Berkshire Q2 13F: Alphabet Stake Jumps 83% to $37.8B
Berkshire’s Q2 2026 13F shows Buffett’s team lifted the Alphabet stake 83% to $37.8B, making Google parent the No. 3 holding. BofA trimmed.
stock market
Applied Materials Record Q3: $9.1B, Guide Up, China Slips
Applied Materials posted record Q3 FY26 revenue of $9.12B and guided Q4 to $10.25B, but China’s revenue share fell from 35% to 28%. Stock -5% pre-market.
Cisco Beats Q4 but Stock Falls 8%: AI Orders Squeeze Margins
Cisco reported record Q4 revenue of $17.3B and $4B in AI infrastructure orders, but the stock fell 8.4% as gross-margin mix and FY27 guidance disappointed.
Silver Lake Eyes Workday: PE’s Next $60B+ Take-Private?
Silver Lake is in talks to acquire Workday, per Reuters. WDAY jumped ~21% to $212. At $52B market cap, a deal could top $60B with a standard premium.
CoreWeave Q2 Doubles to $2.58B; Backlog Hits $104B
CoreWeave’s Q2 2026 revenue jumped 112% to $2.58B; backlog hit $104B, Meta added $21B, and FY26 guide was raised. But the net loss widened to $626M.
July CPI Cools to 3.4%: Stocks Shrug, Fed Cut Path Clears
July 2026 CPI came in at 3.4% headline and 2.5% core, matching forecasts. Stocks nudged higher, yields dipped, and the September FOMC cut looks live.
Greg Abel Puts $23.5B to Work: Berkshire Turns Net Buyer
Warren Buffett’s successor Greg Abel deployed $23.5B into equities in Q2 — Berkshire’s first net-buying quarter in over three years. Here’s what changed.
On Holding Crashes 22% on Q2 Miss: Americas Growth Cracks
On Holding (ONON) posted a rare Q2 revenue miss and cut its FY26 outlook. Shares fell up to 22% — the worst day since its 2021 IPO.
Airbnb Jumps 15% on Q2: Revenue +17%, FY26 Guide Raised
Airbnb (ABNB) posted its best day ever, +14.8%, after Q2 2026 revenue rose 17% to $3.6B, net income hit $816M, and management raised full-year revenue and margin guides.
Twilio Q2 Beat: Revenue +22%, FY Growth Guide Raised to 18%
Twilio delivered $1.50B in Q2 2026 revenue, up 22% reported and 17% organic, raised full-year growth guidance to 18-18.5%, and posted record $353M free cash flow.