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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Google :
GOOGL
GOOGL
Stock Data
$342.18
$1.82 (0.53%)
Asset Type
Common Stock
Exchange
NASDAQ
Currency
USD
Country
USA
Sector
COMMUNICATION SERVICES
Industry
INTERNET CONTENT & INFORMATION
Alphabet Inc., headquartered in Mountain View, California, is a global technology leader best known for operating Google, a powerhouse in online search, advertising, and various digital services. Its offerings include popular platforms and products like Android, Chrome, Gmail, Google Drive, Google Maps, Google Photos, Google Play, and YouTube. Beyond its core Google Services, Alphabet ventures into cloud computing with Google Cloud, providing cutting-edge infrastructure and analytics solutions. Additionally, it explores innovative territories through its Other Bets segment, which delves into healthcare and internet services, showcasing the company's commitment to diversifying its technological and digital footprint across industries.
Latest Activity
Q3 2026
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.
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Thesis check
weakening$174.43 +15.0% today
“The 2026 bear case on stretched valuations and a fading consumer breaks this rally”
Bull case
- Airbnb up 15.9% on the session, a direct hit to the fading-consumer leg of the bear case
- Nasdaq up 5.0% for the week, Wall Street's best run in months
- hopes of a Strait of Hormuz deal easing one of the market's biggest geopolitical overhangs
Bear case
- Bank of America's Bull & Bear indicator at 9.7, its most stretched reading since 2021
- gains concentrated in the AI supply chain rather than broad participation
- The Trade Desk down 20.7% today, proof that guidance disappointments still get punished hard
Airbnb's move is what tips the verdict, because it is the consumer-rollover leg of the bear case that is giving way. Sentiment sitting at 2021 extremes leaves the call qualified, and another guidance blowup on the scale of The Trade Desk would flip the verdict back.
Gainers
Losers
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.
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
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- Reposts5
- Likes133
Gainers
Losers
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.
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.
Reports Wed Jul 22After close4:00 PM ETConfirmed
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.
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