Alphabet-A (GOOGL)

Cloud computing is a major beneficiary of AI spending.

Berkshire has finally started to put its cash to work.

The AI target looks more achievable every quarter -- and almost all of it rests on six buyers.

It's also down about 60% over the past year, making the stock more attractive to many.

Wall Street analysts downgraded the stock in the wake of last week's dismal earnings report.

Since July 2018, Buffett and Abel have deployed more than $82 billion of Berkshire Hathaway's capital into this treasured company.

With Netflix trading at its cheapest valuation in three years, the streaming stock could pique Warren Buffett's interest.

A huge backlog plus massive spending equals incredible revenue growth.

Google Cloud grew revenue 82% during the second quarter, with nearly 90% of the Fortune 100 using the platform.

Broadcom outpaced Nvidia over the past six months and is setting the foundation for continued outperformance.

A potential FCC ban on Chinese optical transceivers could disrupt data center supply chains, positioning Lumentum and Coherent as key beneficiaries amid surging AI infrastructure demand.

Huang's stock advice could become even more valuable in 2027.

The real question isn't how far the stock has dropped -- it's whether the company's long-term earnings story has fundamentally changed.

The largest companies are huge because they have run their businesses very well.

The tech mogul is the world's third-richest person.

High-performing open-weight models could put downward pressure on pricing for the leading U.S. frontier labs.

Despite Abel being a net buyer of stocks in the second quarter, Berkshire Hathaway's exorbitant cash pile tells a different and far more concerning story.

Alphabet's growth opportunities look like an embarrassment of riches.

Search and social media are converging as Alphabet and Meta pursue radically different AI strategies. Discover which advantage could matter most as the internet enters its next era.

Alphabet's quarter was boosted by huge SpaceX gains.

The Oracle of Omaha's big transfer could have a less dramatic impact on Berkshire's governance and price action than you think.

The cloud infrastructure giant still has a bright future.

Tesla has several major advantages when competing in the robotaxi market.