Alphabet-A (GOOGL)

A billionaire investor just revealed his latest portfolio moves, and the overlap with my own holdings says a lot about where smart money is headed.

Both companies are in a heated race to build out AI computing capacity.

Here are four low-cost, well-diversified stock ETFs that I would recommend for my own child's 401(k) contributions.

In a matter of hours, we're going to know exactly which stocks Berkshire Hathaway's new boss bought and sold in the second quarter.

Broadcom and Taiwan Semiconductor have a lot of work to do to join the $4 trillion market cap club.

The Magnificent Seven have been mostly poor performers this year.

Nvidia and Micron are making a ton of money from the AI build-out.

During a recent CNBC panel, Huang and some of Wall Street's biggest banks and private credit CEOs announced a potential new way to fund the capital-intensive artificial intelligence build-out.

Four of the world's five most valuable companies send their shareholders cash every quarter. The fifth is spending more than its operations generate.

A long-term holding plan can help investors stay strong during gut-wrenching pullbacks.

Both earnings and revenue growth were the highest since 2021.

Alphabet is already converting its capex investments into AI revenues.

AI investing might be shifting from a race for speed to a race for scale and regulatory readiness, giving the biggest players an even stronger edge.

With an investment in Alphabet, you get both an established AI player and exposure to Anthropic.

The market seemed more interested in what CEO Elon Musk had to say on SpaceX's first earnings call.

Apple and Alphabet were both close to reaching it a few months ago.

Alphabet has turned into the Warren Buffett of Wall Street.

Cryptocurrency bookmakers slightly raised odds that California’s one-time billionaire wealth tax will pass in this year’s election.

Abel is following Warren Buffett's longstanding playbook of disciplined investing, but the conglomerate's portfolio is increasingly including tech stocks.

Microsoft is already relatively close to its median 12-month price target.

SpaceX shares soared after Elon Musk revealed AI could soon become the company's biggest revenue driver. But with heavy spending and a lofty valuation, is the excitement justified?

It's not a typical Berkshire business, but it checks the right boxes.

AMD's explosive growth and fortress balance sheet contrast sharply with Alphabet's valuation discount and cash generation, a choice between momentum and value.