General America Investors

Financial media highlights that Google's AI and TPU advancements are driving growth in the optical module industry

Alphabet (GOOG.TO) will pay a dividend.

Microsoft adjusts bug bounty program to enhance security

Apple rumored to launch new product line in the first half of 2026, including a budget iPhone

Google launches a beta version of real-time translation for headphones with advanced Gemini features.

OpenAI and Microsoft are sued in a murder-related case, with the lawsuit alleging ChatGPT exacerbated the user's delusions.

Google Pixel 10a phone expected to be released in early 2026

Alphabet is poised for an accounting windfall as SpaceX's valuation surges

CISA warns of actively exploited zero-day vulnerability in Windows

Microsoft community hosts 'MS Nantes Connect' tech event in Nantes, France

Tylor Stone Wealth Management Increases Alphabet Holdings

Report indicates Microsoft's capital expenditure increased significantly in fiscal year 2025 for AI investment

Prediction markets stir controversy over alleged insider trading related to Google and OpenAI.

Google partners with XREAL to launch AR glasses featuring Gemini AI

Microsoft AI CEO Mustafa Suleyman describes Elon Musk as a "bulldozer" with "superhuman abilities."

Analysts predict Alphabet could lead the market in 2026, driven by AI and Cloud

To advance AI, Google will merge Android and ChromeOS in 2026

Microsoft holds a free training for marketers on Microsoft 365 Copilot

Google will build subsea cables in Papua New Guinea under a defense treaty with Australia.

1248 Management LLC Increases Stake in Apple

AdvisorShares MSOS 2x Daily ETF

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Tryhard

Roundhill Cannabis ETF

Neo-Concept

Amplify Seymour Cannabis ETF

AdvisorShares Pure US Cannabis ETF

Canopy Growth

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Tilray Brands

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Alphabet Inc. is set to record a significant paper gain from its investment in SpaceX, following a stock sale that values SpaceX at $800 billion. Alphabet's previous gains from SpaceX boosted its earnings in 2024. Meanwhile, TD Cowen raised Alphabet's price target to $350, citing AI advancements, with expectations of further stock growth and increased Google Search and Gemini usage.

- Alphabet Inc. is set to record significant gains following SpaceX's recent stock sale, valuing the private rocket company at approximately $800 billion.  
- Alphabet has held a stake in SpaceX since 2015, and previous gains from this investment have positively impacted its earnings, including an $8 billion gain reported in 2024.  
- Additionally, analysts have raised Alphabet's price target to $350, citing advancements in its artificial intelligence initiatives, which are expected to drive growth in Google Search and Gemini user engagement.

Cryptopolitan

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Alphabet poised for another paper gain as SpaceX valuation jumps

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Wall Street analysts, including BMO Capital and JPMorgan, are optimistic about Amazon and Alphabet's growth in 2026 due to their AI investments. Amazon's AWS is expected to benefit from increased AI tool usage, while Alphabet aims to integrate AI into core products like Google Search and Cloud. Both firms highlight 2026 as a pivotal year for these companies, focusing on AI-driven revenue growth.

- Wall Street is increasingly focused on companies that can convert AI investments into tangible returns, with BMO Capital and JPMorgan highlighting Amazon and Alphabet for 2026.  
- Amazon's growth is expected to be driven by its AWS division, which supports AI workloads, while Alphabet aims to integrate AI into its core products like Search and Google Cloud.  
- Both firms anticipate that 2026 will be pivotal for these companies, as they seek to demonstrate substantial revenue and profit growth following significant AI-related expenditures.

Tip Ranks

Amazon

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AMZN, GOOGL: These 2 Internet Stocks Got a Rare Double Thumbs-Up for 2026. Here's Why Wall Street Is Lining Up

AAPL

In 2010, an Apple employee left an iPhone 4 prototype in a bar, leading Gizmodo to purchase and reveal its details, causing a major stir before the official launch. This incident marked a dramatic beginning for the iPhone 4 era.

- By 2010, the iPhone era was significantly impacting the smartphone landscape, which was still evolving.  
- An Apple employee inadvertently left a prototype of the iPhone 4 in a bar, leading to Gizmodo acquiring and revealing its details.  
- This incident generated considerable buzz and anticipation for the iPhone 4 ahead of its official launch.

