Notícias

Berkshire Hathaway ended June with $364.7 billion in cash and Treasury bills, 4% less than three months earlier. The drop, driven by the $6.8 billion purchase of Taylor Morrison Home and a $10 billion investment in Alphabet, was the first for the conglomerate in four years.

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon

Apple stock gained 1.4% over the week, despite a sharp drop after the iPhone maker issued a weaker-than-expected quarterly forecast.

Space Exploration Technologies Corp. (NASDAQ:SPCX) CEO Elon Musk believes Starlink could become a massive business, with AI and robotics driving bandwidth demand and potentially pushing annual revenue above $1 trillion. Starlink Could Become a Cash Machine Earlier this week, former Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) executive and venture capitalist David Friedberg made a bullish case on the latest episode of the All-In podcast, citing Starlink’s rapid subscriber growth and strong financi

Berkshire Hathaway (NYSE:BRK.B) under new CEO Greg Abel carried out its largest quarterly share repurchase since 2021, alongside major new equity investments. The company used a sizable portion of its cash reserves for substantial buybacks and fresh positions in stocks such as Alphabet. This capital deployment marks a clear shift from Berkshire Hathaway's prior pattern of net selling and more cautious use of cash. For readers looking to compare Berkshire Hathaway's capital decisions with...

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The Burger King parent company has some momentum.

A highlight was the repurchase of $4.5 billion of shares in the second quarter. The figure was just $235 million in the first quarter

A huge backlog plus massive spending equals incredible revenue growth.

More than 40% of it went into a single private placement, priced about 1% under what public buyers paid in the same deal.

You can't go anywhere today without hearing people talk about artificial intelligence. AI is seeping into every aspect of our daily lives, for better or worse. No matter what you think about this sea change, there's no denying its existence. It's being incorporated into everything from smartwatches ...

Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.

Berkshire Hathaway's Q2 filing points to $13.5 billion in unnamed stock buys. The Aug. 14 13F reveals Abel's targets.

Warby Parker (NYSE:WRBY) reported second-quarter revenue of $235.5 million, up 9.8% from a year earlier, as retail sales growth, eye exam expansion and higher average order values helped offset continued softness in customer traffic and the effects of ending its Home Try-On program. Adjusted EBITDA

Once deemed an AI loser, Shopify has a huge agentic commerce opportunity in front of it.

Meta and Alphabet both poured record billions into AI last quarter, but one came out with expanding margins and a soaring cloud business while the other watched free cash flow crater 91%. The gap between their results raises a hard question about which AI spending bet Wall Street should still trust.

VFIAX is one of the most popular ways Americans own the S&P 500, but two hidden costs quietly make it the wrong choice for millions of investors, and Vanguard already sells the fix.

Huang's stock advice could become even more valuable in 2027.

Investing.com -- Strong second-quarter earnings from major U.S. companies have pushed stock indexes to fresh highs and eased concerns that the rally relies too heavily on a small group of artificial intelligence companies, the Wall Street Journal reported.

The largest companies are huge because they have run their businesses very well.

The tech mogul is the world's third-richest person.

High-performing open-weight models could put downward pressure on pricing for the leading U.S. frontier labs.

This prediction addresses a major risk of the AI build-out.

Users who encounter an AI summary click on an actual link to a third-party site just 8% of the time, according to a recent Pew Research study.

Oracle (NYSE: ORCL) and Google Cloud are expanding their partnership to bring Google's Gemini AI models into Oracle's enterprise applications. The collaboration will make Gemini's multimodal AI tools available across Oracle's cloud and business software stack. Enterprise customers are expected to gain more options for building AI powered workflows and analytics on Oracle's platforms. Oracle is far from the only stock tied to the build out of AI capabilities across software and...

NiSource (NYSE:NI) reported second-quarter 2026 adjusted earnings of $0.16 per share, compared with $0.22 per share a year earlier, while reaffirming its full-year earnings outlook and long-term growth targets. Year-to-date adjusted earnings rose to $1.22 per share, up $0.03 from the same period in

Broadcom (NASDAQ:AVGO) has drawn significant market attention in 2026 for its custom AI chips. But the company’s August 6 announcement of new VMware vDefend and Avi Load Balancer capabilities is a reminder that its infrastructure software business, the one built to throw off steady, high-margin cash, is still evolving too. With the stock sitting roughly […]

On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a list that already included Anthropic Claude, OpenAI’s ChatGPT Enterprise, and Microsoft Copilot. It is a bet that as companies rush to adopt AI, someone needs to watch […]

S&P 500 earnings just shattered a record that has stood since 2008, but two tech giants are responsible for a distortion that changes everything investors think they know about this earnings season.

For three years, Greg Abel sat on one of the largest cash piles in corporate history while the market ran without him. Something just changed, and the new portfolio bets reveal exactly where Berkshire is placing its next big wager.