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Abel Deepens Berkshire’s Bet on Alphabet, Raising Tech Concentration

The shift moves company capital toward large-cap tech and AI-related growth with higher portfolio concentration and fresh valuation and risk questions.

Broadcom Posts Record AI-Driven Quarter but Guidance Spurs Sell-Off

Norway’s $2.3 Trillion Wealth Fund Posts Record First‑Half Profit and Reveals SpaceX Stake

Rigetti Positions Itself As Government‑Aligned Quantum Supplier With CHIPS LOI and U.K. 1,000‑Qubit Plan

Google Cloud's AI Push Delivers 82% Growth and $514 Billion Backlog

Meta’s Big AI Build Strains Cash and Pushes Company to Consider Renting Its Compute

Amazon’s Q2 Upshift Eases AI Spending Fears and Sends Shares Higher

CoreWeave Shares Slide as Analyst Holds $151 Price Target

SoftBank Sees Profit Fall but Beats Forecast as Intel Gains Boost Results

Arista Reports First Quarter Above $3 Billion and Unveils 1.6 Tbps AI Switches

Meta Says Buyers Are Offering to Pay a Premium for Its AI Compute

Google Backs $15 Billion Loan Talks for Anthropic‑Linked Texas AI Campus

Alphabet Raises 2026 AI CapEx to $195–$205 Billion as Cloud Revenue Soars

Meta Moves to Sell Spare AI Compute, Sends Stock Up $50

Cathie Wood Adds $7 Million of SpaceX to ARK Funds and Sells Alibaba Shares

Oracle Faces Funding Test After Disclosing $638 Billion AI Backlog

Oracle Shares Plunge After Debt Surge Raises Questions About AI Buildout

Atreides’ Gavin Baker Says AI Bottleneck Trade Is Winding Down

Shareholders File Class Action Accusing Microsoft of Hiding Azure Slowdown and AI Costs

Eightco Discloses $437 Million Treasury Centered on Worldcoin and an Indirect OpenAI Stake