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Why Warren Buffett Is Quietly Increasing His Stake in Alphabet

Warren Buffett, set to retire as Berkshire Hathaway's CEO, approved a new $4.3 billion stake in Alphabet in Q3 2025, despite historically avoiding tech stocks. Berkshire's investment, now worth $5.6 billion, reflects confidence in Alphabet's growth in advertising, cloud, and AI sectors. The decision, likely led by portfolio managers Todd Combs and Ted Weschler, aligns with Berkshire's strategy to capitalize on Alphabet's long-term potential.

Motley Fool·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%
Motley Fool·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%

AlphaFold Powers Engineering of Resilient Crops

Scientists at Michigan State University are using Google DeepMind's AlphaFold to engineer crops that can withstand extreme heat, addressing food security amid climate change. By predicting the structure of the enzyme glycerate kinase (GLYK), researchers have developed hybrid enzymes with enhanced heat stability. This breakthrough could lead to resilient crops, transforming agricultural biotechnology and ensuring stable food supplies in a warming world.

StartupHub·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%
StartupHub·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%

Next week, the "Google Chain Core" Broadcom earnings report is coming

Citigroup and Goldman Sachs report predict that driven by the open use of Google's TPU and a surge in AI spending, Broadcom's upcoming financial report will once again exceed expectations, with its AI revenue expected to achieve triple-digit growth in the fiscal year 2026. Although OpenAI's "capital expenditures far exceed revenue" model has been pointed out to show signs of a bubble, before the demand cools down, Broadcom, as a core supplier, will continue to benefit from the capital chase for AI

Wallstreetcn·
US
AVGO
+0.11%
Wallstreetcn·
US
AVGO
+0.11%

Team Google Beats Team OpenAI This Round—What It Means for Your Portfolio

Investors are shifting focus from OpenAI to Google, with Alphabet's stock rising due to its AI advancements, particularly the Gemini 3. This has led to a divergence in returns between portfolios aligned with Google and OpenAI. Google's vertically integrated AI infrastructure is seen as more scalable and profitable. Meanwhile, OpenAI faces challenges in monetization and competition. NVIDIA's dominance is being reevaluated as Google's TPU gains traction. The shift in capital flow reflects a broader move towards multi-architecture AI infrastructure, impacting companies like SoftBank tied to OpenAI.

TradingKey·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%
TradingKey·
US
GOOG
-0.70%
US
GOOGL
-0.63%
US
GGLS
+0.60%

Carvana’s Top Executive Makes a Multi-Million Dollar Stock Move!

Carvana Co's Chief Brand Officer, Ryan S. Keeton, sold 10,000 shares for $4 million. UBS initiated coverage with a Buy rating, citing Carvana's strong online platform and potential for 25% annual EBITDA growth. Wedbush upgraded Carvana to Outperform, noting growth potential. Despite positive earnings and strategic investments, Spark rates CVNA as Neutral due to cash flow concerns. Carvana's YTD price performance is 97.94%, with a market cap of $83.14B.

Tip Ranks·
US
CVNA
+0.97%
Tip Ranks·
US
CVNA
+0.97%
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