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Amazon's Q2 2026 earnings report showed a significant surge, but 85% of the reported income came from unrealized paper gains in its investment in Anthropic. Without these gains, Amazon's earnings per…
Alphabet's Q2 13F filing reveals its SpaceX stake is now worth $94.18B, an 8,000%+ gain since 2015. Its Anthropic stake may be worth $120B+, showcasing exceptional investment returns beyond core busi…
Alphabet's 10-Q reveals its SpaceX stake is worth $94.1 billion and its Anthropic stake may approach $124 billion, highlighting massive unrealized investment gains and strategic AI positioning.
Analysts flag that S&P 500 earnings growth is inflated by unrealized investment gains ('other income') from stakes in SpaceX, Anthropic, and Intel held by Alphabet, Amazon, and Nvidia, masking weaker…