The Verge

Apple

Inside the high drama of the iPhone 4

The S&P 500 bull market, now three years old, is expected to continue its growth, potentially reaching 7,500 by 2026, driven by tech sector gains and AI infrastructure spending. Advanced Micro Devices (AMD) and Alphabet (GOOG) are highlighted as strong investment opportunities due to their impressive performance and growth prospects in AI and cloud computing.

- AI is positively impacting AMD and Alphabet, with both companies expected to see significant earnings growth in 2026.  
- AMD's stock has risen 81% in 2025, driven by demand for its AI chips, while Alphabet's stock has gained 67% due to its AI investments and strong revenue growth.  
- Analysts suggest that both stocks present attractive buying opportunities as they are poised for further gains in the upcoming year.

Yahoo Finance

History Says the S&P 500 Will Jump in 2026: 2 Magnificent Stocks to Buy Hand Over Fist Before They Skyrocket

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The author expresses growing trust in Microsoft's handheld Xbox devices, despite initial skepticism. While the Xbox Full Screen Experience (FSE) needs improvement, updates have enhanced reliability in saving games and battery life. The author continues testing the devices, noting improvements since the October review. Read more at The Verge.

- The author expresses continued skepticism about the Xbox Ally and its Windows version, stating it is not ready for mainstream use.  
- Despite previous criticism, the author notes improvements in the Xbox Full Screen Experience after extensive testing of the handhelds.  
- The author has been playing games on the devices and is starting to trust their performance regarding game saving and battery life.  

Microsoft

I’m finally beginning to trust Microsoft’s handheld Xbox

Tyler Stone Wealth Management increased its holdings in Alphabet Inc. by 10.1% in Q2, purchasing an additional 3,608 shares, making Alphabet its 19th largest position. The firm's holdings in Alphabet are valued at $6.94 million. Alphabet's stock has received strong buy ratings from analysts, with a consensus target price of $314.22. The company reported strong Q3 earnings, with $2.87 EPS and $102.35 billion in revenue. Alphabet also announced a quarterly dividend of $0.21 per share, payable on December 15th.

- Tyler Stone Wealth Management increased its holdings in Alphabet Inc. by 10.1% in Q2, owning 39,365 shares valued at $6,937,000.  
- Other institutional investors also raised their stakes, with Bridgeway Capital Management increasing its position by 17.9%, now holding 88,187 shares worth $13,637,000.  
- Analysts have set a consensus target price of $314.22 for Alphabet, with a "Moderate Buy" rating, following a strong earnings report that exceeded expectations.

Market Beat

Tyler Stone Wealth Management Acquires 3,608 Shares of Alphabet Inc. $GOOGL

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The article by Tim McLaughlin highlights the environmental concerns surrounding the US freight rail industry, particularly BNSF Railway, part of Warren Buffett's Berkshire Hathaway. Despite BNSF's claims of having the cleanest locomotive fleet, the industry is criticized for being dirtier than coal power plants.

- BNSF Railway, part of Berkshire Hathaway, claims to be an environmental leader in the U.S. rail industry.  
- The company highlights its clean locomotive fleet as the cleanest in North America.  
- BNSF promotes its operations by encouraging the perception of its locomotives as environmentally friendly.  

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How the US freight rail industry got dirtier than coal power plants

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Tactive Advisors LLC acquired a new stake in Microsoft Corporation worth $3.64 million in the 2nd quarter, purchasing 7,308 shares. Microsoft now represents 1.2% of Tactive Advisors' portfolio. Other institutional investors also increased their positions in Microsoft. Analysts have given Microsoft a 'Moderate Buy' rating with an average price target of $632.34. Microsoft reported strong quarterly earnings, beating estimates with $4.13 EPS and $77.67 billion in revenue. The company announced a quarterly dividend of $0.91 per share, payable on March 12th.

- Tactive Advisors LLC acquired 7,308 shares of Microsoft Corporation, valued at approximately $3,635,000, making it 1.2% of their investment portfolio.  
- Other institutional investors also increased their stakes in Microsoft, with significant purchases from Sound View Wealth Advisors and Bank Pictet & Cie Europe AG.  
- Microsoft reported a quarterly EPS of $4.13, exceeding estimates, and announced a dividend of $0.91 per share, reflecting a 25.89% payout ratio.

