New filings reveal that Berkshire Hathaway scooped up a new stock: Alphabet. The highly profitable tech giant is positioned to benefit from multiple secular tailwinds.
By controlling the entire tech stack, Alphabet has given itself a big edge in the cloud computing infrastructure space. Its cloud computing unit also gives it big structural cost advantages in search
Warren Buffett likes companies with a solid competitive advantage -- and he likes to get in on these stocks for a reasonable price. Though Buffett doesn't invest in many tech stocks, he makes exceptio
Netflix's growth is impressive, but it's based on a less diversified business model than Alphabet's. Alphabet benefits from streaming tailwinds through YouTube while also drawing on search, cloud, and
Meta Platforms Inc. allegedly hid evidence of social media harm by shutting down a study on Facebook and Instagram's impact on mental health.
Amazon has been a low-key artificial intelligence winner. Meta Platforms is the cheapest of the "Magnificent Seven" stocks on a forward earnings basis, and it has been growing quickly.
Philip Morris International has had a strong year, but the stock has faltered since July due to concerns about demand for the company's smokeless Zyn products. The tobacco company still pays a relativ
Warren Buffett's Berkshire Hathaway initiated a stake in Alphabet in Q3. News of Berkshire's new stake in Alphabet helped boost the stock's already impressive gains this year.
AAII survey confirms growing concern over concentration of mega-cap tech stocks in S&P 500. Sentiment improving but not confident.
Retail investors talked up five hot stocks this week (Nov. 17-21) on X and Reddit's r/WallStreetBets, driven by earnings, retail hype, AI buzz, and corporate news flow.
This week, volatility took hold of the AI trade as bubble fears continued and Nvidia's blowout earnings failed to steady the market. Deirdre Bosa has the story.
This holiday shopping season features more advanced smart glasses, smart speakers with generative AI and a pendant AI friend. Despite the arrival of these new products, reviews for many of the devices
The US government asked a federal judge on Friday to order the breakup of Google's digital advertising business, arguing that the tech giant's pledges to change its practices cannot be trusted.
Gemini 3's surge past ChatGPT and other competitors on benchmark tests has handed Google an elusive victory.
Alphabet's dominant ad business allows it to fund long-shot investments. Note that the tech giant's stock was far cheaper when Berkshire bought it.
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