Will Alphabet Soar After July 22? Here's What History Says.

Alphabet is set to report Q2 earnings on July 22. Historical analysis shows the stock advanced in the five trading days following four of the past five quarterly reports. The company's strong performance in Google Services and Google Cloud, driven by AI demand with backlog nearly doubling to $460 billion, supports a positive outlook. However, recent AI stock weakness and valuation concerns present near-term headwinds, though the long-term story remains bright.

07/20/2026, 4:03 AM • The Motley Fool

Berkshire Hathaway Sold Mastercard Stock. Should You Follow?

Berkshire Hathaway's exit from Mastercard doesn't necessarily indicate the business has weakened. The sale likely reflects opportunity cost considerations, as Berkshire tripled its Alphabet investment during the same period. For long-term investors, the key question is whether Mastercard's fundamentals have deteriorated, not whether to blindly follow Berkshire's portfolio moves. Mastercard remains a high-quality business with strong margins, capital-light operations, and exposure to digital payment growth.

07/20/2026, 3:05 AM • The Motley Fool

Warren Buffett Will Give Away His Entire $140 Billion Berkshire Stake by 2034

Warren Buffett announced he will donate his entire $140 billion Berkshire Hathaway stake to charity by December 31, 2034. He recently donated $5.96 billion worth of shares and still owns approximately $140.25 billion in Class A shares. The article notes this philanthropic move should not significantly impact Berkshire's stock price, as it represents a transfer rather than a sale, and shareholders should focus on the company's long-term performance under new CEO Greg Abel.

07/20/2026, 2:30 AM • The Motley Fool

Should You Buy Alphabet Stock Before the Huge Investor Update?

Alphabet is scheduled to report critical information to shareholders. Investors are particularly interested in learning about the company's AI investments and how management is justifying these massive expenditures. The article suggests this upcoming investor update is a key moment for potential buyers to consider.

07/19/2026, 10:11 PM • The Motley Fool

AI Expectations Hit a Fever Pitch

Despite posting record profits, semiconductor and AI-related stocks are experiencing significant selloffs as investors question whether expectations have gotten ahead of fundamentals. Samsung's 19x profit increase triggered a Korean market circuit breaker, while hyperscalers like Amazon and Alphabet continue massive capital spending on AI infrastructure. The defense sector is shifting toward smaller, cheaper drones and digitalization, with Lockheed Martin acquiring Ultra Maritime for sonar capabilities.

07/19/2026, 6:26 PM • The Motley Fool

Alphabet's Gemini 3.5 Pro Is Late and the Stock Is Slipping. Is the AI Leader Falling Behind?

Google's flagship AI model Gemini 3.5 Pro is months behind its promised June launch date as the company works to improve coding capabilities, raising concerns about competition from OpenAI and Anthropic. Alphabet's stock has declined 15% from its 2026 peak. However, strong Q1 results show Google Cloud revenue grew 63% year-over-year and the cloud backlog nearly doubled to $460 billion, suggesting customer demand remains healthy despite the delay.

07/19/2026, 4:23 PM • The Motley Fool

Warren Buffett Said He Personally Started Berkshire's $31 Billion Alphabet Position

Warren Buffett confirmed he personally initiated Berkshire Hathaway's $31 billion investment in Alphabet, admitting he should have invested years earlier. The position includes $21 billion in public shares and a $10 billion private placement from Alphabet's $80 billion equity raise. Buffett expressed confidence in Alphabet's ability to outperform competitors in the AI infrastructure race, though he noted it ranks fifth among Berkshire's holdings and isn't his favorite investment.

07/19/2026, 11:13 AM • The Motley Fool

Meta Platforms: Is This the Most Undervalued Stock in Big Tech? (NASDAQ: META)

Meta Platforms trades at an attractive valuation of 18.7x forward earnings, cheaper than peers like Amazon (29x) and Alphabet (25x), while maintaining the fastest growth rate in its peer group. The stock has rallied on rumors of a new cloud computing division that could monetize excess AI computing capacity. However, market skepticism persists due to Meta's massive spending on AI infrastructure without clear returns, and its poor track record with cutting-edge technologies. The author views Meta as undervalued with a bright future driven by its strong ad business, potential cloud computing venture, and AI products.

