Key Points Alphabet’s autonomous vehicles are a common sight now in several major U.S. cities, such as Los Angeles. Interestingly, some don’t immediately identify this next-generation vehicle developer as an auto company. 10 stocks we like better than Alphabet › As with nearly everything associated with Tesla and its colorful CEO Elon Musk, the hype … Read more
These Were the Biggest Changes in Berkshire Hathaway's Holdings for Q2
Russ Cohen
Key Points Berkshire Hathaway (NYSE:BRKA)(NYSE:BRKB)‘s 13F filing for the second quarter came out recently, which highlighted the company’s changes in holdings during the period. While under previous CEO Warren Buffett, the company has been cautious about buying stocks and adding to its positions, that has changed of late under Greg Abel, who took over at … Read more
Google Cloud Grew 82% Last Quarter. Azure Grew 43% and AWS Grew 37%.
Russ Cohen
Key Points Google Cloud revenue climbed 82% year over year to $24.8 billion in the second quarter, accelerating from 63% growth in the first. Microsoft reported 43% growth in Azure and other cloud services for the quarter ended June 30, while Amazon Web Services grew 37%. Google Cloud’s backlog reached $514 billion, and Alphabet says … Read more
Bill Ackman’s Pershing Square Just Bought Netflix and 5 Other Stocks. Here’s What Investors Need to Know.
Key Points Pershing was able to purchase Netflix stock after a major sell-off earlier this year. Ackman also took new positions in Visa and Mastercard. Ackman and his team bought the dip on stocks that investors have sold amid concerns about disruption from artificial intelligence. 10 stocks we like better than Netflix › Say what … Read more
AI’s Biggest Problem Right Now – And the Portfolio of Companies Solving It
A recent AI deal reveals an unexpected group of companies that could benefit from the industry’s biggest bottlenecks. Listen to the audio version of this article (generated by AI). Editor’s Note: Last week, you heard from my InvestorPlace colleague Luke Lango about a challenge facing AI investors: With so many opportunities out there, which stocks … Read more
Trump Tariff Refunds Just Topped $100 Billion, and These Companies Are Receiving Some of the Largest Checks
Key Points Donald Trump’s “Liberation Day” tariffs were invalidated by the U.S. Supreme Court in February 2026, triggering the need to refund approximately $166 billion to American businesses. Several of America’s best-known companies have received or expect to collect between $500 million and $2.4 billion in International Emergency Economic Powers Act (IEEPA) tariff refunds. However, … Read more