Google's AI reshuffle has handed more sway to Sergey Brin, say insiders, who describe an effective operator trying to run Gemini like a startup.

Alphabet, the holding company of Google, completed the largest corporate bond issuance globally this month with US$24.15 billion in US dollar-denominated bonds. The firm accomplished a similar achievement last May,

Arauca Capital, an investment management firm focused on a concentrated portfolio of high-quality companies, released its latest investor letter. The letter can be downloaded here. The portfolio generated a gross return of +25.26% for H1 2026. Record investor inflows were observed in the period, emphasizing a commitment to fundamentals over past performance. Significant investments included […]

Alphyn Capital Management, an investment management firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. The fund’s Master Account returned 0.6% net in the quarter compared to 15.2% for the S&P500. As of June 30, 2026, the top ten positions comprised approximately 72% of the portfolio, and the portfolio held approximately […]

Alphabet and Blackstone's Project Braid, a $5 billion joint venture to rent Google's AI chips, has hit delays at several planned data center sites,…

Bill Ackman’s Q2 portfolio changes are drawing fresh attention on September 7: Pershing Square exited its remaining Alphabet Inc. (NASDAQ:GOOGL) shares and established a position in Netflix, Inc. (NASDAQ:NFLX). The pair offers two different ways to monetize AI, with very different demands on cash. What the filings actually show At Q1’s end, Pershing reported 32,376 […]

Micron Technology, Inc. (NASDAQ:MU) and Alphabet Inc. (NASDAQ:GOOGL) offer two ways to invest in AI demand. One sells essential memory; the other must turn computing capacity into services customers will pay for. Insider Monkey’s tracked worksheet sample counted 184 Micron holders in Q2 2026 versus 154 in Q1, while Alphabet’s Class A shares attracted 275 […]

Jim Cramer thinks investors have neglected two familiar AI giants. In his September 3 CNBC commentary, he argued that Amazon.com, Inc. (NASDAQ:AMZN) and Alphabet Inc. (NASDAQ:GOOGL) looked cheap as investors favored other winners. His thesis: enormous AI investments could begin delivering substantial returns. His charitable trust owns both stocks. The latest results support the growth […]

At the close on September 4, 2026, Alphabet A stock slipped about 1.1 percent as rising bond yields