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03.06.26 - 17:24
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Warren Buffett Bought the World’s Most Dominant AI Company — Then Sold It Within 6 Months (24/7 Wall St.)
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The artificial intelligence boom has created plenty of winners, but one company sits at the center of it all. Every major AI player — Nvidia (NASDAQ:NVDA), Advanced Micro Devices (NASDAQ:AMD), Broadcom (NASDAQ:AVGO), Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), and Alphabet (NASDAQ:GOOG) — depends on a single manufacturer to turn advanced chip designs into physical products: Taiwan Semiconductor ... Warren Buffett Bought the World's Most Dominant AI Company — Then Sold It Within 6 Months...
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03.06.26 - 14:18
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Berkshire Hathaway: Bricht Abel mit Buffetts Philosophie? (Der Aktionaer)
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In den vergangenen Jahren hat sich Berkshire Hathaway mit größeren Zukäufen und Transaktionen eher zurückgehalten. Der Barbestand der Investmentgesellschaft wuchs dadurch auf den Rekordwert von rund 380 Milliarden Dollar an. Als neuer CEO schlägt Greg Abel jetzt aber einen neuen Kurs ein und hat allein in den vergangenen Tagen knapp 17 Milliarden Dollar investiert....
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03.06.26 - 14:12
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Berkshire Under Buffett’s Successor Makes $10 Billion AI Bet (24/7 Wall St.)
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All eyes were on what Berkshire Hathaway (NYSE:BRK.B) was up to in its very first quarter with Warren Buffett's successor, Greg Abel, at the helm. We've all heard about the size of the shoes that Abel will need to fill as the new CEO of the legendary conglomerate. In the first quarter, Mr. Abel did ... Berkshire Under Buffett's Successor Makes $10 Billion AI Bet...
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02.06.26 - 22:36
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Momei Qu on Berkshire Hathaway Endorsing AI (Bloomberg)
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Momei Qu of PSP Growth discussed the significance of Berkshire Hathaway's recent actions, interpreting them as a strong endorsement of AI as more than just market hype. According to Qu, Berkshire's involvement signals that AI represents a durable infrastructure shift that merits substantial investment. This perspective aligns with Alphabet's announcement to raise $80 billion in equity to fund its AI initiatives, underscoring the growing confidence in AI's transformative potential across industries. (Source: Bloomberg)...
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02.06.26 - 20:18
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Alphabet′s $80 Billion AI Power Move | Open Interest 6/2/2026 (Bloomberg)
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Get a jump start on the US trading day with Matt Miller and Dani Burger on "Bloomberg Open Interest." Alphabet is raising $80 billion in equity, including an investment deal with Berkshire Hathaway to help fund its AI spending plans. Anthropic's IPO filing raises the stakes against OpenAI. Plus, US job openings jumped in April to the highest level in almost two years. SpaceX negotiates to pay razor-thin fees to Wall Street firms handling its IPO. And the collector car market enters a new era. We discuss with Hagerty CEO McKeel Hagerty. And MongoDB CEO CJ Desai joins Bloomberg Open Interest to talk about how AI is powering his firm and what's next for enterprise AI. (Source: Bloomberg)...
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02.06.26 - 18:36
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Alphabet′s Equity Pivot is Boost to Hyperscaler Credit (Bloomberg)
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Google parent Alphabet Inc. is raising $80 billion through a package of equity offerings, including an investment deal with Berkshire Hathaway Inc., to help fund ambitious and growing artificial intelligence spending plans.
Ted Mortonson, Managing Director: Technology at Baird, discusses this offering, the historic AI infrastructure buildout, and the companies powering the current tech cycle. (Source: Bloomberg)...
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02.06.26 - 18:36
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Börsenradio Schlussbericht, Di., 02.06.2026: DAX kratzt am Rekord - KI-Fantasie treibt HPE +32 % und Marvell +20 % (BRN)
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Der DAX gewinnt 0,5 % und schließt bei 25.124 Punkten. Zwischenzeitlich steigt er bis auf 25.363 Punkte und nähert sich damit seinem Rekordhoch von 25.507,79 Punkten. Dann bremst die unsichere Nachrichtenlage im Nahen Osten. In Europa bleibt die Stimmung dennoch freundlich, der EuroStoxx 50 legt 1,1 % auf 6.103 Punkte zu. An der Wall Street ist das Bild gemischt: Dow Jones +0,3 %, S&P 500 -0,2 %, Nasdaq -0,4 %. KI bleibt das große Thema: HPE springt nach starken Zahlen um 32,1 %, Marvell steigt vorbörslich nach Lob von Nvidia-Chef Jensen Huang um mehr als 20 %. Alphabet verliert 3,6 %, weil der geplante Kapitalbedarf von 80 Mrd. USD für KI-Infrastruktur Fragen aufwirft. Rheinmetall erhält einen Auftrag aus Rumänien im Wert von 5,7 Mrd. Euro, K+S kauft ein Salzgeschäft für bis zu 380 Mio. Euro, UniCredit erhöht den Commerzbank-Anteil auf 34,35 %. Außerdem im Fokus: easyJet, Ferrari und DHL. Und zum Schluss die Börsenweisheit des Tages von Warren Buffett: "Das Beste, was uns passieren kann, ist,...
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02.06.26 - 17:48
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Google owner Alphabet to sell $80bn in stock to fund AI spending spree (The Guardian)
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Markets take note as world's biggest equity fundraiser bids to garner more money than the three biggest-ever IPOs combinedBusiness live – latest updatesKenneth Rogoff: will AI create a permanent underclass?Google's parent company, Alphabet, has said it plans to raise up to $80bn (£59bn) in equity to fund its vast artificial intelligence infrastructure investments, raising further questions over the economics of the AI boom.The move, the largest equity fundraising ever according to analysts, includes a $10bn share sale to the US investment group Berkshire Hathaway, which was led until last year by Warren Buffett. Continue reading......
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