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Energy Transfer (ET) Positions to Capitalize on the AI Power Surge
Insider Monkey42d agobullish
Energy Transfer (ET) Positions to Capitalize on the AI Power Surge

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Strong Buy Case for Abbott Laboratories (ABT)
Insider Monkey42d agobullish
Strong Buy Case for Abbott Laboratories (ABT)

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Here’s Insiders Fund’s Thesis on Intel Corp. (INTC)
Insider Monkey42d agoneutral
Here’s Insiders Fund’s Thesis on Intel Corp. (INTC)

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Insider Buying at Pool Corp (POOL) Signals Confidence
Insider Monkey42d agobullish
Insider Buying at Pool Corp (POOL) Signals Confidence

Alpha Wealth Funds, LLC, an investment management company, released its Q2 2026 letter for the “Insiders Fund”. A copy of the letter is available to download here. The Fund lost 1.45% in June, while it was up 8.43% for the 2nd quarter and 0.75% YTD. This compares to the S&P 500’s -0.95%, 15.2%, and 9.98% […]

Meta And Alphabet Offer Incredible Value And No One Cares
24/7 Wall St.42d agoneutral
Meta And Alphabet Offer Incredible Value And No One Cares

Meta's ad engine is humming and Alphabet's cloud is accelerating, yet both stocks trade at multiples that look almost suspiciously cheap for hyperscalers of this caliber. Something is keeping investors away, and figuring out what reveals a lot about where the real opportunity sits.

Texas Data Center Moratorium: Key Meeting Friday; Watch These S&P 500 Stocks
Investor's Business Daily42d agoneutral
Texas Data Center Moratorium: Key Meeting Friday; Watch These S&P 500 Stocks

Texas Gov. Greg Abbott went from being one of the biggest boosters of data centers to becoming the second governor to impose a data center moratorium, on Aug. 3. Last November, Abbott announced a $40 billion investment in Google parent Alphabet. Recent polls show a close race for governor against state Democratic Rep. Gina Hinojosa, who has seized on public opposition to data centers.

Alphabet’s Early SpaceX Investment Grows More Than 100-Fold to $94 Billion
InvestorsHub42d agoneutral
Alphabet’s Early SpaceX Investment Grows More Than 100-Fold to $94 Billion

Alphabet (NASDAQ:GOOG) has generated an extraordinary paper return from its early investment in SpaceX (NASDAQ:SPCX), with its disclosed holding valued at approximately $94 billion at the end of June, more than 100 times the $900 million the Google parent invested in Elon Musk’s space company in 2015. Following SpaceX’s $86 billion initial public offering in June, Alphabet has emerged as the company’s largest individual institutional shareholder by a wide margin, according to a Reuters analysis

Alphabet's SpaceX bet grows 100-fold over a decade to $94 billion
Reuters42d agoneutral
Alphabet's SpaceX bet grows 100-fold over a decade to $94 billion

Alphabet's early bet on SpaceX has multiplied more than 100-fold, with the Google parent disclosing a stake worth about $94 billion at the end of June compared with the $900 million investment it said ‌it made in Elon Musk's rocket company in 2015. Alphabet has emerged as by far the largest single institutional holder of SpaceX ‌following its $86 billion IPO in June, according to a Reuters analysis of quarterly filings made public so far. The filings shed new light on the scale of positions acquired by ​SpaceX's backers as the company transitioned from a closely held startup to a publicly traded giant.

5 Insightful Analyst Questions From LegalZoom’s Q2 Earnings Call
StockStory43d agoneutral
5 Insightful Analyst Questions From LegalZoom’s Q2 Earnings Call

LegalZoom’s second quarter results reflected the impact of rapid changes in online search dynamics. Management attributed the quarter’s performance to a mix of solid subscription growth and the accelerating adoption of AI-powered services, but also acknowledged significant headwinds from declining Google-driven customer acquisition. CEO Jeffrey Stibel cited a “material change and a step down” in Google search, which pressured traditional traffic and business formation volumes. The company’s shif

Apple’s next iPhone battle just got more complicated
TheStreet43d agoneutral
Apple’s next iPhone battle just got more complicated

Apple (AAPL) is preparing to undertake a pretty unpleasant AI test. Google has unveiled the Pixel 11 series. With Gemini Intelligence incorporated much more deeply into the smartphone experience, it offers customers an AI assistant that can comprehend what they're doing across messaging, calendars, ...

GuruFocus.com43d agoneutral
David Abrams's Top Second Quarter 2026 Move: Alphabet Inc at a -3.07% Portfolio Impact

David Abrams (Trades, Portfolio), founder and CEO of Abrams Capital Management, recently submitted his 13F filing for the second quarter of 2026, revealing key adjustments to his concentrated portfolio. Abrams established the Boston-based firm in 1999 after a decade working alongside Seth Klarman (Trades, Portfolio) at Baupost Group. David Abrams (Trades, Portfolio) reduced his position in one stock during the quarter, with the most significant change being a reduction in Alphabet Inc (NASDAQ:GOOGL).