Comm Servcies Select Sector SPDR

Google Shifts Gemini Usage Limits to Compute-Based Quotas

DeepMind Founder Demis Hassabis Secretly Invests in Google Rival Anthropic

Google I/O 2026 developer conference keynote to take place, with major AI updates expected.

Meta Hosts First 'Bug Bounty Researcher Conference' in Taiwan, Increasing Investment in AI and Cybersecurity

ISS Advises Alphabet Shareholders to Vote Against Executive Pay Proposal

Google and Blackstone reportedly plan to launch a new AI cloud company

Google and Blackstone Launch AI Cloud Company, Plan 500MW Capacity by 2027

SandboxAQ and Anthropic Collaborate to Integrate Scientific AI Models into Claude

Integral Ad Science Expands its AI-driven Content Block Lists to Threads

Dutch Authorities Criticize Meta for Insufficient Action Against Online Shopping Scams

Meta Announces Layoffs and Restructuring: 7,000 to Shift to AI, Management Roles Cut

Meta Connect 2026 Conference Set for September 23-24, Focusing on XR and AI

Arete Research Raises Alphabet Price Target to $425, Maintains Buy Rating

Meta to lay off 8,000 employees this week to fund AI investments

Roth MKM Maintains 'Buy' Rating and $435 Price Target for Google

Berkshire Hathaway discloses a significant increase in its Google stake by over 200% in Q1 2026

Waymo Expands High-Precision Mapping and Trial Operations in London

Take-Two Confirms GTA6 Launch Date for Nov 19, 2026, Retailers Hint at Pre-orders

Scale AI Acquired by Meta for $14 Billion, Pivots to AI Applications Strategy

Meta faces deadline to answer Senate inquiry about its stablecoin plans

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

Wellgistics Health

Huachen AI Parking Management Tech

GeoVax Labs

Sunshine Biopharma

AIM ImmunoTech

Virax Biolabs

NextNRG

GCT Semiconductor

TTWO

The CEO behind Grand Theft Auto says he's pro AI — but the technology can't make an original hit

businessinsider

Take-Two Interactive Software

The CEO behind Grand Theft Auto says he's pro AI — but the technology can't make an original hit

GOOGL

GOOG

SNDK

GGLS

Billionaire Stanley Druckenmiller has sold his entire stake in Alphabet and invested heavily in memory and storage stocks, including Sandisk, Micron Technology, and Seagate Technology. His decision follows a significant profit from Alphabet, which appreciated over 50% during his holding period. Druckenmiller's shift reflects skepticism about AI stocks while capitalizing on the growing demand for memory and storage solutions amid AI infrastructure expansion.

- On May 15, institutional investors were required to file Form 13F, marking a significant date in the financial calendar.  
- Stanley Druckenmiller sold his entire stake in Alphabet and invested heavily in memory and storage stocks like Sandisk, Micron Technology, and Seagate Technology, indicating a shift in focus from AI-related investments.  
- This move aligns with his strategy of capitalizing on short-term opportunities, driven by strong demand for data storage solutions amidst AI infrastructure expansion.

Motley Fool

Micron Tech

Alphabet

Alphabet - C

Sandisk

Seagate Tech

Direxion Daily Googl Bear 1x Shares

Sandisk - WI

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

SATS

EchoStar's stock surged by up to 5% following reports of an accelerated SpaceX IPO timeline and a potential $2 trillion valuation. An amended $20 billion spectrum deal could provide EchoStar with $11 billion in SpaceX shares, positioning it as a key proxy for the IPO. Institutional investors like BlackRock are seeking large allocations, while retail traders are investing in SpaceX-linked stocks.

Echostar

BlackRock

BlackRock Tech and Private Equity Term Trust

BLACKROCK MULTI-SECTOR INCOME TR COM USD0.001(S/R 09/09/2025) WI

Blackrock Enhanced Div Achievers Trust

BlackRock Science and Tech Term Trust

BlackRock Multi-Sector Income Trust

EchoStar surges as SpaceX IPO plans accelerate toward June debut

SRVR

IDGT

DTCR

The rise of AI is reshaping the American Dream, favoring blue-collar workers over college graduates. Companies like AT&T are struggling to find skilled labor for essential roles, as AI-driven hiring slowdowns impact entry-level positions for graduates. This shift highlights a potential crisis for new degree holders, as the promise of upward mobility through college is challenged. Major investments in infrastructure are expected to create blue-collar jobs, but the sustainability of this trend remains uncertain.

