Alphabet AI rally faces stock swings, Berkshire stake

Timeline

1. 1 day ago

   [BUSINESS] 11 sources

   Alphabet raises 2026 AI capex to $205 bn, posts negative free cash flow

   Alphabet raised its 2026 AI capex target to $195‑$205 bn, posted $5.9 bn negative free cash flow in Q2 and saw its stock drop over 6 %, while planning higher AI spend in 2027 and using neocloud providers.

2. 3 days ago

   [BUSINESS] 2 sources

   Berkshire Hathaway invests $30 billion in Alphabet after Warren Buffett’s initiative

   Warren Buffett, now chair of Berkshire Hathaway, initiated a $30 billion investment in Alphabet, including a $10 billion private placement, as new CEO Greg Abel continues Buffett’s investment style.

3. 8 days ago

   [BUSINESS] 6 sources

   Warren Buffett warns on speculation while Berkshire boosts AI stake in Alphabet

   Buffett warns of market speculation, notes Berkshire’s portfolio is 68% in five stocks and confirms a $31 billion AI‑focused Alphabet investment he personally initiated.

4. 9 days ago

   [TECHNOLOGY] 8 sources

   Alphabet's Gemini 3.5 Pro Delay Triggers Stock Drop and EU Antitrust Actions

   Alphabet’s Gemini 3.5 Pro launch delay has slashed its stock, spurs EU antitrust threats, while the firm expands AI health tools in India and sees new investor interest.

5. 11 days ago

   [BUSINESS] 10 sources

   Warren Buffett's $31 Billion Alphabet Investment Lifts Google Co‑Founders' Net Worth

   Warren Buffett’s Berkshire Hathaway invested about $31 billion in Alphabet, boosting Google co‑founders’ fortunes and prompting bullish analyst price targets of $430‑$447.

6. 13 days ago

   [BUSINESS] 3 sources

   Warren Buffett's Berkshire Hathaway invests $23 billion in Alphabet

   Berkshire Hathaway, guided by Warren Buffett, spent about $23 billion to acquire nearly 68 million Alphabet shares, while smaller investors like Whittier Trust added modest stakes.

7. 15 days ago

   [BUSINESS] 2 sources

   Alphabet Inc. Q1 institutional holdings rise and fall as Resona adds and Hikari trims shares

   Resona Asset Management boosted its Alphabet stake to ~1.56 million shares ($445 M) while Hikari Power cut its holding by 15 % to 119 k shares ($34 M) in Q1, as the stock traded near $355.

8. 19 days ago

   [BUSINESS] 2 sources

   Alphabet Inc. experiences mixed institutional investor activity in first quarter

   DGS Capital trimmed its Alphabet stake by 14.6% in Q1, while Premier Path Wealth raised its holding by 7.6%, reflecting mixed institutional activity in the tech giant.

9. 23 days ago

   [BUSINESS] 3 sources

   Alphabet shares double in a year as AI and cloud growth fuels investor buying

   Alphabet's stock doubled to $360 as AI and cloud revenue surged, prompting Berkshire Hathaway and other investors to increase holdings, while the firm contends with EU and Swedish antitrust fines.

10. 23 days ago

    [TECHNOLOGY] 2 sources

    Alphabet Inc.’s Shareholder Base and Growing Competitive Pressures

    Alphabet, Google’s parent, is chiefly owned by Vanguard, BlackRock and State Street, with founders holding about 3% each, while the company faces heightened competition from Microsoft, Apple, Amazon, Meta and a

11. 25 days ago

    [BUSINESS] 3 sources

    Alphabet shares shift as iA Global trims stake and Chicago Trust expands position

    iA Global cut its Alphabet stake by 10.3% in Q1, while Chicago Trust boosted its holding by 24.1%; institutions now own about 27% of the company.

12. 27 days ago

    [BUSINESS] 3 sources

    Alphabet shares see mixed moves as analysts raise price targets and a fund trims holdings

    Alphabet’s stock saw a 9.4% trim by Greenup Street Wealth Management while analysts Morgan Stanley and BofA raised 12‑month targets to $415–$430, keeping Wall Street bullish despite recent market‑value losses.

13. 27 days ago

    [BUSINESS] 4 sources

    Dow Jones hits historic 52,000 level as Alphabet joins index, US markets mixed in July

    Dow Jones closed above 52,000 for the first time after Alphabet joined the index; July saw a marginal slip and tech pullback, with the market shifting toward value stocks.

14. 28 days ago

    [TECHNOLOGY] 13 sources

    Apple exec Paul Meade joins OpenAI's hardware unit

    Apple VP Paul Meade, leader of Vision Pro and smart‑glasses hardware, will leave for OpenAI's hardware unit, amid Apple’s leadership reshuffle and OpenAI’s push for AI‑powered devices.

