Alphabet Inc. (Class C) (GOOG)
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Alphabet (GOOG) Surpasses 100% Value Growth in One Year
Shares of Alphabet (GOOG) have more than doubled in value over the past year, marking a significant increase for the company. Investors are advised to consider profit-taking strategies before year-end to manage portfolio allocations effectively. Additionally, NuScale Power (SMR) shares have lost 50% of their value, presenting an opportunity for tax loss harvesting to offset gains. These financial maneuvers are relevant as the deadline approaches for year-end tax decisions for investors.
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Microsoft (MSFT) Foundation Sells 7.7M Shares for $3.2 Billion
The Bill & Melinda Gates Foundation Trust disclosed selling its final 7.7 million shares of Microsoft (MSFT) for approximately $3.2 billion in Q1 2026. This sale concludes a long-term position as the foundation plans to sunset operations by 2045, requiring liquid assets to fund charitable work. In contrast, Bill Ackman's Pershing Square Capital Management announced a new position, acquiring about 5.65 million shares of MSFT, valued at $2.09 billion, using proceeds from Google (GOOG) stock sales. Microsoft faces challenges, particularly with Copilot adoption dropping from 18.8% to 11.5% market share between July 2025 and January 2026.
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Berkshire Hathaway Keeps 228M Apple (AAPL) Shares in 13-F Filing
Berkshire Hathaway (NYSE: BRKA, BRKB) maintained its position of approximately 228 million shares in Apple (AAPL), which constitutes about 22% of its equity portfolio, according to its latest 13-F filing under CEO Greg Abel. This decision puts an end to the multi-quarter selling trend initiated by former CEO Warren Buffett. Additionally, Berkshire increased its stake in Alphabet (GOOG) from approximately 17.85 million to about 58 million shares, valued at nearly $17 billion. The portfolio also includes a new $2.65 billion stake in Delta Air Lines (DAL), indicating a shift in investment strategy.
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Alphabet (GOOG) Posts Q1 2026 EPS of $5.11, 94.1% Beat
Alphabet (GOOG) reported Q1 2026 EPS of $5.11, significantly surpassing the $2.63 consensus by 94.1%. Cloud revenue increased by 63% to $20.028 billion, with a backlog of over $460 billion, which almost doubled quarter-over-quarter. The company's revenue reached $109.90 billion, marking a 21.79% year-over-year growth. Following the earnings announcement, GOOG shares spiked by 9.97%, currently trading at $381.94, with a 12-month price target of $460, indicating a potential upside of 20.44%. Analyst confidence is strong, with 63 of 69 ratings classified as Buy or Strong Buy.
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Alphabet (GOOG) Reports 17% Core Search Revenue Growth in Q1 2026
Wedgewood Partners reported that Alphabet Inc. (GOOG) grew its core search revenue by 17% in Q1 2026. GOOG stock closed at $347.50 on April 28, 2026, with a one-month return of 17.84% and a 52-week gain of 115.99%. The company's market capitalization stands at $4.20 trillion. Wedgewood highlighted factors such as increased user engagement on Google properties and AI-driven advertising tools as key growth drivers for Alphabet's revenue.
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Broadcom (AVGO) Provides 3.5 Gigawatts AI Partnership with Google, Anthropic
Broadcom (AVGO) is supplying 3.5 gigawatts of compute infrastructure as part of a partnership with Google and Anthropic for AI development. This collaboration aims to reduce reliance on Nvidia as demand for AI inference grows. Broadcom has additionally extended its partnership with Meta Platforms (META) through 2029. With significant investments in custom silicon, this partnership could position Broadcom favorably in the expanding AI market, indicating potential future efficiency gains and reduced dependency on third-party suppliers.
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Alphabet (GOOG) Reports $402.8B Revenue with Q4 Search at $63B
Alphabet (GOOG, GOOGL) reported $402.836 billion in consolidated revenue for fiscal 2025, crossing the $400 billion milestone. Google Search generated $224.5 billion in revenue, approximately $615 million per day, with Q4 2025 Search revenue at $63.073 billion, a 17% increase year-over-year. Net income for the year reached $132.170 billion, reflecting a profit margin of 32.8%. Despite a recent pullback, shares have increased by 103.9% from $154.84 on April 10, 2025, to $315.72 as of April 10, 2026, maintaining strong analyst ratings and a price target of $359.53.
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Anthropic (ANTH) Launches Claude Mythos for Cybersecurity Initiative
Anthropic announced the rollout of its Claude Mythos Preview as part of the cybersecurity initiative, Project Glasswing, limited to select companies including Apple (AAPL), Google, Microsoft, Nvidia, and Amazon Web Services. The model focuses on identifying software vulnerabilities and will be used defensively to heighten security measures. Anthropic has engaged in discussions with government entities like the Cybersecurity and Infrastructure Security Agency regarding the model's capabilities. Following this announcement, cybersecurity stocks reflected mixed performance, with the iShares Cybersecurity ETF remaining mostly flat during intraday trading on Tuesday.
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