
The leading AI systems of the next decade may be developed by private companies.
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The leading AI systems of the next decade may be developed by private companies.

Half a trillion dollars in AI infrastructure spending looks like a Wall Street windfall, but the hidden costs are landing somewhere else entirely, and most Americans have no idea they are already on the hook.

A 2015 check cut for $900 million in SpaceX’s series F round has grown about 100x to $94 billion.

After three years of selling more than he bought, new Berkshire CEO Greg Abel just broke the streak in dramatic fashion, pouring billions into a single tech giant that Warren Buffett himself quietly identified as the target.
Hut 8 (HUT) CEO Asher Genoot compares AI compute buildout to historical infrastructure booms like railroads and steel, projecting $1.75 billion in annual net operating income as new data centers come online.

These companies have different business models, but share strong AI tailwinds.

Investors can say goodbye for now to the Alphabet they used to know.
The August earnings cycle just revealed something unusual about the three hyperscalers: their backlogs are growing faster than their revenue, and one trades at a valuation that makes the other two look expensive by comparison.

Alibaba Group Holding’s open-weight models have accumulated more than 3 billion global downloads in the past six months, eclipsing Meta Platforms Inc., Alphabet Inc. and domestic peers to become the world’s No. 1 artificial-intelligence model.

Elon Musk's SpaceX will build its AI services exclusively on Nvidia system.

In early August 2026, Commvault Systems filed a US$449.32 million shelf registration for 3,374,000 common shares related to its employee stock ownership plan and announced a new integration that brings Google Threat Intelligence into its Threat Scan cyber resilience workflows, alongside upgraded inline malware scanning and AI-enabled Synthetic Recovery enhancements. This combination of capital-raising flexibility and deeper Google collaboration underscores how Commvault is positioning its...

The artificial-intelligence boom is sold to investors as one of the broadest technology shifts in decades. And a shockingly substantial part of the answer may lie with just two corporations, says Steve Eisman. The investor best known for betting against the U.S. housing market before the financial ...

On August 11, medtech leader Abbott Laboratories (NYSE:ABT) and tech behemoth Alphabet Inc. (NASDAQ:GOOG) announced a multi-year partnership to unite continuous glucose monitoring with consumer AI. The collaboration embeds data from Abbott’s non-prescription Lingo biowearable directly into the Google Health app, combining real-time metabolic insights with Google’s AI Health Coach to deliver personalized habit recommendations […]

Greg Abel's overhaul of Berkshire Hathaway's $358 billion investment portfolio continued in his second quarter at the helm.
Investing.com -- Artificial intelligence is more likely to replace individual tasks than entire occupations, limiting the risk of widespread job destruction, BofA Global Research said in a report examining employment across 206 US industries.

A Maryland state tax court has struck down the state’s first-in-the-nation tax on digital advertising and ordered state officials to repay the tax money already collected from big tech firms. The Maryland Tax Court said the tax violates the federal Internet Tax Freedom Act as well as the First Amendment and the commerce and due process clauses of the U.S. Constitution. Maryland estimated the tax, approved in 2021, could raise about $250 million a year to help pay for a sweeping K-12 education measure.

Investors have hundreds of billions ($) of reasons why to remain bullish on the AI buildout, particularly for companies like Vertiv (VRT) and Broadcom (AVGO), as companies continue to invest heavily in their AI futures.

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.

Some of this money doesn't have to be paid back for 40 years. The servers the search giant is buying are depreciated over about six years.
Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

Berkshire Hathaway added to its stakes in Google’s parent and America’s home-building industry during the second quarter, while selling off its position in Constellation Brands. The Omaha, Neb.-based conglomerate continued to double down on home builders after completing a $6.
Investing.com -- Berkshire Hathaway (NYSE:BRKb) aggressively expanded its stake in Alphabet Inc (NASDAQ:GOOGL) during the second quarter, signaling a deepening conviction in the technology giant’s strategic trajectory. According to the Omaha-based conglomerate’s latest 13F filing, the firm added tens of millions of shares across both share classes, lifting its Class C holdings to over 27 million while bolstering its Class A position to nearly 79 million shares. Against that backdrop of tech accu

Greg Abel—CEO and top stock picker—reduced the company’s portfolio in financial shares during the second quarter.

CPUC approved the expansion of Waymo’s fully autonomous ride-hailing service across the San Francisco Bay Area and Los Angeles, plus launches in Sacramento and San Diego.

Here is a way to collect a steady income stream from Adobe stock right now, which you keep no matter what, while lining up a chance to buy this creative software giant at a deep discount if its turnaround stumbles.
Google's early investment multiplied more than 100-fold.
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