THE WIRE

THE WIRE Aug 13, 8:00pm ET

Q2 13Fs show Berkshire Hathaway adding to its Alphabet stake, now 9.4% of Warren Buffett's portfolio, while Leon Cooperman's Omega Advisors exited entirely. Druckenmiller and Cathie Wood opened new stakes in the same quarter. Watch whether the buying side holds through the antitrust and AI search debate.

Mentioned: GOOGL, GOOG, GGLBP, GOOGN, GOOGM, GGLAP

Related Market Updates

BRK-A Berkshire Hathaway

Q3 2026

Aug 11, 3:52pm ET

EPS

$17868.00

est $8026.25 +122.6%

Revenue

—

Berkshire became a net buyer of stocks for the first time in over three years, putting roughly $23.5 billion into equities including a $10 billion private placement in Alphabet. Watch whether the buying continues alongside the $4.5 billion of repurchases.

Biggest movers · At the close Jul 31, 4:10pm ET

Gainers

AMZNAmazon$271.41+15.3%
GOOGGoogle$356.02+6.7%
COHRCoherent$265.69+6.7%
GOOGLGoogle$355.78+6.6%
AAOIApplied Optoelectronics$96.02+6.6%

Losers

NVONovo Nordisk$46.8-9.3%
LCIDLucid$7.37-9.3%
AAPLApple$305.42-8.4%
RIVNRivian$15.51-7.9%
APPAppLovin$388.85-3.7%

Amazon exploded 15% at the close as big tech earnings season hits its inflection point, but Apple tumbled 8% signaling investor caution on how the mega-cap rally will sustain.

Jim Cramer @jimcramer

Jul 31, 12:31pm ET

Cramer is pinpointing $355 as the make-or-break threshold for Alphabet, tied to a prior secondary offering's price point.

Watch Alphabet, it is about to take out the $355 level where the secondary took place. A critical level as i will talk about in my Sunday Club Thinkpiece

Replies60
Reposts7
Likes153

Jim Cramer @jimcramer

Jul 31, 10:04am ET

Cramer implies Alphabet missed the opportunity to capitalize on Amazon's cloud strength and needs to overhaul its earnings presentation strategy.

Yes Google should be up more off of Amazon, which told you about the line of sight. Google has to rethink how it does its call as it truly was suboptimal

Replies47
Reposts5
Likes133

Biggest movers · At the close Jul 23, 4:10pm ET

Gainers

CIFRCipher Mining$25.88+5.8%
MARAMarathon Digital$12.98+4.6%
HIMSHims & Hers$33.01+4.2%
BRKRBruker$61.7+3.3%
SMCISuper Micro Computer$31.15+1.9%

Losers

TSLATesla$320.72-14.3%
OPENOpendoor Technologies$3.87-11.8%
DOCNDigitalOcean$131.72-7.7%
GOOGLGoogle$318.02-7.0%
FUTUFutu Holdings$98.72-7.0%

Tesla cratered 14% and Google dropped 7% as a tech rout crushed mega-cap valuations, while crypto miners pivoted sharply higher on haven flows into digital assets.

Jim Cramer @jimcramer

Jul 23, 11:30am ET

Cramer argues that Google's cloud dominance remains a fundamental cash generator despite recent sentiment headwinds.

I know a lot of people are fed up with Google but they are making money, a huge amount if money on the cloud....

Replies0
Reposts0
Likes0

GOOG Alphabet Inc.

Q2 2026

Jul 22, 4:01pm ET

EPS

$9.11

est $3.04 +199.4%

Revenue

$119.80B

est $116.91B +2.5%

Alphabet crushed earnings with a $9.11 EPS beat that's heavily inflated by a $99 billion gain on equity securities, while the real story is Google Cloud's 82% growth and a punishing $45 billion quarterly capex bill that turned free cash flow negative. The company raised $70 billion to fuel its AI buildout, but that infrastructure spending spree is now outpacing operating cash flow, raising questions about the sustainability of this investment thesis.

GOOGL Alphabet Inc.

Reports Wed Jul 22 After close 4:00 PM ET Confirmed

Jul 22, 12:00pm ET

Alphabet reports Q2 earnings after market close with all eyes on whether massive AI capex is finally translating to cloud revenue growth that justifies the spending.

GOOG Google

Reports Wed Jul 22 After close 5:00 PM ET Confirmed

Jul 22, 9:00am ET

Google reports Q2 earnings after the bell at 5:00 PM ET with Wall Street watching AI infrastructure spending and YouTube ad momentum closely.

HOUSE TRADE DISCLOSURE Dan Crenshaw

Jul 15, 8:00pm ET

GOOG Alphabet Inc. - Class C Capital Stock (GOOG)Sell$1K – $15K
AMZN Amazon.com, Inc. - Common Stock (AMZN)Sell$1K – $15K
AAPL Apple Inc. - Common Stock (AAPL)Sell$1K – $15K
FASSell$1K – $15K
META - Class A Common Stock (META)Buy$1K – $15K
META - Class A Common Stock (META)Sell$1K – $15K
META - Class A Common Stock (META)Sell$1K – $15K
USOU United States 3x Oil Fund (USOU)Buy$1K – $15K

Disclosed 79 days after the earliest trade

Rep. Dan Crenshaw dumped Google, Amazon, and Apple in June while picking up oil futures and Meta stock in back-to-back trades, a pattern that suggests congressional betting on energy upside over mega-cap tech headwinds.

HOUSE TRADE DISCLOSURE Thomas H. Kean, Jr.

Jul 14, 8:00pm ET

GOOGL Alphabet Inc. - Class A Common Stock (GOOGL)Partial sell$1K – $15K
GOOGL State Street Bank & Trust Co. Alphabet Inc. - Class A Common Stock (GOOGL)Partial sell$15K – $50K
ADI Kean Family Partnership Analog Devices, Inc. - Common Stock (ADI)Partial sell$1K – $15K
CHKP Kean Family Partnership Check Point Software Technologies Ltd. - Ordinary SharesSell$1K – $15K
EQT Kean Family Partnership EQT Corporation Common Stock (EQT)Buy$1K – $15K
ESAB Kean Family Partnership ESAB Corporation Common Stock (ESAB)Buy$1K – $15K
ESAB ESAB Corporation Common Stock (ESAB)Buy$1K – $15K
GIL Kean Family Partnership Gildan Activewear, Inc. Class A Sub. Vot. Common Stock (Sell$1K – $15K

+ 10 more trades in this filing

Disclosed 44 days after the earliest trade

House member Thomas H. Kean Jr. sold shares of Alphabet, Microsoft, and Johnson & Johnson while buying into energy and industrials across 18 trades disclosed 44 days late in mid-July, signaling portfolio rotation amid broader sector shifts.