3 Reasons Why Berkshire Hathaway Owns $29 Billion of Alphabet Stock

Under new CEO Greg Abel, Berkshire Hathaway has aggressively invested $29 billion in Alphabet stock since Q3 2025, including a $10 billion private placement. The investment signals confidence in Alphabet's AI leadership, cloud infrastructure position, and chip development capabilities, despite market concerns about AI infrastructure spending returns.

08/02/2026, 12:30 PM • The Motley Fool

Is a 53% Decline a Stopping Point for the SpaceX Stock Price? History Offers This Answer.

SpaceX stock has declined 52% from its post-IPO high and may face further pressure ahead of its Q2 2026 earnings report on Aug. 4 and insider selling on Aug. 6. However, historical precedent from Meta's 2012 IPO suggests that a 53% decline could represent a market bottom and buying opportunity, as Meta recovered with 140% gains over the next 12 months and 3,250% long-term gains. SpaceX's $28.5 trillion addressable market, particularly in AI infrastructure and space-based data centers, could provide significant upside for long-term investors.

08/02/2026, 11:26 AM • The Motley Fool

Warren Buffett Stepped Back From Berkshire Hathaway With a Bang; Its Investment in 1 AI Stock Now Tops $30 Billion

Warren Buffett initiated a $30 billion investment in Alphabet for Berkshire Hathaway, consisting of $10 billion in newly issued stock and $20 billion in open-market purchases. Buffett acknowledged it was a mistake for Berkshire to avoid Alphabet for so long, citing the attractiveness of Google Search and the company's strong AI infrastructure growth through Google Cloud, which grew 82% year-over-year. Alphabet trades at a reasonable valuation with an EV/EBIT ratio of 26.

08/02/2026, 10:21 AM • The Motley Fool

Top Financial Institutions and Crypto Companies Just Formed a New Bitcoin Security Consortium. What Does That Mean for Bitcoin?

Leading financial institutions and crypto companies have formed the Bitcoin Security Consortium, pledging at least $15 million over three years to address security threats to Bitcoin, particularly the quantum computing threat. While the consortium's backing from major players like BlackRock and Coinbase is bullish for Bitcoin, the author expresses greater concern about emerging AI threats to cryptocurrency security.

08/02/2026, 8:21 AM • The Motley Fool

IonQ vs. Alphabet: What Revenue Trends Reveal About the Quantum Computing Chipmaker and the Artificial Intelligence Giant

IonQ's revenue has grown 755% year-over-year to $64.7 million in Q1 2026, demonstrating strong momentum in quantum computing. However, Alphabet generates 1,700 times more quarterly revenue ($119.8 billion in Q2 2026) and maintains consistent growth through its dominant search advertising and AI-enhanced services. While IonQ shows impressive acceleration, it remains unprofitable with a $271.5 million operating loss, contrasting sharply with Alphabet's $40.8 billion operating income.

08/02/2026, 8:05 AM • The Motley Fool

Jensen Huang Says the Chip Industry's Usual Boom-Bust Cycle Won't Hit for a While, a Bullish Signal for AI Stocks

Nvidia CEO Jensen Huang argues that the current semiconductor boom is fundamentally different from historical cycles because it's driven by AI infrastructure demand rather than consumer demand. He believes the semiconductor industry needs to grow 5-10 times larger. Recent earnings from Nvidia and Intel support continued strong compute demand, though skepticism remains about the sustainability of hyperscaler spending on data centers.

08/02/2026, 8:03 AM • The Motley Fool

Jensen Huang Predicted Nvidia Would Collect $1 Trillion in Chip Sales Through 2027. Is Nvidia Still on Pace?

Nvidia appears on track to meet CEO Jensen Huang's $1 trillion cumulative revenue target for Blackwell and Rubin chips through 2027, with data center revenue growing 92% year-over-year. However, supply chain constraints and competition from major cloud customers developing their own AI chips pose significant risks to achieving this goal.

08/02/2026, 7:20 AM • The Motley Fool

Dan Ives Says Nvidia Demand Is Outpacing Supply "12 to 1." Here's What That Means for the Stock's Next Move.