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Tactive Advisors LLC Takes $3.64 Million Position in Microsoft Corporation $MSFT

Second Line Capital LLC increased its stake in Microsoft by 10.6% in Q2, owning 17,656 shares worth $8.78 million. Microsoft stock opened at $478.53, with a market cap of $3.56 trillion. Analysts have given strong buy and buy ratings, with price targets up to $675. Microsoft reported $4.13 EPS, beating estimates, and announced a $0.91 quarterly dividend.

- Second Line Capital LLC increased its stake in Microsoft Corporation by 10.6% in Q2, owning 17,656 shares valued at $8,782,000.  
- Other institutional investors also raised their positions, with AlphaQuest LLC and PMV Capital Advisers LLC increasing their holdings by 5.9%.  
- Microsoft reported strong quarterly earnings, exceeding expectations with $4.13 EPS and $77.67 billion in revenue, while also announcing a quarterly dividend of $0.91.

Second Line Capital LLC Boosts Stock Holdings in Microsoft Corporation $MSFT

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Front Row Advisors LLC reduced its holdings in Apple Inc. by 2.5% in Q2, owning 136,142 shares worth $27.93 million. Apple remains its 2nd largest holding, comprising 9.7% of its portfolio. Other institutional investors also modified their Apple holdings. Insider transactions included significant stock sales by Chris Kondo and CEO Timothy D. Cook. Apple reported strong Q3 earnings, with revenue up 8.7% YoY. The company announced a quarterly dividend of $0.26 per share. Analysts have raised price targets for Apple stock.

- Front Row Advisors LLC reduced its Apple Inc. holdings by 2.5%, owning 136,142 shares valued at approximately $27.93 million.  
- Other institutional investors also adjusted their positions, with notable increases from Ryan Investment Management and Nexus Investment Management.  
- Apple reported a quarterly EPS of $1.85, exceeding estimates, and declared a dividend of $0.26 per share, reflecting a 0.4% yield.

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Front Row Advisors LLC Reduces Stock Holdings in Apple Inc. $AAPL

1248 Management LLC increased its stake in Apple Inc. by 25.4% in Q2, purchasing 9,836 shares, now holding 48,545 shares worth $9.96 million. Other institutional investors like Vanguard, State Street, and Geode Capital also raised their Apple holdings. Apple's stock opened at $278.28, with a market cap of $4.11 trillion. The company reported strong quarterly earnings and announced a dividend of $0.26 per share. Insiders sold shares worth $58.6 million in the last 90 days.

- 1248 Management LLC increased its stake in Apple Inc. by 25.4% in Q2, owning 48,545 shares valued at approximately $9.96 million.  
- Other institutional investors, including Vanguard Group and State Street Corp, also raised their positions in Apple, contributing to institutional ownership of 67.73%.  
- Apple reported Q4 earnings of $1.85 per share, exceeding estimates, with a revenue of $102.47 billion, and announced a quarterly dividend of $0.26 per share.

1248 Management LLC Purchases 9,836 Shares of Apple Inc. $AAPL

Alphabet's stock has been on fire in the second half of the year.

Prediction: This AI stock could lead the market in 2026

Microsoft AI CEO Mustafa Suleyman has criticized Meta's aggressive hiring strategies, which include offering $100 million bonuses, and has decided to avoid participating in the AI talent war. Instead, Suleyman focuses on building cohesive teams and prioritizing candidates who fit the team culture and possess necessary skills, rather than offering exorbitant salaries. This approach contrasts with Meta's strategy of offering large pay packages to attract top talent.

- Microsoft AI CEO Mustafa Suleyman has chosen not to engage in the escalating talent war in the AI sector, avoiding high salary offers to attract talent.  
- He criticized Meta's aggressive hiring strategies, which include massive signing bonuses, and emphasized a selective recruitment process focused on team cohesion and cultural fit.  
- Despite the competitive landscape, Suleyman asserts that Microsoft will prioritize strategic alignment over participating in high-stakes bidding wars for talent.