...
Strategy Inc. (NASDAQ:MSTR) CEO Phong Le said on Wednesday that financial tools popularized by the firm were employed in Google parent Alphabet Inc.’s (NASDAQ:GOOG) (NASDAQ:GOOGL) proposed capital raise. CEO Sees Strategy’s Win In Google’s Raise In an X post, Le pointed out that Google’s proposed $80 billion equity capital raise, now upsized to $84.75 billion, includes $15 billion convertible preferred stock and a $40 billion at-the-market offering, instruments that Strategy has used before. The
In the lead-up to its June 2026 Worldwide Developers Conference, Apple signaled a major overhaul of Siri using Google’s Gemini AI models and previewed native bill‑splitting tools that scan receipts, deepening integration of artificial intelligence and payments into iOS. This push to embed advanced AI assistants and financial features directly into the operating system underscores how Apple is increasingly consolidating everyday digital tasks inside its ecosystem, with meaningful competitive...
Berkshire Hathaway (NYSE:BRK.A) is acquiring Taylor Morrison Home Corporation, marking the first major deal under new CEO Greg Abel. The company is committing US$10b in a private placement as part of Alphabet’s US$80b equity raise focused on AI infrastructure. These moves follow Warren Buffett’s retirement and represent early capital deployment decisions under the new leadership. Berkshire Hathaway operates a mix of insurance, utilities, rail, manufacturing, and services businesses,...
Tech giant Meta on Thursday attacked Australia's "grossly unfair" bid to make social media companies pay for news, saying it is vehemently opposed to the draft laws."Our position is clear: this law is poorly designed, grossly unfair, and will fail to deliver a diverse and sustainable news industry," said Meta, the parent company of Facebook and Instagram.
Iran's paramilitary Revolutionary Guard said it had targeted the headquarters of the U.S. Navy's 5th Fleet in Bahrain, derailing U.S.-Iran ceasefire talks.
Warren Buffett spent decades telling investors he did not understand technology well enough to own it. Then he bought Apple. Then he tripled down on a search giant that has spent the past two years convincing Wall Street that AI makes it stronger, not weaker. On June 1, Berkshire Hathaway made that ...
Tech giant Meta on Thursday attacked Australia's "grossly unfair" bid to make social media companies pay for news, saying it is vehemently opposed to the draft laws."Our position is clear: this law is poorly designed, grossly unfair, and will fail to deliver a diverse and sustainable news industry," said Meta, the parent company of Facebook and Instagram.
By David Shepardson WASHINGTON, June 3 (Reuters) - The Federal Communications Commission said on Wednesday it plans to toughen oversight of submarine communications cables that handle 99% of
Lovable and Google signed an expanded multiyear deal that involves a 5x expansion of Lovable's footprint on Google Cloud, and expanded access to Anthropic Claude.
Shares of social network operator Meta Platforms (NASDAQ:META) jumped 3.2% in the morning session after sentiment improved following an enterprise AI product launch, and an analyst upgrade.
Alphabet is funding a larger AI buildout, leaving shareholders to weigh whether Gemini usage and Google Cloud demand can translate into stronger cash-flow returns.
Charlie and Will break down the crash of Michael Saylor’s STRC, IREN's massive 800MW deal in Australia, a critical Zcash soundness bug, Google’s massive $80B equity raise for AI, and…
The semiconductor and software maker says semiconductor revenue from AI more than doubled to $10.8 billion in the quarter, boosted by increasing demand for custom AI accelerators and AI networking, Chief Executive Hock Tan said.
Bitwise advisor Jeff Park argues Alphabet's $16.75 billion preferred equity tranche mirrors what Strategy has done with its own preferred stock programs, and that crypto-linked issuers helped normalize the instrument.
Broadcom forecast third-quarter revenue above Wall Street expectations on Wednesday, betting on robust demand for its custom AI chips and networking gear. However, shares of the Palo Alto, California-based company fell more than 2% in extended trading. They had gained nearly 8% last week in the run up to earnings.
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