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.
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GOOGN
GOOGN
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Q2 2026
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.
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