CNBC

AT & T

VGtelecomm

SPDR S&P Telecom

iShares US Telecommunications

ISHRS S&P Glb Telco

Pacer Data & Infrastructure Real Estate ETF

iShares US Digital Infrastructure and Real Estate ETF

Global X Data Center & Dgtl Infrs ETF

Ford Motor

NVIDIA

Oracle

OpenAI

AT&T INC 5.000% DEP SHS REP 1/1000 PERP PFD SER A

AT&T Pref Share TBB 5.35 11/01/2066

AT&T INC DEP SHS EACH REP 1/1000TH PERP PFD SER C

FORD MOTOR CO 6.20% NOTES DUE 01/06/2059 USD25

FORD MOTOR CO 6.000% NOTES DUE 1/12/2059 USD25

FORD MOTOR CO 6.500% NOTES DUE 15/08/2062 USD25

NVIDIA Corporation

ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D

The AI economy is rewriting the American Dream — and blue-collar workers are poised to win

Midwest Trust Co increased its stake in Alphabet Inc. (NASDAQ:GOOG) by 2.7%, acquiring an additional 9,774 shares, bringing its total to 367,573 shares valued at $115.34 million. This makes Alphabet 10th in its portfolio. Other hedge funds also adjusted their positions in GOOG, reflecting mixed investor sentiment amid recent positive developments in AI and earnings performance.

- Midwest Trust Co increased its stake in Alphabet Inc. by 2.7%, owning 367,573 shares worth $115.34 million.  
- Several hedge funds, including Tradewinds LLC and Atlantic Union Bankshares Corp, also raised their positions in Alphabet during the third and fourth quarters.  
- Alphabet's recent earnings report surpassed expectations, with a quarterly revenue increase of 21.8%, further reinforcing investor confidence amid mixed sentiments from various hedge funds.

Market Beat

Berkshire Hathaway

Berkshire Hathaway B

Atlantic Union Bankshares

Bank of America

Pershing Square

ATLANTIC UNION BANKSHARES CORP 6.875% DEP SH RP 1/400 NON CU PR PF SR A

Atlantic Union Bankshares Corporation

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

Midwest Trust Co Buys 9,774 Shares of Alphabet Inc. $GOOG

GOOW

GGLL

Google's upcoming I/O conference is crucial for Alphabet as it seeks to validate its AI advancements following a 140% stock surge. Investors are eager to see a solid product roadmap, particularly regarding the anticipated Gemini 4 model and its broader ecosystem. Analysts highlight Google's unique position to monetize AI at scale due to its vertical integration, which enhances innovation speed. Key areas of focus include AI agents and commerce integration, aiming to establish Gemini as a comprehensive operating layer across Google's services.

- Alphabet's stock has surged 140% in the past year, attributed to its rapidly growing cloud business and advancements in artificial intelligence.  
- Key developments anticipated at the upcoming Google I/O include potential announcements about the next-generation Gemini model and further innovations in agentic commerce, enhancing Google's AI capabilities across various products.  
- Investors are particularly focused on how Google plans to monetize AI technologies and the impact of its partnerships, such as with Anthropic, on future cloud revenue.

Roundhill GOOGL WeeklyPay ETF

Direxion Daily GOOGL Bull 2X Shares

Amazon

Microsoft

Citigroup

Mizuho Financial

Mizuho Financial Group, Inc.

Meta Platforms

Affirm

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Google I/O primer: Alphabet's AI showcase is its chance to wow Wall Street

CHTR

Charter Communications Director Mauricio Ramos purchased 9,929 shares at $140.93 each, totaling $1,399,293.97, increasing his stake by 105.85%. Post-transaction, he owns 19,309 shares valued at $2,721,217.37. The acquisition was disclosed to the SEC. CHTR stock opened at $141.21, with a market cap of $17.37 billion. Analysts have mixed ratings, with a consensus target price of $292.00.

Charter Comm

Disney

FuboTV

ROYAL BANK OF CANADA

KeyCorp

State Street

KEYCORP DEP SHS REP 1/40TH NON CUM PER PFD SER G

KEYCORP DEP SHS REPSTG 1/40TH INT PERP NON CUM H

KEYCORP DEP SHS REP 1/40TH PERP PFD SER F USD25

KEYCORP DEP SHS REP 1/40TH NON CUM PFD SER E

State Street® US Equity Premium Inc ETF

Charter Communications (NASDAQ:CHTR) Director Purchases $1,399,293.97 in Stock

BRK.B

BRK.A

LEN.B

CLOU

Berkshire Hathaway, under new CEO Greg Abel, purchased seven stocks in Q1 2026, including a significant 204% increase in its stake in Alphabet and a new position in Delta Air Lines valued at $2.6 billion. The company also expanded its holdings in The New York Times and Lennar. Despite Buffett's reduced role, he remains influential in investment decisions. Alphabet is highlighted as the standout investment due to its leadership in AI and cloud services.

