I don’t view Berkshire’s $10 billion investment in Google to be meaningful for the share price (of either company). Here is the press release. 2026 June Alphabet Equity Capital Raise Press Release PDF Half ($5 billion) of Berkshire’s investment is common stock, paying $351.81/share — or at $25 discount from the close! The other half ($5 …
Read in context ›Alphabet Class A Stock (GOOGL)
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119 mentions$10B Raise Suggests GOOGL Shares are Expensive Google Authorizes $80B Capital Raise Break in. Google ($GOOGL) authorizes a $80 billion capital raise to expand AI infrastructure and compute. Position: None
Read in context ›Divergences Aplenty in Monday's Trading Monday's market advance had some conspicuous and worrisome divergences: * Market breadth was poor and leadership continued to narrow (even more noticeably than in the past few days): * The VIX strengthened to 18.38 (+1.19). * Financials were noticeably weak. Homebuilders, restaurants (Shake ...
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Read in context ›From the Street of Dreams From JPMorgan: US: Futs are higher. Pre-market, Mag 7 are mixed: AMZN +2.8%, META +0.6%, AAPL -0.4%. Apple announced its new CEO after yesterday’s close (John Ternus will become the CEO effective September 1st); AMZN announced it will invest another $25bn in Anthropic ...
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