15. about 1 month ago

    [BUSINESS] 3 sources

    Alphabet AI spending triggers 13% stock dip, investors view as buying chance

    Alphabet's AI spending and an $80 bn equity raise have driven a 13% stock decline, yet revenue rose 22% with cloud up 63% and AI sales up 800%; institutional investors adjusted holdings.

16. about 1 month ago

    [BUSINESS] 2 sources

    Alphabet's AI-driven earnings outlook and antitrust scrutiny

    Alphabet's upcoming earnings will hinge on YouTube and search ad revenue, Google Cloud growth, and AI initiatives, while regulators examine its market power.

17. about 1 month ago

    [BUSINESS] 2 sources

    Alphabet to Join Dow Jones, Replacing Verizon on June 29

    Alphabet will replace Verizon in the Dow Jones on 29 June 2026 after a 20‑for‑1 split; its shares are trading below key averages, with technical signs of weakness ahead of the index addition.

18. about 1 month ago

    [BUSINESS] 2 sources

    Alphabet Inc. draws institutional buying as analysts weigh $147 intrinsic share value

    Institutional investors, led by Triad Wealth Partners, expanded holdings in Alphabet as a DCF model values the stock at $147 per share versus its $367 market price, indicating possible overvaluation.

19. about 1 month ago

    [BUSINESS] 2 sources

    Berkshire Hathaway makes Alphabet its third-largest holding under Greg Abel

    Under Greg Abel, Berkshire Hathaway boosted its Alphabet stake, making it the third‑largest holding and displacing Coca‑Cola, while Warren Buffett remains skeptical of IPOs such as SpaceX.

20. about 1 month ago

    [BUSINESS] 2 sources

    Alphabet joins Dow Jones, replacing Verizon after Honeywell split

    Alphabet entered the Dow Jones, taking Verizon’s spot after Honeywell’s Aerospace spin‑off prompted index reshuffling, highlighting the Dow’s tech‑focused shift.

21. about 1 month ago

    [BUSINESS] 18 sources

    Alphabet joins Dow Jones, replacing Verizon

    Alphabet will replace Verizon in the Dow Jones Industrial Average on June 29, 2026, expanding the index’s exposure to AI, cloud and digital advertising as Verizon’s low share price had minimal impact.

22. about 1 month ago

    [TECHNOLOGY] 8 sources

    Alphabet shares plunge as top AI researchers jump to rivals

    Alphabet shares fell ~7% and lost $269 bn in market cap after Noam Shazeer joined OpenAI and John Jumper moved to Anthropic, raising concerns over AI talent retention and spending.

23. about 1 month ago

    [BUSINESS] 5 sources

    Alphabet draws fresh institutional buying and analyst upgrades amid AI‑driven growth

    Alphabet posted strong earnings, announced $180‑$190 billion AI‑focused capex, saw new institutional buys and upgrades, while some investors trimmed stakes.

24. about 1 month ago

    [BUSINESS] 3 sources

    Alphabet receives consensus “Buy” rating from analysts

    Analysts gave Alphabet a consensus “Buy” rating with a $376.78 price target; earnings beat expectations and a $0.22 dividend were announced.

25. about 2 months ago

    [BUSINESS] 2 sources

    Alphabet Inc. sees varied institutional stake adjustments in Q4

    Harvest Fund boosted its Alphabet stake to 237,622 shares ($74.6 M) while UniSuper cut its holding to 1.81 M shares ($567 M) in Q4, reflecting mixed institutional moves in the tech giant.

26. about 2 months ago

    [BUSINESS] 2 sources

    Berkshire Hathaway invests $10 bn in Alphabet to fund AI expansion

    Berkshire Hathaway is investing about $10 bn in Alphabet to back the tech giant’s AI infrastructure expansion.

27. about 2 months ago

    [BUSINESS] 2 sources

    Alphabet Inc. sees institutional investors cut stakes in Q4 filings

    New Age Alpha Advisors and BNP Paribas reduced their Alphabet stakes in Q4, cutting holdings by 4.7% and 5.3% respectively, leaving them with $29.6 M and $122 M in shares.

28. about 2 months ago

    [BUSINESS] 2 sources

    Bill Ackman's Pershing Square Adds Microsoft, Cuts Alphabet Stake

    Bill Ackman's Pershing Square added a $2.09 billion Microsoft position (15.3% of assets) and cut Alphabet by 94.9%, shifting its $13.71 billion portfolio toward U.S. tech and AI infrastructure.

29. about 2 months ago

    [BUSINESS] 3 sources

    Berkshire Hathaway pours $27 bn into Alphabet, expanding its tech portfolio

    Berkshire Hathaway, led by Greg Abel, is investing $27 bn in Alphabet, making it its fourth‑largest holding, while its portfolio remains 67 % concentrated in five legacy stocks.