Tech analyst Dan Ives highlights a 12-to-1 demand-to-supply ratio for Nvidia chips, suggesting significant upside potential despite the stock's modest 4% year-to-date returns. With major tech companies like Alphabet, Amazon, and Microsoft aggressively increasing AI capital expenditures and Nvidia posting 85% revenue growth, the analyst believes the AI revolution is still in early innings, particularly with physical AI applications yet to materialize.

08/02/2026, 5:07 AM • The Motley Fool

Prediction: Nvidia Stock Will Skyrocket on Aug. 26

Nvidia has underperformed the S&P 500 in 2026, rising only 2% compared to the market's 7%. However, the article predicts a turnaround on Aug. 26 when the company reports Q2 fiscal 2027 earnings. Wall Street expects 96% revenue growth, and if Nvidia guides Q3 growth in the 90% range (above the current 81% analyst estimate), the stock could rally significantly. The company's dominance in AI data center GPUs and strong guidance from hyperscalers support optimism for continued growth.

08/02/2026, 3:30 AM • The Motley Fool

An Analyst Just Named Mark Zuckerberg's Meta a Top Large-Cap Long Idea, Citing AI-Driven Ad Momentum and an Attractive Valuation

Evercore analyst Mark Mahaney named Meta a top large-cap long idea, citing AI-driven advertising momentum and attractive valuation at 17x forward earnings. However, Meta's stock dropped 10% after an underwhelming earnings report, with concerns about massive AI spending ($130-145B capex guidance), delayed AI model rollouts, and EPS declining 13% year-over-year despite 28% revenue growth. Wall Street remains bullish with a median price target of $800.

08/02/2026, 1:30 AM • The Motley Fool

Why Aug. 4 Could Be a Big Day for the Stock Market

SpaceX will report its first earnings as a public company on Aug. 4, with investors expecting 68% year-over-year revenue growth. However, the upcoming unlock of insider shares on Aug. 6 could trigger significant selling pressure. The analyst warns that massive growth expectations (100% revenue growth projected for 2026-2027) may be unrealistic, particularly for the AI infrastructure business with potentially low profit margins. The stock is recommended to be avoided before earnings and watched for a lower entry point.

08/01/2026, 6:37 PM • The Motley Fool

AI Efficiency Layer Cuts Energy Use and Expands Server Capacity on Existing Hardware

Trust Carbon Infrastructure announced its patent-pending HXS compute-efficiency layer, which reduces energy consumption by 17.2-27.4% across AI models on NVIDIA H100 hardware while maintaining identical model outputs. In deeper testing with Microsoft's Phi-4, energy use declined 50.5% with a 167% capacity increase. The technology requires no new hardware purchases and will be offered to a single partner.

08/01/2026, 10:38 AM • GlobeNewswire

Nvidia Isn't the Most Valuable Company in the World Anymore. Is More Bad News Coming?

Apple has reclaimed the world's most valuable company title from Nvidia as the chipmaker's stock dropped 8% over three months while Apple gained 27%. Despite market concerns about AI spending sustainability, Nvidia should benefit from hyperscalers' continued massive AI infrastructure investments, though the stock faces near-term pressure as investors worry about revenue growth deceleration.

08/01/2026, 5:25 AM • The Motley Fool

AST SpaceMobile vs. Rocket Lab: Which Space-Based Network Stock Is a Better Buy in 2026?

The article compares two space-focused companies: AST SpaceMobile, which is building a space-based cellular network for standard smartphones, and Rocket Lab, a vertically integrated launch services provider acquiring Iridium Communications. Both are unprofitable and burning cash, but Rocket Lab is recommended as the better buy in 2026 due to its lower valuation (52.9x P/S vs. 188x), stronger balance sheet, and the strategic Iridium acquisition that could position it as a serious SpaceX competitor.

07/31/2026, 4:28 PM • The Motley Fool

Everyone Just Missed a Major Announcement From Meta Platforms

Meta Platforms announced an upcoming cloud computing business during its Q2 earnings call, a significant development that the market largely overlooked while focusing on disappointing short-term guidance. CEO Mark Zuckerberg indicated the company is rolling out business agents and receiving premium offers for compute capacity. This cloud business could provide the AI monetization path investors have been seeking, positioning Meta alongside competitors like Amazon, Microsoft, and Alphabet in the cloud computing space.

07/31/2026, 4:13 PM • The Motley Fool