- Berkshire Hathaway's recent 13F filing revealed seven stock purchases made under new CEO Greg Abel in Q1 2026, including significant increases in stakes in Alphabet and The New York Times Company.  
- Delta Air Lines emerged as the largest new holding with a $2.6 billion investment, while Berkshire's investment strategy seems influenced by Buffett, focusing on attractive valuations and long-term prospects.  
- Among the purchases, Alphabet is highlighted as the most promising, benefiting from trends in AI and technology, despite not being the cheapest option.

Lennar-B Shares

New York Times

Lennar

Delta Air Lines

Global X Cloud Computing ETF

Macys

Berkshire Hathaway Bought 7 Stocks in Its First Quarter Without Warren Buffett as CEO: Here's the Best of the Bunch.

2019 Gp L.L.C. Gv sold 87,475 shares of Alphabet Inc. (NASDAQ:GOOG) at an average price of $23.75, totaling $2,077,531.25. This transaction was disclosed to the SEC. The firm also sold 60,077 shares at $23.01 prior to this sale. Alphabet's stock opened at $393.11, with a market cap of $4.76 trillion and a recent quarterly EPS of $5.11, exceeding estimates.

- Major shareholder 2019 Gp L.L.C. Gv sold 87,475 shares of Alphabet Inc. at an average price of $23.75 on May 15, totaling over $2 million.  
- Alphabet reported earnings of $5.11 per share for the latest quarter, exceeding estimates, with revenue of $109.90 billion and a year-over-year increase of 21.8%.  
- Additionally, the company declared a quarterly dividend increase to $0.22 per share, payable on June 15, reflecting its ongoing strong financial performance.

Bank of Montreal

Oppenheimer

Bank of Nova Scottia

2019 Gp L.L.C. Gv Sells 87,475 Shares of Alphabet (NASDAQ:GOOG) Stock

5th Street Advisors LLC acquired 3,200 shares of Alphabet Inc. (NASDAQ: GOOGL) valued at approximately $1,002,000 during the fourth quarter, making it the firm's 25th largest position. Other institutional investors also increased their stakes in Alphabet. The stock opened at $396.94, with a market cap of $4.81 trillion and a recent quarterly EPS of $5.11, exceeding expectations. Alphabet announced a dividend increase to $0.22 per share, with a payout ratio of 6.41%. Analysts maintain a consensus rating of 'Moderate Buy' for the stock.

- 5th Street Advisors LLC acquired 3,200 shares of Alphabet Inc. for about $1,002,000, representing 0.5% of its holdings.  
- Alphabet reported a Q1 EPS of $5.11, exceeding expectations, with revenue of $109.90 billion and a net margin of 37.92%.  
- The company recently increased its quarterly dividend from $0.21 to $0.22 per share, with a market capitalization of $4.81 trillion.

Jefferies Financial

Blackstone

5th Street Advisors LLC Acquires Shares of 3,200 Alphabet Inc. $GOOGL

Comm Servcies Select Sector SPDR(XLC.US)

The CEO behind Grand Theft Auto says he's pro AI — but the technology can't make an original hit

Billionaire Stanley Druckenmiller Dumped Google Parent Alphabet and Piled Into a Trio of Skyrocketing Memory and Storage Stocks

EchoStar surges as SpaceX IPO plans accelerate toward June debut

The AI economy is rewriting the American Dream — and blue-collar workers are poised to win

Midwest Trust Co Buys 9,774 Shares of Alphabet Inc. $GOOG

Google I/O primer: Alphabet's AI showcase is its chance to wow Wall Street

Charter Communications (NASDAQ:CHTR) Director Purchases $1,399,293.97 in Stock

Berkshire Hathaway Bought 7 Stocks in Its First Quarter Without Warren Buffett as CEO: Here's the Best of the Bunch.

2019 Gp L.L.C. Gv Sells 87,475 Shares of Alphabet (NASDAQ:GOOG) Stock

5th Street Advisors LLC Acquires Shares of 3,200 Alphabet Inc. $GOOGL