30. about 2 months ago

    [BUSINESS] 2 sources

    Alphabet raises $85 billion in share sale to fund AI infrastructure expansion

    Alphabet raised $85 billion via a record share sale to fund a $180‑$190 billion AI infrastructure spend, part of a $725 billion hyperscaler investment drive.

31. about 2 months ago

    [BUSINESS] 2 sources

    Berkshire Hathaway invests $16.8 bn in Alphabet and homebuilder while Apple and AmEx dominate portfolio

    Berkshire Hathaway’s portfolio is 36% Apple and American Express, and under Greg Abel it spent $16.8 bn buying Alphabet shares and acquiring homebuilder Taylor Morrison.

32. about 2 months ago

    [BUSINESS] 2 sources

    Berkshire Hathaway Commits $10 B to Alphabet’s AI Push

    Berkshire Hathaway, under Greg Abel, is buying $10 billion of Alphabet shares, joining Alphabet’s $80 billion AI infrastructure raise and marking a major shift toward tech investing.

33. about 2 months ago

    [BUSINESS] 7 sources

    Alphabet launches $80‑$85 bn equity raise to fund AI infrastructure build‑out

    Alphabet is raising up to $85 bn in equity—including a $10 bn Berkshire Hathaway placement—to fund massive AI infrastructure expansion and meet soaring demand.

34. about 2 months ago

    [BUSINESS] 3 sources

    Alphabet raises $45 billion in record equity sale to fund AI expansion

    Alphabet raised $45 billion in a record equity offering, with a second $40 billion tranche planned, to fund AI infrastructure and $180‑190 billion of 2026 capex.

35. about 2 months ago

    [BUSINESS] 4 sources

    Alphabet stock sees varied institutional trades and reaffirmed buy rating

    Alphabet saw mixed institutional moves—Blackhawk sold shares, IFP Advisors doubled its stake—and a reaffirmed buy rating from Barclays, with other analysts maintaining bullish targets. Insider sales totaled $27

36. 2 months ago

    [BUSINESS] 2 sources

    Bank of America Reaffirms Buy on Alphabet with $430 Target After AI Highlights at I/O

    BofA keeps its Alphabet buy rating with a $430 target as AI usage soars post‑I/O, despite a 2% stock dip.

37. 2 months ago

    [BUSINESS] 2 sources

    Institutional investors trim Alphabet (GOOGL) holdings

    Horizon Investments and Capital Management Corp VA have cut their Alphabet (GOOGL) stakes, with the latter selling 4,330 shares and reducing its holding by 10.2% per its latest 13F filing.

38. 2 months ago

    [BUSINESS] 3 sources

    Berkshire Hathaway triples its Alphabet stake and exits Amazon holdings

    Berkshire Hathaway triples its Alphabet stake to $23 bn and fully sells its Amazon shares in Q1 2026.

39. 2 months ago

    [BUSINESS] 4 sources

    Bill Ackman's Pershing Square shifts to Microsoft, trims Alphabet in AI rally

    Ackman's Pershing Square adds Microsoft, trims Alphabet, and expands holdings in QSR, Amazon and Meta amid AI‑driven market shifts.

40. 2 months ago

    [BUSINESS] 2 sources

    Alphabet Inc. receives consensus “Moderate Buy” rating from analysts

    Alphabet gets a consensus “Moderate Buy” rating from 54 analysts, with 47 buys and five holds.

41. 2 months ago

    [BUSINESS] 3 sources

    Camelot Portfolios reduces Alphabet stake by 30% in Q4

    Camelot Portfolios trimmed its Alphabet stake by 30%, now holding 13,157 shares after selling about 5,700 shares.

42. 2 months ago

    [BUSINESS] 8 sources

    Alphabet attracts new $4.3 bn stake from Berkshire Hathaway amid other investor moves

    Berkshire adds $4.3 bn Alphabet stake while Cabot cuts and MGO One Seven lifts holdings; BofA upgrades outlook.

43. 2 months ago

    [BUSINESS] 3 sources

    Alphabet issues $3.6 billion yen‑denominated bond, largest foreign issuance in Japan

    Alphabet sold $3.6 billion in yen‑denominated bonds, the biggest foreign issuance in Japan.

44. 2 months ago

    [BUSINESS] 3 sources

    Alphabet shares shift as investors trim and add holdings

    Alphabet shares changed hands in Q4 as FWG Holdings sold 1,403 shares, while Facet Wealth and Elevated Financial added about 5k and 7k shares.

45. 2 months ago

    [BUSINESS] 3 sources

    Alphabet shares hit record high as AEGON UK and Resonant Capital increase stakes

    Alphabet stock rose to $402 as AEGON UK and Resonant Capital lifted their holdings.