07/19/2026, 9:35 AM • The Motley Fool

Warren Buffett Set a New Goal: Give Away All of His $140 Billion Berkshire Stake by 2034

Warren Buffett announced plans to donate his entire $140 billion fortune to charity by December 31, 2034, accelerating his philanthropic efforts. This week, he converted 8,000 Berkshire Hathaway Class A shares into 12 million Class B shares to donate to four foundations tied to his family, with approximately $17 billion per year in grants required to meet the 2034 deadline. The donations will be distributed gradually over eight years to minimize stock price volatility.

07/19/2026, 9:15 AM • The Motley Fool

Warren Buffett Is Behind Berkshire Hathaway's Massive Alphabet Investment. Here's What He Likes About the Company.

Warren Buffett confirmed he initiated Berkshire Hathaway's $4 billion investment in Alphabet, with CEO Greg Abel adding another $23 billion. Buffett, who historically avoided tech stocks, changed his mind because Alphabet has become a massive cash-generating machine with the ability to deploy hundreds of billions into AI data centers. Alphabet's full-stack cloud approach, custom TPU chips, and $462 billion in contracted revenue make it well-positioned to generate strong returns on capital.

07/19/2026, 8:30 AM • The Motley Fool

5 "Magnificent Seven" Stocks I'm Buying and 2 That I'm Selling

An analyst recommends buying five of the Magnificent Seven tech stocks (Nvidia, Alphabet, Amazon, Microsoft, and Meta) while selling Apple and Tesla due to expensive valuations. The five recommended stocks benefit from massive AI computing capacity investments by hyperscalers, with Nvidia positioned to gain the most from the expected $1 trillion in data center spending next year.

07/19/2026, 8:05 AM • The Motley Fool

Alphabet vs. Apple: Which Warren Buffett Favorite Is the Better Stock to Buy Today?

Warren Buffett holds positions in both Apple and Alphabet. While Apple has an excellent business model with its closed-loop ecosystem and high-margin services, its valuation is stretched at a forward P/E of 35x. Alphabet, trading at a forward P/E below 25x, offers better value with strong AI capabilities, custom TPU chips, and significant growth opportunities, making it the better buy currently.

07/19/2026, 6:05 AM • The Motley Fool

Elon Musk Admits He Underestimated Anthropic's AI, and Amazon and Alphabet Investors Should Take Notice

Elon Musk publicly reversed his previous dismissal of Anthropic, now calling it 'obviously currently the leader in AI.' This validation is significant for Amazon and Alphabet, which hold major stakes in Anthropic (Alphabet ~14%, Amazon mid-to-high teens) worth over $100 billion each. Both companies also benefit from massive long-term cloud service commitments from Anthropic. However, investors should note that recent AI-related gains are largely paper valuations rather than sustainable operating earnings, and the arrangement depends on continued AI boom momentum.

07/19/2026, 4:34 AM • The Motley Fool

Under Greg Abel, Apple and Alphabet Now Make Up Nearly 30% of Berkshire Hathaway's $348 Billion Stock Portfolio. Here's Why.

Under new CEO Greg Abel, Berkshire Hathaway has significantly concentrated its $348 billion stock portfolio in Apple (20.6%) and Alphabet (8.8%), reflecting a strategic shift toward AI-driven tech companies. Abel tripled Berkshire's Alphabet position, including a $10 billion private placement to fund the company's $80 billion AI infrastructure expansion. While this concentration signals confidence in these companies' AI prospects and their durable competitive moats, it also increases portfolio risk if either company stumbles or AI investments fail to deliver expected returns.

07/19/2026, 4:31 AM • The Motley Fool

Can Nvidia Become a $10 Trillion Stock by 2030?

Nvidia, currently valued at $5 trillion, could potentially double to $10 trillion by 2030 based on accelerating revenue growth (85-96% YoY) and dominant 80-90% market share in AI chips. However, the stock trades at a premium 20x price-to-sales ratio that would likely compress as growth inevitably slows, making the $10 trillion valuation dependent on maintaining 40-50% CAGR and a lower valuation multiple.

07/19/2026, 3:25 AM • The Motley Fool