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AMD shares rose after CFO Jean Hu projected data center revenue will double to $70 billion by 2027, driven by a $3 trillion AI market by 2030. Wall Street raised price targets following the announcem…
Bank of America clients posted their sixth-largest weekly net equity inflows since 2008, totaling $7.0B across single stocks and ETFs. Institutional and hedge fund buyers drove demand, focusing on la…
Stanley Druckenmiller's Duquesne Family Office exited Micron and initiated a 336,300-share position in Alphabet in Q2. Alphabet demonstrated strong 82% Google Cloud revenue growth, though aggressive …
Bitcoin continues its three-week rally near $80,000, bolstered by $730.9 million in daily spot ETF inflows and renewed corporate buying from Strategy. Ethereum and altcoins followed higher, pushing t…
Berkshire Hathaway expanded its stake in Alphabet with a $17 billion addition, making it the conglomerate's third-largest equity holding. CEO Greg Abel praised Alphabet's leading AI position, citing …
Berkshire Hathaway CEO Greg Abel highlighted the conglomerate's $35 billion stake in Alphabet, ranking it among its top equity holdings. Abel reaffirmed Berkshire's confidence in Alphabet's artificia…
Cathie Wood’s ARK Invest heavily accumulated AI infrastructure stocks in August, making Nvidia its largest monthly buy with nearly 548,000 shares. ARK also added Broadcom while trimming holdings in c…
Berkshire Hathaway turned net buyer in Q2, deploying $20 billion into equities and notably boosting its Alphabet stake to become its third-largest holding. With $359 billion in cash, analysts also hi…
Strategy acquired 4,603 Bitcoins worth approximately $370 million, marking its first purchase in two months. Funded by common stock issuance, the company's total holdings reached 845,050 BTC, reinfor…
Rothschild & Co's LongRun Equity Strategy initiated a new position in NVIDIA (NVDA) during Q2 2026. They cite Nvidia's strong competitive moat through the CUDA ecosystem and stable end markets as rea…
Berkshire Hathaway became a net buyer of stocks in Q2, highlighted by a large investment in Alphabet alongside major bets on a US housing market turnaround via homebuilder acquisitions and stock purc…
Cryptocurrencies surge in a broad August rally as Bitcoin reclaims the $80,000 mark and breaks above its 200-day moving average. The momentum is propelled by $1.92 billion in spot ETF inflows, easing…
Strategy raised $2 billion via equity sales as Bitcoin surged 24% to near $78,000, flipping its 840,447 BTC treasury into profit. Institutional tailwinds strengthened with $1.92 billion in weekly Bit…
Stanley Druckenmiller's latest 13F filing reveals increased stakes in mega-cap leaders Amazon and Alphabet, while molecular diagnostics firm Natera emerged as his largest portfolio position amid rapi…
Berkshire Hathaway CEO Greg Abel significantly expanded the firm's Delta Air Lines position to $5.4 billion. The filing also revealed that Alphabet was Berkshire's largest portfolio addition during t…
Bitmine Immersion announced its holdings reached $14.9 billion, including 5.85 million Ethereum tokens, representing 4.8% of global circulating supply. Bitmine stakes over 5 million ETH, generating a…
Berkshire Hathaway's new CEO Greg Abel deployed capital by adding $17 billion to Alphabet while acquiring Taylor Morrison Home for $8.5 billion. Abel is shifting towards integrating Berkshire's opera…
Seth Klarman's Baupost Group increased its Amazon (AMZN) stake by 20% in Q2, keeping it as the fund's top holding at 17% of the portfolio. Baupost also raised its Alphabet stake by 16% while trimming…
Wall Street's top funds heavily favored Alphabet in Q2 13F filings, with 19 of 20 holding shares. Despite high AI capex, robust Google Cloud growth of 82% and YouTube performance reinforce strong ins…
Billionaire investor Stanley Druckenmiller's Duquesne Family Office expanded AI exposure in Q2, initiating a new $120 million position in Alphabet alongside boosted stakes in Amazon, Taiwan Semicondu…