Why This Billionaire Is Buying Google In Spades
In the second quarter, Bill Ackman’s Pershing Square Capital added another 900,000+ shares of Alphabet Class A (NASDAQ: GOOGL).
Combined with its Class C (NASDAQ: GOOG) shares, Alphabet now makes up about 21% of Pershing Square’s portfolio, one of the fund’s biggest bets.
So what makes Alphabet such a perfect Ackman stock,
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Is Micron’s AI Gold Rush a Perfect Storm?
Micron Technology soared by more than 42.98% over the last 30 days, a jaw-dropping rally even by tech’s feverish standards. The reason? Artificial intelligence and specifically, the voracious appetite for memory chips powering the world’s new AI data centers.
But beneath the surface of the AI euphoria, do the fundamentals justify the soaring share price?
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Trump’s Post Just Sent Cannabis Stocks Soaring
It was President Donald Trump’s social feed that lit the spark on cannabis stocks this past week.
On Sunday, Trump posted a video on Truth Social highlighting the potential health benefits of hemp-derived CBD for seniors. He even floated the idea that Medicare could cover it one day.
The post came on the heels of another Trump remark just weeks ago that he was considering reclassifying marijuana at the federal level,
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1 Solar Sleeper Stock That Still Has Room to Shine
When Nextracker went public two years ago, few investors expected it to triple so quickly.
But after such a run, is it too late to buy? Or is this “picks and shovels” play on the clean-energy revolution still undervalued?
Key Points
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Nextracker controls about a quarter of the global solar tracker market.
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Why Nvidia Could Still Be in the Early Innings of a Historic Run
Nvidia didn’t just ride the AI wave, it built the surfboard thanks to the graphics processing unit that evolved from powering video games to becoming the computational engine of the AI revolution.
Today, roughly 92% of all AI data center processing runs on Nvidia chips, according to IoT Analytics. That kind of market share is virtually unheard of in hardware.
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Read MoreThe Burst
The Future of Technology In 2026 and Beyond
Over the past decade, the tech sector has tended to rebound after bouts of underperformance, about 80% of the time, historically. This year looked like another chapter in that same story: short-term skepticism giving way to renewed conviction.
Now, as we move into the final quarter of 2025, several massive forces are quietly re-shaping the landscape.
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Read MoreThe Spotlight
Berkshire’s $9.7 Billion OxyChem Deal Means What?
Buffett’s firm has spent years amassing a giant stake in Occidental Petroleum (NYSE: OXY), starting with a $10 billion preferred stock and warrant package in 2019 that helped Occidental fund its acquisition of Anadarko.
By mid-2025, Berkshire had built that into a 32.7% equity position, making OXY one of its six largest holdings.
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Read MoreThe Daily
Targeting the 'heart of its war economy,' US and EU impose new sanctions on Russian oil
The United States and European Union have announced new sanctions against Russia’s oil industry as part of efforts to pressure Russia to end the war in Ukraine. The European Union agreed to the new sanctions this morning, aiming to move closer to lasting peace in the region. “We’re keeping the pressure high on the aggressor,”